Scotch whisky


Scotch whisky is malt whisky or grain whisky, made in Scotland. Scotch whisky must be made in a manner specified by law. As of 2018, there were 133 Scotch whisky distilleries operating in Scotland.
All Scotch whisky was originally made from malted barley. Commercial distilleries began introducing whisky made from wheat and rye in the late 18th century. Scotch whisky is divided into five distinct categories: single malt Scotch whisky, single grain Scotch whisky, blended malt Scotch whisky, blended grain Scotch whisky, and blended Scotch whisky.
All Scotch whisky must be aged in oak barrels for at least three years. Any age statement on a bottle of Scotch whisky, expressed in numerical form, must reflect the age of the youngest whisky used to produce that product. A whisky with an age statement is known as guaranteed-age whisky. A whisky without an age statement is known as a no age statement whisky, the only guarantee being that all whisky contained in that bottle is at least three years old. The minimum bottling strength according to the regulation is 40% alcohol by volume.
The first known written mention of Scotch whisky is in the Exchequer Rolls of Scotland, 1494. Scotch whisky was known as aqua vitae, Latin for "water of life".
Many Scotch whisky drinkers refer to a unit for drinking as a dram.

Regulations and labelling

Legal definition

As of 23 November 2009, the Scotch Whisky Regulations 2009 define and regulate the production, labelling, packaging as well as the advertising of Scotch whisky in the United Kingdom. They replace previous regulations that focussed solely on production, including the Scotch Whisky Act 1988.
Since the previous act focussed primarily on production standards, it was repealed and superseded by the 2009 Regulations. The SWR includes broader definitions and requirements for the crafting, bottling, labelling, branding, and selling of "Scotch Whisky". International trade agreements have the effect of making some provisions of the SWR apply in various other countries as well as in the UK. The SWR define "Scotch whisky" as whisky that:
A Scotch whisky label comprises several elements that indicate aspects of production, age, bottling, and ownership. Some of these elements are regulated by the SWR, and some reflect tradition and marketing. The spelling of the term whisky is often debated by journalists and consumers. Scottish, English, Welsh, Australian and Canadian whiskies use whisky, Irish whiskies use whiskey, while American and other styles vary in their spelling of the term.
The label always features a declaration of the malt or grain whiskies used. A single malt Scotch whisky is one that is entirely produced from malt in one distillery. One may also encounter the term "single cask", signifying the bottling comes entirely from one cask. The term "blended malt" signifies that single malt whisky from different distilleries are blended in the bottle. The Cardhu distillery also began using the term "pure malt" for the same purpose, causing a controversy in the process over clarity in labelling—the Glenfiddich distillery was using the term to describe some single malt bottlings. As a result, the Scotch Whisky Association declared that a mixture of single malt whiskies must be labelled a "blended malt". The use of the former terms "vatted malt" and "pure malt" is prohibited. The term "blended malt" is still debated, as some bottlers maintain that consumers confuse the term with "blended Scotch whisky", which contains some proportion of grain whisky.
The brand name featured on the label is usually the same as the distillery name. Indeed, the SWR prohibit bottlers from using a distillery name when the whisky was not made there. A bottler name may also be listed, sometimes independent of the distillery. In addition to requiring that Scotch whisky be distilled in Scotland, the SWR require that it also be bottled and labelled in Scotland. Labels may also indicate the region of the distillery.
Alcoholic strength is expressed on the label with "Alcohol By Volume" or sometimes simply "Vol". Typically, bottled whisky is between 40% and 46% ABV. Whisky is considerably stronger when first emerging from the cask—normally 60–63% ABV. Water is then added to create the desired bottling strength. If the whisky is not diluted before bottling, it can be labelled as cask strength.
A whisky's age may be listed on the bottle providing a guarantee of the youngest whisky used. An age statement on the bottle, in the form of a number, must reflect the age of the youngest whisky used to produce that product. A whisky with an age statement is known as guaranteed age whisky. Scotch whisky without an age statement may, by law, be as young as three years old. In the early 21st century, such "No age statement" whiskies have become more common, as distilleries respond to the depletion of aged stocks caused by improved sales. A label may carry a distillation date or a bottling date. Whisky does not mature once bottled, so if no age statement is provided, one may calculate the age of the whisky if both the distillation date and bottling date are given.
Labels may also carry various declarations of filtration techniques or final maturation processes. A Scotch whisky labelled as "natural" or "non-chill-filtered" has not been through a filtration process during bottling that removes compounds that some consumers see as desirable. Whisky is aged in various types of casks—and often in used sherry or port casks—during distinct portions of the maturation process, and will take on characteristics, flavour and aromas from such casks. Special casks are sometimes used at the end of the maturation process, and such whiskies may be labelled as "wood finished", "sherry/port finished", and so on.

