Commodity ideas

In an effort to prepare for what I feel is going to be a commodity super cycle and industrial restructuring into the US, I’m getting together some ideas across a spectrum of economies to comb through and do valuations on. This is what I have so far and any ideas would be awesome! Thanks.

Railroads:
UNP
CSX
NSC
KSU
TRN
CP

Aluminum:
AA
CENX
ACH
ARNC
KALU

Copper-
BHP
GLEN
SCCO
FCX
RIO
TECK

Fertilizer:
SMG
CF
BG
IPI
NTR
MOS
AGU

Nickel:
VALE
NILSY
GLEN
IGO
TLO

Steel:
X
NUE
CMC

Agriculture:
ADM
BG
ANDE