Monday, February 24, 2020

Regional diversity of grape varieties is important for climate change

There was a recent paper published in the Proceedings of the National Academy of Sciences of the USA that discussed the possible effects of global climate change on the grape-growing regions of the world. The wine media focussed almost entirely on one aspect of that paper: the expected reduction in suitability of many of the current prime locations (eg. Wine regions wiped out by projected climate change, disaster for some).

However, this was not actually the main point of that paper, as is indicated by its title:


Thus, the paper makes the important point that genetic diversity of grape varieties within each grape-growing region is the key to resisting climate change. This is a basic principle of biology, that genetic variation is a Good Thing, because even if one genotype is affected by a change in conditions, others will probably not be. (For a discussion of genetics and grape varieties, see Grape clones and varieties are not always what they seem.)

The idea can be made clear by thinking about a family. One way of ensuring the long-term continuation of the family is to have lots of children, on the principle that at least some of them will survive. However, this is true only up to a point. If the children all have very similar genes (as they probably will if they all have the same two parents), then they will probably all be affected by the same sorts of problems, such as lack of resistance to a particular disease. This limitation can be addressed by having children who have lots of different genes (ie. different genotypes) — it will then take lots of different problems to affect all of them.

Biologists have long understood this principle of genetic diversity, because it applies throughout the biological world, including agriculture — putting all of your eggs in one basket is not a good long-term idea. Farmers know this perfectly well, and it was the purpose of the PNAS paper to analyze the grape-growing situation in detail, to make some predictions about what might be done in response to climate change. The bit about reduction in the suitability of many current areas was simply scene-setting. These predictions not all bad, of course — New Zealand and Germany were identified as places expected not only to survive but to gain in output, for example.

So, if grape-growers are willing to continue doing what their predecessors did, which was to grow whatever varieties did best in each local area (see Palaeogenomic insights into the origins of French grapevine diversity), then many (if not most) vineyards could continue to exist, even under quite serious effects of climate change. However, some areas will no longer be suitable for any of the currently known varieties, and may require us to develop new late-ripening varieties for the hottest areas. Also, many unplanted areas will become suitable for an increasingly broad range of the currently known varieties (see last week’s post on Climate change and the most northerly vineyards in Europe).

Genetic diversity is an important issue, because observers have sometimes expressed concern about the diversity of wine-grapes narrowing down to a few so-called “international” varieties, often presented as mono-varietal wines. That is, trying to maximize economic returns has resulted in growers specializing in a few varieties that they believe will sell well when turned into wine. So, the recent trend has been to reduce regional genetic diversity, not maintain or increase it, because the economic pressures contradict this idea. Putting all of your eggs in one basket may make short-term economic sense, but not long-term biological sense.

Current varietal diversity

This leads me to wonder which grape-growing areas currently have the most (and least) diversity of grape varieties. Surprisingly, the PNAS paper does not tell me this. So, I thought that I should work it out for myself.

I have used the data from the Database of Regional, National and Global Winegrape Bearing Areas by Variety. This compendium has vineyard area data (in hectares) from 2010, for 1,446 named grape varieties in 642 defined grape-growing regions. Some of these regions are whole countries, if their wine industry is quite small; and countries with very small vineyard areas are excluded entirely. However, most of the data refer to local regions within each country.

You will, of course, never have heard of the vast majority of the varieties! There have probably been at least 10,000 of them recorded at some time in history; and many of them are not very genetically different from each other (see: How many grape clones are there per variety?).

I have put the complete results at the bottom of this post, along with an explanation of the various ways of mathematically measuring diversity. Here, I will simply summarize the main patterns in the data.

We can start with a simple count of the number of varieties (called Richness), which turns out to vary from 1 to 258, which is a lot of grape varieties for any one location — in this case, in Verona, in Italy. Indeed, there 12 regions with > 200 varieties, as shown in the graph, all of them in Italy.


Half of the regions have 15—45 varieties, which may still be more than you were expecting. On the other hand, there are 10 regions with only one recorded grape variety, 5 of them in the USA (Arizona, Arkansas, Georgia, North Carolina, Orange), 4 in China, and 1 in Turkey.

However, for our purposes we need to look at Diversity, which takes into account what is called Evenness. Evenness, and thus diversity, is at its maximum when all of the varieties are equally abundant (measured in hectares, in this case). This means an area dominated by only a few varieties is not very diverse, even if there are lots of rare varieties in the same region. This is actually the case for those regions with the largest numbers of varieties — most of those varieties are very rare, and are thus not making a big contribution to diversity.

So, let's look at the average regional diversity for the top 20 wine-producing countries of 2019 (as listed by the International Organisation of Vine and Wine). This is shown in the table, with two mathematical measures of diversity (as explained at the bottom of the post). Diversity represents the “effective” number of varieties — the amount of diversity that would exist if all of the varieties were equally abundant.

Country

Italy
France
Spain
United States
Argentina
Australia
Chile
South Africa
China
Germany
Portugal
Russia
Romania
Hungary
New Zealand
Brazil
Austria
Greece
Georgia
Switzerland
Number of
regions
110
72
36
89
28
94
9
9
10
13
9
2
8
22
11
1
4
13
1
18
Richness

83.5
30.5
31.5
17
43.5
19
29
18
2
42
102
34.5
21.5
53
9
103
35.5
20
23
36
Shannon
Diversity

9.91
6.71
5.19
8.04
12.92
7.00
7.29
10.36
1.30
10.45
13.78
17.25
5.60
14.63
4.26
10.78
13.59
6.88
4.87
5.56
Simpson
Diversity

5.63
4.72
3.34
5.89
7.33
4.98
4.54
8.28
1.19
6.26
8.07
11.91
3.69
9.29
3.35
5.49
8.97
4.82
3.07
2.80

So, in Italy’s case there is an average of 83 grape varieties per region (median = 83.5), which seems like a lot, but most of the varieties are very rare, so there is only as much diversity as there would be for an average of 10 varieties per region if they were equally abundant (median Shannon Diversity = 9.91). A similar situation exists for Spain, Portugal, Brazil and Switzerland — the large number of varieties does not represent a lot of diversity.

On the other hand, places like the USA, South Africa and New Zealand have far fewer varieties, but those varieties are more equally abundant, so that diversity is still fairly high.

This means that, ultimately, it is Hungary that does best in terms of grape-vine diversity, at the regional level. No matter how you measure diversity, the top local regions are in Hungary (7 regions), Italy (2 regions), Czechia (1 region), and the USA (Kentucky). Obviously, in the latter case there is not a big area of grape-vines, but there are 25 recorded varieties and these are fairly evenly abundant — this is the essence of biological diversity.

