Devon, I can't imagine it. In my view, IMC needs this agreement as much, or possibly more than WOF. TaeguTec, the largest tungsten tool manufacturer and a wholly subsidiary of IMC, needs a reliable, guaranteed, cost effective, local supplier of Tungsten. San Dong meets all of these criteria and, as an 80% Buffett owned company,IMC  likely has access to whatever Berkshire financial resources IMC needs to get the job done, irrespective of the fiscal cliff.