Commodities (PM&BM) - Term Structures & Implied Volatilities - Futures & ETFs.pdf

Page 1

30.11.2012

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

0.122

0.128

0.068

0.007

0.003

0.010

0.073

0.056

0.047

0.026

0.022

Skew (a) 24M

Skew (b) 30D

Skew (b) 60D

Skew (b) 90D

Skew (b) 6M

Skew (b) 12M

Skew (b) 18M

Skew (b) 24M

-0.004 -0.001 -0.002 0.000

0.000

-0.004 -0.001 0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000 -0.001 0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.012 -0.001 -0.001 -0.001 -0.001 0.000

0.000

0.000

0.000

0.000

CANOLA FUTR (WCE) Jan13

594.00

15.81

15.99

15.39

15.38

14.97

CCA Comdty

COCOA FUTURE

Mar13

2492.00

24.44

24.95

25.36

25.54

25.99

26.02

KCA Comdty

COFFEE 'C' FUTURE Mar13

155.30

31.14

30.06

29.79

29.40

28.86

28.08

28.09

0.154

0.113

0.104

0.065

0.045

0.021

0.018 -0.002 -0.001 0.000

C A Comdty

CORN FUTURE

756.25

17.36

20.02

21.90

23.97

24.24

22.78

21.87

-0.008 0.078

0.065

0.056

0.012

0.016

0.017 -0.003 0.000

CTA Comdty

COTTON NO.2 FUTR Mar13

73.40

20.81

20.81

20.81

20.57

20.56

20.03

19.12

-0.014 -0.014 -0.004 -0.024 -0.009 -0.008 -0.008 0.000

JOA Comdty

FCOJ-A FUTURE

Jan13

124.10

36.66

38.23

38.58

32.88

32.05

32.03

32.09

0.035

LBA Comdty

LUMBER FUTURE

Jan13

342.80

28.73

27.40

25.98

17.93

O A Comdty

OAT FUTURE

372.50

20.68

20.68

20.55

19.07

19.07

0.041

0.041

0.053

0.194

0.194

-0.001 -0.001 -0.001 -0.001 -0.001

RRA Comdty

R O U G H R I C E ( C B O T ) J a n 1 3 15.19

12.73

13.85

14.60

12.33

12.33

0.387

0.338

0.285

0.143

0.143

-0.004 -0.003 -0.002 -0.001 -0.001

S A Comdty

SOYBEAN FUTURE

1438.25

17.55

20.68

21.26

20.57

20.34

0.028

0.122

0.139

0.132

0.056

-0.003 -0.001 -0.001 -0.001 0.000

SMA Comdty

SOYBEAN MEAL FUTR Jan13

432.50

20.22

21.93

22.46

21.04

19.52

0.064

0.142

0.189

0.131

0.096

-0.006 -0.002 -0.001 -0.001 -0.001

BOA Comdty

SOYBEAN OIL FUTR Jan13

49.92

18.43

18.14

18.67

18.14

18.15

0.169

0.244

0.092

0.107

0.007

-0.004 -0.004 -0.001 -0.001 0.000

SBA Comdty

SUGAR #11 (WORLD) Mar13

19.29

23.32

23.13

22.99

22.17

20.70

0.028

0.098

0.081

0.027

0.012

0.021 -0.001 -0.006 -0.002 -0.001 -0.001 0.000

W A Comdty

WHEAT FUTURE(CBT) Mar13

877.50

22.06

24.56

25.20

25.53

24.68

0.127

0.107

0.102

0.087

0.044

0.000

0.000

0.000

KWA Comdty

WHEAT FUTURE(KCB) Mar13

926.00

24.98

24.98

24.94

24.15

24.34

0.073

0.073

0.071

0.053

0.000

-0.001 -0.001 -0.001 0.000

0.000

FCA Comdty

CATTLE FEEDER FUT Jan13

146.95

10.59

10.59

10.78

11.28

LHA Comdty

LEAN HOGS FUTURE Feb13

86.83

12.71

14.25

15.35

14.29

LCA Comdty