At this stage, of course, we have little idea which, if any, of these grape varieties will be suitable for wine-making in any particular region. The point, though, is that we do currently, have a lot of diversity available, if we have the incentive to do something practical with it. All it takes is a willingness to move the current varieties to new regions, with a suitable climate, and use other varieties in the current regions, when they are happy there. We can also develop new varieties from the ones we have, although it does seem like it would be easier to trial the currently available varieties first.

What the wine industry and the wine-drinking public will think about all of this is another matter. Some of those Hungarian varieties have names that you may have trouble working out how to pronounce!



Grape variety diversity

There are two components of diversity, called richness and evenness. Richness, in this case, is simply a count of the number of varieties in the region. Evenness, on the other hand, refers to how much difference there is in abundance among the varieties (measured in hectares, in this case). Diversity will be at its maximum when all of the varieties have equal abundance, and it reduces as the varietal abundances become more uneven. Obviously, varieties are never in equal abundance in any given region — indeed, most grape varieties are very rare.

So, attempts to measure true diversity take into account both richness and evenness, Sadly, there are many mathematical ways to do this. They differ in how much mathematical weight they give to the rarer varieties, varying from equal weight down to very little. Three measures of diversity are listed for each region in the table below.

If we treat all varieties as equal (weighting using the harmonic mean) then diversity = richness. If we give a fair bit of weight (weighting using the geometric mean) then we call this the Shannon Diversity. If we apply even more weight (weighting using the arithmetic mean) then we call this the Simpson Diversity.

All three measures contain relevant (but somewhat different) information; and so it is quite usual to list all three of them.

Country

Algeria
Argentina



























Armenia
Australia





























































































Austria



Brazil
Bulgaria





Canada

Chile








China









Croatia












Cyprus
Czechia

Ethiopia
France







































































Georgia
Germany












Greece












Hungary





















Israel
Italy













































































































Japan




Kazakhstan





Luxembourg
Mexico




Moldova
Morocco
Myanmar
New Zealand










Peru



Portugal








Romania







Russia

Serbia
Slovakia





Slovenia









South Africa









Spain



































Switzerland

















Taiwan
Thailand
Tunisia
Turkey






Ukraine
United Kingdom
United States
























































































Uruguay
Region of planting


25 de Mayo
9 de Julio
Albardon
Angaco
Catamarca
Caucete
Junin
La Rioja
Lavalle
Lujan de Cuyo
Maipu
Neuquen
Other-Argentina
Other-Mendoza
Other-San Juan
Pocito
Rawson
Rio Negro
Rivadavia
Salta
San Martin
San Martin S
San Rafael
Santa Rosa
Sarmiento
Tunuyan
Tupungato
Ullum

Adelaide Hills
Adelaide Plains
Alpine Valleys
Australian Capital Territory
Barossa - other
Barossa Valley
Beechworth
Bendigo
Big Rivers - other
Blackwood Valley
Canberra District (ACT)
Canberra District (NSW)
Central Ranges - other
Central Victoria - other
Central Western Australia
Clare Valley
Coonawarra
Cowra
Currency Creek
Eastern Plains, Inland and North of WA
Eden Valley
Far North - Other
Fleurieu - other
Geelong
Geographe
Gippsland
Glenrowan
Goulburn Valley
Grampians
Granite Belt
Great Southern
Greater Perth - other
Gundagai
Hastings River
Heathcote
Henty
Hilltops
Hunter
Hunter Valley - other
Kangaroo Island
King Valley
Langhorne Creek
Limestone Coast - other
Lower Murray - other
Macedon Ranges
Manjimup
Margaret River
McLaren Vale
Mornington Peninsula
Mount Benson
Mount Lofty Ranges - other
Mudgee
Murray Darling - NSW
Murray Darling - VIC
New England Australia
North East Victoria - other
North West Victoria - other
Northern Rivers - other
Northern Slopes - other
Orange
Padthaway
Peel
Pemberton
Perricoota
Perth Hills
Port Phillip - other
Pyrenees
Queensland - other
Riverina
Riverland
Robe
Rutherglen
Shoalhaven Coast
South Burnett
South Coast - other
South West Australia - other
Southern Fleurieu
Southern Flinders Ranges
Southern Highlands
Southern NSW - other
Strathbogie Ranges
Sunbury
Swan District
Swan Hill (NSW)
Swan Hill (VIC)
Tasmania
The Peninsulas
Tumbarumba
Upper Goulburn
Western Australian South East Coastal
Western Plains - other
Western Victoria - other
Wrattonbully
Yarra Valley
Burgenland
Niederosterreich
Steiermark
Wien and other Bundeslander

Severen tsentralen
Severoiztochen
Severozapaden
Yugoiztochen
Yugozapaden
Yuzhen tsentralen
British Colombia
Ontario
Araucania
Atacama
Coquimbo
De Los Lagos
Del Bio Bio
Del Maule
Metropolitana
O'Higgins
Valparaiso
Beijing
Gansu
Ningxia
other region
Shandong
ShanXi
Sichuan
Tianjin
Xinjiang
Yantai
Dalmatinska Zagora
Hrvatsko Primorje
Istra
Moslavina
Other Regions
Plesivica
Podunavlje
Pokuplje
Prigorje - Bilogora
Sjeverna Dalmacija
Slavonija
Srednja Juzna Dalmacija
Zagorje-Medimurje

Cechy
Morava

Ain
Aisne
Allier
Alpes-de-Haute-Provence
Alpes-Maritimes
Ardeche
Ariege
Aube
Aude
Aveyron
Bas-Rhin
Bouches-du-Rhone
Cantal
Charente
Charente-Maritime
Cher
Correze
Corse-du-Sud
Cote-d'Or
Deux-Sevres
Dordogne
Doubs
Drome
Eure-et-Loire
Gard
Gers
Gironde
Haute-Corse
Haute-Garonne
Haute-Loire
Haute-Marne
Hautes-Alpes
Haute-Saone
Haute-Savoie
Hautes-Pyrenees
Haut-Rhin
Herault
Indre
Indre-et-Loire
Isere
Jura
Landes
Loire
Loire-Atlantique
Loiret
Loir-et-Cher
Lot
Lot-et-Garonne
Lozere
Maine-et-Loire
Marne
Mayenne
Meurthe-et-Moselle
Meuse
Moselle
Nievre
Puy-de-Dome
Pyrenees-Atlantiques
Pyrenees-Orientales
Rhone
Saone-et-Loire
Sarthe
Savoie
Seine-et-Marne
Tarn
Tarn-et-Garonne
Var
Vaucluse
Vendee
Vienne
Vosges
Yonne

