medium · FRM Part 1

An analyst observes that Crude Oil is in backwardation while Gold is in contango. Both have similar storage costs as a percentage of value.

Which statement best explains this difference through the lens of investment vs. consumption assets?

  1. Oil is an investment asset, meaning its price is driven by the risk-free rate alone, causing backwardation.
  2. Gold's contango is caused by its high convenience yield during periods of market stress.
  3. The storage costs for Oil are significantly lower than for Gold, pushing the Oil curve into backwardation.
  4. Gold has a convenience yield near zero because it is an investment asset, whereas Oil has a high convenience yield due to its consumption value.

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