The issue is especially crucial for copper -- often mined under dry, mountainous areas -- and costs for water are rising.
Down for the short term, BHP Billiton, China Mobile and McDonald's should have profitable futures.
The industry has come under pressure over the last few years on the back of a decline in demand from China and a glut in supply.
If China's economy continues down the road to recovery, there could be a global commodities boom coming next.
Disney is downgraded to 'equal weight,' and Pandora is initiated with a 'fair value.'
Prices have fallen to a level that has altered the supply/demand dynamics in these sectors, which has created a limited-time opportunity to profit.
Mineral resources and financial services are among those benefiting from policies in Australia. Investors may benefit, too.
VIDEO ON MSN MONEY
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The Market Dispatches column has been discontinued. Here's where to find the latest stock and business news on MSN Money, and the latest from market writer Charley Blaine.
MONEY & POLITICS
Breaking up big banks is an untested solution to the too big to fail problem that attempts to isolate and dismantle large, troubled institutions while protecting the rest of the economy.
If you worry about money after the streetlights come on, these actions may help you rest easier.
Six weeks later, most Americans have forgotten about the 2014 tax season -- except those who didn't file by the April 15 deadline.
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