Ahr
Baden
Franken
Hessische Bergstrass
Mittelrhein
Mosel-Saar-Ruwer
Nahe
Rheingau
Rheinhesse
Rhein-Pfalz
Saale-Unstrut
Sachsen
Wurttemberg
Anatoliki Makedonia, Thraki
Attiki
Dytiki Ellada
Dytiki Makedonia
Ionia Nisia
Ipeiros
Kentriki Makedonia
Kriti
Notio Aigaio
Peloponissos
Sterea Ellada
Thessalia
Vorreio Aigaio
Badacsony
Balatonboglar
Balatonfelvidek
Balatonfured-Csopak
Bukk
Csongrad
Eger
Etyek-Budai
Hajos-bajai
Kunsag
Matra
Mor
Nagy-Somlo
Neszmely
Pannonhalma
Pecs
Sopron
Szekszard
Tokaj
Tolna
Villany
Zala

Agrigento
Alessandria
Ancona
Arezzo
Ascoli Piceno
Asti
Avellino
Bari
Barletta-Andria-Trani
Belluno
Benevento
Bergamo
Biella
Bologna
Bolzano-Bozen
Brescia
Brindisi
Cagliari
Caltanissetta
Campobasso
Carbonia-Iglesias
Caserta
Catania
Catanzaro
Chieti
Como
Cosenza
Cremona
Crotone
Cuneo
Enna
Fermo
Ferrara
Firenze
Foggia
Forlì-Cesena
Frosinone
Genova
Gorizia
Grosseto
Imperia
Isernia
La Spezia
L'Aquila
Latina
Lecce
Lecco
Livorno
Lodi
Lucca
Macerata
Mantova
Massa-Carrara
Matera
Medio Campidano
Messina
Milano
Modena
Monza e della Brianza
Napoli
Novara
Nuoro
Ogliastra
Olbia-Tempio
Oristano
Padova
Palermo
Parma
Pavia
Perugia
Pesaro e Urbino
Pescara
Piacenza
Pisa
Pistoia
Pordenone
Potenza
Prato
Ragusa
Ravenna
Reggio di Calabria
Reggio nell'Emilia
Rieti
Rimini
Roma
Rovigo
Salerno
Sassari
Savona
Siena
Siracusa
Sondrio
Taranto
Teramo
Terni
Torino
Trapani
Trento
Treviso
Trieste
Udine
Valle d'Aosta
Varese
Venezia
Verbano-Cusio-Ossola
Vercelli
Verona
Vibo Valentia
Vicenza
Viterbo
Hokkaido
Nagano
other region
Yamagata
Yamanashi
Almaty
East - Kazakhstan
Other-region
South - Kazakhstan
West - Kazakhstan
Zhambyl

Aguascalientes
Sonora
Suma Baja California
Suma Coahuila
Zacatecas



Auckland
Canterbury
Gisborne
Hawkes Bay
Marlborough
Nelson
Otago
Other Regions
Waikato
Waipara
Wairarapa
Arequipa
Lima
Moquegua
Tacna
Alentejo
Algarve
Alto Tras-os-Montes
Beira Interior
Beira Litoral
Entre Douro e Minho
Regiao Autonoma da Madeira (PT)
Regiao Autonoma dos Acores
Ribatejo e Oeste
Bucuresti - Ilfov
Centru
Nord-Est
Nord-Vest
Sud - Muntenia
Sud-Est
Sud-Vest Oltenia
Vest
Krasnodar Krai
Rostov Oblast

Juznoslovenska
Malokarpatska
Nitrianska
Stredoslovenska
Tokajska
Vychodoslovenska
Outside wine-growing districts
Podravje - Prekmurje
Podravje - Stajerska Slovenija
Posavje - Bela krajina
Posavje - Bizeljsko Sremic
Posavje - Dolenjska
Primorje - Goriska brda (Brda)
Primorje - Kras
Primorje - Slovenska Istra
Primorje - Vipavska dolina (Vipava)
Breedekloof
Little Karoo
Malmesbury
Olifants River
Orange River
Paarl
Robertson
Stellenbosch
Worcester
South Korea Total
Alava
Albacete
Alicante
Almeria, Granada, Jaen, Sevilla
Avila, Palencia, Salamanca, Segovia, Soria
Badajoz
Barcelona
Burgos
Caceres
Cadiz
Canarias
Cantabria
Castellon
Ciudad Real
Comunidad de Madrid
Comunidad Foral de Navarra
Cordoba
Cuenca
Galicia
Girona, Lleida
Guadalajara
Guipuzcoa, Vizcaya
Huelva
Huesca, Teruel
Illes Balears
La Rioja
Leon
Malaga
Principado de Asturias
Region de Murcia
Tarragona
Toledo
Valencia
Valladolid
Zamora
Zaragoza
Aargau
Basel-Landschaft
Bern
Fribourg
Geneva
Graub_nden
Jura
Lucerne
Neuchytel
other region
Schaffhausen
Schwyz
St. Gallen
Thurgau
Ticino
Valais
Vaud
Zurich



Akdeniz
Ege
Guney Dogu
Marmara
Orta Dogu
Orta Guney
Orta Kuzey


Alameda
Amador
Arizona
Arkansas
Benton Co.
Butte
Calaveras
Chautauqua-Erie
Colorado
Columbia Gorge
Columbia River
Columbia Valley
Colusa
Contra Costa
Douglas Co.
El Dorado
Finger Lakes
Fresno
Georgia
Glenn
Horse Heaven Hills
Humboldt
Illinois
Indiana
Iowa
Jackson Co.
Josephine Co.
Kentucky
Kern
Kings
Lake
Lake Chelan
Lane Co.
Los Angeles
Madera
Marin
Marion Co.
Mariposa
Mendocino
Merced
Michigan
Minnesota
Missouri
Monterey
Napa
Nevada
North Carolina
Ohio
Orange
Other New York
Other W. Valley
Pennsylvania
Placer
Polk Co.
Puget Sound
Rattlesnake Hills
Red Mountain
Riverside
Sacramento
San Benito
San Bernardino
San Diego
San Joaquin
San Luis Obispo
San Mateo
Santa Barbara
Santa Clara
Santa Cruz
Shasta
Siskiyou
Snipes Mountain
Solano
Sonoma
Stanislaus
Sutter
Tehama
Texas
Trinity
Tulare
Tuolumne
Ventura
Virginia
Wahluke Slope
Walla Walla Valley
Washington Co.
Yakima Valley
Yamhill Co.
Yolo
Yuba
 
