Commodity Market Monitor

Page 1

26.03.2013

Option Implied Volatility Skew Parameters by Terms: IVt = atx + btx2 + ct

At The Money Implied Volatilities by Terms

ATM Ref

Convenienc Skew ATM Vol - ATM Vol - ATM Vol - ATM Vol - ATM Vol - ATM Vol - ATM Vol e Yield (% (a) 30D 60D 90D 6M 12M 18M 24M p.a.) 30D

Skew (a) 60D

Skew (a) 90D

Skew (a) 6M

Skew (a) 12M

Skew (a) 18M

Skew (a) 24M

Skew (b) 60D

Skew (b) 90D

Skew (b) 6M

Skew (b) 12M

-0.002 -0.001 -0.001 0.000

0.000

CANOLA FUTR (WCE) May13

631.90

15.12

14.45

13.82

13.91

13.86

CCA Comdty

COCOA FUTURE

2146.00

21.98

22.81

23.29

23.77

23.70

23.72

KCA Comdty

COFFEE 'C' FUTURE May13

135.80

24.99

23.79

24.10

26.28

24.85

24.42

C A Comdty

CORN FUTURE

732.75

23.05

24.01

25.39

28.11

24.17

21.91

CTA Comdty

COTTON NO.2 FUTR May13

87.87

25.12

24.86

24.58

23.41

20.32

18.29

16.53

JOA Comdty

FCOJ-A FUTURE

139.40

33.69

29.74

30.17

30.45

26.83

26.52

26.55

LBA Comdty

LUMBER FUTURE

382.80

30.26

27.01

25.18

20.39

O A Comdty

OAT FUTURE

399.75

25.24

23.53

21.82

21.51

21.29

-0.447 -0.385 -0.318 -0.149 -0.033

-0.005 -0.003 -0.001 0.000

RRA Comdty

ROUGH RICE (CBOT) May13

14.94

11.77

12.62

13.43

11.19

10.35

0.319

0.299

0.271

0.058

0.070

-0.003 -0.002 -0.002 -0.001 0.000

S A Comdty

SOYBEAN FUTURE

1438.50

19.12

18.69

19.17

20.50

19.26

-0.022 0.013

0.015

0.052

0.022

-0.001 -0.001 0.000 -0.001 0.000

SMA Comdty

SOYBEAN MEAL FUTR May13

418.40

23.32

23.24

23.14

22.54

20.98

-0.024 0.002

0.032

0.076

0.053

-0.004 -0.003 -0.002 -0.001 -0.001

BOA Comdty

SOYBEAN OIL FUTR May13

50.37

16.76

16.76

16.87

17.37

17.89

0.005

0.009

0.070

0.050

0.028

SBA Comdty

SUGAR #11 (WORLD) May13

17.99

19.89

18.59

19.42

18.91

18.88

0.141

0.058

0.026

0.068

0.044

W A Comdty

WHEAT FUTURE(CBT) May13

728.25

27.81

28.29

28.43

27.65

24.79

0.057

0.050

0.043

0.045

0.009

KWA Comdty

WHEAT FUTURE(KCB) May13

761.75

24.95

25.44

25.98

26.24

0.111

0.093

0.074

0.039

FCA Comdty

CATTLE FEEDER FUT May13

140.23

12.34

12.81

12.75

11.46

-0.050 -0.039 -0.043 -0.101

-0.005 -0.004 -0.003 -0.001

LHA Comdty

LEAN HOGS FUTURE Jun13

91.23

15.80

17.82

17.50

15.79

14.14

-0.044 0.016

-0.005 -0.001 -0.001 0.000

LCA Comdty

LIVE CATTLE FUTR Jun13

121.50

11.85

11.55

11.42

10.45

8.85

-0.086 -0.092 -0.096 -0.100 -0.111

CLA Comdty

WTI CRUDE FUTURE May13

95.43

17.33

17.92

18.08

19.75

19.47

18.63

19.05

-0.216 -0.189 -0.167 -0.135 -0.040 -0.002 -0.065 -0.001 0.000

0.000

0.000

COA Comdty

BRENT CRUDE FUTR May13

108.35

17.28

17.84

18.33

19.67

19.39

19.17

18.76

-0.095 -0.078 -0.076 -0.133 -0.145 -0.141 -0.106 -0.001 0.000

0.000

0.000

XBA Comdty

GASOLINE RBOB FUT Apr13

