Good article. The better thing for MOL holders is like RIO's investment here, supply is only going to get going in 2010. MOL has a nice window to make the most of predicted shortages in 2009.
Btw, here's a good read on moly by Sprott- Eric Sprott predicted the Uranium boom, let's hope he is right about moly too...
http://www.sprottmoly.com/pdf/moly-outlook.pdf