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Climate Change & Maple: Who Cares?! Monthly Maple REVIEW

A brief introduction to this new feature – Monthly Maple Review – we review a research article once each month to spotlight key findings, investigate curiosities, and uncover important implications for Ohio’s maple producers.  Please comment below if you have thoughts, ideas, insights, or questions.  And if you stumble on to a new maple article and want to see it highlighted in a Monthly Maple Review, please reach out to me via email – karns.36@osu.edu.

A Changing Climate in the Maple Syrup Industry: Variation in Canadian and U.S.A. Producers’ Climate Risk Perceptions and Willingness to Adapt Across Scales of Production” by Anna Caughron and colleagues.  This article was published in 2021 in the journal Small-scale Forestry.

The maple syrup industry is on an undeniable collision course with changing climatic regimes – shifting tree composition, more unpredictable and earlier sap seasons, and potential reductions in yield are all staring back when we look into the future.  This list represents just the tip of the looming iceberg, and more southerly producers anticipate an even rockier path forward as evidenced by some impacts that we can already talk about in the present tense.

Anna and her co-authors are not the first team to survey climate-related issues amongst producers, and perhaps we will review other similar papers down the road.  But one interesting angle, beyond the normal suite of factors like age or education or political affiliation, that this study examined was producer scale.  Does producer scale impact willingness and ability to adopt climate-adaptation practices in maple production?  Let’s first clarify what a climate-adaptation practice is.  Consider the effects of shifting tree composition in Ohio.  That shift will likely lead to increased dominance by red maples.  Adapting to that effect would be to tap a diversity of maple species, not just sugar maples.  Failing to adapt to shifting tree composition could lead to reduced tap quantity because of unwillingness to tap anything except a sugar maple.

With that point clarified, two over-arching findings stuck out to me.  First, nearly 90% of all surveyed producers agreed that maple syrup production is closely linked to climate, and only 15% of small producers (<2,000 taps) believed climate-induced impacts would be a net positive to their operation.  How often does that lop-sided a percentage of folks agree on something?  Not often.  Second, larger producers are more willing to adopt more climate-smart adaptation practices than medium or small producers.  And guess what, political affiliation had nothing to do with any of the above.  Yes, you read that correct – climate and maple is apolitical.

Before we dive into the specifics, know that it took 10,000+ taps to be categorized as a large-scale producer in this study.  Quite frankly, most US producers in this study were small or medium, and most Ohio producers would certainly be “small.”  A final caveat, before we dive into a few specifics, is that among the 354 survey respondents in the study, only 12 hailed from the Buckeye State.

Canadian producers, which are also more likely to be the “large” producers, are more apt to fertilize their sugarbushes and practice intensive silviculture, but significantly less likely to increase the number of trees they are tapping.  I can see the practice of fertilization.  Personally, I believe all maple producers – regardless of scale, should practice active silviculture in their maple woods.  The goal of active silviculture after all should be healthy maples!  The last point about tap quantity is a hard one to understand…until you discover that rules enforced by the Federation of Quebec Maple Syrup Producers prohibits most producers from increasing their tap count.  Given that most large producers are also Canadian, the pattern of stubbornly maintaining tap count then makes some sense.  I certainly learned something new with that fact pointed out to me.

“Medium” producers were more likely to tap earlier, implement rigorous sanitation practices, and stay up to date on latest research finding than “small” producers.  Multiple factors could be play as “large” and “medium” producers increasingly differentiate from “small” producers.  I’ll quickly highlight just one factor as I grapple with the study’s findings.  Some “small” producers are undoubtedly hobby producers.  Making syrup is fun and as soon as it seems like work, well…where’s the fun?  I can easily see why an individual producer with 100 or 2 taps would decide not to invest in high vacuum efficiencies.

Putting aside scale of producer and applying the lens of producer age, we learn that tapping red maples and using high vacuum systems are less likely among older producers.  Only focusing on the practice of tapping red maples, this fits within the pattern of a traditional no-no generationally passed down.  Not until more recently has University research been dedicated to documenting production potential in alternative maple species.  What’s that saying about “old dogs?”

