Perhaps the commodities boom could come from new drives in 1) pursuit of renewable energy sources 2) robotics 3) improved communications infrastructures.
Mining asteroids will probably occur, but more space-tech research/progress would be initially required, and Planet Earth-side commodities would presumably be needed to feed that?
Matt
There is certainly demand for Nickel for batteries and copper for connections, although now competing with Aluminium, copper is a much better element. The jjc Bloomberg copper etf bottoming around $32 last year and then ramped, closing at $56 yesterday.
Robotics will have similar demands as will BEV transport unless one of the solid state technologies takes off such as the QS (QuantumScape) battery that VW are keen on.
Communications seems to be predominantly wireless and fibre.
Additionally many things are now being recycled efficiently so that new mining needs are reduced.
For space mining its likely a trade off between the costs of lifting stuff into orbit and the foundry cost of doing things at the asteroid. Many believe asteroid mining will be mostly robotic, but there has currently been no mining as far as I know.
Regards,