307.45

24.66

22.66

21.64

20.63

19.94

19.94

19.94

-0.018 -0.044 -0.004 -0.007 0.000

0.000

0.000

0.000

0.000

0.000

HOA Comdty

HEATING OIL FUTR Apr13

288.22

17.30

16.89

16.77

16.76

16.42

15.56

15.56

-0.028 -0.066 -0.028 -0.015 -0.001 0.000

0.000

0.000

0.000

0.000

QSA Comdty

G A S O I L F U T ( I C E ) M a y 1 3 910.75

16.33

15.93

15.84

17.18

16.63

16.61

NGA Comdty

NATURAL GAS FUTR Apr13

3.91

29.13

28.32

28.04

28.52

26.20

24.50

GCA Comdty

GOLD 100 OZ FUTR Jun13

1599.90

11.21

11.78

12.31

13.23

14.62

15.84

SIA Comdty

SILVER FUTURE

28.80

20.18

20.05

21.04

22.03

23.49

24.46

PLA Comdty

PLATINUM FUTURE Jul13

1574.30

14.95

15.21

15.48

15.88

PAA Comdty

PALLADIUM FUTURE Jun13

755.50

25.14

26.72

26.94

27.71

LAA Comdty

LME PRI ALUM FUTR Apr13

1906.25

17.32

18.71

19.45

19.52

19.58

19.58

19.58

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

LPA Comdty

LME COPPER FUTURE Apr13

7599.25

18.33

17.53

17.58

17.73

19.66

19.66

19.66

-0.122 -0.029 -0.032 0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

LLA Comdty

LME LEAD FUTURE Apr13

2166.00

18.83

19.93

19.93

19.93

19.93

0.000

0.000

0.000

0.000

0.000

0.000

LNA Comdty

LME NICKEL FUTURE Apr13

16925.50

29.58

29.58

29.58

29.58

29.58

29.58

29.58

0.000

LXA Comdty

LME ZINC FUTURE Apr13

1924.75

73.67

46.72

36.44

24.15

15.49

12.36

12.36

0.000

Energy

Live stock

Agriculture

RSA Comdty

May13

May13

May13 May13 May13

May13

May13

-0.090 -0.032 0.025 -0.003 0.019

Skew (b) 30D

Precious Metals

Name

Industrial Metals

Ticker

0.052

0.042

0.043

0.041

0.038

-0.005 -0.001 -0.001 -0.001 0.000

0.000

0.351

0.275

0.269

0.247

0.109

0.092

0.080 -0.004 -0.001 -0.001 -0.001 0.000

0.000

0.020

0.035

0.027

0.036

0.004

0.007

0.000 -0.001 0.000

0.000

0.000

0.000

-0.064 0.007

0.051 -0.001 0.005

0.002

0.002 -0.006 -0.002 0.000

0.000

0.000

0.000

0.000

0.139

0.075

0.042

0.036 -0.001 -0.001 0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

-0.123 -0.106 -0.113 -0.094 -0.031 -0.036

-0.002 -0.001 -0.001 0.000

0.000

0.000

22.10

0.006 -0.008 -0.005 -0.039 -0.008 -0.002 0.000

0.000

16.28

-0.064 -0.037 -0.030 0.002

24.75

24.35

18.36

0.090

0.086

0.049

0.003

0.000

-0.005 -0.002 -0.002 -0.002 0.000

-0.004 -0.001 -0.001 -0.001 0.000 0.033

0.004 -0.005 -0.003 -0.001 -0.001 0.000 -0.001 -0.001 0.000

0.000

0.000

-0.001 -0.001 -0.001 -0.001

0.007 -0.038

0.000

-0.004 -0.002 -0.002 -0.001 0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000 -0.003 -0.003 -0.001 0.000

0.000

0.000

0.000

0.000

0.000

-0.138 -0.113 -0.034 -0.074 -0.070 -0.020 -0.018 -0.004 -0.002 0.000 -0.001 0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.022

