What's happening is fundamentally that the world oil market is extremely tight and crude prices are rising, partly because demand is outstripping supply and partly because of the geopolitical pressures that we're reading about every day in the papers.
Ethanol supplies are expected to remain tight and increased possibility exists for regional short-term supply disruptions and price volatility.
In our outlook we only have two million barrels per day of spare capacity, most of which will be in Saudi Arabia and most of which will be sour. We continue to see that as a pretty tight market.