LIVE CATTLE FUTR Feb13

132.10

9.51

9.93

10.08

9.75

CLA Comdty

WTI CRUDE FUTURE Jan13

87.95

27.55

27.58

28.23

29.31

27.62

25.35

23.76

-0.163 -0.147 -0.145 -0.095 -0.097 -0.053 -0.073 -0.001 0.000

0.000

0.000

0.000

0.000

0.000

COA Comdty

BRENT CRUDE FUTR Jan13

110.49

23.55

24.53

25.96

26.72

26.56

24.65

23.54

0.046 -0.014 -0.032 -0.066 -0.050 -0.095 -0.058 0.000

0.000

0.000

0.000

0.000

0.000

0.000

XBA Comdty

GASOLINE RBOB FUT Dec12

277.30

23.30

25.77

25.53

25.39

26.20

26.20

26.20

0.108

0.000 -0.001 0.001

0.000

0.000

0.000

0.000

0.000

HOA Comdty

HEATING OIL FUTR Dec12

303.33

20.82

21.80

22.25

23.28

21.38

21.38

21.38

-0.126 -0.076 -0.043 -0.036 -0.019 -0.019 -0.019 -0.001 -0.001 0.000

0.000

0.000

0.000

0.000

QSA Comdty

GAS OIL FUT (ICE) Jan13

947.75

20.94

21.27

21.88

23.32

22.11

20.57

19.36

-0.021 -0.053 -0.079 -0.060 -0.010 -0.053 -0.009 -0.001 -0.001 -0.001 0.000

0.000

0.000

0.000

NGA Comdty

NATURAL GAS FUTR Jan13

3.63

37.17

35.36

35.55

30.95

27.34

24.66

23.15

0.058

GCA Comdty

GOLD 100 OZ FUTR Feb13

1731.40

10.60

11.82

12.52

14.56

16.88

18.38

18.85

-0.073 -0.006 0.003

SIA Comdty

SILVER FUTURE

34.33

20.61

21.60

22.18

23.88

25.93

26.14

26.49

PLA Comdty

PLATINUM FUTURE Jan13

1621.00

18.06

19.66

19.80

19.90

PAA Comdty

PALLADIUM FUTURE Mar13

692.05

33.03

29.46

26.73

26.73

LAA Comdty

LME PRI ALUM FUTR Dec12

2073.00

17.80

17.56

18.27

18.43

18.43

18.43

18.43

0.000

0.000

LPA Comdty

LME COPPER FUTURE Dec12

7890.25

15.64

19.18

20.11

20.11

20.11

20.11

20.11

-0.053 -0.049 -0.045 -0.045 -0.045 -0.045 -0.045 -0.001 0.001

0.001

LLA Comdty

LME LEAD FUTURE Dec12

2216.50

25.97

26.39

26.87

27.88

27.88

0.000

0.000

LNA Comdty

LME NICKEL FUTURE Dec12

16963.00

26.31

26.85

27.03

27.03

27.03

27.03

27.03

0.000

LXA Comdty

LME ZINC FUTURE Dec12

2020.00

21.58

19.94

19.94

19.94

19.94

19.94

19.94

Energy

Live stock

Agriculture

RSA Comdty

Precious Metals

Name

Industrial Metals

Ticker

Mar13

Mar13

Jan13

Mar13

0.126

0.151

0.038

0.015

0.013

-0.055 -0.003 0.052 -0.007

20.69

20.35

13.87

www.qmsadv.com

0.000

0.000

-0.004 -0.003 -0.002 -0.001

0.000

0.000

-0.020 -0.020 -0.040 -0.115

-0.002 -0.002 -0.001 0.000

-0.135 -0.120 -0.108 -0.106 -0.100

-0.009 -0.004 -0.001 0.000

-0.072 -0.149 -0.142 -0.105

-0.006 -0.002 -0.001 -0.001

0.078 -0.026 -0.022 0.000

0.062

0.000

0.046 -0.018 -0.024 -0.007 0.000

0.000

0.001 -0.001 0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

-0.064 -0.062 -0.072 -0.079 -0.007 -0.006 -0.003 -0.002 -0.001 -0.001 0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.001

