| I. | Notwithstanding the definition of Permitted Ownership Percentage in Section 1.1 of the SAGA, Glencore and its Affiliates shall be permitted to increase its current Ownership Percentage of approximately 30.16% by purchasing the Glencore Shares in the Offering; |
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| II. | After the purchase of the Glencore Shares in the Offering, Glencore’s Permitted Ownership Percentage until April 7, 2009 shall be the greater of (x) 28.5% and (y) the quotient, expressed as a percentage, of: (a) the sum of (i) the number of shares of Common Stock that equals 28.5% of the Company’s outstanding Common Shares immediately prior to the Offering, and (ii) the number of Glencore Shares; divided by (b) the number of outstanding Company Common Shares immediately following the Offering; |
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| III. | Following April 7, 2009, Glencore’s Permitted Ownership Percentage shall be as currently set forth in the SAGA; |
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| IV. | For the avoidance of doubt, it is acknowledged that Glencore and its Affiliates shall be entitled to exercise all voting rights with respect to a number of shares of Company Common Stock equivalent to the Glencore Shares and such Shares shall not be subject to Section 2.1(c) of the SAGA; provided that Section 2.1(c) shall continue to apply with respect to any increase in Glencore’s Ownership Percentage beyond the Permitted Ownership Percentage (as increased hereby) which is not otherwise permitted by the terms of the SAGA; |
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| V. | Except for such terms of the SAGA as shall be modified hereby, the SAGA shall continue in full force and effect; |
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| VI. | This Agreement shall be governed by the laws of the State of New York (without regard to its choice of law rules); and |
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| VII. | Notwithstanding any other provision of this Agreement, the amendments to the SAGA provided for hereby shall become effective if and only if the Offering consummated and Glencore and/or its Affiliates purchase any Glencore Shares therein. |
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|   |   |                                                 |
|--------|--------|------------------------------------------------------|
|   | By:    | /s/ Michael A. Bless                                 |
|   | Name:  | Michael A. Bless                                     |
|   | Title: | Executive Vice President and Chief Financial Officer |

|   |   |           |
|--------|--------|----------------|
|   | By:    | /s/ A. Hubmann |
|   | Name:  | A. Hubmann     |
|   | Title: | Director       |

|   |   |                 |
|--------|--------|----------------------|
|   | By:    | L. Grenacher Hagmann |
|   | Name:  | L. Grenacher Hagmann |
|   | Title: | Director             |

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