Commodities which ‘hurt when dropped on your foot’ are leveraged to emerging market industrialisation with China remaining the alpha dog.  These commodities can be divided into ‘bulk commodities’ and ‘industrial metals’.  The chief bulk commodities are iron ore and coal (met and thermal), but many others exist too.  The king of industrial metals is copper.  Size matter’s in the industry:

• Mining
• Mining Weekly
• Mineweb
• Commodity Now
• Frank Holmes blog Frank Talk
• John Tumazos commentary is specific.
• The Australian
• Daily Resource Hunter
• Platts news and analysis for all commodities
• Benzinga commodities
• ISA Uranium links
• ISA Agriculture links

Coal:

• EIA coal reports
• Coalzoom
• Doyle Trading

China and emerging markets:

• WSJ China page
• The China Observer
• Want China Times
• China Daily
• India Economic Times
• Emerging Markets

Often the best commentary and education for investors comes from listening to the individual company conference calls and presentations.  Be aware, however, management teams typically see the world through rose colored lenses.