Getting Started: Bourbon

A Brief Dicussion on America's Most Famous Spirit.

Picture by David Ambrose taken at The Avenue Pub in New Orleans LA

Picture by David Ambrose taken at The Avenue Pub in New Orleans LA

If you are going to bartend anywhere in or near the U.S. then there is one spirit you have to be familiar with, Bourbon Whiskey. When I first started bartending I didn’t know what Bourbon was, or exactly how it differed from whiskey more generally. Looking back at my first year I realize I gave out a lot of misinformation about Bourbon. I’d like to rectify that here and in the process give all you bartenders just starting out a resource by which you can avoid the same pitfalls.

So What Exactly is Bourbon?

Alright, lets get something out of the way early. Bourbon whiskey does not have to come from Bourbon County Kentucky. That is one of those tenacious bar myths that keeps popping back up. Like the one that says the French 75 cocktail is named after the 75 mm field gun, or that shaking a martini “bruises” the gin. Don’t worry you are not alone in making that mistake. Other products such as cognac or champagne have to be made in the Cognac or Champagne regions of France, so why not bourbon? To put it simply those other products are associated with what’s called an AOC, an Appellation D’origine Controllée, a French concept/certification process that designates where a product needs to come from in order to have a certain name.

We will need to have a way more detailed discussion about AOC’s some other time. For now just think of an AOC as a way to certify a product’s authenticity and place of origin. Bourbon, has no such certification and there is no geographic restriction on it other than it has to be produced on American soil. That having been said, there are plenty of other rules you have to follow if you want to call your whiskey, “Bourbon.” So what is the official definition of bourbon?

Definition: Bourbon Whiskey is a spirit made from a grain mash consisting of 51% or higher corn, along with various other grains, distilled to no greater than 80% alcohol by volume (160 proof), introduced to the barrel at no greater than 62.5 % ABV (125 proof), aged in unused, charred, oak barrels, on American soil, and bottled at no less than 40% ABV (80 proof).

IMG_6818.jpg

At first glance, this definition might look pretty strict, but once you break it down there is still a little wiggle room left open for interpretation. We know that there has to be at least 51% corn in the mash build, but after that you can use whatever you want as long as it is grain. Wheat, rye, barley, and spelt are most common but it would be possible to make bourbon from quinoa, rice, sorghum, millet, oat... etc. as long as there was at least 51% corn present in the mash.

You’ll notice that there is no age statement attached to the definition of bourbon, that means that as soon as the white grain spirit begins the maturation process in the barrel it is technically bourbon, not good bourbon mind you, but bourbon. The only stipulation in the aging process is that if you age bourbon for less than four years, you have to put an age statement on the bottle.

While the base definition of Bourbon leaves some room for interpretation there is a lot of additional labels which help to narrow the definition of the spirit quite a bit. If a spirit is labeled as straight bourbon it must be aged for at least two years and it cannot have any additives like flavoring, coloring, or supplemental spirits. Such additives would make a straight bourbon into a blended bourbon in some cases or a rectified whiskey in others.

Picture taken by Polly Watts at Four Roses Distillery, KY

Picture taken by Polly Watts at Four Roses Distillery, KY

Another qualifying addition to a bourbon label is the phrase ‘bottled in bond’ which refers to the bottle in bond act of 1897. This was essentially an attempt by the Federal government to assure the quality and authenticity of a spirit. For a spirit to be bottled in bond it must be the product of one distillation season by one distiller at one distillery and then aged for at least four years in a federally bonded warehouse under the supervision of government officials, and then bottled at 100 proof (50% ABV).

You may also see the term “sour mash.” Mash refers to the crushed grain that water and yeast are added to, to begin the fermentation process. Sour mash occurs when saving a bit of the mash from one batch of whiskey and using it in fermenting the next batch of whiskey. It is essentially the whiskey equivalent of making sour dough bread from a sour dough yeast starter. Sour mash stands in opposition to sweet mash which relies on fresh yeasts for the fermentation process. Using a sour mash does not influence or sour the flavor of the whiskey, rather it creates a consistency between batches allowing for brands to have a specific flavor profile.

There are several terms that can be used to further define bourbon, i.e. terms like barrel strength, single barrel, or small batch but those are pretty self-explanatory and don’t actually do much to change the nature of the spirit itself so we will not dwell on those terms here. Instead lets dive into why the spirit is called bourbon.