0.001

0.001

0.001

0.012

-0.057 0.036

0.074

0.101

0.011

0.045

0.070

0.070

-0.055 0.000

0.000

0.000

0.009

0.007

0.005

0.000

0.000

-0.005 -0.001 -0.001 -0.002 0.000 -0.001 -0.001 -0.001 0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

-0.171 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


30.11.2012

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 36.54

37.29

38.05

Skew (a) 60D

Skew (a) 90D

Skew (a) 6M

Skew (a) 12M

Skew (b) 6M

Skew (b) 12M

Skew (b) 18M

Skew (b) 24M

0.019 -0.001 -0.001 -0.001 0.000

0.000

0.000

0.000

0.000

0.000

0.000

-0.091 -0.067 -0.069 -0.069 -0.076 -0.085 -0.092 -0.007 -0.003 -0.002 -0.001 -0.001 0.000

0.000

-0.007 -0.020 -0.030 -0.026 0.019

Skew (a) 18M

Skew (a) 24M

Skew (b) 30D

Skew (b) 60D

Skew (b) 90D

UNG US Equity

US NATURAL GAS FUND LP

20.81

36.31

36.09

36.24

36.27

HNU CN Equity

HORIZONS BETA NYMEX NAT BULL

14.45

64.57

67.69

70.43

71.24

SLV US Equity

ISHARES SILVER TRUST

33.13

22.04

22.31

22.76

24.25

HND CN Equity

HORIZONS BETA NYMEX NAT BEAR

3.65

73.86

95.52

101.99

88.61

GLD US Equity

SPDR GOLD TRUST

167.18

11.56

12.08

12.80

14.51

17.07

19.20

20.46

-0.098 -0.035 -0.010 0.013

USO US Equity

UNITED STATES OIL FUND LP

32.17

26.26

27.09

28.23

29.99

30.98

31.23

31.25

-0.174 -0.151 -0.143 -0.124 -0.102 -0.103 -0.111 -0.004 -0.002 -0.001 0.000

HOU CN Equity

HORIZONS BETA NYMEX CRUDE BU

4.10

61.10

59.79

59.31

62.11

IAU US Equity

ISHARES GOLD TRUST

16.79

12.26

12.75

13.31

14.63

HOD CN Equity

HORIZONS BETA NYMEX CRUDE BE

6.19

67.29

88.30

124.62

133.52

ZSL US Equity

PROSHARES ULTRASHORT SILVER

39.86

39.47

41.18

45.89

49.01

72.94

UCO US Equity

PROSHRE ULT DJ-UBS CRUDE OIL

27.37

46.41

46.89

51.19

55.85

57.65

58.59

58.97

0.057

0.000

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 29.08

12.94

13.75

14.71

16.09

17.71

18.37

18.61

-0.033 -0.049 -0.028 -0.011 -0.017 -0.013 -0.007 0.000 -0.001 -0.001 -0.001 0.000

0.000

0.000

DBC US Equity

POWERSHARES DB COMMODITY IND

28.08

15.10

16.13

16.96

18.43

19.96

20.39

20.47

-0.324 -0.390 -0.318 -0.226 -0.182 -0.150 -0.120 -0.004 -0.005 -0.003 -0.001 0.000

0.000 -0.001

SCO US Equity

PROSHRE U/S DJ-UBS CRUDE OIL

43.75

52.63

54.70

56.41

59.00

61.45

63.27

64.83

0.152

0.000

0.000

0.000

AGQ US Equity

PROSHARES ULTRA SILVER

56.60

44.08

44.71

45.83

48.07

51.52

53.69

55.24

-0.083 -0.061 -0.066 -0.043 -0.014 -0.038 -0.078 -0.003 -0.001 -0.001 -0.001 0.000