0.003

0.012

0.051

0.000

-0.017 -0.037 -0.015 0.018

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Skew (b) 24M

0.020

-0.040 -0.023 -0.044 -0.090

18.01

Skew (b) 18M

0.000

0.000

0.000

0.000 -0.001 -0.001

-0.002 -0.001 -0.001 0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000


26.03.2013

Option Implied Volatility Skew Parameters by Terms: 2 IVt = atx + btx + ct

At The Money Implied Volatilities by Terms

Main Commodity ETFs

Ticker

Name

ATM Ref

Convenienc Skew ATM Vol - ATM Vol - ATM Vol - ATM Vol - ATM Vol - ATM Vol - ATM Vol e Yield (% (a) 30D 60D 90D 6M 12M 18M 24M p.a.) 30D 31.86

Skew (a) 90D

Skew (a) 6M

Skew (a) 12M

Skew (a) 18M

Skew (a) 24M

Skew (b) 30D

Skew (b) 60D

Skew (b) 90D

Skew (b) 6M

Skew (b) 12M

Skew (b) 18M

0.000

0.000

0.000

0.000

UNG US Equity

US NATURAL GAS FUND LP

21.20

30.05

30.55

30.66

30.97

HNU CN Equity

HORIZONS BETA NYMEX NAT BULL

14.50

62.62

63.76

63.06

63.90

SLV US Equity

ISHARES SILVER TRUST

27.84

20.02

20.44

20.92

22.06

HND CN Equity

HORIZONS BETA NYMEX NAT BEAR

3.14

68.77

76.93

77.75

76.94

GLD US Equity

SPDR GOLD TRUST

155.24

11.65

12.15

12.49

13.51

14.71

16.09

USO US Equity

UNITED STATES OIL FUND LP

33.85

17.73

18.21

18.37

19.60

22.49

23.11

HOU CN Equity

HORIZONS BETA NYMEX CRUDE BU

4.46

43.53

43.06

44.31

42.21

IAU US Equity

ISHARES GOLD TRUST

15.60

12.67

12.47

12.85

13.71

HOD CN Equity

HORIZONS BETA NYMEX CRUDE BE

5.42

45.46

49.51

40.90

46.67

ZSL US Equity

PROSHARES ULTRASHORT SILVER

53.48

39.71

41.67

43.24

46.73

UCO US Equity

PROSHRE ULT DJ-UBS CRUDE OIL

29.93

33.39

34.76

35.61

38.65

41.23

43.61

-0.441 -0.338 -0.284 -0.197 -0.184 -0.123

-0.004 -0.002 -0.001 -0.001 0.000

0.000

DBA US Equity

P O W E R S H A R E S D B A G R I C U L T U R E F 26.10

10.83

11.55

11.37

12.40

13.93

14.74

-0.041 -0.074 0.000

0.000 -0.001 -0.001 -0.001 0.000

0.000

DBC US Equity

POWERSHARES DB COMMODITY IND

27.18

11.98

12.16

12.45

13.90

14.84

15.37

-0.061 -0.153 -0.215 -0.258 -0.186 -0.154

0.000 -0.001 -0.004 -0.001 -0.001 -0.001

SCO US Equity

PROSHRE U/S DJ-UBS CRUDE OIL

38.64

34.37

35.91

36.39

39.37

43.03

46.22

0.346

-0.003 -0.002 -0.001 0.000

0.000

0.000

AGQ US Equity

PROSHARES ULTRA SILVER

38.98

39.40

40.53

41.69

43.90

47.33

49.23

-0.204 -0.150 -0.121 -0.072 -0.022 -0.028

-0.004 -0.002 -0.001 -0.001 0.000

0.000

GSG US Equity

ISHARES S&P GSCI COMMODITY I

32.49

14.37

14.64

14.81

15.71

-0.093 -0.200 -0.232 -0.213

0.000 -0.001 -0.001 -0.001

OIL US Equity

IPATH GOLDMAN SACHS CRUDE

22.12

17.75

18.85

19.33

20.72

-0.077 -0.155 -0.295 -0.148 -0.114 -0.079

-0.004 -0.006 -0.002 -0.001 0.000

RJA US Equity

ELEMENTS ROGERS AGRI TOT RET

9.07

13.66

13.09

11.85

13.27

0.000

0.000

DJP US Equity

IPATH DOW JONES-UBS COMMDTY

40.71

11.46

