In today's Wall Street Journal:
http://users2.wsj.com/lmda/do/checkLogin?mg=wsj-users2&url=http%3A%2F%2Fonline.wsj.com%2Farticle%2FSB117392532550637732.html
HT: WSJ Energy Roundup
The Forex guy down the hall stole your Journal? Here's some backround from Cattle Network:
http://www.cattlenetwork.com/content.asp?contentid=113691