Richness

8
46
36
30
34
28
43
47
45
46
46
45
31
45
49
44
36
30
48
48
38
50
41
47
47
41
36
37
25
7
32
27
35
6
9
39
18
24
18
16
15
25
19
12
15
38
25
20
19
13
28
3
9
30
26
20
16
34
19
31
25
15
12
13
25
11
22
31
6
15
30
34
19
12
18
12
36
38
26
8
22
30
29
34
15
15
12
14
14
27
24
22
18
18
28
17
22
32
38
42
12
35
19
17
24
11
28
12
20
14
15
18
30
19
32
23
11
13
18
10
19
14
19
30
36
37
33
35
103
13
13
14
13
15
14
67
30
5
17
23
3
29
52
29
35
29
1
7
16
2
1
6
1
1
4
2
22
21
21
22
2
22
22
22
22
22
22
22
22
17
31
34
6
29
5
22
38
37
80
30
8
105
47
22
94
19
42
45
16
23
29
22
38
44
31
75
2
97
71
49
41
67
10
8
33
12
26
37
19
116
31
35
26
20
52
25
42
27
41
57
69
8
36
6
3
16
11
20
16
21
53
59
28
19
26
29
5
58
62
75
110
44
44
11
30
23
23
42
49
25
23
46
50
28
67
60
31
24
45
25
18
20
15
15
13
30
29
19
30
22
28
12
61
51
54
66
36
43
63
62
54
89
69
32
43
51
37
52
50
57
30
52
54
63
12
91
82
133
201
172
79
93
220
216
50
111
58
35
92
67
106
193
62
62
208
45
114
74
66
107
32
142
40
50
82
45
141
60
190
236
87
107
59
49
221
40
140
62
34
91
157
32
117
23
186
152
83
193
70
59
65
37
94
7
73
39
57
45
43
84
217
78
79
61
161
118
42
85
170
115
69
117
60
32
93
88
100
84
80
119
124
161
65
44
201
36
38
207
60
121
103
99
128
236
37
61
54
37
163
18
28
258
50
210
111
8
4
14
3
4
17
17
17
17
16
17
12
3
4
11
5
3
39
10
11
9
18
9
9
9
9
8
8
23
9
9
17
11
19
19
102
58
182
166
195
102
9
11
143
2
18
27
19
24
27
24
17
49
20
6
37
34
36
35
22
33
8
8
11
9
8
6
10
5
8
11
18
18
18
18
16
18
18
18
18
5
23
61
42
37
36
59
35
21
37
13
32
13
28
47
25
23
19
61
50
34
25
14
15
50
21
23
22
14
8
28
38
46
57
31
32
51
38
36
40
32
50
33
11
30
15
36
36
27
37
33
46
51
34
44
4
13
10
10
27
1
14
3
9
4
22
44
29
36
1
1
9
8
33
11
12
10
10
22
11
25
11
38
31
42
1
8
20
14
22
12
30
11
11
44
25
12
34
14
9
15
46
5
9
11
43
25
20
18
13
41
48
19
1
19
1
36
9
44
18
10
5
19
14
39
36
26
14
26
52
52
6
41
34
16
11
10
7
29
52
32
5
13
19
10
31
5
12
24
19
13
10
26
10
32
14
42
Shannon
Diversity

6.32
15.26
10.89
5.13
8.01
6.41
13.88
13.97
10.36
15.93
7.84
15.22
6.96
14.04
12.01
11.28
8.50
6.53
15.84
14.82
6.46
13.83
15.26
15.21
16.35
14.13
8.25
9.52
14.18
5.27
10.56
10.10
11.79
5.66
2.42
5.91
8.45
5.32
6.93
6.55
8.25
8.51
5.69
5.36
7.85
6.96
4.10
4.84
5.84
9.60
7.13
2.06
3.44
7.20
8.72
6.79
4.86
10.18
3.93
13.31
8.08
6.57
3.76
9.00
5.69
5.99
5.66
6.92
2.99
5.52
12.75
6.15
6.27
5.11
6.61
7.45
8.90
6.04
5.58
5.03
6.09
7.06
9.42
9.11
5.50
7.12
8.30
5.60
7.15
7.87
7.63
8.28
7.36
6.50
9.55
6.04
6.03
11.79
11.86
9.68
5.79
8.70
12.37
7.79
13.68
7.58
8.07
2.14
10.44
7.42
8.56
8.08
12.18
9.46
12.39
5.43
5.55
4.79
8.25
4.88
6.55
6.93
5.02
7.04
13.60
9.22
13.57
14.56
10.78
8.46
10.99
9.77
10.39
5.99
7.47
18.80
15.34
4.44
12.08
8.80
3.00
10.30
8.91
5.66
7.29
5.61
1.00
3.20
2.34
1.54
1.00
4.55
1.00
1.00
2.72
1.05
11.64
6.13
5.55
10.24
1.90
14.02
5.21
9.14
9.32
14.32
5.75
7.92
11.62
7.00
16.57
20.82
3.19
8.30
2.18
3.72
13.56
11.14
12.60
9.10
1.77
14.23
8.96
7.92
13.26
7.87
1.42
1.73
2.32
4.76
6.80
2.53
10.11
6.95
8.47
5.88
1.82
11.37
10.20
3.76
11.33
11.06
3.11
2.81
10.56
5.38
5.40
8.08
7.49
16.04
9.51
4.13
6.80
5.17
12.14
4.81
3.38
8.87
7.31
4.19
9.66
4.81
6.20
2.97
2.65
6.42
6.63
8.61
2.61
3.33
6.01
10.57
1.35
3.31
5.93
6.28
2.83
12.69
11.91
9.82
7.51
18.19
13.40
2.20
2.20
4.87
4.90
8.72
10.46
6.94
4.14
4.64
13.40
2.27
16.84
15.79
15.80
13.20
10.45
11.17
1.89
5.38
4.15
6.88
4.10
14.75
7.43
9.16
9.90
3.79
7.69
2.64
9.62
20.85
7.34
13.13
17.84
14.54
21.88
22.27
16.95
23.02
24.32
11.61
7.70
17.97
14.72
21.78
6.45
12.32
2.83
20.49
12.83
5.67
10.06
14.89
7.78
8.88
6.18
10.16
6.93
5.36
19.25
14.05
13.53
11.09
9.27
7.79
10.65
17.12
11.94
10.47
11.72
4.48
9.78
3.76
20.04
6.16
12.95
5.32
11.71
16.06
14.81
2.54
6.97
9.89
12.62
7.88
4.23
17.20
4.44
17.08
17.38
13.28
9.39
5.44
11.42
9.62
2.62
13.76
4.81
10.90
10.72
11.67
16.78
17.98
17.61
26.42
17.85
10.76
10.00
12.45
7.22
2.90
9.93
6.73
2.97
1.63
5.81
16.90
12.76
9.86
18.39
8.73
14.94
7.32
3.09
9.09
8.35
5.53
10.83
5.53
7.59
6.66
4.22
14.34
6.86
16.59
4.66
12.54
10.54
14.64
8.87
5.71
4.37
2.63
1.53
10.87
3.54
19.06
9.27
9.27
11.52
7.30
9.88
15.13
15.25
16.81
13.50
6.73
3.88
10.81
9.26
14.00
19.02
4.62
2.79
7.53
2.32
3.46
5.05
8.11
8.55
5.71
5.98
2.21
7.15
2.74
2.25
8.98
4.50
2.40
12.41
6.29
5.65
7.31
5.61
4.15
7.18
2.50
5.23
2.32
2.06
17.17
4.26
4.03
4.93
4.34
4.26
3.58
16.71
10.77
20.77
19.65
13.78
9.00
5.60
3.31
19.57
1.68
8.06
5.18
3.54
5.62
11.50
5.57
12.62
20.37
14.13
4.08
15.94
16.32
17.00
15.29
3.76
14.85
6.39
5.90
9.07
7.65
6.67
4.54
7.91
2.37
4.52
9.60
11.79
9.60
10.36
8.86
4.50
11.41
11.32
10.09
11.76
3.55
4.14
11.84
5.54
16.32
7.10
5.76
8.07
1.36
15.13
1.58
5.39
9.22
10.85
2.99
4.16
4.99
1.91
6.61
11.65
12.71
4.07
3.58
1.32
11.65
12.48
2.75
4.51
2.68
4.14
2.42
11.22
4.05
5.53
3.91
4.53
5.98
5.28
5.83
6.28
5.30
11.00
2.93
6.84
11.79
3.66
7.79
3.65
8.94
4.77
4.44
2.81
9.29
4.19
5.87
2.86
6.47
5.46
9.24
10.33
1.00
6.31
2.22
2.72
2.70
12.76
15.88
8.73
5.54
1.00
1.00
2.26
3.91
13.37
1.79
10.59
7.67
7.87
8.40
4.54
9.48
5.22
15.27
16.28
14.26
1.00
6.34
7.87
8.10
15.92
10.01
17.74
8.33
6.42
21.51
11.27
8.14
7.81
10.39
2.82
7.59
13.43
2.01
3.05
7.28
10.01
10.39
13.39
10.55
10.96
7.33
6.91
9.69
1.00
5.34
1.00
15.49
3.88
11.90
10.10
2.26
3.50
7.97
4.95
15.82
9.74
8.39
2.52
12.87
9.27
10.42
3.46
7.51
10.59
4.55
4.45
9.25
6.66
10.31
8.16
13.33
4.02
3.86
14.12
7.22
15.39
3.34
3.73
16.08
7.66
6.35
3.16
8.90
2.23
8.47
8.10
11.30
Simpson
Diversity