11.39

11.79

12.74

-0.113 -0.209 -0.257 -0.259

DBB US Equity

POWERSHARES DB BASE METALS F

17.81

18.99

19.77

20.53

20.28

-0.015 -0.071 -0.122 -0.121

0.000

S I V R U S E q u i t y ETFS PHYSICAL SILVER SHARES

28.49

20.45

20.83

20.78

22.46

-0.154 -0.167 -0.111 -0.096

-0.003 -0.004 -0.002 -0.001

RJI US Equity

ELEMENTS ROGERS TOTAL RETURN

8.60

14.01

14.01

14.01

14.01

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

GAZ US Equity

IPATH DJ-UBS NAT GAS SUBINDX

2.76

51.02

42.97

42.55

46.69

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

JJC US Equity

IPATH DJ-UBS COPPER SUBINDX

43.07

15.45

17.91

19.44

20.25

-0.155 -0.168 -0.111 -0.166

-0.002 -0.001 0.000

0.000

GLL US Equity

PROSHARES ULTRASHORT GOLD

67.35

23.53

24.30

25.10

27.05

0.117

0.024

-0.005 -0.003 -0.002 -0.001

DBO US Equity

POWERSHARES DB OIL FUND

26.30

16.85

17.68

18.29

19.21

-0.254 -0.325 -0.338 -0.253

-0.002 -0.002 -0.001 -0.001

UGL US Equity

PROSHARES ULTRA GOLD

77.80

22.37

24.21

25.05

26.74

-0.157 -0.126 -0.107 -0.029

-0.006 -0.002 -0.002 -0.001

USL US Equity

U N I T E D S T A T E S 1 2 M O N T H O I L 39.97

17.59

18.08

18.25

19.86

-0.112 -0.213 -0.194 -0.236

-0.002 -0.004 -0.004 -0.002

CGL CN Equity

ISHARES GOLD BULLION FUND

14.30

24.18

18.93

16.80

19.43

-0.208 -0.218 -0.218 -0.177

-0.037 -0.022 -0.016 0.000

SGOL US Equity

ETFS GOLD TRUST

158.27

11.75

12.16

12.45

13.70

-0.120 -0.115 -0.095 -0.016

-0.002 -0.003 -0.004 -0.002

DBE US Equity

POWERSHARES DB ENERGY FUND

28.41

14.95

15.08

15.17

16.12

-0.050 -0.144 -0.137 -0.181

0.000 -0.001 -0.001 0.000

BAL US Equity

IPATH DJ-UBS COTTON SUBINDX

55.88

21.89

21.34

20.48

18.73

-0.028 -0.020 0.006 -0.047

0.001

DBP US Equity

POWERSHARES DB PREC METALS F

54.37

12.94

13.48

13.99

14.71

-0.127 -0.157 -0.078 -0.018

-0.001 -0.002 -0.002 -0.002

RJN US Equity

ELEMENTS ROGERS ENERGY TR

6.65

21.91

21.91

21.91

23.08

0.000

0.000 -0.034

0.000

0.000

0.000

0.000

DBS US Equity

POWERSHARES DB SILVER FUND

49.29

20.93

21.21

21.89

22.54

0.000 -0.006 -0.019 -0.032

0.000

0.000

0.000

0.000

CORN US Equity

TEUCRIUM CORN FUND

43.99

22.25

23.73

24.96

26.12

0.011

-0.001 -0.002 -0.001 0.000

UGA US Equity

UNITED STATES GAS FUND LP

60.34

21.96

22.26

22.06

22.07

-0.261 -0.265 -0.244 -0.195

-0.003 -0.002 -0.001 0.000

DGL US Equity

POWERSHARES DB GOLD FUND

54.73

12.10

12.42

12.62

13.36

-0.029 -0.102 -0.091 -0.044

0.000 -0.001 -0.002 -0.002

COW US Equity

IPATH DJ-UBS LIVESTOCK SUB

26.14

16.43

15.94

15.64

15.83

-0.059 -0.159 -0.091 -0.058

0.000

0.000

UNL US Equity

UNITED STATES 12 MONTH NATUR

18.75

22.17

21.75

21.68

22.85

-0.039 -0.093 -0.068 -0.024

0.000

0.000 -0.001 0.000

DNO US Equity

UNITED STATES SHORT OIL FUND

37.10

21.34

21.81

21.74

23.38

0.195

