I agree that it is just an opinion but I like some of the facts he brings out about china not being able to compete with us on price per pound and the tremendous amount of steel (ie Moly) that is needed now both to rebuild Japan, to support all the steel for new power plant construction and what he did not mention is for transmission line infrastructure which is what I do for a living. Every utility is spending a ton of capital dollars on improving transmission system (ie steel poles and more Moly) as a result of new NERC requirements. Huge steel needs all around the world will fuel US need for Moly and for a change we can produce it far cheaper than China. How about that for a first!