Ok folks, here's my best educated guess following an inspection of my 2012 with 8500 miles on it:
It appears that the rear output shaft of the transaxle thingy is leaking. I would say that it leaks under normal use, but worse under heavy acceleration as the pressures go up the crankcase and transaxle housing...maybe. At any rate, also under acceleration, the added G force causes the fluid that is present on the upper side of the cross member to travel backwards, through the holes in the cross member and leak onto the exhaust pipe. Under slow accelration there is likely less leakage and therefore, the fluid just spreads out and sticks to the cross member. I have great pics to back all of this opinion up just as soon as I figure out how to post them...
The 4.0 v6 had a similar seal on the front main and a similar problem at least on the first generation of the engine. Just like on those crankshafts, it could be that the surface finish of the output shaft is to slippery for the seal to seal on it and therefore leaking. The fix for that was a TSB to install a "speedy sleave" and a revised seal.
If I was Ford, I'd install a cheap stamped stainless steel shield on the Exhaust pipe using 2 hose clamps to avoid the smell and come up with a revised seal for the output shaft asap. That's just me tho.
(Knowing them, I'd bet they're already on this and have told dealers either nothing or to hold the customers off til the fix is out.)
As far as the correlation between Recirc on vs. off: With it on, the pressure in the cabin drops ALOT on these. Turning it off then raises the pressure in the cab and putting the AC on MAX would pressurize it even more, thus lowering or eliminating the possiblity of sucking in fumes.
I'll figure out how to post pics and get them up ASAP. I'll also take mine to my dealer this week and get them to look at it. Again, I have a good relationship with them and if I ask them to check something out, they won't bs me.
-Kevin