Request for Comment on a Petition To Exempt Certain Over-the-Counter Agricultural Swaps From Certain of the Requirements Imposed by Commission Regulation 35.2, Pursuant to Section 4(c) of the Commodity Exchange Act, 58608-58610 [E9-27287]
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58608
Federal Register / Vol. 74, No. 218 / Friday, November 13, 2009 / Notices
COMMODITY FUTURES TRADING
COMMISSION
Request for Comment on a Petition To
Exempt Certain Over-the-Counter
Agricultural Swaps From Certain of the
Requirements Imposed by
Commission Regulation 35.2, Pursuant
to Section 4(c) of the Commodity
Exchange Act
srobinson on DSKHWCL6B1PROD with NOTICES
AGENCY: Commodity Futures Trading
Commission.
ACTION: Notice of request for comment.
SUMMARY: The Commodity Futures
Trading Commission (Commission) is
requesting comment on whether to
exempt certain over-the-counter (OTC)
swaps from certain of the requirements
otherwise imposed by Commission
Regulation 35.2. Specifically, the Kansas
City Board of Trade (KCBT), a
designated contract market, and the
Kansas City Board of Trade Clearing
Corporation (KCBTCC), a registered
derivatives clearing organization (DCO),
have petitioned for an exemption
permitting them to list for clearing and
to clear, respectively, wheat calendar
swaps. Authority for granting such an
exemption is found in Section 4(c) of
the Commodity Exchange Act (CEA).
DATES: Comments must be received on
or before December 14, 2009.
ADDRESSES: Comments may be
submitted by any of the following
methods:
• Federal eRulemaking Portal: https://
www.regulations.gov/https://
frwebgate.access.gpo/cgi-bin/leaving.
Follow the instructions for submitting
comments.
• E-mail: secretary@cftc.gov. Include
‘‘KCBT/KCBTCC Section 4(c) Petition’’
in the subject line of the message.
• Fax: 202–418–5521.
• Mail: Send to David A. Stawick,
Secretary, Commodity Futures Trading
Commission, Three Lafayette Centre,
1155 21st Street, NW., Washington, DC
20581.
• Courier: Same as mail above.
All comments received will be posted
without change to https://
www.CFTC.gov/.
FOR FURTHER INFORMATION CONTACT:
Phyllis P. Dietz, Associate Director,
202–418–5449, pdietz@cftc.gov, or
Eileen A. Donovan, Special Counsel,
202–418–5096, edonovan@cftc.gov,
Division of Clearing and Intermediary
Oversight, Commodity Futures Trading
Commission, Three Lafayette Centre,
1155 21st Street, NW., Washington, DC
20581.
SUPPLEMENTARY INFORMATION:
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17:07 Nov 12, 2009
Jkt 220001
I. The KCBT/KCBTCC Petition
KCBT and KCBTCC (Petitioners)
jointly submitted a request to the
Commission for an exemptive order
under Section 4(c) of the CEA.1 The
order would permit KCBT to list certain
wheat calendar swaps for ‘‘clearing
only’’ and permit KCBTCC to clear those
wheat calendar swaps (cleared-only
contracts).2 The contract size (5,000
bushels), position limits (5,000 contracts
for any single month and 6,500
contracts for all months combined), and
minimum price fluctuations ($.0025) of
the cleared-only contracts would be the
same as those of the KCBT wheat
futures contract. However, the clearedonly contracts would be cash-settled, in
contrast to KCBT’s wheat futures
contract, which is physically-settled,
and would be listed for any of the 12
calendar months, as compared to the
wheat futures contract which is listed
only for March, May, July, September,
and December.
The OTC wheat calendar swaps
would be negotiated between eligible
swap participants in the OTC market
and then cleared by clearing members
acting on behalf of their own customers
or the customers of non-clearing
member FCMs or non-member FCMs.
Previous requests to clear OTC
agricultural swaps were limited to
clearing member FCMs acting on behalf
of their own customers.3
In support of their request, Petitioners
represent that daily large trader
reporting information allows KCBT to
monitor for position concentration
among non-clearing member and nonmember FCMs, and the risk
management and financial surveillance
procedures of the non-clearing member
and non-member FCMs’ designated selfregulatory organizations (DSROs) are
similar or identical to those employed
by KCBT. The Commission requests
comment on the impact of permitting
the OTC wheat calendar swaps to be
1A
copy of the petition is available on the
Commission’s Web site at https://www.cftc.gov.
