With reference to the moly mention, see below a copy/paste of some paragraphs of general interest from a Globe article published Thursday 14 May, entitled “Which metals will gain most from a green energy revolution. Aluminum will be the star of the show according to the writer but here are the relevant paragraphs for copper and molybdenum:
. . . . . . .

...Other metals will see big demand increases irrespective of which technology is used to lower emissions.

Such “cross-cutting” minerals include copper, molybdenum and chromium.

“Copper, for example ... is used across all 10 energy technologies covered in the model (and) therefore is the mineral for which the demand will be the least impacted by significant changes in the technology-based mitigation scenarios.”

And that’s not including energy infrastructure such as transmission lines, a demand sector which is explicitly excluded from the report.

Expressed relative to 2018 production of 21 million tonnes, copper usage from new energy sources will grow by “only” 7% but that’s equivalent to almost 30 million tonnes cumulative extra demand through 2050 under a 2 degree warming scenario.

Molybdenum is a much smaller market with production of just 300,000 tonnes in 2018. And even though its average use in a wind turbine is just 0.15% of mineral composition, a surge in both wind and geothermal power generation would translate into cumulative demand growth of 800,000 tonnes over the same period...

https://www.theglobeandmail.com/investing/investment-ideas/article-which-metals-will-gain-most-from-a-green-energy-revolution/