Advanced tungsten - molybdenum - copper resources.
Check out this page:
http://generalmoly.com/gmo1dir/molybdenum_market.htm
Supply-demand chart below looks good for the first 6 years of Geodex's planned mining period:
http://generalmoly.com/gmo1dir/molybdenum/supply_demand.htm
Also:
http://generalmoly.com/gmo1dir/molybdenum_chart.htm