2 The Petitioners also requested that the
Commission issue an order under Section 4d of the
CEA that would permit KCBTCC and futures
commission merchants (FCMs) to commingle
customer funds used to margin, secure, or guarantee
the cleared-only contracts with other funds held in
segregated accounts. Although the CEA does not
require the Commission to provide public ‘‘notice
and opportunity for hearing’’ in connection with
the issuance of a 4d order (as is required for an
order requested under Section 4(c)), public
comments regarding the Petitioners’ request for a 4d
order are being accepted on the Commission’s Web
site.
3 See 74 FR 12316 (Mar. 24, 2009) (order
permitting clearing of corn, wheat, and soybean
swaps by the Chicago Mercantile Exchange); 73 FR
77015 (Dec. 18, 2008) (order permitting clearing of
coffee, sugar, and cocoa swaps by ICE Clear U.S.).
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cleared by clearing FCMs on behalf of
the customers of non-clearing member
FCMs or non-member FCMs, and
whether there are any conditions that
should be placed upon DSROs or FCMs
to facilitate risk management in
connection with such transactions in
the cleared-only contracts.
Part 35 of the Commission’s
regulations 4 exempts swap agreements
and eligible persons entering into such
agreements from most provisions of the
CEA.5 The term ‘‘swap agreement’’ is
defined to include, among other types of
agreements, a ‘‘commodity swap.’’ 6 Part
35 was promulgated pursuant to
authority conferred upon the
Commission in Section 4(c) of the CEA
to exempt certain transactions in order
to promote innovation and
competition.7 Various exemptions and
exclusions were subsequently added to
the CEA by the Commodity Futures
Modernization Act of 2000 (CFMA),8
but none apply to agricultural
contracts.9
Part 35 requires, among other things,
that a swap agreement not be part of a
fungible class of agreements that are
standardized as to their material
economic terms 10 and that the
creditworthiness of any party having an
interest under the agreement be a
material consideration in entering into
or negotiating the terms of the
agreement.11 Under the arrangement
proposed by Petitioners, a cleared-only
contract could be offset by another
cleared-only contract. Thus, clearing of
the OTC wheat calendar swaps would
result in contracts that are fungible with
other cleared-only contracts with
equivalent terms. In addition, the
creditworthiness of the counterparty
would not be a consideration.
Accordingly, the OTC swaps KCBTCC
would clear would not satisfy all of the
conditions of Part 35.12
4 17 CFR Part 35 (Commission regulations are
hereinafter cited as ‘‘Reg. ___’’).
5 Jurisdiction is retained for, among other things,
provisions of the CEA proscribing fraud and
manipulation. See Reg. 35.2.
6 Reg. 35.1(b)(1)(i). ‘‘Commodity’’ is defined in
Section 1a(4) of the CEA to include a variety of
specified agricultural products, ‘‘and all other goods
and articles, except onions * * * and all services,
rights, and interests in which contracts for future
delivery are presently or in the future dealt in.’’
7 See 58 FR 5587 (Jan. 22, 1993).
8 Public Law 106–554, 114 Stat. 2763 (2000).
9 See, e.g., Sections 2(d), (g), and (h) of the CEA,
7 U.S.C. 2(d), (g), and (h).
10 Reg. 35.2(b).
11 Reg. 35.2(c).
12 The contracts that the KCBT proposes to list for
clearing-only would, however, meet the
requirements of paragraphs (a) and (d) of Reg. 35.2
in that they would be entered into solely between
eligible swap participants and executed OTC.
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Federal Register / Vol. 74, No. 218 / Friday, November 13, 2009 / Notices
However, Part 35 further permits ‘‘any
person [to] apply to the Commission for
exemption from any of the provisions of
the Act * * * for other arrangements or
facilities.’’ 13 Petitioners have requested
that the Commission grant an order
under Section 4(c) of the CEA that
would exempt cleared-only contracts to
the same extent as contracts that are
exempt pursuant to Part 35 of the
Commission’s regulations.
II. Section 4(c) of the Commodity
Exchange Act
Section 4(c)(1) of the CEA empowers
the Commission to ‘‘promote
responsible economic or financial
innovation and fair competition’’ by
exempting any transaction or class of
transactions from any of the provisions
of the CEA (subject to exceptions not
relevant here) where the Commission
determines that the exemption would be
consistent with the public interest.14
The Commission may grant such an
exemption by rule, regulation, or order,
after notice and opportunity for hearing,
and may do so on application of any
person or on its own initiative.