-0.001 -0.005 -0.004 -0.002

24.04

15.14

22.68

25.01

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31.82

Skew (a) 60D

25.23

16.49

23.70

24.32

-0.065 -0.021 -0.019 -0.021 -0.001 0.002

-0.001 0.000

-0.400 -0.506 -0.537 -0.522

-0.005 -0.002 -0.001 0.000

-0.173 -0.139 -0.125 -0.091 -0.061 -0.052

-0.007 -0.003 -0.002 -0.001 -0.001 0.000

0.196 -0.216 -0.060 -0.417

-0.002 0.001

-0.120 -0.087 -0.065 -0.030 -0.006 0.000

-0.009 -0.005 -0.004 -0.002 -0.001 -0.001

-0.254 -0.255 -0.223 -0.167 -0.132 -0.117

-0.005 -0.003 -0.002 -0.001 0.000

-0.603 -0.505 -0.173 -0.409

-0.008 -0.004 -0.002 -0.002

-0.034 -0.126 -0.150 -0.061 0.021

0.017

0.000

0.000

0.003

0.000 -0.002 -0.002 -0.001 -0.001

-0.060 -0.207 -0.005 -0.222

-0.007 -0.001 -0.004 0.001

0.138

-0.004 -0.001 -0.001 0.000

0.125

0.248

0.000

0.071

0.000 0.017

0.220

0.119

0.228

0.000

0.050

0.094 0.007 -0.003 -0.013 0.182

0.124

0.096

0.000

0.012 -0.002 0.015 -0.003

0.029

0.079

0.000

0.000

0.000

0.000

0.000

0.000 -0.001 -0.002 -0.002 0.000

0.000 -0.002

0.000 -0.001 0.000

0.000 -0.001

0.000

0.000

Skew (b) 24M


26.03.2013

WTI Crude Futures Term Structures & Implied Volatilities WTI Crude Oil - Forward Curve (Fair Value)

WTI Crude Oil - Historical 12-Months Implied Volatilities

98

2.0%

96

0.0%

39%

115 110

34%

94

105

-2.0%

100

92

-4.0%

29%

95

90 -6.0% 88 -8.0%

86

-10.0%

84

90

24%

85 80

19%

Term Structure - Slope (% p.a.)

WTI Crude Oil - 30 Days Implied VS Historical Volatility

Mar-13

Mar-13

Feb-13

Feb-13

Jan-13

Jan-13

Dec-12

Dec-12

Nov-12

Oct-12

6MTH_IMPVOL_90.0%MNY_DF 6MTH_IMPVOL_110.0%MNY_DF

GOLD 100 OZ FUTR Jun13

Nov-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

May-12

Apr-12

Mar-12

Feb-18

Nov-17

Aug-17

May-17

Feb-17

Nov-16

Aug-16

May-16

Feb-16

Nov-15

Aug-15

May-15

Feb-15

Nov-14

Aug-14

May-14

70

Feb-14

80

Nov-13

75

-14.0% 14%

Aug-13

-12.0%

May-13

82

6MTH_IMPVOL_100.0%MNY_DF PX_LAST

WTI Crude Oil - Implied Volatility Surface

45% 40%

21%

35%

20%

30%

19%

25%

18% 17%

20%

16%

15%

15%

10%

Historical Volatility (30 Days)

30DAY_IMPVOL_100.0%MNY_DF

www.qmsadv.com

IV 110%

IV 102.5%

IV 97.5%

30DAY IV 90%

Mar-13

Mar-13

Feb-13

Feb-13

Jan-13

Jan-13

Dec-12

Dec-12

Nov-12

Nov-12

Nov-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

May-12

May-12

Apr-12

Apr-12

Mar-12

0%

3MTH

5%

12MTH

24MTH

14%

0.200-0.210 0.190-0.200 0.180-0.190 0.170-0.180 0.160-0.170 0.150-0.160 0.140-0.150


26.03.2013

Brent Crude Oil Futures Term Structures & Implied Volatilities Brent Crude Oil - Forward Curve (Fair Value)

120

0.0%

Brent Crude Oil - Historical 12-Months Implied Volatilities

41%

120

-2.0% 100 -4.0% 80

115 36% 110

-6.0%

105

31% -8.0%

100

60 -10.0% 40

26%

95

-12.0% 90 -14.0%

21%

20

85

-16.0%

Term Structure - Slope (% p.a.)