I’ll wrap this review up by pointing a finger back at myself – a maple educators.  This sentence from the study speaks for itself, “Only 20.9% of producers…thought that information on climate change impacts on the maple industry was easy to access.”  Yikes, that is a huge wake-up call and harsh criticism for the University community.  Hopefully this site can help address these knowledge gaps for Ohio maple producers, and this Monthly Maple Review series is part of the solution.

3 Paths to Increasing Profitability

Ohio Maple Days 2022 did not disappoint.  The food was fantastic, the vendor room crowded, and the presenters shared a wealth of knowledge of expertise across a wide range of subjects.  To wrap up the day, we had a trio of talks approach the goal of increasing profitability from 3 different perspectives.  A big thanks to Mike Rechlin, Les Ober, Mark Cannella, Carri Jagger, and Rachel Coy for finishing off our Maple Days program on a high note!  Be sure to mark your calendars for next year’s conference December 8th and 9th!

The first talk, led by Carri and Rachel, explored how to increase profitability by focusing on maple products.  What is the breakdown of selling maple syrup in smaller and smaller volume units?  What value-added products have the highest margins?  Are there alternative maple products that you have never even heard of before?  Detailed breakdown after detailed breakdown, producers could see their input costs and “shrink” as well as returns across various value-added maple products, from maple cream and maple candy to sugar and cotton candy.  Beyond the typical suite of value-added products, the talk also provided a quick overview of just how creative one can get using maple as an ingredient in products ranging from lip balm and hand lotion to marinades and sap seltzers.  The over-arching takeaway: it might be more work to create value-added maple products or sell your syrup in smaller units, but the reward is likely increased profits.

Mark Cannella took the second perspective in a totally different direction.  If your personal operation is stuck at a ceiling of 500 taps and you cannot expand staying on your own property, consider leasing maple taps or purchasing maple sap to increase your overall profitability.  The basis of Mark’s presentation can be explored more fully at Maple Manager in the form of sap pricing calculators, leasing guides, and lots more.  Exploring how sap leveraged from elsewhere can achieve economy of scale to justify a big equipment purchase or simply grow the volume of syrup for your market, leasing must be considered.  Another provocative idea Mark raised was that of multi-owner partnerships.  In other words, what would it look like for you to merge aspects of your maple operation with other local maple producers.  In the woods or in the sugarhouse, the possibilities for crafting a creative business structure is limited only by the imagination.  Staying true to best practices, legal agreements, and thorough cost-benefit analyses BEFORE diving in is always the key!

Finally, Mike and Les brought it all back home and put the emphasis where it ultimately must begin – maximizing the efficiency and profitability of the woods you manage.  After all, it is a common axiom that the sugarhouse is the place you spend your money, but the woods is where you make it!  Their talk leveraged Future Generations University’s work via an ACER grant dedicated to production and profitability.  To model best practices and engage producers at the unit of an individual and unique operation, researchers have been engaged in consultations that seek to identify room for improvement, equip producers to improve and enhance their operation, and then follow up to track progress.  While the talk could easily be the outline for an entire textbook or a week-long workshop on maple sugaring, it is sometimes good to step back from the details and look down from the bird’s eye view for some much needed perspective.

Regardless of a producer’s scale or experience, there was something for everybody in the 3-part profitability module to close our 2022 Ohio Maple Days event.  We look forward to seeing you next December 8th and 9th but hope to cross paths with you before then!

Borers, Feeders, and Galls Oh My!

Ohio Maple Days 2022 did not disappoint.  The food was fantastic, the vendor room crowded, and the presenters shared a wealth of knowledge of expertise across a wide range of subjects. Dr. Curtis Young, Entomologist, Extension Educator, and Associate Professor, expanded our knowledge regarding maple pests.  Many that most of us were already aware of, spotted lanternfly or Asian long-horned beetle for instance, and lots of lesser known pests.  Before we get into a few highlights, be sure to mark your calendars for next year’s conference December 8th and 9th!