In enacting Section 4(c), Congress
noted that the goal of the provision ‘‘is
to give the Commission a means of
providing certainty and stability to
existing and emerging markets so that
financial innovation and market
development can proceed in an effective
and competitive manner.’’ 15 The
Petitioners represent that permitting the
clearing of the OTC wheat calendar
swaps by KCBTCC may benefit the
marketplace by providing market
participants the ability to combine
13 Reg.
35.2(d).
4(c)(1) of the CEA, 7 U.S.C. 6(c)(1),
provides in full that:
In order to promote responsible economic or
financial innovation and fair competition, the
Commission by rule, regulation, or order, after
notice and opportunity for hearing, may (on its own
initiative or on application of any person, including
any board of trade designated or registered as a
contract market or derivatives transaction execution
facility for transactions for future delivery in any
commodity under section 7 of this title) exempt any
agreement, contract, or transaction (or class thereof)
that is otherwise subject to subsection (a) of this
section (including any person or class of persons
offering, entering into, rendering advice or
rendering other services with respect to, the
agreement, contract, or transaction), either
unconditionally or on stated terms or conditions or
for stated periods and either retroactively or
prospectively, or both, from any of the requirements
of subsection (a) of this section, or from any other
provision of this chapter (except subparagraphs
(c)(ii) and (D) of section 2(a)(1) of this title, except
that the Commission and the Securities and
Exchange Commission may by rule, regulation, or
order jointly exclude any agreement, contract, or
transaction from section 2(a)(1)(D) of this title), if
the Commission determines that the exemption
would be consistent with the public interest.
15 House Conf. Report No. 102–978, 1992
U.S.C.C.A.N. 3179, 3213.
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14 Section
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17:07 Nov 12, 2009
Jkt 220001
flexible negotiation with central
counterparty guarantees and capital
efficiencies. In addition, Petitioners
represent that they expect the clearedonly contracts to provide a risk
management tool with unique attributes,
i.e., contract months and settlement
features, to address price risk and to
complement KCBT’s wheat futures and
options contracts.
Section 4(c)(2) provides that the
Commission may grant an exemption
only when it determines that the
requirements for which the exemption
is being provided should not be applied
to the agreements, contracts, or
transactions at issue, and the exemption
is consistent with the public interest
and the purposes of the CEA; that the
agreements, contracts, or transactions
will be entered into solely between
appropriate persons; and that the
exemption will not have a material
adverse effect on the ability of the
Commission or any contract market or
derivatives transaction execution
facility to discharge its regulatory or
self-regulatory responsibilities under the
CEA.16 Thus, the Commission is
requesting comment on whether it
should exempt the OTC wheat calendar
swaps that are proposed to be cleared by
KCBTCC and listed by KCBT, as
described above, to the same extent as
other contracts that are exempt pursuant
to Part 35 of the Commission’s
regulations.
The purposes of the CEA include
‘‘promot[ing] responsible innovation
and fair competition among boards of
trade, other markets, and market
participants.’’ 17 It may be consistent
with these and the other purposes of the
CEA, and with the public interest, for
the cleared-only contracts described
herein to be exempt as are other
contracts under Part 35 of the
Commission’s regulations. However, the
exception of agricultural commodities
16 Section 4(c)(2) of the CEA, 7 U.S.C. 6(c)(2),
provides in full that:
The Commission shall not grant any exemption
under paragraph (1) from any of the requirements
of subsection (a) of this section unless the
Commission determines that—
(A) the requirement should not be applied to the
agreement, contract, or transaction for which the
exemption is sought and that the exemption would
be consistent with the public interest and the
purposes of this Act; and
(B) the agreement, contract, or transaction—
(i) will be entered into solely between appropriate
persons; and
(ii) will not have a material adverse effect on the
ability of the Commission or any contract market or
derivatives transaction execution facility to
discharge its regulatory or self-regulatory duties
under this Act.
17 Section 3(b) of the CEA, 7 U.S.C. 5(b). See also
Section 4(c)(1) of the CEA, 7 U.S.C. 6(c)(1) (purpose
of exemptions is ‘‘to promote responsible economic
or financial innovation and fair competition’’).
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58609
from the exemptions and exclusions
provided under the CFMA for OTC
transactions may be relevant to the
analysis. Accordingly, the Commission
is requesting comment as to whether an
exemption from the requirements of the
CEA should be granted in the context of
these transactions.
