DJ-AIG Aluminum ETF (AMEX:JJU)

The resurgent demand for a wide assortment of metals -- driven primarily by China's need to restock its inventories -- has mostly been baked into (via derivatives) each respective metal's price. So, dramatic near-term price increases seem pretty unlikely.

Still, due to the anemic growth rates more or less locked in for the West due to the economic crisis of 2007-09, plus the near-certainty of expanded industrial production in China, metals are a sure bet to outperform in 2010.