History

According to the Scotch Whisky Association, the word whisky comes from the Gaelic uisge beatha or usquebaugh, which means "water of life". The earliest record of distillation in Scotland occurred as long ago as 1494 at Lindores Abbey a monastery in Fife, as documented in the Exchequer Rolls, which were records of royal income and expenditure. The quote above records eight bolls of malt given to Friar John Cor wherewith to make aqua vitae over the previous year. This would be enough for 1,500 bottles, which suggests that distillation was well-established by the late 15th century.
Aqua vitae was used when making gunpowder to moisten the slurry of saltpetre, charcoal and sulphur. As a drink, Scotch whisky was a favourite of King James IV of Scotland.
Whisky production was first taxed in 1644, causing a rise in illicit whisky distilling in the country. Between the 1760s and the 1830s a substantial unlicensed trade originated from the Highlands, forming a significant part of the region's export economy. In 1782, more than 1,000 illegal stills were seized in the Highlands: these can only have been a fraction of those in operation. The Lowland distillers, who had no opportunity to avoid taxation, complained that un-taxed Highland whisky made up more than half the market. The heavy taxation during the Napoleonic Wars gave the illicit trade a big advantage, but their product was also considered better quality, commanding a higher price in the Lowlands. This was due to the method of taxation: malt was subject to tax. The licensed distillers therefore used more raw grain in an effort to reduce their tax bill.
The Highland magistrates, themselves members of the landowning classes, had a lenient attitude to unlicensed distillers—all of whom would be tenants in the local area. They understood that the trade supported the rents paid. Imprisoned tenants would not be able to pay any rent.
In 1823, Parliament eased restrictions on licensed distilleries with the "Excise Act", while at the same time making it harder for the illegal stills to operate. Magistrates found counsel for the Crown appearing in their courts, so forcing the maximum penalties to be applied, with some cases removed to the Court of Exchequer in Edinburgh for tougher sentences. Highland landowners were now happy to remove tenants who were distillers in clearances on their estates. These changes ushered in the modern era of Scotch production: in 1823 2,232,000 gallons of whisky had duty paid on it; in 1824 this increased to 4,350,000 gallons.
A farmer, George Smith, working under landlord the Duke of Gordon, was the first person in Scotland to take out a licence for a distillery under the new Act, founding the Glenlivet Distillery in 1824, to make single malt Scotch. Some of the distilleries which started legal operations in the next few years included Bowmore, Strathisla, Balblair, and Glenmorangie; all remain in business today.
Two events helped to increase whisky's popularity: first, the introduction in 1831 of the column still. Aeneas Coffey patented a refined version of a design originally created by Robert Stein, based on early innovations by Sir Anthony Perrier, for the new type of still which produced whisky much more efficiently than the traditional pot stills. The column still allowed for continuous distillation, without the need for cleaning after each batch was made. This process made manufacturing more affordable by performing the equivalent of multiple distillation steps. The new still dramatically increased production; the whisky was less intense and smoother making it more popular.
Second, there was a shortage of wine, brandy and cognac in France, significant by 1880, due to the phylloxera bug, a parasitic insect, destroying many of the wine vines; that shortage increased the demand for whisky. By the 1890s, almost forty new distilleries had opened in Scotland. The boom years continued until the industry was significantly affected by World War I and later, by the Great Depression; many of the companies closed and never re-opened.

