With a commodity producer like Newmont, the value of the company is certainly tied to the price of what the company produces, and multiples also fluctuate.

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The South Asian nation is the world's second-largest producer of the commodity.

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In little more than a decade, the country has become by far the biggest producer in the world of every industrial commodity from steel to glass to cement, and the finished products it exports to other countries are gradually matching and surpassing the sophistication of items produced indigenously in those countries.

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Freeport McMoran is a cooper and gold producer with vast deposits in Indonesia, which will benefit from increased commodity prices.

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Producer prices have been falling since late 2011, and many companies dependent on costly commodity inputs have seen those costs drop.

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That is because of the cruel law of commodity industries: even the most disciplined firms remain at the mercy of the irrational, rogue producer, willing to produce the extra tonne at a loss.

ECONOMIST: Paper