Article

Oak It Up

Barrel-aged beers are some of the finest, most complex, and sought-after beers produced. Often imitated, though never truly replicated, oak barrels provide characteristics that are otherwise unobtainable. These come from a slow ingress of oxygen to the aging beer, flavors and tannins from toasted oak, as well as character from the spirit or other beverage that was previously aged in the barrel.

Often requiring a minimum of a year in the barrel — and sometimes much more — the resulting beers undergo a loss of water through evaporation and gain additional alcohol and flavor from the spirit previously aged in the barrel. They regularly push double-digit alcohol levels and are bursting in flavors; perfect for slow sipping and deep contemplation. 

With the required investment in time, it’s important to get barrel aging right. So, with the help of four professionals who regularly release some of the best wood-aged examples around, we explore the technique of barrel aging. Let’s meet the pros:

Paul Grenier: Co-Owner and CEO at Mortalis Brewing Co. (Avon, New York)

How big is your barrel program and what styles have you barrel-aged? 

Paul: We have around 50 barrels right now and we are aging everything from imperial stouts to barleywines and even some fruited sours.

What attributes does barrel-aging add to a beer? 

Paul: That really depends on the barrel. You can get everything from cherry, oak, extreme tannins, vanilla, and so on. I think the better question is what attributes you are looking for, because I bet you could find a barrel to add those flavors!

What checks and preparation do you put barrels through prior to filling them with beer? 

Paul: Getting them fresh is super important. After you work with a trusted broker for some time you can eliminate some variables like if the broker does pressure testing, but we always test the barrel heads for a while to make sure they can hold liquid on top of the barrel and it’s not soaking into the barrel.

What’s the typical lifespan of a barrel that arrives at your brewery look like?

Paul: The vast majority of our barrels are single use and don’t get reused in the aging process. However, if we find something special or are looking for a special flavor, we have been known to double barrel a beer or swap barrels in the process.

When in the process do you add the beer to barrel? 

Paul: After we have checked the barrel and it meets our standards, the beer can be added. This happens after final fermentation is completed. We typically do not ferment in barrels.

What is the range of time you’ve aged beer in barrel, and what factors impact that time?

Paul: We have learned so much over the years in this process. Especially when you consider so many variables like climate control, temperature change, age of the barrel, what’s going inside, what flavors are you looking for, who your barrel broker is, how fresh the barrel was. I could talk for hours on this because of the significant impact of these variables. For an imperial stout, we start looking at it after 14–18 months and see how it evolved over time and then try to plan a course after that.

Is your barrel room temperature-controlled? What temperature range/humidity/etc. should a homebrewer try to achieve for barrel-aged beers?

Paul: Our barrel aging facility is not really temperature controlled. We really love it when the warmer months expand the oak staves to absorb more beer and when the colder months contract to push that beer back into the barrel carrying with it some of those amazing flavors in that oak.

Have you used oak spirals/cubes/other barrel alternatives to amplify the oak character when barrels go neutral (or for other reasons)? 

Paul: Our current process really doesn’t utilize cubes or spirals. We have found the best results come with time and fresh barrel selection.

What should homebrewers keep in mind when working with smaller (5-15 gallon/19–57 L) barrels?

Paul: We still use some smaller format barrel today! Those 5- to 15-gallon (19- to 57-L) barrels are awesome; the best advice I could give is that they take less time and to taste them often. Usually, you get a lot of spirit flavors from them depending on the previous occupant, so it’s important to understand that when crafting those liquids going inside.

Other than stouts in Bourbon barrels, are there other beer style/barrel combinations that you’re particularly fond of?

Paul: We love our rum barrels at Mortalis. Nothing gets me going quite like designing a new Tiki cocktail in beer format with a Hydra base. We have also been known to dabble with pear brandy from time to time as well.

What qualities in a beer make it a good candidate for barrel aging?

Paul: Gravity is super important in this process. Understand that barrel aging can thin a beer out and that it might not have quite the viscosity it had going into the barrel as coming out of the barrel so plan accordingly and brew a thick beer to help it survive the long slumber.

When do you make adjunct additions (whether it’s coffee, fruit, or a full-on pastry stout) in barrel-aged beers?

