This is encouraging. FCX, TC, and previously K-Moly (Rio Tinto - Kennecott) primarily serve the North American market for moly products. Spot prices are higher in North America, than the futures price on the LME. K-Moly is kaput until late next year as a result of the Bingham Canyon slide. So that leaves FCX and TC to pick up K-Moly's slack. Hopefully, TC has strong sales this quarter, as a result of the woes of K-Moly. We'll know on 8/8.