With millions more people worldwide joining the middle class - who all strangely enough want to eat and drink - there are going to be inevitable shortages in the soft commodities (those that are grown, rather than mined). There are mandates on ethanol driving up corn. You have people who are eating more meat and require more grain, which helps Monsanto (St. Louis, Missouri), Potash (Saskatoon, Saskatchewan), Market Vectors-Agribusiness ETF, and PowerShares DB Agriculture ETF. Although these agri-business stocks and funds get ahead of themselves sometimes and can be volatile, the global population foundation is still there, and there's nothing anybody can do to slow down the demand.