Iron Man plot at this point is pretty obvious. While the details obviously escape me, the plot is a retelling of both the origin (slightly updated) and Invincible Iron Man 200...which featured the Iron Monger storyline. That particular issue even features scene, like a fight on the highway, similar to what is being filmed that we know of.
If the story goes like I expect, Obidiah Stane will kill himself at the end with a lazer blast to the face. If this is indeed the case, I could see them spinning his suicide into a reason for Iron Man's alcoholism.
And if Favearu is as forthcoming about the quote "if you want to know what's in the movie read the comics" as it seems, there is an excellent story featuring Rhodey and the Mandarin during Tony's drift into alcoholism for the sequel. However, thus far, from his quotes the story seems to be contained somewhere within the pages of 200 and the early origin.