Economic effects

The Scotch Whisky Association estimated that Scotland's whisky industry supported 40,000 jobs and accounted for £4.37 billion in exports in 2017. Of that total, single malt Scotch accounted for £1.17 billion in exports, a 14% increase over 2016.
The industry's contribution to the economy of the UK was estimated as £5.5 billion in 2018; the industry provided £3.8 billion in direct GVA to Scotland. Whisky tourism has also become significant and accounts for £68.3 million per year. One factor negatively affected sales, an extra 3.9% duty on spirits imposed by the UK in 2017. Nonetheless, by year-end 2017, exports had reached a record-breaking amount.
In November 2019, the Association announced that the government of the UK had agreed to consider revising the alcohol taxation system, hopefully producing a new plan that was simplified and "fairer".
Exports in 2018 again increased 7.8% by value, and 3.6% in number of bottles, in spite of the duty imposed in 2017; exports grew to a record level, £4.7 billion. The US imported Scotch whisky with a value of just over £1 billion while the European Union was the second largest importer, taking 30% of global value. This was a boom year with a record high in exports, but the Scotch Whisky Association expressed concern for the future, particularly "the challenges posed by Brexit and by tensions in the global trading system".
Scotch whisky tourism has developed around the industry, with distilleries being the third most visited attractions in Scotland; roughly 2 million visits were recorded in 2018. Some 68 distilleries operate visitors' centres in Scotland and another eight accept visits by appointment. Hotels, restaurants and other facilities are also impacted by the tourism phenomenon. The tourism has had an especially visible impact on the economy in some remote rural areas, according to Fiona Hyslop MSP, Cabinet Secretary for Culture, Tourism and External Affairs. "The Scottish Government is committed to working with partners like the Scotch Whisky Association to increase our tourism offer and encourage more people to visit our distilleries," the Secretary said.

Ownership of distilleries

A 2016 report stated that only 20% of the whisky was made by companies owned in Scotland. Distilleries owned by Diageo, a London-based company, produce 40% of all Scotch whisky, with over 24 brands, such as Johnnie Walker, Oban, and Talisker. Another 20% of the product is made by distillers owned by Pernod Ricard of France, including brands such as Glenlivet, Chivas Regal, and Ballantine's. There are also smaller distillers that are owned by foreign companies, such as BenRiach whose parent is the Brown–Forman Corporation based in Kentucky. Nonetheless, Scotch whisky is produced according to the current regulations, as to ageing, production and so on, ensuring that it remains Scottish.
Independents owned by Scots companies make a substantial amount of Scotch whisky, with the largest, William Grant & Sons, producing 8%, or about 7.6 million cases per year. Its brands include Glenfiddich and Balvenie. Glenfiddich is the best-selling single malt Scotch in the world. Roughly 14 million bottles of Glenfiddich are sold annually.

Independent bottlers

Most malt distilleries sell a significant amount of whisky by the cask for blending, and sometimes to private buyers as well. Whisky from such casks is sometimes bottled as a single malt by independent bottling firms such as Duncan Taylor, Master of Malt, Gordon & MacPhail, Cadenhead's, The Scotch Malt Whisky Society, Murray McDavid, Berry Bros. & Rudd, Douglas Laing, and others. These are usually labelled with the distillery's name, but not using the distillery's trademarked logos or typefaces. An "official bottling", by comparison, is from the distillery. Many independent bottlings are from single casks, and they may sometimes be very different from an official bottling.
For a variety of reasons, some independent brands do not identify which facility distilled the whisky in the bottle. They may instead identify only the general geographical area of the source, or they simply market the product using their own brand name without identifying their source. This may, in some cases, be simply to give the independent bottling company the flexibility to purchase from multiple distillers without changing their labels.

Types

There are two basic types of Scotch whisky, from which all blends are made:
Excluded from the definition of "single grain Scotch whisky" is any spirit that qualifies as a single malt Scotch whisky or as a blended Scotch whisky. The latter exclusion is to ensure that a blended Scotch whisky produced from single malt and single grain distilled at the same distillery does not also qualify as single grain Scotch whisky.
Nearly 90% of the bottles of Scotch sold per year are blended whiskies. Three types of blends are defined for Scotch whisky:
The five Scotch whisky definitions are structured in such a way that the categories are mutually exclusive. The 2009 regulations changed the formal definition of blended Scotch whisky to achieve this result, but in a way that reflected traditional and current practice: before the 2009 SWR, any combination of Scotch whiskies qualified as a blended Scotch whisky, including for example a blend of single malt Scotch whiskies.
As was the case under the Scotch Whisky Act 1988, regulation 5 of the SWR 2009 stipulates that the only whisky that may be manufactured in Scotland is Scotch whisky. The definition of manufacture is "keeping for the purpose of maturation; and keeping, or using, for the purpose of blending, except for domestic blending for domestic consumption". This provision prevents the existence of two "grades" of whisky originating from Scotland, one "Scotch whisky" and the other, a "whisky – product of Scotland" that complies with the generic EU standard for whisky. According to the Scotch Whisky Association, allowing non-Scotch whisky production in Scotland would make it difficult to protect Scotch whisky as a distinctive product.
The SWR regulation also states that no additives may be used except for plain caramel colouring.

