Yes, I am familiar with the points you made, but that doesn’t explain soybeans, corn, and more recently rice. Not to mention copper, gold, silver and almost any other commodity you care to name. All these started to go parabolic after Bernanke signalled QE in late August.
The Chinese were buying gold ~ they have a lot of pent up demand for that sort of thing, and money is just lying about ready to be spent.
That's normal. Particularly when they try to invest their money in this country ~ to escape the coming disasters in their own countries.