The key is to determine what commodities are rebounding from the pandemic.
Obviously, the lumber market is going crazy with demand up and production down. Prices are through the roof as mills slowly come back online and new home construction is climbing.
Some of the chemical markets will start to climb as production of commodities requiring those chemicals come back online.
Hardware stores are very busy as people working from home take the opportunity to fix up their own homes.
Biofuels should start to come back as they were somewhat dormant during the pandemic.