Any attempt to summarize Dr. Young’s talk would fail due to the sheer amount of information that he is able to share in such a short amount of time.  And no notes!  Truly a wealth of knowledge.  Rather than attempt a synopsis, this is a great opportunity to share some general resources and up-to-date information for some of the more alarming maple pests we face here in Ohio.

University of Kentucky Extension has a great webpage that quickly catalogs a wide range of known pests across 4 general categories – leaf feeders, sap feeders, borers, and galls.  While most maple pests are just that – pests, similar to how most of us view the average mosquito, a few present a real and present danger.  That said, if your maple trees are stressed already, a relatively harmless pest can be the proverbial straw that breaks a camel’s back.  Moral of that last sentence, practice healthy silviculture and sugarbush management to ensure your trees are healthy and vigorous.

Asian long-horned beetle are always mentioned in these presentations.  Thankfully, in Ohio at least, control and eradication of Asian long-horned beetle is a success story that we seldom get to herald in the fight against invasive species.  While we keep our eyes out for future infestations, spotted lanternfly has rapidly expanded its range and our state records now show several counties with positive detections.

An excellent website to stay abreast of issues facing plant, shrub, and tree health is Buckeye Yard & Garden onLine where Dr. Curtis Young and many other experts from Ohio State University Extension provide “timely information about Ohio growing conditions, pest, disease, and cultural problems.”

More Upcoming Maple Events

We’re tapped and the production system is flushed and tight with great vacuum.  Many thanks to our students and technicians for getting the 2023 sap season underway!

Join the OSU Extension team on March 1st for the annual Woodland, Water, and Wildlife Conference.  Kathy Smith and Gabe Karns will be presenting a seminar early in the agenda titled “Woodland Owners, Maple Syrup, and the New Maple Toolbox.”  Book your whole day with us though as many other interesting topics will be covered including buckeye tree conservation, aquatic plants and wetlands, Ohio snakes, spotted lanternfly updates, urban coyotes, and more.

If you are a consulting forester, work with a natural resource agency, or are otherwise employed within the environmental and natural resource career field, please join us on March 15th for an in-service workshop customized for you!  Learn how to assess a woodlands potential, what equipment will be needed, what options are available to a landowner interested in maple sugaring, and what else is needed to establish an operation as an income opportunity.

Maple Sap-Only Enterprises – Participants NEEDED

Chris Lindgren and Dana Ruppert from University of Vermont are recruiting active or prospective maple sap-only producers to participate in a research project.

UVM Extension Maple Business is developing financial tools and technical guidance to help folks make decisions about maple sap business ventures.  To jump start this effort, they are currently conducting a Producer Survey to gather in-depth information on sap business economic activity across the maple region.  It is hoped that the information gained from the study will help maple sap producers understand and learn more about production practices, costs and markets to enhance business opportunities.  Production, marketing, business practices and peoples’ interest in the maple sap project and resources are at the heart of this survey.  Their goal is to reach as many regional sugarmakers and sap producers as we can over the next couple months.  The results of this survey will be published by UVM Extension, shared in industry publications and discussed at maple conferences beginning in 2023.

To take the survey – and remember this is for sap-only enterprises – please scan the QR code or visit Sap Survey at the Maple Manager website now.

This is a great opportunity to help the maple research community continue to build support and tools for all varieties and styles of maple operations.

Getting Ready for Season

These are exciting and anticipatory times in the sugarbush as last-minute items are checked off the list.  As that list gets shorter by the day, we are turning our attention increasingly to the weather forecast and the all-important decision of “When to tap?”

Smart sensors are installed and grabbing what precious little sunlight has shone this January.  Charge batteries, CHARGE!

Lateral lines are all patched and tight with new spouts on the end of each drop.  These little side pulls, constructed from old, chewed laterals, have been a big help to us in tightening up our system.  First a before photo, second an after photo, and third a zoomed in photo of the side pull rigged with double end line hooks.

Additionally, a small pocket-sized carpenter’s level is worth its weight in gold for ensuring you have continuous drop from spout through lateral to main line to the pumphouse.

After an exceptionally windy and raucous 2022, we revamped and strengthened our sap tank cover.

