Difference: NFLX had unexpected, blowout earnings. MCP just announced its earnings (revenue, production, etc.) are all going to sorely disappoint, and then there's the yet-to-be-addressed issue of intangible asset impairment (namely, the purported $1B worth of Neo).
I believe there is no influence whatever on Molycorp's product offerings. If you're interested in Palladium, take a look at SWC and PAL. One or more of Molycorp's Board members are also on the board for Stillwater Mining Co. (SWC), one of the palladium miners.