0.000

0.000

GSG US Equity

ISHARES S&P GSCI COMMODITY I

32.87

16.73

17.65

18.32

19.52

GAS CN Equity

ISHARES NATURAL GAS COMMODIT

12.83

129.11

57.15

115.87

87.40

51.50

OIL US Equity

IPATH GOLDMAN SACHS CRUDE

21.01

26.85

28.71

29.81

31.29

32.41

0.000

0.000

RJA US Equity

ELEMENTS ROGERS AGRI TOT RET

9.44

19.04

19.04

19.05

19.39

-0.042 -0.042 -0.042 0.051

0.000

DJP US Equity

IPATH DOW JONES-UBS COMMDTY

42.59

14.72

15.51

16.04

17.12

-0.155 -0.212 -0.224 -0.213

-0.001 -0.001 -0.001 -0.001

DBB US Equity

POWERSHARES DB BASE METALS F

18.94

21.59

22.17

23.02

24.19

-0.077 -0.188 -0.232 -0.211

0.000

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

33.91

21.89

22.16

22.79

24.23

-0.125 -0.031 -0.062 -0.077

-0.005 -0.003 -0.002 -0.001

RJI US Equity

ELEMENTS ROGERS TOTAL RETURN

8.69

17.85

17.85

17.85

17.85

0.000

0.000

0.000

0.000

0.000

GAZ US Equity

IPATH DJ-UBS NAT GAS SUBINDX

3.12

45.74

46.47

48.00

47.01

0.000

0.153

0.363

0.186

0.000 -0.001 -0.003 -0.001

JJC US Equity

IPATH DJ-UBS COPPER SUBINDX

45.37

21.59

22.86

23.69

24.91

-0.133 -0.201 -0.174 -0.167

-0.002 -0.001 -0.001 0.000

GLL US Equity

PROSHARES ULTRASHORT GOLD

59.10

23.45

24.93

26.06

28.88

0.014 -0.008 0.022

-0.006 -0.003 -0.001 0.000

DBO US Equity

POWERSHARES DB OIL FUND

25.09

23.77

24.14

24.71

25.81

-0.159 -0.205 -0.175 -0.134

-0.001 -0.001 -0.001 -0.001

UGL US Equity

PROSHARES ULTRA GOLD

91.05

23.15

24.73

25.93

28.59

-0.151 -0.021 0.012

-0.006 -0.003 -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 38.65

24.88

25.81

26.87

27.74

-0.136 -0.191 -0.167 -0.175 0.092

-0.002 -0.001 -0.001 -0.001 0.001

CGL CN Equity

ISHARES GOLD BULLION FUND

15.44

22.41

21.37

20.32

23.08

-0.397 -0.261 -0.286 -0.181

-0.040 -0.018 -0.011 -0.003

SGOL US Equity

ETFS GOLD TRUST

170.44

11.54

12.22

13.02

14.70

-0.117 -0.044 -0.004 0.003

-0.002 -0.002 -0.003 -0.002

DBE US Equity

POWERSHARES DB ENERGY FUND

27.99

21.31

21.42

21.89

23.06

-0.096 -0.132 -0.139 -0.139

-0.001 -0.002 -0.002 -0.001

BAL US Equity

IPATH DJ-UBS COTTON SUBINDX

47.78

26.24

27.70

29.19

30.84

-0.001 -0.063 -0.059 -0.053

-0.002 -0.001 -0.001 0.000

DBP US Equity

POWERSHARES DB PREC METALS F

60.09

13.66

14.42

15.19

16.91

0.009

0.007

-0.001 -0.001 -0.002 -0.001

RJN US Equity

ELEMENTS ROGERS ENERGY TR

6.42

30.04

30.04

30.05

-0.092 -0.092 -0.092

0.000

DBS US Equity

POWERSHARES DB SILVER FUND

59.09

22.56

22.74

23.44

24.84

-0.125 -0.142 -0.112 -0.089

-0.003 -0.002 -0.002 -0.001

CORN US Equity

TEUCRIUM CORN FUND

48.07

19.02

19.78

20.51

22.59

0.000

0.000

UGA US Equity

UNITED STATES GAS FUND LP

57.55

25.14

25.74

26.22

26.74

-0.236 -0.171 -0.154 -0.139

-0.002 -0.001 -0.001 -0.001

DGL US Equity

POWERSHARES DB GOLD FUND

59.28

11.69

12.27

13.00

14.62

-0.032 0.025

0.006 -0.002

-0.001 -0.001 -0.002 -0.002

COW US Equity

IPATH DJ-UBS LIVESTOCK SUB

