I don't buy this at all, and the site offers zero evidence to back it up? Are they seriously suggesting that the Earth defines it's production quota based on our calendar year? From what I gather from that site, they're saying that "we're fucked, supply wise, after August 21st, but only for the year 2010! After January 1st, it resets and we're fine again until we deplete it."
Sorry, that's not how things work in the real world.