The buildout's going to take a lot of steel, and that steel will need molybdenum. So will the nuclear industry. This is worldwide. Early days.
Forgot to mention. Double hulled tankers have corrosion issues. Moly is the solution. Not sure about the mining side though. May be better to store a few tons of moly in your garage...heh. If you lined the floor with it you could still get the car inside.
ebear