28.64

15.80

16.01

16.95

18.12

-0.078 -0.076 -0.041 -0.018

0.000 -0.001 -0.001 0.000

UNL US Equity

UNITED STATES 12 MONTH NATUR

18.29

21.21

21.43

21.68

21.13

-0.030 0.120

0.276

0.052

0.000 -0.001 -0.003 -0.001

DNO US Equity

UNITED STATES SHORT OIL FUND

39.51

27.28

28.33

29.50

30.79

0.149

0.133

0.121

-0.002 -0.001 -0.001 0.000

-0.318 -0.138 -0.108 -0.165 26.11

27.15

27.84

-1.713 -1.463 -0.962 -1.384

19.27

20.60

0.016

0.022

0.018 -0.008 -0.004 -0.003 -0.002 -0.001 -0.001 0.000

27.39

23.24

www.qmsadv.com

23.42

23.48

0.000

0.000

-0.067 -0.103 -0.044 0.016 -0.004 0.002

0.015

0.000 -0.001 -0.001 -0.001 -0.001 0.000

0.000

-0.530 0.583 -0.552 -0.768

0.000

0.076 -0.013 0.026

-0.002 0.000 -0.001 0.000 -0.002

0.236

0.125

-2.516 0.047 32.86

0.000

-0.006 -0.003 -0.001 0.000

0.092 -0.896

0.001 -0.007 -0.001

0.059 -0.101 -0.084 -0.065 -0.035 -0.003 -0.002 -0.001 0.000

0.112

0.107

0.083

0.070

-0.274 -0.273 -0.207 -0.135 32.74

0.001

-0.013 -0.005 -0.007 -0.009

-0.354 -0.064 -0.266 -0.149 17.42

0.001

-0.003 -0.002 -0.002 -0.001 0.005

0.001 0.000

0.067

0.065

0.144

0.030

0.023

0.088

0.000

-0.128 -0.121 -0.144 -0.128 -0.109 -0.099 -0.091 -0.004 -0.001 -0.001 0.000

0.045

0.224

0.067 -0.002 -0.001 0.000

0.162

-0.002 0.003

0.008 0.024

0.025

0.038

0.024

0.000 0.000 0.000

0.000

0.013 0.000 0.000 0.000

0.000 0.000 0.000

0.000

0.005 -0.001 -0.001 -0.001 0.000

0.000


30.11.2012

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

WTI Crude Oil - Historical 12-Months Implied Volatilities

92

4.0%

90

3.0% 2.0%

88

1.0%

50%

115

45%

110

40%

105

35%

100

30%

95

25%

Term Structure - Slope (% p.a.)

GOLD 100 OZ FUTR Feb13

WTI Crude Oil - 30 Days Implied VS Historical Volatility

6MTH_IMPVOL_100.0%MNY_DF PX_LAST

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

Apr-12

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

May-12

Apr-12

70

Apr-12

75

0%

Mar-12

5%

Mar-12

80

Feb-12

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

Oct-13

Jul-13

Apr-13

-3.0%

Jan-13

80

10%

Feb-12

-2.0%

Jan-12

82

85

15%

Jan-12

-1.0%

Dec-11

84

90

20%

Dec-11

0.0%

Nov-11

86

WTI Crude Oil - Implied Volatility Surface

50% 45%

32%

40%

30%

35%

28%

30%

26%

25%

24%

20%

www.qmsadv.com

IV 110%

IV 102.5%

IV 97.5%

Nov-12

Nov-12

Oct-12

30DAY_IMPVOL_100.0%MNY_DF

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

Historical Volatility (30 Days)

Apr-12

Apr-12

Mar-12

Mar-12

Feb-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

0%

30DAY IV 90%

5%

3MTH

20%

12MTH

22%

10%

24MTH

15%

0.300-0.320 0.280-0.300 0.260-0.280 0.240-0.260 0.220-0.240 0.200-0.220


30.11.2012

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

45%

125

-2.0% 100

-4.0%

120 40%

115

-6.0%

80

-8.0% 60

110 35%

105

-10.0% -12.0%

40

100

30%

95

-14.0% -16.0%

20

90

25%

85

-18.0%

Term Structure - Slope (% p.a.)

