The commodity i'm most bullish about right now personally is copper. We should see some nice supply constraints over the next 5 quarters and a corresponding price increase. Demand should remain strong.
With regards to China specifically, I've read that 2011-2012 will be a very good year for Cement and we should see 10% and 5% increase in cement prices respectfully. The government's crackdown in the industry and removal of older/less-efficient production will lead to supply increases not keeping up with demand growth over the next 1-2 years.
I guess that huge new affordable-housing initiative their doing in 2011 needs copper and cement, huh? ;). Now to just use some ceramic tiles so CCCL can benefit too!
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