Paul: 95% of those additions are done after the barrel aging process is complete for us. This really allows you more control of flavors you want to bring to the beer without going too far in one direction and not being able to come back.

On to the Recipes

We’ve soaked up a lot of advice from our pros, and now it’s time to put it to use. Following are clone recipes graciously provided to us by each of these brewers. While each is aged in barrel at the commercial level, and intended as such even for smaller batches, homebrewers have the option of going the easier route of using oak alternatives. 

3 Sons Brewing Co.’s Summation clone

(5 gallons/19 L, all-grain)
OG = 1.154  FG = 1.074
IBU = 40  SRM = 60  ABV = 10.5%*

The easiest way to replicate this huge beer on a homebrew scale is with an extended boil and the addition of malt extract to assist in hitting the high gravity. As you can see in the recipe, Director of Brewing Operations Corey Artanis loves to layer lots of different malts in imperial stouts for added complexity. This is the base recipe for Summation, which 3 Sons often brews variations of with added flavors like coffee, vanilla, and more. If you wish to create a variation with adjuncts, add after barrel aging.

*ABV calculated prior to barrel aging. At 3 Sons, this beer usually finishes close to 13% after 18–28 months in barrel.

Ingredients
6 lbs. (2.7 kg) dark dried malt extract
4.4 lbs. (2 kg) 2-row pale malt
4.4 lbs. (2 kg) Maris Otter malt
4.4 lbs. (2 kg) Golden Promise malt
1.9 lbs. (0.9 kg) flaked oats
1 lb. (0.45 kg) chocolate malt
14 oz. (400 g) caramel Munich malt (60 °L)
14 oz. (400 g) crystal malt (40 °L)
14 oz. (400 g) crystal malt (80 °L)
8 oz. (225 g) wheat malt
5 oz. (140 g) Weyermann Carafa® Special III malt
5 oz. (140 g) Briess Blackprinz® malt
5 oz. (140 g) Briess Midnight Wheat malt
12.6 AAU Columbus hops (120 min.) (0.9 oz./26 g at 14% alpha acids)
Yeast nutrient
Wyeast 1318 (London Ale III), Omega OYL-011 (British Ale V), or LalBrew Verdant IPA yeast
LalBrew CBC-1 (if priming)
¾ cup corn sugar (if priming)

Step by step
It is recommended that you repitch yeast from a previous batch of beer for adequate pitch rates. If that is not easily attainable, a large yeast starter made up in advance (if using a liquid yeast strain) or pitching 3 sachets of dried yeast is recommended. 

Mash the grains with a liquor-to-grist ratio of 1.15–1.25 qts. per lb. (2.4–2.6 L/kg) at 158 °F (70 °C) for 60 minutes. Vorlauf until the runnings are clear of particles then start the burner and run off into kettle. Sparge to collect 8 gallons (30 L). Boil for 2 hours, adding hops at the start of the boil. Add the dried malt extract in the last 10 minutes of the boil. Check the gravity and, if needed, add additional extract to bring it up to 1.154. 

Chill to 65 °F (18 °L) and add yeast nutrient according to manufacturer’s instructions. If using a liquid yeast, you will need to aerate extremely well and pitch plenty of healthy yeast. Ferment at 68–70 °F (20–21 °C).

When fermentation is complete and gravity has stabilized for 3–4 days, drop temperature to 52 °F (11 °C). Drop yeast or rack beer off of it into a secondary vessel purged with CO2. Hold for an additional 5–6 days in secondary and allow to rise to ambient temperature. Rack into a 5-gallon (19-L) Bourbon barrel purged with CO2, leaving just a little head space. Allow your taste to guide you in how long to keep the beer in the barrel, first tasting after a week or two. When ready, rack to a keg and force carbonate or bottle. If bottling, pitch a cask-conditioning yeast such as LalBrew CBC-1. 

3 Sons Brewing Co.’s Summation clone

(5 gallons/19 L, extract with grains)
OG = 1.154  FG = 1.074
IBU = 40  SRM = 60  ABV = 10.5%*

*ABV calculated prior to barrel aging.