An old broken valve has been replaced by new hardware (valve with the white handle is the new replacement), and I even took a little hacksaw to knock the end of one handle off to get a bit more clearance.

The next big to-do list item is to get our research canisters sledded out into position.  A fresh 3-5 inches of snow will make that task bunches easier.

Hopefully you are whittling down your checklist, or if you are a producer from southern Ohio or neighboring southerly state, you may already be making some syrup!  Heck, even as far north as Vermont, early tappers are getting a sap run already.  Hopefully this early warm spell is not indicative of yet another roller coaster season, but regardless – Wishing You a GREAT Season!

Upcoming Webinars – Weather & Worms

Two webinars are coming quickly on the calendar.  And yes, you read the post’s title correctly…

First, a perennial favorite speaker is coming to Future Generations University “Out of the Woods” seminar series next Thursday, January 19th.  None other than Aaron Wilson from Ohio State’s Byrd Polar and Climate Research Center will be discussing the weather and how it impacts your sugarbush.  If this talk is anything like usual, he delivers excellent information about general effects and then dials it in to the prognostications that seem to be developing for the current and upcoming sap season.  Click here to register – next Thursday night at 7 PM. 

And second – Wednesday, January 25th at 3:00 PM, Penn State Extension will be offering a webinar called “Stressors of Maple: Dieback and Mortality.”  The webinar will be recorded and sent to everyone that is registered.  The webinar will host speakers from Michigan Technological University and will cover what maple decline is, what is driving maple decline, how earthworms impact maples and native forests, and how to respond if you have maple decline.  For more information and to register for this January 25th webinar, click here.

Reverse Osmosis 101+

Ohio Maple Days 2022 did not disappoint.  The food was fantastic, the vendor room crowded, and the presenters shared a wealth of knowledge of expertise across a wide range of subjects.  Joel Oelke, Regional Sales Manager with Leader Evaporator/H2O Innovation, shared an encyclopedic wealth of knowledge regarding reverse osmosis leading up to the lunch hour.  Before we get into a few highlights, be sure to mark your calendars for next year’s conference December 8th and 9th!

At its simplest, reverse osmosis is a process by which sap is passed through a membrane to remove water thereby concentrating sugar.  The pure water pulled out of the sap is referred to as permeate.  The increasingly sugary solution – concentrate.  The benefits are obvious – it saves space on numerous fronts and greatly improves efficiency at the evaporator by reducing time, fuel, and labor.  While the list of pros is long, suffice it to say – reverse osmosis is one of the biggest technological revolutions the maple industry has experienced in the last 100 years.

While reverse osmosis is a true game changer for maple producers, the technology is also one of the most complex and expensive pieces of equipment in the sugarhouse.  It is easy to become intimidated by what’s necessary to implement and maintain a unit, and mistakes chalked up to the “school of hard knocks” can be expensive.  Here are just 5 rules of thumb that I pulled from Joel’s presentation to share in this article.

#1 – RO’s efficiency rating (how many gallons can a unit process per hour) is given at a solution temperature of 55 degrees Fahrenheit.  Because sap is kept at cooler temperatures to ensure syrup quality, you need to factor the lower temperature into your unit’s efficiency rating.  This is especially important to consider if you are shopping for a new RO unit.  Here’s a simple figure to calibrate your RO’s operating efficiency.  If you purchase a unit rated at 600 gallons per hour but expect to run sap at an average temperature of 40 F, you can multiply 600 by an efficiency downgrade of 0.75 (or 75%) and expect a 450 gallon per hour operating rate.

#2 – A second factor influencing RO efficiency is the concentrate level you are trying to achieve assuming you start around 2 Brix.  The more you want to concentrate your sap, the less efficient your unit will be.  Let’s continue with the example we started above in italics.  If you want to take 2% sap to 8% concentrate, your RO unit will run at the temperature-corrected peak of efficiency and achieve your calibrated 450 gallons per hour rate.  However, if you concentrated to something higher, say a 12% level, your operation would get dinged with an additional 30% loss in efficiency.  Here’s what the math would reveal – 450 gallons per hour multiplied by 0.70 = 315 gallons per hour.  Below is another figure to help you calculate the efficiency factor of concentration.  Remember, you must factor in both penalties – sap temperature and concentrate level – to properly estimate your efficiency rating.  And this all assumes you are running a clean, properly-maintained RO unit!