5.41
8.57
5.60
2.70
4.21
4.36
7.57
9.83
6.22
11.19
3.72
9.31
4.99
9.26
7.09
5.67
3.91
3.12
10.27
10.66
4.29
9.07
9.35
11.86
11.41
8.77
4.68
6.11
10.71
4.14
7.80
6.31
8.42
5.33
1.66
3.15
6.28
3.01
5.16
5.61
6.81
5.69
4.51
3.15
5.09
4.67
2.64
3.12
4.01
7.57
5.02
1.98
2.91
4.65
6.80
4.67
3.44
6.41
2.31
9.24
6.58
4.21
2.75
6.96
2.79
4.40
3.85
4.88
2.13
3.69
10.14
4.11
4.49
3.86
4.43
6.49
6.81
3.25
3.69
4.76
3.29
4.94
6.70
6.05
3.70
5.41
6.74
3.79
5.56
5.70
5.25
5.51
5.33
4.56
6.63
4.27
3.86
7.18
7.42
5.99
4.75
4.42
9.87
5.63
9.04
6.51
4.84
1.49
8.93
5.65
7.17
5.66
9.29
6.68
7.48
3.85
4.18
3.69
6.81
3.73
4.05
5.38
3.58
5.14
8.62
4.51
10.86
9.31
5.49
7.02
10.11
8.17
9.18
4.12
5.69
12.75
10.50
4.12
8.56
6.42
3.00
7.25
5.34
3.24
4.54
3.99
1.00
2.20
1.63
1.36
1.00
3.86
1.00
1.00
2.16
1.02
6.61
2.82
3.00
7.06
1.82
9.76
2.61
5.86
5.59
10.83
2.67
3.78
7.92
4.13
12.19
17.27
2.55
5.38
1.78
2.80
8.83
8.26
7.89
5.49
1.40
9.28
5.80
6.91
7.12
6.04
1.13
1.23
1.79
3.03
4.87
1.94
6.24
5.14
5.65
3.47
1.69
6.96
6.57
2.65
8.40
5.86
2.10
1.97
6.99
4.81
3.29
4.77
6.34
10.69
7.19
2.75
4.27
4.04
9.26
3.33
1.85
7.98
4.41
2.28
5.68
4.44
3.95
2.93
2.37
4.98
5.44
6.42
1.63
2.26
4.66
7.86
1.13
2.77
3.83
4.26
2.61
10.41
6.07
6.90
3.58
13.60
11.09
1.96
1.55
3.07
2.55
5.22
6.26
3.64
2.17
2.56
8.18
1.51
11.37
9.64
11.84
10.19
7.38
8.41
1.27
3.64
2.75
5.00
3.17
11.05
5.66
7.58
6.42
2.04
4.82
1.81
4.40
16.88
3.35
5.67
11.86
9.15
14.43
16.19
9.95
15.06
18.39
8.67
5.34
13.05
8.71
15.26
2.86
7.49
1.99
15.00
9.43
2.35
8.79
8.18
5.12
5.09
2.36
5.19
3.74
2.98
9.23
6.04
6.54
7.05
5.47
5.34
6.42
13.58
5.78
3.98
7.71
2.11
3.55
2.02
14.05
2.74
6.17
3.10
7.35
7.51
9.83
1.49
5.14
5.55
6.69
3.74
1.89
8.30
2.62
10.84
10.36
9.39
3.35
4.20
6.42
6.01
1.53
8.37
1.93
6.96
5.95
7.79
7.10
10.59
11.54
14.66
10.83
6.26
6.24
8.00
4.48
2.21
6.62
4.06
1.61
1.18
2.84
13.06
5.74
4.47
11.56
6.11
8.64
3.42
1.77
5.59
3.33
2.57
6.04
2.47
3.74
3.53
2.16
7.69
3.85
11.55
2.30
6.95
4.33
8.23
5.67
3.15
1.86
1.52
1.16
3.65
1.98
12.17
6.02
4.56
6.75
3.13
6.89
10.40
9.85
10.88
7.48
4.37
2.10
5.30
4.91
7.10
11.03
3.73
2.32
5.87
2.18
3.25
2.83
5.79
7.24
3.99
3.79
2.01
6.14
2.59
1.77
7.47
4.27
2.21
10.00
4.65
4.21
6.65
4.29
2.93
6.29
1.69
4.09
1.59
1.65
14.00
3.35
2.80
3.23
3.81
3.06
2.49
10.38
6.49
12.07
10.68
8.07
6.64
3.80
2.05
9.77
1.51
6.68
2.87
2.08
3.70
8.38
3.69
11.10
13.02
10.81
3.22
11.15
10.88
11.61
11.74
2.74
9.41
5.37
4.50
7.61
6.96
6.00
3.82
6.73
1.68
3.21
8.57
9.21
6.73
8.28
6.15
2.90
8.99
9.30
8.10
8.86
2.95
2.52
8.27
2.99
11.52
4.90
3.35
5.67
1.12
10.70
1.20
3.80
7.33
7.70
1.91
3.12
3.32
1.30
4.23
9.02
10.13
2.67
2.15
1.10
7.51
9.95
1.87
3.42
1.71
3.39
1.46
7.97
2.37
2.84
2.77
2.68
3.65
2.67
2.71
3.65
3.14
6.66
1.66
6.02
6.62
2.63
4.09
1.97
4.54
2.23
2.47
1.55
5.48
2.43
2.89
2.53
4.14
3.76
8.76
7.43
1.00
4.75
2.07
2.32
2.14
8.95
9.70
5.97
2.54
1.00
1.00
1.67
3.04
9.71
1.32
9.58
6.82
6.77
6.34
3.13
6.42
3.22
10.00
10.29
9.21
1.00
5.82
5.56
6.26
13.17
8.87
12.33
7.33
4.16
14.80
8.73
6.60
4.77
8.73
2.34
4.70
9.59
1.47
2.45
5.90
7.04
7.37
9.88
7.76
9.52
4.57
4.26
7.28
1.00
2.54
1.00
10.35
2.42
5.01
7.32
1.57
3.00
5.63
3.08
9.82
7.19
4.97
1.66
8.62
5.89
6.49
2.87
4.30
6.94
3.17
3.11
8.70
6.36
6.60
6.00
10.20
3.78
2.22
10.96
5.82
11.37
2.60
2.04
12.25
5.55
4.41
2.09
6.48
1.54
4.41
6.65
7.58

