Uranium, Rare Earths, Graphite, Lithium & Cobalt. Take for example Uranium.  At the end of March/2014 it was trading at $34, that’s a big discount from the $135 you can see on the chart below. With the coming Japanese reactor restarts on top of the long term Green movement’s opposition to nuclear power, supplies are getting tight.

The author of this thorough article also goes over the Rare Earth markets plus projects & companies in reliable political jurisdictions. With the anticipated boom in agricultural foodstuffs there is research too on what he expects to be a long-term boom in Fertilizer. 

A really good read HERE – Money Talks Editor