There is a shortage of Molybdenum, as referenced in this article from 2009. My friend’s spouse works for a pharmaceutical company and struggles to find the molybdenum required for medications mixed that are used for heart procedures.
http://www.news-medical.net/news/20090805/World-shortage-of-molybdenum-may-hinder-nuclear-medicine-services.aspx
That is because Molybdenum currently has a limited scope. Once the big Silicon Manufacturers start demanding an endless supply, someone will build the reactors to meet the demand. In fact, if this is truly going to the most effective means to produce high-powered, low wattage chips, investing in the company that will supply a niche material to meet the demand might be a wise investment.
Climax, Colorado
The Climax mine, located in Climax, Colorado, United States, was a major molybdenum mine in Lake and Summit counties, Colorado. In its heyday, the Climax mine was the largest molybdenum mine in the world, and for many years it supplied three-fourths of the world's supply of the metal. The mine is currently (2010) inactive, but may reopen when the economy recovers