SILVER FUTURE

Brent Crude Oil - 30 Days Implied VS Historical Volatility

Mar-13

Mar-13

Feb-13

Jan-13

Feb-13

Jan-13

Dec-12

Dec-12

Oct-12

Nov-12

6MTH_IMPVOL_110.0%MNY_DF 6MTH_IMPVOL_100.0%MNY_DF

May13

Nov-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

May-12

Apr-12

80

Mar-12

16%

Oct-17

Aug-17

Apr-17

Jun-17

Feb-17

Oct-16

Dec-16

Aug-16

Apr-16

Jun-16

Feb-16

Oct-15

Dec-15

Aug-15

Apr-15

Jun-15

Feb-15

Oct-14

Dec-14

Aug-14

Apr-14

Jun-14

Feb-14

Oct-13

Dec-13

Aug-13

Apr-13

-18.0%

Jun-13

0

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Brent Crude Oil - Implied Volatility Surface

40% 21% 21% 20% 20% 19% 19% 18% 18% 17% 17% 16%

35% 30% 25% 20% 15%

Historical Volatility (30 Days)

30DAY_IMPVOL_100.0%MNY_DF

www.qmsadv.com

IV 110%

IV 102.5%

IV 97.5%

30DAY IV 90%

Mar-13

Mar-13

Feb-13

Feb-13

Jan-13

Jan-13

Dec-12

Dec-12

Nov-12

Nov-12

Nov-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

May-12

May-12

Apr-12

Apr-12

Mar-12

0%

3MTH

5%

12MTH

24MTH

10%

0.205-0.210 0.200-0.205 0.195-0.200 0.190-0.195 0.185-0.190 0.180-0.185 0.175-0.180 0.170-0.175 0.165-0.170 0.160-0.165


26.03.2013

Natural Gas Futures Term Structures & Implied Volatilities Natural Gas - Forward Curve (Fair Value)

5.5

5

Natural Gas - Historical 12-Months Implied Volatilities

30.0%

55%

25.0%

50%

4.2 4

45%

3.8

20.0% 4.5

40% 3.6

15.0% 35%

Term Structure - Slope (% p.a.)

NATURAL GAS FUTR Apr13

Natural Gas - 30 Days Implied VS Historical Volatility

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Mar-13

Feb-13

Jan-13

Dec-12

Oct-12

Nov-12

6MTH_IMPVOL_110.0%MNY_DF 6MTH_IMPVOL_100.0%MNY_DF

Sep-12

3

Aug-12

20%

Jul-12

3.2

Jan-18

Oct-17

Jul-17

Apr-17

Jan-17

Oct-16

Jul-16

Apr-16

Jan-16

Oct-15

Jul-15

Apr-15

Jan-15

Oct-14

Jul-14

Apr-14

Jan-14

Jul-13

Oct-13

0.0%

Apr-13

3

25%

Jun-12

5.0%

May-12

3.5

3.4

30%

Apr-12

10.0%

Mar-12

4

Natural Gas - Implied Volatility Surface

70% 30% 29% 28% 27% 26% 25% 24% 23% 22% 21% 20%

60% 50% 40% 30%

Historical Volatility (30 Days)

30DAY_IMPVOL_100.0%MNY_DF

www.qmsadv.com

IV 110%

IV 102.5%

IV 97.5%

30DAY IV 90%

3MTH

Mar-13

Mar-13

Feb-13

Feb-13

Jan-13

Jan-13

Dec-12

Dec-12

Nov-12

Nov-12

Nov-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

May-12

May-12

Apr-12

Apr-12

Mar-12

0%

12MTH

10%

24MTH

20%

0.290-0.300 0.280-0.290 0.270-0.280 0.260-0.270 0.250-0.260 0.240-0.250 0.230-0.240 0.220-0.230 0.210-0.220 0.200-0.210


26.03.2013

Gold Futures Term Structures & Implied Volatilities Gold - Forward Curve (Fair Value)

Gold - Historical 12-Months Implied Volatilities

1.6%

Term Structure - Slope (% p.a.)