Ingredients
6 lbs. (2.7 kg) dark dried malt extract
6 lbs. (2.7 kg) Maris Otter liquid malt extract
3 lbs. (1.4 kg) light dried malt extract
1.5 lbs. (0.68 kg) wheat liquid malt extract
1 lb. (0.45 kg) chocolate malt
14 oz. (400 g) caramel Munich malt (60 °L)
14 oz. (400 g) crystal malt (40 °L)
14 oz. (400 g) crystal malt (80 °L)
5 oz. (140 g) Weyermann Carafa® Special III
5 oz. (140 g) Briess Blackprinz® malt
5 oz. (140 g) Briess Midnight Wheat malt
12.6 AAU Columbus hops (120 min.) (0.9 oz./26 g at 14% alpha acids)
Yeast nutrient
Wyeast 1318 (London Ale III), Omega OYL-011 (British Ale V), or LalBrew Verdant IPA yeast
LalBrew CBC-1 (if priming)
¾ cup corn sugar (if priming)

Step by step
Place the crushed grains in a muslin bag (or two muslin bags so they are not packed in tightly) and submerge in 6.5 gallons (25 L) water as it heats up to 170 °F (77 °C). When that temperature is achieved, remove grain bag, allowing to drip into the kettle. With the heat turned off, stir in the malt extract until dissolved. Return to heat and bring wort to a boil. Boil for 60 minutes, adding hops at the start of the boil. Follow cooling, fermenting, aging, and packaging instructions in the all-grain recipe.

Tips for Success: To time your barrel aging correctly with smaller barrels you’ll need to sample regularly after the first couple weeks in the barrel. Artanis recommends buying 2-inch (5-cm) stainless finishing nails and drilling a hole into the center of the head of the barrel BEFORE you fill it for easy access to pulling samples. Hammer a sanitized, stainless steel finishing nail in the hole and fill the barrel. After pulling samples, spray the nail with some isopropyl to sanitize before re-inserting it.  

Oak chips soaked in Bourbon can be used to finish the beer on the homebrew scale if you do not have a barrel. Age the chips in just enough Bourbon to cover them for a week, and then add the chips to the beer for another week or more. Consider adding the Bourbon too.

Cerebral Brewing Co.’s Standard Practice clone

(5 gallons/19 L, all-grain)
OG = 1.045  FG = 1.007
IBU = 19  SRM = 5  ABV = 5%

Stouts and barleywines aren’t the only styles you should consider aging in barrels. This helles lands on the other end of the flavor intensity threshold and is perfect for any occasion. This beer received a gold medal in 2022 at the Festival of Barrel Aged Beers.

Ingredients
7.5 lbs. (3.4 kg) Weyermann Barke® Pilsner malt
1.5 lbs. (0.68 kg) Weyermann Barke® Munich malt
5.5 oz. (155 g) Weyermann Carafoam® malt
2 oz. (56 g) rice hulls
2.5 AAU Hallertau Hersbrucker hops (90 min.) (1.5 oz./42 g at 1.7% alpha acids)
1.7 AAU Hallertau Hersbrucker hops (30 min.) (1 oz./28 g at 1.7% alpha acids)
SafLager W-34/70, Wyeast 2124 (Bohemian Lager), or White Labs WLP830 (German Lager) yeast
¾ cup corn sugar (if priming)

Step by step
Use enough water to have a moderately thick mash at 1.4 qts./lb. (2.9 L/kg). Cerebral uses rice hulls to help the lauter, though depending on your system this may not be necessary. If using, a small amount should do. Mash your grains at 149 °F (65 °C) for 60 minutes. Sparge slowly and collect enough wort to result in 5.5 gallons (21 L) after a 90-minute boil. Boil wort 90 minutes, adding hops at the times indicated in the recipe.

When the boil is complete, chill wort to 50 °F (10 °C) and pitch yeast. Ferment at this temperature. When fermentation is complete, lager at as close to freezing temperature as possible for four weeks and then rack to a freshly emptied Chardonnay barrel. Lager further, in the barrel, for an additional six weeks. 

Rack the beer, prime and bottle condition, or keg and force carbonate as usual.

