hard · FRM Part 1

A commodity is currently trading at a spot price of 85. The6-month futures price is82.

Given a risk-free rate of 4% and storage costs of 2%, what does the 'backwardation' in this market primarily signify regarding the convenience yield?

  1. The convenience yield is zero, which is typical for investment assets like gold.
  2. The market is in contango, signifying ample supply and low convenience yield.
  3. The convenience yield is exactly equal to the storage cost, neutralizing it.
  4. The convenience yield is high, exceeding the sum of the risk-free rate and storage costs.

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