Even Paper mill companies have been on a tear lately like IP and KS for example. Anything and everything tied to commodities in any way has been on a tear. This is normal if in a strong global growth economy. Of coarse we know oil companies have been hot, steel companies have been red hot, mining companies are parabolic. On and on and on. Anything commodities is red hot.
Like I said maybe inflation will pick up huge soon globally. I doubt it though. Commodities rally has been speculator driven and not demand driven (inflation/global growth) thus far. If global inflation does not pick up then the commodities rally is not sustainable.
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