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Rising imports from China have made market prices soar. The price of grain has reached a 9-year high, reaching $7.32 per bushel and stayed above $6 this week. This price level has not been witnessed since 2013. Imports from China were up 250% for corn and of almost 100% for wheat. The demand for meat has also risen, with the population's wealth on a steady rise. 

Robust international demand for liquefied petroleum gas drove a sharp spike in realized prices during the first quarter, boosting the Natural Gas Liquids (NGL) revenues of some U.S. shale producers more than 100% above the prior-year period. The 10 largest shale producers recorded year-over-year gains in realized NGL prices of 77% to as much as 180% during the quarter. Both oil and NGL prices improved from the same period a year earlier and even from fourth-quarter 2020 levels. The average Brent crude oil futures prompt month contract gained 22% from the year-ago period, while the average Mont Belvieu NGL spot price grew more than 130%.
Source: spglobal

Gold keeps gaining this week with the US Dollar trending south. Traders have mostly ignored Federal Reserve minutes that is considering a tapering of bond purchases. Bullion gold is selling at its highest level in more than four months amid rising inflation expectations. Holdings in ETF backed by gold have resumed a northern climb. Some suggest that a drop in BTC could be linked to a rise in Gold but this might be false considering that losses were made this week versus a rotation from BTC to gold.

With an American economic revival underway, the frenzy for raw materials now accounts for more than half of the 20 best-performing exchange-traded products this year. That’s a rare degree of outperformance for the inflation-sensitive sector. Even after Wednesday’s big swoon, investors have allocated $2.6 billion this month to track everything from lumber and corn to oil as consumer activity picks up, construction surges and supply-chain bottlenecks intensify.

Coal-fired electricity generation is set to disappear in the next 30 years, going even way under the limit set by the recent climate pledges.