We now understand that the accident at the Xinjiang Xinfa smelter occurred last Friday, although word of the accident only filtered out yesterday. We understand no one was hurt in the accident, which occurred inside the pot room, near one of the pots.

At this stage, we understand the actual impact will be not as large as first predicted. We now believe about half the line was affected, with the loss of 200kt of capacity, not 400kt as originally reported. We will continue to monitor and report.