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I can only speak for myself...one old man's opinion. I've been long coffee since viewing, many months ago, the Judith Ganes video and researching whatever I could find on the coffee market + the weather (drought) in Brazil. But I've also been long on corn and soybeans since last October based on years' worth of climate change research. Myself, I believe that plants are even more vulnerable to climate change than are people. Unfortunately, I believe that crop yield reductions have (past tense!) already lowered the world's grain supply and will increasingly continue to do so. China's 2020 corn crop was dismal due to drought and severe storms (climate change). China has about 20% of the world's population but only about 7% of the world's water. And much of that is badly polluted. Soybeans are perhaps the most water intense crop as measured by the amount of water needed compared to the amount of finished product. Twenty years ago China exported soybeans. Now China is the world's largest importer. By importing soybeans they are basically importing water. Deserts are expanding worldwide and especially in northern China. Aquifers around the world are dropping. It was too high food prices that precipitated the so called "Arab Spring" unrest in the middle east. The deep water sources of water in Syria have dropped so much during this century that farming collapsed. Saudi Arabia used to subsidize wheat growing and exported wheat. Their water aquifer has also been depleted and they no longer even try to grow wheat. The Ogallala Aquifer that supplies the breadbasket farming states of the U.S. is likewise dropping. The American southwest is rapidly turning into a vast desert. Water is the issue. Droughts and weather changes are directly caused by climate change. These aquifers may require thousands or millions of years to replenish. The problem is not temporary and is getting worse exponentially. As to your question, I intend to remain on the long side of crops (coffee, corn, soybeans, sugar and orange juice) this year and for years to come. The USDA drought monitor is an excellent source of the drought issue. I'll also recommend "This Is The Way The World Ends" by Jeff Nesbit. I can offer the names of many more books that examine the science of climate change but Nesbit focuses in on the issues of water supply and crop production. And yes, this forum is spectacular and a valued resource for me. But I've just recently arrived, and don't have much information to share that these guys don't already know. So let me also add my "thanks" to all the knowledgeable posters here.