In light of the above, the Commission
also is requesting comment as to
whether this exemption would affect its
ability to discharge its regulatory
responsibilities under the CEA, or with
the self-regulatory duties of any
designated contract market.
III. Request for Comment
The Commission requests comment
on all aspects of the issues presented by
Petitioners’ exemption request.
IV. Related Matters
A. Paperwork Reduction Act
The Paperwork Reduction Act
(PRA) 18 imposes certain requirements
on federal agencies (including the
Commission) in connection with their
conducting or sponsoring any collection
of information as defined by the PRA.
An exemptive order issued by the
Commission would not be associated
with a collection of information.
Accordingly, the PRA does not apply.
B. Cost-Benefit Analysis
Section 15(a) of the CEA 19 requires
the Commission to consider the costs
and benefits of its action before issuing
an order under the CEA. By its terms,
Section 15(a) does not require the
Commission to quantify the costs and
benefits of an order or to determine
whether the benefits of the order
outweigh its costs. Rather, Section 15(a)
simply requires the Commission to
‘‘consider the costs and benefits’’ of its
action.
Section 15(a) of the CEA further
specifies that costs and benefits shall be
evaluated in light of five broad areas of
market and public concern: Protection
of market participants and the public;
efficiency, competitiveness, and
financial integrity of futures markets;
price discovery; sound risk management
practices; and other public interest
considerations. Accordingly, the
Commission could in its discretion give
greater weight to any one of the five
enumerated areas and could in its
discretion determine that,
notwithstanding its costs, a particular
order was necessary or appropriate to
protect the public interest or to
effectuate any of the provisions or to
18 44
19 7
U.S.C. 3501 et seq.
U.S.C. 19(a).
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58610
Federal Register / Vol. 74, No. 218 / Friday, November 13, 2009 / Notices
accomplish any of the purposes of the
CEA.
The Commission is considering the
costs and benefits of an exemptive order
in light of the specific provisions of
Section 15(a) of the CEA, as follows:
1. Protection of market participants
and the public. The contracts that are
the subject of the exemption request
will only be entered into by persons
who are ‘‘appropriate persons’’ as set
forth in Section 4(c) of the CEA.
2. Efficiency, competition, and
financial integrity. Extending the
exemption granted under Part 35 to the
OTC wheat calendar swaps to allow
them to be cleared may promote
liquidity and transparency in the
markets for OTC wheat derivatives as
well as wheat futures. Extending the
exemption also may promote financial
integrity by providing the benefits of
clearing to the OTC wheat market.
3. Price discovery. Price discovery
may be enhanced through market
competition.
4. Sound risk management practices.
Clearing of OTC transactions may foster
risk management by the participant
counterparties. KCBTCC’s risk
management practices in clearing these
transactions would be subject to the
Commission’s supervision and
oversight.
5. Other public interest
considerations. The requested
exemption may encourage market
competition in an agricultural
derivatives product without
unnecessary regulatory burden.
After considering these factors, the
Commission has determined to seek
comment on the exemption request as
discussed above. The Commission also
invites public comment on its
application of the cost-benefit
provisions of Section 15.
Issued in Washington, DC, on November 6,
2009 by the Commission.
David A. Stawick,
Secretary of the Commission.
[FR Doc. E9–27287 Filed 11–12–09; 8:45 am]
BILLING CODE P
CONSUMER PRODUCT SAFETY
COMMISSION
srobinson on DSKHWCL6B1PROD with NOTICES
[Docket No. CPSC–2009–0093]
Proposed Extension of Approval of
Information Collection; Comment
Request—Consumer Opinion Forum
AGENCY: Consumer Product Safety
Commission.
ACTION: Notice.
SUMMARY: As required by the Paperwork
Reduction Act of 1995 (44 U.S.C.
VerDate Nov<24>2008
17:07 Nov 12, 2009
Jkt 220001
Chapter 35), the Consumer Product
Safety Commission (CPSC or
Commission) requests comments on a
proposed extension of approval of a
collection of information from persons
who may voluntarily register and
participate in a Consumer Opinion
Forum posted on the CPSC Web site,
https://www.cpsc.gov. The Commission
will consider all comments received in
response to this notice before requesting
an extension of this collection of
information from the Office of
Management and Budget.
DATES: Written comments must be
received by the Office of the Secretary
not later than January 12, 2010.