#3 – The desugaring, rinsing, and washing cycles are what keep your expensive reverse osmosis investment operating at the peak of performance.  Long story short – each cycle is critical to maintaining your unit.  And do not – especially in the wash cycle – generalize across all RO units.  Specific models and manufacturers use different membranes which are tailored to different types of soaps and chemicals as well as amounts of each.  Consulting the manuals and consulting with your RO manufacturer reps – just like Joel – is best practice for getting maximum life and performance out of your reverse osmosis technology.

#4 – Don’t let your improved efficiency get you in to trouble.  What I mean is this – sap that goes through a reverse osmosis unit comes out as warmer concentrate.  So, A) the process of reverse osmosis physically warms the concentrate above the temperature that it went in the machine, and B) you aren’t concentrating just sugar with an RO unit, you are concentrating everything – including microbes and bacteria.  The warmer concentrate coupled with a denser community of “nasties” can get a producer in big trouble if the evaporator is not synced up in work flow and their facility can not properly keep concentrate cool.  Stopping short of laying out any specific recommendations for how to integrate and streamline your sugarhouse sap-to-syrup processing, just know that the clock is ticking extra fast once you start concentrating sap.

#5 – If you properly size, run, and maintain an reverse osmosis unit, you can expect roughly a 3-year payback on your purchase when accounting for saved fuel and labor.  A rough cost estimator predicted a $4 cost savings per finished gallon of syrup using fuel oil in a 110 gallon per hour evaporator.  Obviously there a lot of moving parts for each unique scenario, but the bottom line is this asset does not 10 years to recoup costs.

Hopefully these quick 5 points help you make sense of reverse osmosis and how you might consider incorporating or upgrading an RO unit in your sugaring operation.  Thanks for an extremely informative talk Joel!

Not Just Sugar Maples – Part II

Ohio Maple Days 2022 did not disappoint.  The food was fantastic, the vendor room crowded, and the presenters shared a wealth of knowledge of expertise across a wide range of subjects.  I was among those speakers, and Abby van den Berg and I presented a pair of talks that focused on those other maples.  Last week I shared a quick rundown of 20 short statements that summarize the Ohio work we have done from a high bird’s-eye viewpoint.  This week, we’ll check out Abby’s perspective from Vermont which focused on 4 central questions regarding red maples.  Before we get into it, be sure to mark your calendars for next year’s conference December 8th and 9th!

Abby van den Berg asked and attempted to answer 4 main questions of red maple.

  • Red maple, Are you as sweet as sugar maples?
  • Red maple, Do you have lower yields than sugar maples?
  • Red maple, Do you slow or stop running earlier than sugar maples?
  • Red maple, Does your sap make inferior or different-tasting syrup than sugar maples?

My main disclaimer, and one that I know Abby would echo, is that the answers she provided are pertinent and specific to a single research study in Vermont.  All of the answers should not be directly applied to Ohio, but there is certainly LOTS to learn and consider.  Why?  Well, Vermont is not Ohio, and this research is on reds and we have mystery maples.  So for a host of reasons – please learn from this incredibly interesting study, but do not directly project these results into your own woods.

FirstRed Maple, Are you as sweet as sugar maples?  The answer here is not a surprise, the answer is “no.”  Abby’s data was “very crude” by her own words, but Brix analysis shows that red maples track 0.2-03 Brix beneath sugar maples most of the season.  This is supported by our Ohio study and consistent with patterns we have observed.

SecondRed Maple, Do you have lower yields than sugar maples?  From the perspective of statistical difference, no – red maples do NOT have lower production potential than sugar maples.  In the Vermont studies, heavy sap flow counterbalanced the slightly lower Brix levels to result in similar production outputs between red and sugar maples.  Does this mean they are identical or equal?  Not necessarily, but per the study design, they are not different.

