I'm going to make a prediction. A few months from now you can either congradulate me or deride me as the case may be but here goes. I predict that grains will lead the recovery in commodity prices.  It appears that oil producers are willing to pump oil and lose money at whatever the price so there's no hope of help from that department.  And apparently there's more than enough iron, steel and other metals to satisfy the building & manufacturing sectors.  While grain & soybean supplies are more than adequate currently it won't take too much of a weather related production shortfall to bring grain prices up.
  For what it's worth.