Photo Taken By Dave Ambrose at Woodford Reserve Distillery KY

Photo Taken By Dave Ambrose at Woodford Reserve Distillery KY

The Mysterious Origins of Bourbon Whiskey

At the top of the article I mentioned that bourbon doesn’t have to come from Bourbon County, Kentucky. If that is the case, though, you may be asking yourself where does bourbon get its name? The answer to that question is a complicated one, and like any good bar story, it is largely apocryphal. What we do know, is American whiskey started being called ‘bourbon’ instead of just ‘whiskey’ sometime between the 1820’s and the 1860’s, but why it came to have that name is shrouded in mystery. Here are a couple theories about how bourbon got its name, and how exactly it is relates to Kentucky.

IMG_4585.jpg

The first bourbon legend states that the name comes from the county itself but was first designated as bourbon in New Orleans. According to this story, merchants in New Orleans found an invoice attached to a shipment of particularly popular whiskey that stated the it came from the town Limestone in Bourbon County, Kentucky. Customer’s liked the whiskey so much they started asking for the Bourbon-Country whiskey which was eventually shortened to bourbon. The problem with this theory is that Limestone was only part of Bourbon County for a very short time, and at that time shipments from Kentucky to New Orleans were very sparse. The idea that there were enough invoices coming from Limestone specifically to have caused New Orleans to propagate that name is unlikely.

Photo taken by David Ambrose at the Avenue Pub, New Orleans, LA

Photo taken by David Ambrose at the Avenue Pub, New Orleans, LA

The second bourbon legend revolves around New Orlean’s Bourbon Street. It states that people found that drinking whiskey coming from Kentucky was much more agreeable than drinking local ones because it had longer to mature in the barrel while in transit. During the long road from Kentucky to New Orleans, the spirit rested in the barrels and in its travels every movement or bump in the road (or boat ride) caused the spirit to age more richly. When the Kentucky whiskey started to be sold on Bourbon Street, people would say lets go get some of that Bourbon Street Whiskey, and from that the name was shortened to Bourbon.

This version of the story was corroborated by a tour guide on at the Woodford Reserve Distillery. While the story doesn’t seem downright outlandish, it doesn’t explain the folk tradition of equating the spirit with Kentucky. Bourbon Street would be using whiskey supplied from any territory along the Mississippi River, and its unlikely that they would be so choosy as to stock whiskey specifically from Kentucky. So if anything the name would have been associated with Louisiana Whiskey.

Both versions of the story seem a little too convenient. Each finds a way to associate bourbon whiskey with both Bourbon County and Bourbon Street. And while they are both great bar stories, there is a third, less romantic, and admittedly more likely, theory put forth by Michael Veach a leading booze scholar and whiskey historian.

Veach, in his book, Kentucky Bourbon Whiskey: An American Heritage, argues that the name ‘bourbon,’ just like most things in the industry, was the product of a simple marketing campaign. According to Veach at the time whiskey was beginning to gain traction in the bigger American cities it was competing with existing, already popular, aged spirits like French brandies such as armagnac or cognac, both of which were already being aged in charred oak, and had an already assumed level of quality. It may have been that the French sounding bourbon was simply a name chosen by a grocer or whiskey wholesaler to give this newer American spirit the gravitas that these other spirits already enjoyed.

The name Bourbon would have already have positive connotations in the cultural psyche due to the the aid given to the the American colonies by Louis XVI (of the house of Bourbon) during the the the revolutionary war some decades before. In fact, that’s who Bourbon Country is named after. Choosing the name ‘Bourbon’ allows the customer to fill in the blanks behind its reasoning tying it to the region that produces much of the whiskey, or in the case of New Orleans, tying it to the street in which it was enjoyed, all while implying it having a regal lineage.

Whatever the reason the for the name, bourbon has made a name for itself around the world. It is a distinctly American spirit with flavors as rich and complex as its heritage. And wherever you are starting your bartending career it will do you well to be knowledgeable about it. If you want to learn more about bourbon, I whole heartedly suggest picking up Michael Veach’s book Kentucky Bourbon Whiskey: An American Heritage to see a comprehensive study of bourbon’s history. It is a fantastic read, and not too dense, so it is approachable for both service industry and lay persons alike. And if at the end you can’t decide which origin story has the most evidence, do what any good bartender would, pick your favorite story and run with it.

Cheers!