If you look at the National Geographic 9/11 Conspiracies Documentary, starting at about the 31 minute mark, you'll see Thomas Eager, professor of materials engineering at MIT, say that the yellow molten metal pouring from the South Tower is thermitic in nature, but is probably caused by the melted aluminum from the plane reacting with some other material.
This would contradict NIST's explanation that the yellow molten metal is a mixture of molten aluminum and burnt organic material. Mixing with something and reacting with something are completely different phenomena. Thus, our air is a mixture of oxygen and nitrogen (and other gases), while water is a chemical compound formed from the reaction of oxygen and hydrogen.
Now I have no idea if the yellow molten metal is thermitic, or a mixture of aluminum and organic materials, or something else altogether. But I've been lectured that I should ask the experts, since of course they know, and of course they will tell me it is a mixture of aluminum and organic materials. Yet here we have a non-Truther expert disagreeing with other non-Truther experts about that question. So which experts should I trust?
I have a better idea: Somebody find a peer reviewed paper that is pertinent to this question, or do a clear experiment that supports one view or the other (by the way, I think Steven Jones experiment is suggestive, but I don't think it's clear that he's disproven NIST). Until then, my point holds: NIST did not properly investigate the nature of the yellow molten metal.
Now I think Jaydeehess is correct, and that even if NIST is wrong, this does not tell us that the yellow molten metal is thermitic. However, it's possible that Thomas Eager might know more than Jaydeehess or I about this matter.