Monday, February 17, 2020

Climate change and the most northerly vineyards in Europe

As I sit here in my workroom writing this, it would normally be the depths of winter outside; instead, the hazel is now flowering.

SMHI, the Swedish weather bureau, officially defines the start of spring as seven consecutive days with an average temperature > 0°C. This normally occurs here during the last third of March; this year it occurred back in January. Indeed, SMHI has just announced that much of southern Sweden did not actually have winter (based on their official definition), but was recorded as going straight from autumn to spring. Also, new Swedish records have been set for the highest daily average temperature in January, with the towns of Oskarshamn and Gladhammar averaging 10.6 °C and 10.1 °C, respectively, across the month.

This example may be extreme, but it has become increasingly obvious to the wine industry that the world’s modern climate is not going to allow grape-growing to continue in its current form in its current locations. The climatic requirements of the common grape varieties no longer match where they have traditionally been grown.


This means that we need to either: (i) change the varieties in the current regions, or (ii) move the regions further away from the equator or from sea level. A quick glance at a globe will show you that it is difficult to move the grape-growing regions of the southern hemisphere any further south. However, we could move the grape-growing regions of the northern hemisphere further north.

In the Americas, the current wine-growing regions of Canada are not actually any further north than the vineyards of Washington and Oregon in the USA. These are actually at the same latitude as northern France and the middle of Germany; so there is plenty of scope in Canada, as well as in Alaska.

In Europe itself, there are already plenty of vineyards in the Nordic countries (Denmark, Finland, Norway, Sweden), as I discussed in a previous blog post (Swedish wineries — who'd have thought it?). These are much further north than anywhere else on the planet; and there is also plenty of land even further north.

This leads obviously to the question: just how far north do the Nordic vineyards currently extend?

The answer is shown in the next map, where the pointers mark the northerly vineyards of Norway, Sweden and Finland (left to right). Note that these are at the latitude of the northern-most British islands (in Europe) and southern Alaska (in North America).

The most northerly vineyards in Europe

The leftmost vineyard shown in Norway was recently discussed in a range of wine media, because it harvested its first decent crop last year — see Keller’s most northerly Riesling project, and Norway’s first riesling (the latter has a video of the harvest).

The Riesling vines were planted in 2008, in a former potato field overlooking the sea, so there has been no hurry to get any grapes. The fact that the vines are Riesling is notable, because in the north most vines are hardy varieties, like Solaris (white) and Rondo (red), rather than the classic European varieties. Apparently, a protective wall was built to help matters, along with the collaborative expertise of grape-growers from Alsace.

Marius Egge, and Egge GĂĄrd vineyard.

The more northerly Norwegian vineyard (west of Oslo) is far more typical of the Nordic situation. It is part of a farm, Egge GĂĄrd, that grows other fruits (eg. apples and strawberries), and mainly makes fruit-juice, ciders, spirits, etc. The first media report of note about the grapes is Norway’s first sparkling wine, from 2015, which seems to have been otherwise ignored.

Only one wine is mentioned in the report, a champagne-method sparkler made from Solaris grapes (in the report there is a video of the farm and wine-making). The vine-stocks (1,000) were planted in 2010, and the first harvest was in 2014. The grapes were pressed in the farm’s apple press. This produced 500 bottles of wine, called ONE, with 350 of them going to Poland! The vines were planted on the warmest part of the farm, on the south-facing slope of an old moraine ridge, where there is sun all day.

There are plans to expand the vineyard with 10,000 more plants, intended to produce 20 tonnes of fruit and 12,000 bottles of wine; see Ready for vintage in Norway’s Tuscany.

Various Egge GĂĄrd products.

The above mention of day-length is currently the crucial thing about Nordic vineyards. There are longer days than most European countries, with up to 25% more hours of daily sunlight during the summer compared to, say, France. Day-length makes up for warmth.

