The Dynamics of Commmodity Spot and Futures Markets: a Primer

نویسنده

  • Robert S. Pindyck
چکیده

I discuss the short-run dynamics of commodity prices, production, and inventories, as well as the sources and effects of market volatility. I explain how prices, rates of production, and inventory levels are interrelated, and are determined via equilibrium in two interconnected markets: a cash market for spot purchases and sales of the commodity, and a market for storage. I show how equilibrium in these markets affects and is affected by changes in the level of price volatility. I also explain the role and behavior of commodity futures markets, and the relationship between spot prices, futures prices, and inventory behavior. I illustrate these ideas with data for the petroleum complex – crude oil, heating oil, and gasoline – over the past two decades. JEL Classification Numbers: G13; L71, Q40

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تاریخ انتشار 2001