Cerebral Brewing Co.’s Standard Practice clone

(5 gallons/19 L, extract with grains)
OG = 1.045  FG = 1.007
IBU = 19  SRM = 5  ABV = 5%

Ingredients
4.8 lbs. (2.2 kg) Pilsner liquid malt extract
1 lb. (0.45 kg) Munich dried malt extract
5.5 oz. (155 g) Weyermann Carafoam® malt
2 oz. (56 g) rice hulls
2.5 AAU Hallertau Hersbrucker hops (90 min.) (1.5 oz./42 g at 1.7% alpha acids)
1.7 AAU Hallertau Hersbrucker hops (30 min.) (1 oz./28 g at 1.7% alpha acids)
SafLager W-34/70, Wyeast 2124 (Bohemian Lager), or White Labs WLP830 (German Lager) yeast
¾ cup corn sugar (if priming)

Step by step
Add the crushed Carafoam® to a steeping bag put it in 6.5 gallons (24.5 L) of water in the brew kettle. Heat to 170 °F (77 °C). When temperature is achieved, pull the grains, allowing them to drip back into the kettle, and continue heating up to a boil. Turn off the heat. Add the malt extract and stir thoroughly to dissolve completely. You do not want to feel liquid extract at the bottom of the kettle when stirring with your spoon. Turn the heat back on and bring to a boil. 

Boil the wort for 60 minutes, adding hops at the times indicated. When the boil is complete, chill wort to 50 °F (10 °C) and pitch yeast. Ferment at this temperature. When fermentation is complete, lager at as close to freezing temperature as possible for four weeks and then rack to a freshly emptied Chardonnay barrel. Lager further, in the barrel, for an additional six weeks. 

Rack the beer, prime and bottle condition, or keg and force carbonate as usual.

Tips for Success: If you can’t get your hands on a freshly emptied Chardonnay barrel, soak oak chips, cubes, or other barrel alternative in enough Chardonnay to cover for a few days. Add the oak to your lagering vessel and continue lagering six weeks prior to racking off the oak.

Mortalis Brewing Co.’s Ophion clone 

(5 gallons/19 L, all-grain)
OG = 1.160  FG = 1.068
IBU = 25  SRM = 85  ABV = 12%*

This is a huge beer that requires a huge amount of fermentables and an extended boil to hit the target gravity. An oversized mash tun that can handle 23 lbs. (10 kg) of grain will be required to brew a 5-gallon (19-L) batch. An alternative is to sub out some or all of the base grain with malt extract. This is the base recipe for Ophion, which Mortalis has released numerous variants of over the years with differing aging times and occasional adjunct additions like vanilla beans, coconut, and more.

*ABV is calculated prior to barrel aging.

Ingredients
10 lbs. (4.5 kg) Briess 2-row pale malt
2.75 lbs. (1.2 kg) Crisp Maris Otter malt
2.5 lbs. (1.1 kg) maltodextrin
2.5 lbs. (1.1 kg) black patent malt
1.75 lbs. (0.8 kg) caramel malt (60 °L)
1.25 lbs. (0.6 kg) Weyermann Carafoam®
1.25 lbs. (0.6 kg) flaked barley
1.25 lbs. (0.6 kg) flaked oats
12 oz. (340 g) Briess chocolate malt 
12 oz. (340 g) Crisp brown malt
4 oz. (110 g) roasted barley
8 oz. (230 g) rice hulls
Dextrose (if needed to boost gravity)
7.5 AAU Warrior hops (60 min.) (0.5 oz./14 g at 15% alpha acids)
2.5 AAU Willamette hops (30 min.) (0.5 oz./14 g at 5% alpha acids)
Yeast nutrient
SafAle US-05, Wyeast 1056 (American Ale), or White Labs WLP001 (California Ale) yeast
LalBrew CBC-1 (if priming)
¾ cup corn sugar (if priming)

Step by step
It is recommended that you repitch yeast from a previous batch of beer for adequate pitch rates. If that is not easily attainable, a large yeast starter made in advance (if using a liquid yeast strain) or pitching 3 sachets of dried yeast is recommended. 