Since it extends further south, there are currently many more vineyards in southern Sweden than in Norway, as discussed in my post Swedish wineries — who'd have thought it? Also, the vineyards are mostly around the coast, making them considerably warmer than the inland areas of Europe (and North America). You can see a current location map by visiting Föreningen Svenskt Vin.

The most northerly of the commercial Swedish vineyards is actually inland, at Blaxsta GĂĄrd, as shown on the map above. In the following satellite photo, the property is the farm irregularly outlined at the bottom-left, with the vine rows clearly visible.

Blaxsta GĂĄrd, at co-ordinates 58.9579, 16.6332

There are c. 3.5 hectares of vines, with 5,500 vine-stocks, the first being planted in 2000. The vines are planted along a south-facings slope near a lake, which helps moderate the climate. The varieties include Merlot, Chardonnay, Cabernet Franc, and Vidal Blanc, with the latter taking up 90% of the area.

These vines produce 7,500 liters of wine, all of which is commercially available. The most famous (and expensive) wine is the Vidal Ice Wine — it retails for $US70 for a one-third bottle. The Merlot and Chardonnay make table wine, while the Cabernet Franc also makes Ice Wine, as also do apples and strawberries (does this sound familiar?).

Various Blaxsta GĂĄrd products.

Finally, this brings us to Finland, whose fruit-based products almost all come from the Åland islands, in the Baltic Sea. There are, as you might expect by now, farms making alcohol products from apples and other fruits. The largest appears to be Tjudö Vingård, which specializes in apples (10,000 trees) and cherries (2,500 trees).

However, of interest to us here is Mattas VingĂĄrd, which is shown on the map above. This farm has Solaris and Rondo grape-vines, and appears to be the only one to have grapes. The 600 vine-stocks were planted in 2009, with Pinot Noir also being (unsuccessfully) tried.

Sadly, the grapes are mostly used to make jelly, which is the farm’s advertised specialty (they recommend it with cheese). However, starting in 2014 they also tried making a sparkling wine, TrädgĂĄrdslindan RosĂ© Brut. In 2015 and 2017 it won medals at the Indy International Wine Competition, in the USA. Only 150-200 bottles get made, which are not commercially available. You can read about the vineyard at Slotte odlar prisbelönt vin pĂĄ Ă…land, if you happen to read Swedish.

Trädgårdslindan Rosé Brut

So, it seems to me that Norway currently has Europe’s most northerly commercial vineyard, with Sweden and Finland not far behind. This can be expected to change in the not-too-distant future, unless we can reverse climate change.



Postscript

As pointed out in the Comments below, there are now vineyards along the Sognefjord, which is even further north-west in Norway.

The one that seems to have garnered media attention (eg. New York Times and Wall Street Journal) is Slinde vingård, established in 2014 by Bjørn Bergum and Halldis Nedrebø. The vines are at the top of a steep south-facing slope above the fjord, along with the usual Nordic fruit trees (visible at the upper-right of the photo below). Wine has been made since 2018, from Solaris (white) and Léon Milot (red), as well as some Pinot noir. Apparently, Lydia (Solaris) has already one a medal. The first commercial wines are expected this year; and vineyard tours are already available.

Bjørn Bergum and the New York Times article

Monday, February 10, 2020

Are wine scores from different reviewers correlated with each other?

I recently noted that Quality scores changed the wine industry, and created confusion. The main source of confusion is that the scores are numbers but they do not have any coherent mathematical properties. This issue does not occur for word evaluations of wine quality, of course.

One possible reaction to this situation has been to deride the scores, or even reject the very concept of scores being useful in the wine industry. For example, back in 2005 Elin McCoy (The Emperor of Wine: The Rise of Robert Parker, Jr. and the Reign of American Taste) expressed the view of many people:
I find scoring wine with numbers a joke in scientific terms and misleading in thinking about either the quality or pleasure of wine, something that turns wine into a contest instead of an experience.
We can thus ask ourselves whether wine-quality scores will play as big a part in the future, after Parker’s retirement, as they have over the past three decades (see After Parker: wine in the ‘Age of Re-Discovery’).

From: The World of Fine Wine Magazine

However, let us suppose for a moment that they will. If we take this road, then we need to evaluate the wine scores themselves, to try to understand how scores from different critics relate to each other. If we are going to use numbers, then those numbers need to be interpretable, preferably without us having to know about the unique facets of each and every wine critic.

That is, we need to ask: Is there some common basis to wine scores? That is, is there a shared scale (see Denton Marks, A critique of wine ratings as psychophysical scaling)? We need this to be so, beyond the trivial knowledge that a higher number is better than a lower number. In particular, it would be good in situations where multiple critics are employed, such as widely published wine magazines. Surely we can do better than the old fall-back, of saying: “Find a critic you like and follow their advice”. After all, we can do that without any numbers at all.

The basic issue when trying to compare critics is finding circumstances under which a direct comparison between them would be fair. Speaking as a professional scientist, it has long been established that, for a comparison to be valid, all of the circumstances need to be identical except for the one characteristic that you are studying. In the case of wine scores, this means that the critics should ideally be tasting the same wines, at the same time and the same place.

This does not usually happen. Either different critics are tasting different wines, or they are doing so at very different times (months or years apart), as well as very different places (even on different continents). I do know, however, of one situation where the exact same wines do get tasted at almost the same time and place. This is worth looking at.


I have noted before (Wine monopolies, and the availability of wine) that the Swedish wine chain Systembolaget, along with its general assortment of wines, releases small quantities of wines 20 times per year (c. 60-90 products per release). These wines are tasted by various media commentators shortly before their release. So, while these critics are not actually in the same room doing the tasting, this situation may be as close as we can expect to find in practice.

So, in order to address the question posed in this blog post’s title, I will compare the data from 2019 for two of these media sources. I am well aware that comparing only two critics is rather limited, especially as most of you have never heard of either of them. After all, in 2018 Morten Scholer (Coffee and Wine: Two Worlds Compared) listed 44 different sources of 100-point schemes and 18 different 20-point schemes, plus 16 others, none of which were from the modern social media; and neither of the ones discussed here was included.


Both score sources use a 20-point scale. The first source is one I have used before, from Jack Jakobsson at BKWine Magazine. I deleted the data for beer, cider, saki, fortified wines, and spirits, leaving the reds, whites and rosés. The points are provided in 0.5-point increments.


The second source is from Johan Edström at Vinbanken. The scores are reported separately for reds and whites, with rosés included with the whites. The points are usually provided in 0.5-point increments, although occasionally finer divisions appear.

