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Operational risk

EU capital requirements worry commodity trading firms

The finalisation of Mifid II in Europe has rekindled a debate over whether commodity trading firms should be subject to capital requirements. Firms are lobbying strongly against the idea, but regulators and the European Commission will have the final say

US shale boom poses challenge to Henry Hub benchmark

Henry Hub, the US natural gas benchmark, is being called a "broken proxy" as the shale revolution boosts production in the northeast US. But potential alternatives, such as Pennsylvania's Dominion South, will find it difficult to seize Henry's crown

Hedge fund case tests Ferc's anti-manipulation drive

A US Federal Energy Regulatory Commission probe into a little-known energy hedge fund has turned into an unusual public standoff. Now, the fund's founders are girding themselves for a long legal battle, which may set an important precedent for US energy…

Oil collapse fails to dent zeal for hub-based gas pricing

In recent years, European buyers of natural gas have pushed strongly in favour of contract pricing based on the continent's gas hubs, rather than more traditional formulas linked to the price of oil. Given the huge drop in crude prices, has this stance…

Anatomy of a model: Valuation of physical assets

This paper dissects the layers of valuation models for physical assets. While their joint functioning is crucial, the integrity of the layers is not always well understood. Rossen Roussev warns of the trend to over-engineer the parts and mis-model the…

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