I was in a mad rush for my car.

Thunder roared in the sky, rain and wind whipped around me, and I desperately wanted to be inside my little red Toyota so I wouldn’t have to keep splashing around in my rain-soaked shoes.

But suddenly, a bright green siren logo loomed out of the fog across the parking lot. And I found myself strutting past my car toward the Starbucks lighthouse.

When the siren song of coffee beckons to a caffeine addict like me, well…not even a monsoon will stop me.

And as an investor, it might make you consider the supply and demand story of coffee if you haven’t already.

That’s a smart move right now.

Yes, coffee has a disturbing history: it is one of the most volatile commodities to trade on the US and world futures markets. Each year, sentiment and price are determined by weather conditions in key growing regions. When the forecast is correct and there are no fungal pests devastating crops, prices are lower.

But then a critical area of ​​coffee growth is affected by, say, a devastating drought, like Brazil, the world’s largest producer, accounting for more than a third of all coffee supply, in 1986. And the price of coffee coffee goes off. (There are additional volatility factors, by the way, like persistent currency fluctuations.)

In the end, this type of unpredictable and jerky movement scares off investors.

But the fact is that global demand for coffee is expected to double by 2050.

Meanwhile, we are facing a three-year supply shortage as critical growing regions like Brazil continue to experience severe and erratic drought.

To make matters worse, the genetic diversity of the Arabica coffee bean, the highest quality bean and the main consumed, is extremely low. That means the plant can’t adapt to changes in the environment fast enough, underscoring the crop’s fragile ability to survive.

As expected, inventories are struggling. The International Coffee Organization expects coffee production to reach a record 153.9 million bags worldwide for the 2016-2017 season, which is now ending. But demand is forecast at 155.1 million bags. That is a difference of 1.2 million bags.

Yes, much of this knowledge has been included in the price of coffee. But it’s clear the crop is facing an “existential crisis,” as Ric Rhinehart, executive director of the Specialty Coffee Association, put it.

And that’s the long-term supply and demand story.

I know you’re probably thinking, “That’s all well and good, Jess. But what does this mean for short-term investors?”

The price of coffee is heating up. The consensus estimate is for a further 5% rise in Arabica coffee prices over the next year. But that is being conservative.

As one expert puts it: “Short-term volatility should give us a double-digit move. This is not a huge gain, but extreme sentiment and trader forecasts line up for a solid gain.”

And there are two ways to invest in it: the iPath Bloomberg Coffee ETN (NYSE: JO) and the Coffee iPath Pure Beta ETN (NYSE: COFFEE), released in 2008 and 2011, respectively. If you choose one of these, withdraw after a 10% or 20% profit.

With all of that said, I think it’s time to go get my next cup of coffee. (Hopefully not in the rain).