Sprott has IPO'd a Molybdenum fund today. This seems to be really a niche market that doesn't seem to fluctuate a whole lot, excluding two years ago when there was some speculative surging.
Sprott's Uranium fund was highly successful in helping to drive up the price of spot Uranium through speculation. This could be a similar play.
China is apparently restricting their exports and keeping mum on their production levels.
An increase in nickel prices may drive the price of this metal.
Some links on moly.
Sedar has more info...