SILVER FUTURE

Mar13

Brent Crude Oil - 30 Days Implied VS Historical Volatility

Nov-12

Oct-12

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Nov-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

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

May-12

Apr-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

Feb-12

Jan-12

Dec-11

Dec-11

80

Nov-11

Apr-17

20%

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

Jun-13

Feb-13

-20.0%

Dec-12

0

Brent Crude Oil - Implied Volatility Surface

45% 40%

28%

35%

27% 26%

30%

25%

25%

24%

20%

23% 22%

15%

21%

10%

www.qmsadv.com

IV 110%

IV 102.5%

IV 97.5%

30DAY IV 90%

3MTH

Nov-12

Nov-12

Oct-12

30DAY_IMPVOL_100.0%MNY_DF

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

Historical Volatility (30 Days)

Apr-12

Apr-12

Mar-12

Mar-12

Feb-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

0%

12MTH

24MTH

20%

5%

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


30.11.2012

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

5 4.8 4.6

55%

4.6

30.0%

50%

4.4

25.0%

4.4

20.0%

4.2 4

Natural Gas - Historical 12-Months Implied Volatilities

35.0%

4.2

45%

4 40% 3.8

15.0% 35%

3.8

3.6

10.0%

3.6

30%

3.4

5.0%

Term Structure - Slope (% p.a.)

NATURAL GAS FUTR Jan13

Natural Gas - 30 Days Implied VS Historical Volatility

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Nov-12

Oct-12

Sep-12

Jul-12

Jun-12

Aug-12

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

May-12

Feb-12

Apr-12

3

Mar-12

20%

Jan-12

3.2

Sep-17

Jun-17

Mar-17

Dec-16

Sep-16

Jun-16

Mar-16

Dec-15

Sep-15

Jun-15

Mar-15

Dec-14

Sep-14

Jun-14

Mar-14

Dec-13

Sep-13

Jun-13

Mar-13

-5.0%

Dec-12

3

25%

Dec-11

0.0%

3.2

Nov-11

3.4

Natural Gas - Implied Volatility Surface

70% 38% 36% 34% 32% 30% 28% 26% 24% 22% 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

Nov-12

Nov-12

Oct-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

Mar-12

Feb-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

0%

12MTH

10%

24MTH

20%

0.360-0.380 0.340-0.360 0.320-0.340 0.300-0.320 0.280-0.300 0.260-0.280 0.240-0.260 0.220-0.240 0.200-0.220


30.11.2012

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

Gold - Historical 12-Months Implied Volatilities

1850

1.2%

1800

1.0%

1750

0.8%

32%

1900

30%

1800 1700

28%

1600

26%

Term Structure - Slope (% p.a.)

1300

GOLD 100 OZ FUTR Feb13

Gold - 30 Days Implied VS Historical Volatility

Nov-12

Oct-12

12MTH_IMPVOL_90.0%MNY_DF PX_LAST

Nov-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

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

May-12

Apr-12

Apr-12

1000

Mar-12

16%

Mar-12

1100

Feb-12

18%

Jan-12

1200

Feb-12

20%

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

Mar-13

Dec-12

May-13

0.0%

Apr-13

1550

Feb-13

0.2%

Jan-13

1600

1400

22%

Jan-12

0.4%

Dec-11

1650

1500

24%

Dec-11

0.6%

Nov-11

1700

Gold - Implied Volatility Surface

30%

19% 18%

25%

17% 16% 15% 14% 13% 12% 11% 10%

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%

Nov-12

Nov-12

Oct-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

Mar-12

Feb-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

0%

3MTH

24MTH

5%

12MTH

10%

0.180-0.190 0.170-0.180 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


30.11.2012

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

35

1.0%

Silver - Historical 12-Months Implied Volatilities 50%

40

45%

35

40%

30

35%

25

30%

20

25%

15

34.5 0.8%

34 33.5

0.6%

33 32.5

0.4%

32 0.2%

31.5 31

0.0%

Term Structure - Slope (% p.a.)

