IM5 · Commodity Instrument Engineering

Commodity Vanilla Options & Options on Futures

Price the optionality. Hedge the Greeks. Survive the expiry.

Master vanilla and listed commodity options: calls and puts, European, American and Bermudan exercise, options on futures, swaptions, caps, floors and collars, Black-76 and tree methods, volatility surfaces, Greeks, exercise and assignment, margin, settlement and the ETRM representation of option terms.

Vanilla & listed · Black-76 · Volatility · Greeks · Exercise & assignment · Margin · ETRM

Enrol or enquire See the 100 chapters

100 chapters · 10 modules · multi-commodity · one continuous instrument estate

How it is built

Design it, book it, value it, risk it, operate it, implement it

100 chapters does not mean 100 definitions. This programme follows the academy's standard ten-module architecture, so the instrument is taken from first principles through to a working CTRM representation, using the same structure as every other programme in the academy.

Worked cases run on NorthStar Global Commodities, a fictional instrument book created for teaching. It does not describe any real firm, person or transaction.

Curriculum

10 modules · 100 chapters

M0 Commodity Option Foundations Ch 1-10 · 10 chapters
  1. What a Commodity Option Actually Is
  2. Call and Put Options
  3. Option vs Forward, Future and Swap
  4. Strike, Expiry and Underlying
  5. Premium and Option Value
  6. Intrinsic and Time Value
  7. In-the-Money, At-the-Money and Out-of-the-Money
  8. Option Payoff vs Option Value
  9. Commodity Option Lifecycle
  10. NorthStar Multi-Commodity Vanilla Option Estate
M1 Vanilla Option Structures Ch 11-20 · 10 chapters
  1. European Calls
  2. European Puts
  3. American Calls
  4. American Puts
  5. Bermudan Options
  6. Commodity Caps
  7. Commodity Floors
  8. Commodity Collars
  9. Participating Collars and Partial Participation
  10. Multi-Leg Vanilla Option Strategies
M2 Options on Futures, Forwards & Swaps Ch 21-30 · 10 chapters
  1. Options on Commodity Futures
  2. Futures Option Exercise and Assignment
  3. OTC Options on Commodity Forwards
  4. Options on Commodity Swaps
  5. Payer Commodity Swaptions
  6. Receiver Commodity Swaptions
  7. Physical vs Cash Exercise
  8. Automatic vs Manual Exercise
  9. Exercise into Forward vs Exercise into Future
  10. Underlying-Instrument Linkage Architecture
M3 Multi-Commodity Vanilla Option Markets Ch 31-40 · 10 chapters
  1. Crude Oil Options
  2. Refined Product Options
  3. European Natural Gas Options
  4. North American Gas Options
  5. Power Options
  6. LNG Options
  7. Emissions Options
  8. Metals Options
  9. Agriculture and Soft Commodity Options
  10. Freight and Specialty Commodity Options
M4 Option Pricing Foundations Ch 41-50 · 10 chapters
  1. Why Commodity Options Need a Pricing Model
  2. Black-76 for Commodity Options
  3. Black-76 Worked Calculation
  4. Put-Call Parity
  5. Forward Price vs Spot Price in Option Models
  6. Discounting Commodity Option Cashflows
  7. Binomial Trees for American Options
  8. Bermudan Option Valuation
  9. Model Selection by Option Structure
  10. Vanilla Option Pricing Lab
M5 Volatility & Market Data Ch 51-60 · 10 chapters
  1. What Volatility Means in Commodity Options
  2. Implied Volatility
  3. Historical vs Implied Volatility
  4. At-the-Money Volatility Term Structure
  5. Volatility Smile and Skew
  6. Volatility Surface Construction
  7. Delta-Based Volatility Quoting
  8. Sparse Commodity Volatility Markets
  9. Volatility Source Hierarchy and IPV
  10. Volatility Surface Validation Lab
M6 Greeks, P\&L & Hedging Ch 61-70 · 10 chapters
  1. Delta
  2. Gamma
  3. Vega
  4. Theta
  5. Rho and Discount-Rate Sensitivity
  6. Higher-Order Greeks
  7. Delta Hedging
  8. Gamma and Vega Hedging
  9. Option P\&L Explain
  10. Greeks & Hedging Lab
M7 Market Risk, Credit, Margin & Limits Ch 71-80 · 10 chapters
  1. Nonlinear Market Risk of Options
  2. Option VaR
  3. Option Stress Testing
  4. Scenario Matrices
  5. Current Exposure on Options
  6. Potential Future Exposure of Options
  7. Premium Credit and Settlement Risk
  8. Clearing and Margin for Exchange Options
  9. Option Risk Limits
  10. Commodity Option Risk Crisis Case
M8 Exercise, Settlement, Accounting & Controls Ch 81-90 · 10 chapters
  1. Exercise Decision Mechanics
  2. Exercise Notices and Cutoffs
  3. Assignment
  4. Expiry Worthless
  5. Cash Settlement of Options
  6. Physical or Underlying-Trade Settlement
  7. Option Premium Accounting
  8. Option Reconciliation and IPV
  9. Option Model Governance
  10. Month-End Commodity Option Close
M9 CTRM/ETRM Engineering & Capstone Ch 91-100 · 10 chapters
  1. Canonical Commodity Option Data Model
  2. Option Terms and Underlying Architecture
  3. Volatility Surface Data Model
  4. Option Pricing Service Architecture
  5. Option Position and Greeks Engine
  6. Option P\&L Explain Engine
  7. Exercise & Lifecycle Event Architecture
  8. Complex Vanilla Option Architecture Case
  9. Tier-1 Commodity Vanilla Option Implementation Lab
  10. NorthStar Vanilla Options Capstone
How it is delivered

Three ways to take Commodity Vanilla Options & Options on Futures

Self-paced is a document-and-media programme with lifetime access - no live sessions. Cohort and enterprise add live instructor-led training. Mentorship is not offered in any tier.
Feature Self-paced Cohort Enterprise
Format Written chapters, video explainers and podcasts Everything in self-paced, plus scheduled live sessions Everything in cohort, delivered privately to your team
Live sessions None Scheduled, instructor-led Scheduled, instructor-led, private
Mentorship Not offered Not offered Not offered
Access Lifetime Lifetime Lifetime for every enrolled seat
Pace Entirely your own Guided schedule with a peer group Agreed with your desk
Tailoring Fixed curriculum Fixed curriculum Sequenced to your markets, systems and governance
Best for Individuals learning around a job Individuals who want structure and deadlines Desks building the same capability together
For individuals

Get the programme guide

The full chapter list, what each module covers, and how the tiers compare - sent to your inbox as a PDF.

For teams

Run this for my desk

Private delivery for your desk, sequenced to your markets and systems. Tell us the team and we will scope it.

Run this for my desk

Bring this to your desk

Download the full curriculum, or talk to us about running it for a team.

Enrol or enquire See the whole academy