ADDRESSES: You may submit comments,
identified by Docket No. CPSC–2009–
0093, by any of the following methods:
Submit electronic comments in the
following way:
Federal eRulemaking Portal: https://
www.regulations.gov. Follow the
instructions for submitting comments.
To ensure timely processing of
comments, the Commission is no longer
accepting comments submitted by
electronic mail (e-mail) except through
https://www.regulations.gov.
Submit written submissions in the
following way:
Mail/Hand delivery/Courier (for
paper, disk, or CD–ROM submissions),
preferably in five copies, to: Office of the
Secretary, Consumer Product Safety
Commission, Room 502, 4330 East-West
Highway, Bethesda, MD 20814;
telephone (301) 504–7923.
Instructions: All submissions received
must include the agency name and
docket number for this notice. All
comments received may be posted
without change, including any personal
identifiers, contact information, or other
personal information provided, to
https://www.regulations.gov. Do not
submit confidential business
information, trade secret information, or
other sensitive or protected information
electronically. Such information should
be submitted in writing.
Docket: For access to the docket to
read background documents or
comments received, go to https://
www.regulations.gov.
FOR FURTHER INFORMATION CONTACT: For
information about the proposed
collection of information call or write
Linda L. Glatz, Division of Policy and
Planning, Office of Information
Technology and Technology Services,
Consumer Product Safety Commission,
4330 East-West Highway, Bethesda, MD
20814; telephone: (301) 504–7671 or by
e-mail to lglatz@cpsc.gov.
SUPPLEMENTARY INFORMATION:
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A. Background
The Commission is authorized under
section 5(a) of the Consumer Product
Safety Act (CPSA), 15 U.S.C. 2054(a), to
conduct studies and investigations
relating to the causes and prevention of
deaths, accidents, injuries, illnesses,
other health impairments, and economic
losses associated with consumer
products. Section 5(b) of the CPSA, 15
U.S.C. 2054(b), further provides that the
Commission may conduct research,
studies and investigations on the safety
of consumer products or test consumer
products and develop product safety
test methods and testing devices.
In order to better identify and
evaluate the risks of product-related
incidents, the Commission staff seeks to
solicit consumer opinions and
perceptions related to consumer product
use, on a voluntary basis, through
questions posted on the CPSC’s
Consumer Opinion Forum. Through the
forum, consumers will be able to answer
questions and provide information
regarding their experiences, opinions
and/or perceptions on the use or pattern
of use of a specific product or type of
product. The Consumer Opinion Forum
is intended for consumers, 18 years and
older, who have access to the Internet
and e-mail, who voluntarily register to
participate through a participant
registration process, and respond to the
questions posted in the Consumer
Opinion Forum. A link to the Consumer
Opinion Forum login page is available
on the CPSC Web site, https://
www.cpsc.gov. Consumers may link
directly to the login page for the
Consumer Opinion Forum at https://
www.cpsc.gov/cgibin/cof/login.aspx.
When new questions are posted on the
CPSC Web site, registered participants
will be invited via e-mail to respond to
various questions, but not more
frequently than once every four weeks.
The information collected from the
Consumer Opinion Forum will help
inform the Commission’s evaluation of
consumer products and product use by
providing insight and information into
consumer perceptions and usage
patterns. Such information may also
assist the Commission in its efforts to
support voluntary standards activities,
and help the staff identify areas
regarding consumer safety issues that
need additional research. In addition,
based on the information obtained, the
staff may be able to provide safety
information to the public that is easier
to read and is more easily understood by
a wider range of consumers. For
example, the staff may be able to
propose new language or revisions to
existing language in warning labels or
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Agencies
[Federal Register Volume 74, Number 218 (Friday, November 13, 2009)]
[Notices]
[Pages 58608-58610]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-27287]
[[Page 58608]]
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COMMODITY FUTURES TRADING COMMISSION
Request for Comment on a Petition To Exempt Certain Over-the-
Counter Agricultural Swaps From Certain of the Requirements Imposed by
Commission Regulation 35.2, Pursuant to Section 4(c) of the Commodity
Exchange Act
AGENCY: Commodity Futures Trading Commission.
ACTION: Notice of request for comment.