There were 1,034 wines scored by both sources during 2019, with another 20 solely by Vinbanken and 15 solely by BKWine. This makes for a healthy sample size. The direct comparison between them is shown in the first graph. Each point represents one or more wines (depending on how many wines got the same scores), with the Vinbanken score shown horizontally and the BKWine score shown vertically.

Scatterplot of BKWine versus Vinbanken wine-quality scores

The dashed line is the line of equal point scores for the wines. Clearly, the BKWine scores are below this line quite a lot, indicating that they are often less than the Vinbanken score for the same wine. Indeed, the average difference is 0.57 points — this is shown by the solid line, which clearly runs through the center of the points distribution.

Another way of seeing this same pattern of difference is shown in the next graph, which displays the counts of the difference in points for each wine — Vinbanken score minus BKWine score. It shows that the Vinbanken score varies from 2.5 points less than the equivalent BKWine score to 4 points greater, However, most of the wine-quality scores (71%) are either equal or the Vinbanken score is ≤ 1 point greater. So, the evaluations of wine quality are in broad agreement.

Difference between Vinbanken and BKWine wine-quality scores

However, the amount of information shared by the two sets of scores is c. 55% (ie. R2 = 0.55) and the other 45% is unique to one set of scores or the other — quite literally, the glass is both half full and half empty. In one sense this is quite good, because R2 values this high are relatively rare for subjective (hedonic) judgements. On the other hand, I suspect that most wine drinkers are expecting better than this. If critics only half agree, then the consumer may not be much better off with them than without them.

Note, also, that the differences in points are more pronounced for smaller point scores — that is, there is more variation in points at the left of the first graph. Indeed, the biggest variation is at 15 Vinbanken points. So, it seems that there is more agreement for the better-quality wines than for the lower qualities.

Finally, it is worth considering the relationship between the assessed quality scores and the prices of the wines (see my prior post The relationship of price to wine-quality scores). Based on the exponential relationship used in my previous posts, the BKWine scores correlate slightly better (54%) with the prices than do the Vinbanken scores (51%).

However, this is still the same situation as above (a glass both half full and half empty). Wine prices are only partly associated with wine quality, which means that there are both good-value wines and complete rip-offs. Nevertheless, one-third of the wines have, based on their assessed quality using each of the two score systems, an “expected” value within $US3 of each other, so that either set of scores could be used to identify wines that are selling for below their assessed worth.

Monday, February 3, 2020

Are you ready for the cyclical downturn in the US wine market?

There has been much discussion recently about the effects of import tariffs in depressing sales of wine in the USA, as well as discussions about a current glut of domestic wine grapes (eg. The perilous state of the US wine industry?). However, to put these data in context we need an “expectation” for what US wine sales might look like in the short-term future, independent of such influences.

By this, I mean that discussions of the current situation in any wine market need to be based on more than just reports of the current situation compared to, say, last year. We need some insight into what has happened in the past and how it might relate to the near future. What we have at the moment is apparently contradictory reports (and opinions) about the current status of the US wine market. We need some sort of formal “expectation” of where we are at, in order to put things into context.

Such a thing can be produced using mathematical forecasts, in the same manner as a weather bureau produces forecasts for tomorrow’s weather. We take our knowledge of the current situation, and formally add to it our knowledge of what has happened in the past under similar circumstances. This often works remarkably well, until something comes along to disturb the current situation. For example, James Lawrence recently re-visited his wine-industry forecasts from last year, and discovered a number of disrupting factors that nullified those forecasts (The folly of wine prophecy).

The US wine market

As far as US wine sales are concerned, the bw166 group has recently released some long-term data for the U.S. Beverage Alcohol Market, based on information from The Alcohol and Tobacco Tax and Trade Bureau. Their summary of the US Beer Wine & Spirits January 2020 provides a graph of the number of wine cases entering commerce from 1960 to 2019, as shown here.

bw166 graph of recent time trends in the size of the US wine market

The data are interpreted by the author(s) as showing that “wine experienced strong growth for 25 years but that growth has slowed.” It seems to me that we can turn this into a quantitative forecast for the next few years.

We need to ignore the dotted polynomial provided by bw166 in their graph, as it is of no use for forecasting. When I look at the graph, I see two super-imposed patterns: a long-term linear trend (market growth) and a repeated cycle (ups and downs in the size of the market). So, to make the mathematical forecast, we first need to separate these two patterns. The next graph shows the linear trend as a straight line.

Linear time trend in the size of the US wine market

If we now subtract this straight line from the data, we are left with a clear view of the cyclical pattern, as shown in the next graph.

Cyclical time trend in the size of the US wine market

It is this cyclical pattern of ups and downs in the US wine market that is of most interest for our forecast. It shows (at the left) a dip in the market until the mid-1960s, followed by an uptrend until the mid-1980s, then a sharp downturn until the mid 1990s, and followed by another uptrend until the mid-2010s. The regularity of these cycles provides a clear forecast for the near future.

The current growth of the US wine market has covered the past c. 20 years, as it also did in the previous cycle (mid-60s to mid-80s). That previous growth was followed by a c. 10-year decline (mid-80s to mid-90s). My forecast as to what comes next should now be obvious — a repeat of the previous cycle.

That is, what looks like a current “market slow-down” in the original bw166 data (graph 1) looks very much like the beginning of a decline, to me. This is actually what we would (sadly) expect to happen about now, based on the previous cycle (graph 3). The decline is obscured in the original graph (graph 1) because it is masked by the long-term linear growth pattern (ie. linear growth + cyclical decline = apparent slow-down) — it is only when the two patterns are separated that they become clear.

Conclusion

This forecast helps explain the supposed contradiction between the bw166 data analysis, which reports an annual 1.1% increase in the size of the US market, and the recent data analysis from the International Wines and Spirits Record (IWSR), which reports a 0.9% decrease (US wine consumption falls for first time in 25 years). Neither of these reports is intrinsically “better” than the other — the former simply reflects the linear trend (graph 2) and the latter reflects the cyclical pattern (graph 3).

Anyway, there is my (unfortunate) forecast. As with all mathematical forecasts, its limitations are that it assumes that: (i) the current data are accurate and relevant; (ii) there are sufficient past relevant data to recognize the pertinent long-term patterns; and (iii) nothing new comes along to disrupt the current situation. The recent wrangle about tariffs is a relevant example of a potentially disruptive influence, as would be increasing effects of climate change.

However, if the forecast is accurate, at least in the short-term, then US wineries may soon need to place more reliance on their export markets (California export boosters aim for 37% more wine abroad by 2030). The alternative, I guess, is to reduce their vineyard area (eg. Wine slump threatens California vineyard cull).

PS. You may like to try the same analysis on the bw166 graph for the size of the US spirits market, which shows remarkably similar cycles.