The country's rampant inflation is making it harder for Brazilian companies to operate, with Vale being forced to tap its emergency credit lines for funding because it was unable to secure outside financing. This oversupply has caused a lot of pain for aluminium giant Alcoa (NYSE: AA) and iron ore specialist Vale SA (NYSE: VALE) . However, both companies have some catalysts on the horizon that could make each a compelling investment: Alcoa with the spinoff of its parts manufacturing business, Arconic, and Vale with the completion of its massive S11D mine.