You'd have to ask the industry people, but I'll try to answer.
It may be that the situation puts the industry in an awkward position. Rio Tinto Alcan's largest shareholder is Aluminum Corporation of China, which has made two hostile takeover bids for the company in the past. The Australian government blocked the bids, but 15% of Rio Tinto still belongs to Aluminum Corporation of China. As you know, Australia is the Canada of China. It supplies raw material to China. We think we have a complicated neighbour, but so does Australia.
There is no doubt that the industry is a bit uncomfortable with the whole thing. Rio Tinto is very closely linked to Chinese aluminum.