-----------------------------------------------------------------------
SUMMARY: The Commodity Futures Trading Commission (Commission) is
requesting comment on whether to exempt certain over-the-counter (OTC)
swaps from certain of the requirements otherwise imposed by Commission
Regulation 35.2. Specifically, the Kansas City Board of Trade (KCBT), a
designated contract market, and the Kansas City Board of Trade Clearing
Corporation (KCBTCC), a registered derivatives clearing organization
(DCO), have petitioned for an exemption permitting them to list for
clearing and to clear, respectively, wheat calendar swaps. Authority
for granting such an exemption is found in Section 4(c) of the
Commodity Exchange Act (CEA).
DATES: Comments must be received on or before December 14, 2009.
ADDRESSES: Comments may be submitted by any of the following methods:
Federal eRulemaking Portal: https://www.regulations.gov/https://frwebgate.access.gpo/cgi-bin/leaving. Follow the instructions
for submitting comments.
E-mail: secretary@cftc.gov. Include ``KCBT/KCBTCC Section
4(c) Petition'' in the subject line of the message.
Fax: 202-418-5521.
Mail: Send to David A. Stawick, Secretary, Commodity
Futures Trading Commission, Three Lafayette Centre, 1155 21st Street,
NW., Washington, DC 20581.
Courier: Same as mail above.
All comments received will be posted without change to https://www.CFTC.gov/.
FOR FURTHER INFORMATION CONTACT: Phyllis P. Dietz, Associate Director,
202-418-5449, pdietz@cftc.gov, or Eileen A. Donovan, Special Counsel,
202-418-5096, edonovan@cftc.gov, Division of Clearing and Intermediary
Oversight, Commodity Futures Trading Commission, Three Lafayette
Centre, 1155 21st Street, NW., Washington, DC 20581.
SUPPLEMENTARY INFORMATION:
I. The KCBT/KCBTCC Petition
KCBT and KCBTCC (Petitioners) jointly submitted a request to the
Commission for an exemptive order under Section 4(c) of the CEA.\1\ The
order would permit KCBT to list certain wheat calendar swaps for
``clearing only'' and permit KCBTCC to clear those wheat calendar swaps
(cleared-only contracts).\2\ The contract size (5,000 bushels),
position limits (5,000 contracts for any single month and 6,500
contracts for all months combined), and minimum price fluctuations
($.0025) of the cleared-only contracts would be the same as those of
the KCBT wheat futures contract. However, the cleared-only contracts
would be cash-settled, in contrast to KCBT's wheat futures contract,
which is physically-settled, and would be listed for any of the 12
calendar months, as compared to the wheat futures contract which is
listed only for March, May, July, September, and December.
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\1\ A copy of the petition is available on the Commission's Web
site at https://www.cftc.gov.
\2\ The Petitioners also requested that the Commission issue an
order under Section 4d of the CEA that would permit KCBTCC and
futures commission merchants (FCMs) to commingle customer funds used
to margin, secure, or guarantee the cleared-only contracts with
other funds held in segregated accounts. Although the CEA does not
require the Commission to provide public ``notice and opportunity
for hearing'' in connection with the issuance of a 4d order (as is
required for an order requested under Section 4(c)), public comments
regarding the Petitioners' request for a 4d order are being accepted
on the Commission's Web site.
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The OTC wheat calendar swaps would be negotiated between eligible
swap participants in the OTC market and then cleared by clearing
members acting on behalf of their own customers or the customers of
non-clearing member FCMs or non-member FCMs. Previous requests to clear
OTC agricultural swaps were limited to clearing member FCMs acting on
behalf of their own customers.\3\
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\3\ See 74 FR 12316 (Mar. 24, 2009) (order permitting clearing
of corn, wheat, and soybean swaps by the Chicago Mercantile
Exchange); 73 FR 77015 (Dec. 18, 2008) (order permitting clearing of
coffee, sugar, and cocoa swaps by ICE Clear U.S.).
---------------------------------------------------------------------------
In support of their request, Petitioners represent that daily large
trader reporting information allows KCBT to monitor for position
concentration among non-clearing member and non-member FCMs, and the
risk management and financial surveillance procedures of the non-
clearing member and non-member FCMs' designated self-regulatory
organizations (DSROs) are similar or identical to those employed by
KCBT. The Commission requests comment on the impact of permitting the
OTC wheat calendar swaps to be cleared by clearing FCMs on behalf of
the customers of non-clearing member FCMs or non-member FCMs, and
whether there are any conditions that should be placed upon DSROs or
FCMs to facilitate risk management in connection with such transactions
in the cleared-only contracts.