Mill in the grains and add rice hulls to avoid a stuck mash. Mash the grains at 158 °F (70 °C) for 60 minutes. Adjust mash PH 5.3 if necessary. Vorlauf until the runnings are clear of particles, then start the burner and run off into kettle. Sparge to collect 10 gallons (38 L). Boil for 4–5 hours, depending on evaporation rate, with the intent of transferring about 5.5 (21 L) gallons into the fermenter. Add hops at times indicated and the maltodextrin near the end of the boil. Take a gravity reading near the end of the boil, and if gravity is low add dextrose as needed to achieve the 1.160 gravity before the end of the boil. 

Chill to 65 °F (18 °L) and add yeast nutrient according to the  manufacturer’s instructions. If using a liquid yeast, you will need to aerate extremely well and pitch plenty of healthy yeast. Ferment at 68–70 °F (20–21 °C).

When fermentation is complete and gravity has stabilized for 3–4 days, drop temperature to 52 °F (11 °C). Drop yeast and rack into a secondary vessel purged with CO2. Hold for an additional 5–6 days in secondary and allow to rise to ambient temperature. Rack into a 5-gallon (19-L) Bourbon barrel purged with CO2, leaving just a little head space. Allow your taste to guide you in how long to keep the beer in the barrel, first tasting after a week or two. When ready, rack to a keg and force carbonate or bottle. If bottling, pitch a cask-conditioning yeast such as LalBrew CBC-1. 

Mortalis Brewing Co.’s Ophion clone

(5 gallons/19 L, extract with grains)
OG = 1.160  FG = 1.068
IBU = 25  SRM = 85  ABV = 12%*

*ABV calculated prior to barrel aging.

Ingredients
6.5 lbs. (2.9 kg) light liquid malt extract
2 lbs. (0.9 kg) Maris Otter liquid malt extract
1.5 lbs. (0.68 kg) Munich dried malt extract
2.5 lbs. (1.1 kg) maltodextrin
2.5 lbs. (1.1 kg) black patent malt
1.75 lbs. (0.8 kg) caramel malt (60 °L)
1.75 lbs. (0.8 kg) Weyermann Carafoam®
12 oz. (340 g) Briess chocolate malt 
4 oz. (110 g) roasted barley
Dextrose (if needed to boost gravity)
7.5 AAU Warrior hops (60 min.) (0.5 oz./14 g at 15% alpha acids)
2.5 AAU Willamette hops (30 min.) (0.5 oz./14 g at 5% alpha acids)
Yeast nutrient
SafAle US-05, Wyeast 1056 (American Ale), or White Labs WLP001 (California Ale) yeast
LalBrew CBC-1 (if priming)
¾ cup corn sugar (if priming)

Step by step
Place the crushed grains in a muslin bag (or two muslin bags so they are not packed in tightly) and submerge in 6.5 gallons (25 L) water as it heats up to 170 °F (77 °C). When that temperature is achieved, remove grain bag, allowing to drip into the kettle. With the heat turned off, stir in the malt extract until dissolved. Return to heat and bring wort to a boil. 

Boil for 60 minutes, adding hops at the start of the boil and maltodextrin in the final 10 minutes. Take a gravity reading near the end of the boil, and if gravity is low add dextrose as needed to achieve the 1.160 gravity before the end of the boil time. 

Follow cooling, fermenting, aging, and packaging instructions in the all-grain recipe.

Firestone Walker Brewing Co.’s Parabola clone 

(5-gallons/19 L, all-grain)
OG = 1.106  FG = 1.032
IBU = 45  SRM = 70  ABV = 10%*

Parabola is arguably Firestone Walker’s most notorious barrel-aged beer and is released as a vintage beer each year. This imperial stout is thick with bold yet balanced flavors of chocolate, charred oak, vanilla, black cherry, and coffee.

*ABV calculated prior to barrel aging.