Single malt

To qualify for this category the Scotch whisky must be made in one distillery, in a pot still by batch distillation, using only water and malted barley. As with any other Scotch whisky, the Scotch Whisky Regulations of 2009 also require single malt Scotch to be made completely and bottled in Scotland and aged for at least three years. Most are aged longer.
Another term is sometimes seen, called "double wood" or "triple wood", sometimes incorrectly referred to as "double malt" or "triple malt". These indicate that the whisky was aged in two or three types of casks. Hence, if the whisky otherwise meets the criteria of a single malt, it still falls into the single malt category even if more than one type of cask was used for ageing. Examples include The Balvenie 12 Years Old DoubleWood and Laphroaig Triple Wood.
Another nuance is that Lowland Scotch malts used a triple distillation just like the Irish do, breaking away from the general rule that all Scotch is double distilled.

Single grain

Single grain whisky is made with water and a malted barley but the distillery then adds other grains or cereals, wheat, corn or rye, for example. From that moment on, it can no longer be called single malt. This type of product must be from a single distillery and is often used in making blended Scotch. Single grain whiskies are usually not distilled in pot stills but with column stills.

Blended malt

—formerly called vatted malt or pure malt —is one of the least common types of Scotch: a blend of single malts from more than one distillery.
Blended malts contain only single malt whiskies from two or more distilleries. This type must contain no grain whiskies and is distinguished by the absence of the word "single" on the bottle. The age of the vat is that of the youngest of the original ingredients. For example, a blended malt marked "8 years old" may include older whiskies, with the youngest constituent being eight years old. Johnnie Walker Green Label and Monkey Shoulder are examples of blended malt whisky. Starting from November 2011, no Scotch whisky could be labelled as a vatted malt or pure malt, the SWR requiring them to be labelled blended malt instead.

Blended

Blended Scotch whisky constitutes about 90% of the whisky produced in Scotland. Blended Scotch whiskies contain both malt whisky and grain whisky. Producers combine the various malts and grain whiskies to produce a consistent brand style. Notable blended Scotch whisky brands include Ballantine's, Bell's, Chivas Regal, Cutty Sark, Dewar's, J&B, Johnnie Walker, Teacher's Highland Cream, The Famous Grouse, and Whyte and Mackay.
The term blended grain Scotch refers to whisky that contains at least two single grain Scotch whiskies from at least two distilleries, combined to create one batch of the product.

Sensory characteristics

Flavour and aroma

Dozens of compounds contribute to Scotch whisky flavour and aroma characteristics, including volatile alcohol congeners formed during fermentation, such as acetaldehyde, methanol, ethyl acetate, n-propanol, and isobutanol. Other flavour and aroma compounds include vanillic acid, syringic acid, vanillin, syringaldehyde, furfural, phenyl ethanol, and acetic acid. One analysis established 13 distinct flavour characteristics dependent on individual compounds, including sour, sweet, grainy, and floral as major flavour perceptions.
Some distilleries use a peat fire to dry the barley for some of their products before grinding it and making the mash. Peat smoke contributes phenolic compounds, such as guaiacol, that give aromas similar to smoke. The Maillard browning process of the residual sugars in the mashing process, particularly through formation of 2-furanmethanol and pyrazines imparting nutty or cereal characteristics, contributes to the baked bread notes in the flavour and aroma profile. Maturation during multi-year casking from reusing sherry oak barrels originally used for bourbon whiskey production contributes a vanilla aroma to some premium Scotch whiskies.

Screening for potential adulteration

Refilling and fabrication or tampering of branded Scotch whiskies are types of Scotch whisky adulteration that diminishes brand integrity, consumer confidence, and profitability in the Scotch industry. Deviation from normal concentrations of major constituents, such as alcohol congeners, provides a precise, quantitative method for determining authenticity of Scotch whiskies. Over 100 compounds can be detected during counterfeit analysis, including phenolics and terpenes which may vary in concentration by different geographic origins, the barley used in the fermentation mash, or the oak cask used during ageing. Typical high-throughput instruments used in counterfeit detection are liquid chromatography and mass spectrometry.

Regions

Scotland was traditionally divided into four regions: The Highlands, The Lowlands, The Isle of Islay, and Campbeltown. Due to the large number of distilleries found there, the Speyside area became the fifth, recognised by the Scotch Whisky Association as a distinct region in 2014. The whisky-producing islands other than Islay are not recognised as a distinct region by the SWA, which groups them into the Highlands region.
Although only five regions are specified, any Scottish locale may be used to describe a whisky if it is distilled entirely within that place; for example a single malt whisky distilled on Orkney could be described as Orkney Single Malt Scotch Whisky instead of as an Island whisky.

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