GOLD 100 OZ FUTR Jun13

Gold - 30 Days Implied VS Historical Volatility

Mar-13

12MTH_IMPVOL_90.0%MNY_DF PX_LAST

Mar-13

Feb-13

Jan-13

Feb-13

Jan-13

Dec-12

Dec-12

Nov-12

12MTH_IMPVOL_100.0%MNY_DF 12MTH_IMPVOL_110.0%MNY_DF

Oct-12

1000

Nov-12

14%

1100

Oct-12

0.0%

Oct-14

Sep-14

Aug-14

Jul-14

Jun-14

May-14

Apr-14

Mar-14

Feb-14

Jan-14

Dec-13

Nov-13

Oct-13

Sep-13

Aug-13

Jul-13

Jun-13

Apr-13

May-13

1550

0.2%

Oct-12

1570

1200 16%

Sep-12

1590

1300

18%

Sep-12

0.4%

1400

Aug-12

1610

20%

Jul-12

0.6%

Aug-12

1630

1500

Jul-12

0.8%

Jun-12

1650

1600

22%

Jun-12

1.0%

1670

1700 24%

May-12

1690

1800

26%

May-12

1.2%

1900

Apr-12

1710

28%

May-12

1.4%

Apr-12

1730

Mar-12

1750

Gold - Implied Volatility Surface

30%

17% 16%

25%

15% 20%

14% 13%

15%

12% 10%

11%

Historical Volatility (30 Days)

30DAY_IMPVOL_100.0%MNY_DF

www.qmsadv.com

IV 110%

IV 102.5%

IV 97.5%

30DAY IV 90%

Mar-13

Mar-13

Feb-13

Jan-13

Feb-13

Jan-13

Dec-12

Dec-12

Nov-12

Nov-12

Nov-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

May-12

Apr-12

Mar-12

0%

3MTH

24MTH

5%

12MTH

10%

0.160-0.170 0.150-0.160 0.140-0.150 0.130-0.140 0.120-0.130 0.110-0.120 0.100-0.110


26.03.2013

Silver Futures Term Structures & Implied Volatilities

Term Structure - Slope (% p.a.)

SILVER FUTURE

May13

Silver - 30 Days Implied VS Historical Volatility

Mar-13

12MTH_IMPVOL_90.0%MNY_DF PX_LAST

Mar-13

Feb-13

Feb-13

Jan-13

Jan-13

Dec-12

Dec-12

Nov-12

Oct-12

Nov-12

Oct-12

Oct-12

Sep-12

12MTH_IMPVOL_100.0%MNY_DF 12MTH_IMPVOL_110.0%MNY_DF

Sep-12

15

Aug-12

16%

Jul-12

20

Aug-12

21%

Jul-12

25

Jun-12

26%

Jun-12

30

Sep-14

Aug-14

Jul-14

Jun-14

May-14

Apr-14

Mar-14

Nov-13

Sep-13

May-13

Feb-14

0.0%

Jan-14

30

Dec-13

0.2%

Oct-13

35

Aug-13

0.4%

Jul-13

40

Jun-13

0.6%

Apr-13

45

31%

May-12

0.8%

35

May-12

50

36%

Apr-12

1.0%

40

May-12

55

Silver - Historical 12-Months Implied Volatilities

41%

Apr-12

1.2%

Mar-12

Silver - Forward Curve (Fair Value)

60

Silver - Implied Volatility Surface

50% 45%

25%

40%

24% 23%

35%

22%

30%

21%

25%

20% 19% 18% 17% 16%

20% 15%

Historical Volatility (30 Days)