SILVER FUTURE

Mar13

Silver - 30 Days Implied VS Historical Volatility

Nov-12

Oct-12

12MTH_IMPVOL_90.0%MNY_DF PX_LAST

Nov-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

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

May-12

Apr-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

Feb-12

Jan-12

Dec-11

Dec-11

May-14

Apr-14

Mar-14

Feb-14

Jan-14

Dec-13

Nov-13

Oct-13

Sep-13

Aug-13

Jul-13

Jun-13

May-13

Apr-13

Mar-13

Dec-12

Feb-13

-0.2%

Jan-13

30

Nov-11

30.5

Silver - Implied Volatility Surface

60% 27% 50%

26% 25%

40%

24% 30%

23% 22%

20%

21%

www.qmsadv.com

IV 110%

IV 102.5%

IV 97.5%

30DAY IV 90%

Nov-12

Nov-12

Oct-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Aug-12

Jul-12

Jul-12

Jun-12

May-12

May-12

Apr-12

May-12

Jun-12

30DAY_IMPVOL_100.0%MNY_DF

3MTH

24MTH Historical Volatility (30 Days)

Apr-12

Mar-12

Mar-12

Feb-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

0%

12MTH

20%

10%

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


30.11.2012

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

Platinum - Historical 12-Months Implied Volatilities

1630

0.8%

40%

1800 1750

0.7%

1625

0.6% 1620

0.5%

1615

35%

1700 1650

30%

1600 1550

0.4% 25%

1500

0.3%

1610

0.2% 1605

1450 20%

1400 1350

0.1%

Term Structure - Slope (% p.a.)

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

PLATINUM FUTURE Jan13

Platinum - 30 Days Implied VS Historical Volatility

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

Apr-12

May-12

Apr-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

Feb-12

Jan-12

Dec-11

1300

Dec-11

May-13

Apr-13

Feb-13

Dec-12

Mar-13

0.0%

Jan-13

1600

Nov-11

15%

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Platinum - Implied Volatility Surface

70% 23%

60%

22% 50%

21%

40%

20%

30%

19% 18%

www.qmsadv.com

IV 100%

IV 97.5%

IV 95%

60DAY

3MTH

Nov-12

Nov-12

Oct-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jun-12

May-12

May-12

Apr-12

Jun-12

30DAY_IMPVOL_100.0%MNY_DF

30DAY IV 90%

Historical Volatility (30 Days)

May-12

Apr-12

Mar-12

Mar-12

Feb-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

0%

6MTH

10%

24MTH 18MTH 12MTH

20%

17%

0.220-0.230

16%

0.210-0.220 0.200-0.210 0.190-0.200 0.180-0.190 0.170-0.180 0.160-0.170


30.11.2012

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

Palladium - Historical 12-Months Implied Volatilities

700

1.4%

695

45%

750

1.2%

690

700

40% 1.0%

685 680

0.8%

650 35%

600

675 0.6%

670 665

550

30%

0.4%

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

PALLADIUM FUTURE Mar13

Palladium - 30 Days Implied VS Historical Volatility

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

Apr-12

May-12

Apr-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

Feb-12

Jan-12

400

Nov-11

Apr-13

Mar-13

Jan-13

Dec-12

Term Structure - Slope (% p.a.)

20%

May-13

0.0%

Feb-13

650

450

Dec-11

0.2%

655

500 25%

Dec-11

660

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Palladium - Implied Volatility Surface

70% 60%

34%

50%

32%

40%

30%

30%

28% 26%

20%

www.qmsadv.com

IV 100%

IV 97.5%

IV 95%

60DAY

Nov-12

Nov-12

Oct-12

Oct-12

Oct-12

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jun-12

Jun-12

May-12

Jul-12

30DAY_IMPVOL_100.0%MNY_DF

30DAY IV 90%

Historical Volatility (30 Days)

May-12

Apr-12

May-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

Feb-12

Jan-12

Dec-11

Dec-11

Nov-11

0%

22%

3MTH

10%

24MTH 18MTH 12MTH 6MTH

24%

0.320-0.340 0.300-0.320 0.280-0.300 0.260-0.280 0.240-0.260 0.220-0.240


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