Part of oil, coal, commodities etc is demand but part of it also is there is still too much liquidity sloshing around (FED pumping, the carry trade etc) that it has to find a home. Real estate is dead, financials, retail, home builders etc., so where do you put your money to get a return? The weak dollar is also fueling inflation and every time it weakens a bit more or traders feel the FED is going to do nothing to strengthen the dollar, then commodities of all types stage a rally.
It is money looking for a return and too much is currently going to commodities and not enough to the other sectors.
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