30DAY_IMPVOL_100.0%MNY_DF

www.qmsadv.com

IV 110%

IV 102.5%

IV 97.5%

30DAY IV 90%

Mar-13

Mar-13

Feb-13

Feb-13

Jan-13

Jan-13

Dec-12

Dec-12

Nov-12

Nov-12

Nov-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

May-12

May-12

Apr-12

Apr-12

Mar-12

0%

3MTH

5%

12MTH

24MTH

10%

0.240-0.250 0.230-0.240 0.220-0.230 0.210-0.220 0.200-0.210 0.190-0.200 0.180-0.190 0.170-0.180 0.160-0.170


26.03.2013

Platinum Futures Term Structures & Implied Volatilities Platinum - Forward Curve (Fair Value)

Platinum - Historical 12-Months Implied Volatilities

3200

1.2%

39%

1800 1750

3000

1.0%

2800

34%

1700 1650

0.8%

2600

29%

2400

1600 1550

0.6%

24% 2200

1500 1450

0.4%

2000

19%

1400

0.2%

1800

1350

Term Structure - Slope (% p.a.)

6MTH_IMPVOL_100.0%MNY_DF 6MTH_IMPVOL_110.0%MNY_DF

PLATINUM FUTURE Jul13

Platinum - 30 Days Implied VS Historical Volatility

Mar-13

Mar-13

Feb-13

Jan-13

Feb-13

Jan-13

Dec-12

Dec-12

Nov-12

Oct-12

Nov-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

May-12

1300

Apr-12

Sep-13

Jul-13

Jun-13

Apr-13

Aug-13

0.0%

May-13

1600

Mar-12

14%

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Platinum - Implied Volatility Surface

35% 17%

30%

17%

25%

16%

20%

16% 15% 15%

www.qmsadv.com

IV 100%

IV 97.5%

IV 95%

60DAY

3MTH

Mar-13

Mar-13

Feb-13

Jan-13

Feb-13

Jan-13

Dec-12

Dec-12

Nov-12

Nov-12

Nov-12

Oct-12

Sep-12

Sep-12

Aug-12

Oct-12

30DAY_IMPVOL_100.0%MNY_DF

30DAY IV 90%

Historical Volatility (30 Days)

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

May-12

Apr-12

Mar-12

0%

6MTH

5%

12MTH

24MTH 18MTH

10%

15%

0.165-0.170

14%

0.160-0.165 0.155-0.160 0.150-0.155 0.145-0.150 0.140-0.145


26.03.2013

Palladium Futures Term Structures & Implied Volatilities Palladium - Forward Curve (Fair Value)

Palladium - Historical 12-Months Implied Volatilities

6MTH_IMPVOL_100.0%MNY_DF 6MTH_IMPVOL_110.0%MNY_DF

PALLADIUM FUTURE Jun13

Palladium - 30 Days Implied VS Historical Volatility

Mar-13

Mar-13

Feb-13

Jan-13

Feb-13

Jan-13

Dec-12

Dec-12

Nov-12

Oct-12

400

Nov-12

450

20%

Oct-12

25%

Oct-12

500

Sep-12

30%

Sep-12

550

Mar-12

Jul-13

Jun-13

Apr-13

Term Structure - Slope (% p.a.)

600

35%

Aug-12

0.0%

40%

Jul-12

650

650

Aug-12

0.2%

700

45%

Jul-12

670

50%

Jun-12

0.4%

750

Sep-13

690

Aug-13

0.6%

May-13

710

55%

Jun-12

0.8%

May-12

730

800

May-12

1.0%

850

60%

Apr-12

750

65%

May-12

1.2%

Apr-12

770

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Palladium - Implied Volatility Surface

70% 60% 29% 50%

28% 27%

40%

26% 30%

25% 24%

20%

www.qmsadv.com

IV 100%

IV 97.5%

IV 95%

60DAY

Mar-13

Mar-13

Feb-13

Jan-13

Feb-13

Jan-13

Dec-12

Dec-12

Nov-12

Nov-12

Oct-12

Oct-12

Sep-12

Nov-12

30DAY_IMPVOL_100.0%MNY_DF

30DAY IV 90%

Historical Volatility (30 Days)

Sep-12

Aug-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

May-12

Apr-12

Mar-12

0%

22%

3MTH

10%

24MTH 18MTH 12MTH 6MTH

23%

0.280-0.290 0.270-0.280 0.260-0.270 0.250-0.260 0.240-0.250 0.230-0.240 0.220-0.230


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