ThirdRed Maple, Do you slow or stop running earlier than sugar maples?   No.  The Vermont study produced no evidence that red maples slow down earlier than sugar maples.  Is this consistent with our Ohio results?  No.  Why?  We have some guesses and some hypotheses we’ve discussed, but this potential difference will be one to focus on as we learn more and more about these systems.

FourthRed Maple, Does your sap make inferior or different-tasting syrup than sugar maples?  A tasting experiment pitted red maple syrup (top row) against sugar maple syrup (bottom row) that was produced by trees in the same woods with the same methods at the same time under similar conditions as tightly controlled and identical as humanly possible.  Late-season syrup was deemed similar with respondents not able to differentiate between the 2 syrups.  Early-season syrup however did produce detectable differences in taste and profile.  Further research is ongoing to trace potential differences back to a source – was it a difference  in carbohydrates or invert levels, volatile aroma or flavor compounds?  Abby was not totally sure just yet, but I am sure we will find out what she discovers.  The most important finding here is that red maple syrup did not produce detectable late-season off-flavors as that is a common suspicion among maple producers.

You can read more about these results in the following article and recorded webinar:

Red Maple as Crop Trees for Maple Syrup Production

 

Not Just Sugar Maples – Part I

Ohio Maple Days 2022 did not disappoint.  The food was fantastic, the vendor room crowded, and the presenters shared a wealth of knowledge of expertise across a wide range of subjects.  I was among those speakers, and Abby van den Berg and I presented a pair of talks that focused on those other maples.  Abby’s perspective from Vermont and focused mainly on pure red maples (come back for Part II next week for those highlights), and my perspective sharing from the basis of our ACER-funded research on Acer freemanii, Freeman’s maple, or just “rilver” for short.  Before we get into it, be sure to mark your calendars for next year’s conference December 8th and 9th!

Let’s try this recap in a series of short statements.

1) Sugar maples are the gold standard for maple syrup production – there is no disputing that.

2) But other maple species probably deserve more love than they have traditionally been given.

3) Mounting pressures from climate change, forest pests, and a host of other reasons make other maple species more important to consider than ever before.

4) Because of the above, it makes sense to learn more about other maple species production potential.

5) We thought we had simple (red x silver) hybrid maples in the OSU Mansfield research sugarbush where we have our single-tree research stations.

6) We thought wrong.  Turns out the hybrid maples are more mysterious than that – stay tuned for further genetic testing!

7) Regardless of what other variety of maple we are working with it still made sense to compare their production potential and other characteristics to sugar maple.

8) Research began in the 2021 as we pulled over 20 sugar maples and 50 of the mystery maples into single-tree sap collection chambers that measured daily performance.

9) Research techs and research PI quickly learned that maple research can be icy cold!

10) The 2021 season was historically bad and we had 5 roller coaster runs total.

11) During the 2021 season, our mystery maples were not as sweet overall as sugar maples, however, the mystery maples held a more stable Brix level from the start of the season to finish.

12) Mystery maples lost ground to sugar maples in terms of sap production volume as the season got later and later.

13) Surprised yet?  Maybe not.  But consider this – the best half of our mystery maples OUTPERFORMED the worst half of our sugar maples in terms of syrup production potential.  Would that also hold true for 2022?

14) Fast forward 11 months to yet another choppy, wild, and erratic 2022 sap season.  When will we have another “normal” sap season?

15) Note to self, might have to add another 10 degrees to y-axis of Sap Run graph in 2023.  I surely hope not!!

16) More in line with studies elsewhere, our 2022 mystery maple trial trees matched or outpaced sugar maple’s sap volume production up until the final sap run of the year.

17) Brix consistently tracked 0.2-0.4 points below for mystery maples as compared to sugar maples.

18) Ultimately, we’re excited and hopeful for a “normal” 2023 season to collect data from a more representatively average season.

19) In the interim, both years suggest that mystery maples are not to be overlooked especially if you are an operator using reverse osmosis in your sugarhouse looking to expand your number of taps.

20) Stay tuned for 2023 – our 3rd year of ACER-funded research investigating alternative maple species production potential.