Ingredients
15 lbs. (6.8 kg) Golden Promise pale malt
2.6 lbs. (1.2 kg) crystal malt (20 °L)
1.8 lbs. (0.8 kg) Briess roasted barley
1.1 lbs. (0.5 kg) crystal malt (80 °L)
14.4 oz. (410 g) Simpsons Crystal Dark malt
11.3 oz. (320 g) oat malt (with husk) 
8.8 oz. (250 g) Chocolate malt
8.8 oz. (250 g) Weyermann Carafa® III malt
Malt extract or brewers crystals (if needed to boost gravity)
8.3 AAU Hallertau Tradition hops (60 min.) (1.5 oz./42 g at 5.5% alpha acids)
8.3 AAU Hallertau Tradition hops (30 min.) (1.5 oz./42 g at 5.5% alpha acids)
1.5 oz. Hallertau Tradition hops (0 min.) 
White Labs WLP007 (Dry English Ale), Wyeast 1098 (British Ale Yeast), Imperial A01 (House), or SafAle S-04 yeast
¾ cup corn sugar (if priming)

Step by step
Mash the grains at 145 °F (63 °C) for 30 minutes and then ramp to 151 °F (66 °C) until conversion is complete. A single-infusion mash could also be done at 149 °F (65 °C). Vorlauf until your runnings are clear, then run off into the kettle. Sparge the grains and top up as necessary to obtain approximately 6.5 gallons (25 L) of wort (depending on evaporation rate, this may be higher or lower for your system). 

Boil for 90 minutes, adding hops as per the schedule. With 10 minutes remaining in the boil, take a gravity reading. If short, add malt extract or brewers crystals to bring the gravity up to 1.106. This is a preferred method vs. extending the boil.

Chill to slightly below fermentation temperature, about 63 °F (17 °C). Aerate the wort if using liquid yeast and then pitch the yeast. Ferment at 66 °F (19 °C) and when complete perform a diacetyl rest at 70 °F (21 °C). Rack to a CO2-purged spirit barrel and age until your desired taste is achieved. The larger the barrel, the longer the beer can be aged in it. Once flavor profile is achieved with a distinct wood and Bourbon character, it’s time to package. Carbonate to 2.5 v/v or prime and bottle condition.

Firestone Walker Brewing Co.’s Parabola clone

(5-gallons/19 L, extract with grains)
OG = 1.106  FG = 1.032
IBU = 45  SRM = 70  ABV = 10%*

*ABV calculated prior to barrel aging.

Ingredients
10 lbs. (4.5 kg) pale liquid malt extract
2.6 lbs. (1.2 kg) crystal malt (20 °L)
1.8 lbs. (0.8 kg) Briess roasted barley
1.1 lbs. (0.5 kg) crystal malt (80 °L)
14.4 oz. (410 g) Simpsons Crystal Dark malt
11.3 oz. (320 g) flaked oats 
8.8 oz. (250 g) Chocolate malt
8.8 oz. (250 g) Weyermann Carafa® III malt
Malt extract or brewers crystals (if needed to boost gravity)
8.3 AAU Hallertau Tradition hops (60 min.) (1.5 oz./42 g at 5.5% alpha acids)
8.3 AAU Hallertau Tradition hops (30 min.) (1.5 oz./42 g at 5.5% alpha acids)
1.5 oz. Hallertau Tradition hops (0 min.) 
White Labs WLP007 (Dry English Ale), Wyeast 1098 (British Ale Yeast), Imperial A01 (House), or SafAle S-04 yeast
¾ cup corn sugar (if priming)

Step by step
Place the crushed grains in a muslin bag (or two muslin bags so they are not packed in tightly) and submerge in 6.5 gallons (25 L) water as it heats up to 170 °F (77 °C). When that temperature is achieved, remove grain bag, allowing to drip into the kettle. With the heat turned off, stir in the malt extract until dissolved. Return to heat and bring wort to a boil. Boil for 60 minutes, adding hops as directed. Follow cooling, fermenting, aging, and packaging instructions in the all-grain recipe.

Tips for Success: Regarding hops, Firestone Walker suggests any German noble-like variety will do, but recommended Hallertau Tradition or American Willamette as the first choices. 

Parabola is a great base for coffee, vanilla, or other adjuncts. Feel free to play around with adjunct additions after barrel aging this beer.

Oak chips soaked in Bourbon can be used to finish the beer on the homebrew scale if you do not have a barrel. Age the chips in just enough Bourbon to cover them for a week, and then add the chips to the beer for another week or more. Consider adding the Bourbon too — Parabola picks up about 3% ABV during barrel aging, so a little extra Bourbon won’t hurt.

Issue: September-October 2024