ModulesHedging
Modules

Hedging & Risk Management in Jules

How Jules manages commodity price hedging — from hedging contracts to container-level allocation and position tracking.

Hedging & Risk Management in Jules

Product documentation — How Jules manages commodity price risk through hedging contracts, container-level hedging allocation, and position tracking.


Table of Contents

  1. Overview
  2. Hedging Contracts
  3. Contract Types
  4. Hedging Markets
  5. Hedging Lifecycle
  6. Container-Level Hedging
  7. Position Tracking & KPIs
  8. Operation-Level Hedging Status
  9. Key Business Rules
  10. Glossary

Overview

In recyclable commodity trading, prices fluctuate based on market conditions (metal prices on LME, paper indices, etc.). Hedging allows traders to lock in prices and reduce exposure to these fluctuations.

Jules provides a complete hedging workflow:


Hedging Contracts

A hedging contract represents a financial instrument used to cover commodity price risk. It is typically a futures or options contract on a commodity exchange.

Key Fields

FieldDescription
Harold numberUnique identifier
TypeType of hedging action (see Contract Types)
MarketExchange market (LME, COMEX)
CommodityThe hedged commodity (e.g., Copper, Aluminum)
QuantityVolume covered by the contract
Trade dateDate the hedging contract was executed
Prompt dateSettlement/delivery date on the exchange
Buy action pricePrice at which a buy hedge was executed
Sell action pricePrice at which a sell hedge was executed
Average periodDate range for averaging (for average price contracts)
CommissionBroker commission
BrokerThe brokerage firm

Contract Types

Jules supports a rich set of hedging contract types:

Standard Hedges

TypeDescription
PURCHASEBuy hedge — locks in a purchase price
SALESell hedge — locks in a selling price

Average Price Hedges

TypeDescription
PURCHASE_AVG_PRICEBuy hedge using an average price over a period
SALE_AVG_PRICESell hedge using an average price over a period

De-hedging

TypeDescription
PURCHASE_DEHEDGEClosing out a purchase hedge position
SALE_DEHEDGEClosing out a sale hedge position
PURCHASE_AVG_PRICE_DEHEDGEClosing out an average price purchase hedge
SALE_AVG_PRICE_DEHEDGEClosing out an average price sale hedge

Borrowing & Lending (Carry)

TypeDescription
BORROWINGBorrowing metal on the exchange
LENDINGLending metal on the exchange
BORROWING_CARRYCarry trade — borrowing for a forward period
LENDING_CARRYCarry trade — lending for a forward period

Hedging Markets

MarketDescription
LMELondon Metal Exchange — primary market for base metals
COMEXCommodity Exchange — part of CME Group, used for metals like copper and gold

The market determines which commodities and lot sizes are available. Each market has a standard lot size (marketCommodityOneLot) used for quantity calculations.


Hedging Lifecycle

StatusMeaning
OPENContract is active with available quantity
PARTIALLY_CLOSEDSome quantity allocated, some remaining
CLOSEDFully allocated or de-hedged
PASTPrompt date has passed

Parent-Child Relationships

Hedging contracts support parent-child relationships:

  • A de-hedge references its parent hedge via parentHedgingContract
  • A carry trade references its associated contracts via carryHedgingContract
  • associatedHedgingContracts groups related hedges together

Container-Level Hedging

The Container Quality Hedging entity (ContainerQualityHedging) links hedging contracts to specific containers, ensuring every physical unit of cargo has its price risk covered.

How it works

Quantity Types

TypeDescription
FIXED_QUANTITYA specific tonnage is hedged
LOADED_WEIGHT_BASED_FORMULAHedged quantity derived from loaded weight

Weight Formulas

FormulaDescription
LOADED_WEIGHTUse the container's loaded weight directly
LOADED_WEIGHT_WITH_RECOVERYLoaded weight adjusted by recovery percentage

Fields per Container Hedging

FieldDescription
Hedging contractThe hedge covering this container
Hedged quantityVolume of material hedged
Loaded weightActual loaded weight of the container
Recovery percentagePercentage of material recovered (for recovery-based formulas)
Is temporary weightWhether the loaded weight is provisional

Position Tracking & KPIs

Jules provides aggregate KPIs across all hedging contracts:

KPIDescription
Total PurchasedSum of all purchase hedge quantities
Total SoldSum of all sale hedge quantities
Total OverallNet position (purchased - sold)

Quantity Tracking per Contract

FieldDescription
QuantityTotal contracted hedge volume
Allocated quantityVolume already allocated to containers
Available quantityRemaining volume available for allocation
De-hedged quantityVolume that has been de-hedged

Filtering Hedging Positions

Jules supports filtering to identify coverage gaps:

FilterDescription
PURCHASE_COVERAGE_MISSINGPurchase operations with no hedge coverage
SALE_COVERAGE_MISSINGSale operations with no hedge coverage
PURCHASE_COVERAGE_MISSING_PARTIALLYPurchase operations with partial coverage
SALE_COVERAGE_MISSING_PARTIALLYSale operations with partial coverage

Operation-Level Hedging Status

Each operation tracks its overall hedging status:

StatusMeaning
REQUIREDHedging is required but not yet in place
PARTIALLY_HEDGEDSome containers are hedged, others are not
HEDGEDAll containers have hedging coverage

The isHedgingRequired flag on operations and operation qualities determines whether hedging is mandatory for the deal.


Key Business Rules

1. Hedging is quality-level

Hedging is linked at the container quality level, not the container level. This allows different materials within the same container to have different hedging contracts.

2. Prompt date determines lifecycle

The prompt date is the settlement date on the exchange. Once it passes, open contracts move to PAST status.

3. Average price periods

For average price hedges, the average period (start and end dates) defines the time window over which exchange prices are averaged to determine the final hedge price.

Borrowing/lending carry trades create chains of related hedging contracts. The carryHedgingContract field links the carry to its parent contract.

5. De-hedging tracks unwinding

When closing out a position, a de-hedge contract is created referencing the original hedge. The dehedgedQuantity on the original contract is updated accordingly.

6. Department-level hedging

Hedging contracts can be assigned to a department, allowing multi-department organizations to track their hedging positions independently.


Glossary

TermDefinition
Average price hedgeA hedge where the price is the average over a defined period
BrokerThe intermediary executing hedging trades on an exchange
Carry tradeBorrowing or lending metal for a forward period
COMEXCommodity Exchange — part of CME Group
Container quality hedgingThe link between a hedging contract and a specific container's material
De-hedgeClosing out an existing hedge position
Hedging contractA financial instrument covering commodity price risk
LMELondon Metal Exchange
Prompt dateThe settlement/delivery date on the exchange
Recovery percentageThe percentage of material recovered after processing
Trade dateThe date a hedging contract was executed