Part 35 of the Commission's regulations \4\ exempts swap agreements
and eligible persons entering into such agreements from most provisions
of the CEA.\5\ The term ``swap agreement'' is defined to include, among
other types of agreements, a ``commodity swap.'' \6\ Part 35 was
promulgated pursuant to authority conferred upon the Commission in
Section 4(c) of the CEA to exempt certain transactions in order to
promote innovation and competition.\7\ Various exemptions and
exclusions were subsequently added to the CEA by the Commodity Futures
Modernization Act of 2000 (CFMA),\8\ but none apply to agricultural
contracts.\9\
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\4\ 17 CFR Part 35 (Commission regulations are hereinafter cited
as ``Reg. ------'').
\5\ Jurisdiction is retained for, among other things, provisions
of the CEA proscribing fraud and manipulation. See Reg. 35.2.
\6\ Reg. 35.1(b)(1)(i). ``Commodity'' is defined in Section
1a(4) of the CEA to include a variety of specified agricultural
products, ``and all other goods and articles, except onions * * *
and all services, rights, and interests in which contracts for
future delivery are presently or in the future dealt in.''
\7\ See 58 FR 5587 (Jan. 22, 1993).
\8\ Public Law 106-554, 114 Stat. 2763 (2000).
\9\ See, e.g., Sections 2(d), (g), and (h) of the CEA, 7 U.S.C.
2(d), (g), and (h).
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Part 35 requires, among other things, that a swap agreement not be
part of a fungible class of agreements that are standardized as to
their material economic terms \10\ and that the creditworthiness of any
party having an interest under the agreement be a material
consideration in entering into or negotiating the terms of the
agreement.\11\ Under the arrangement proposed by Petitioners, a
cleared-only contract could be offset by another cleared-only contract.
Thus, clearing of the OTC wheat calendar swaps would result in
contracts that are fungible with other cleared-only contracts with
equivalent terms. In addition, the creditworthiness of the counterparty
would not be a consideration. Accordingly, the OTC swaps KCBTCC would
clear would not satisfy all of the conditions of Part 35.\12\
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\10\ Reg. 35.2(b).
\11\ Reg. 35.2(c).
\12\ The contracts that the KCBT proposes to list for clearing-
only would, however, meet the requirements of paragraphs (a) and (d)
of Reg. 35.2 in that they would be entered into solely between
eligible swap participants and executed OTC.
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[[Page 58609]]
However, Part 35 further permits ``any person [to] apply to the
Commission for exemption from any of the provisions of the Act * * *
for other arrangements or facilities.'' \13\ Petitioners have requested
that the Commission grant an order under Section 4(c) of the CEA that
would exempt cleared-only contracts to the same extent as contracts
that are exempt pursuant to Part 35 of the Commission's regulations.
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\13\ Reg. 35.2(d).
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II. Section 4(c) of the Commodity Exchange Act
Section 4(c)(1) of the CEA empowers the Commission to ``promote
responsible economic or financial innovation and fair competition'' by
exempting any transaction or class of transactions from any of the
provisions of the CEA (subject to exceptions not relevant here) where
the Commission determines that the exemption would be consistent with
the public interest.\14\ The Commission may grant such an exemption by
rule, regulation, or order, after notice and opportunity for hearing,
and may do so on application of any person or on its own initiative.
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\14\ Section 4(c)(1) of the CEA, 7 U.S.C. 6(c)(1), provides in
full that:
In order to promote responsible economic or financial innovation
and fair competition, the Commission by rule, regulation, or order,
after notice and opportunity for hearing, may (on its own initiative
or on application of any person, including any board of trade
designated or registered as a contract market or derivatives
transaction execution facility for transactions for future delivery
in any commodity under section 7 of this title) exempt any
agreement, contract, or transaction (or class thereof) that is
otherwise subject to subsection (a) of this section (including any
person or class of persons offering, entering into, rendering advice
or rendering other services with respect to, the agreement,
contract, or transaction), either unconditionally or on stated terms
or conditions or for stated periods and either retroactively or
prospectively, or both, from any of the requirements of subsection
(a) of this section, or from any other provision of this chapter
(except subparagraphs (c)(ii) and (D) of section 2(a)(1) of this
title, except that the Commission and the Securities and Exchange
Commission may by rule, regulation, or order jointly exclude any
agreement, contract, or transaction from section 2(a)(1)(D) of this
title), if the Commission determines that the exemption would be
consistent with the public interest.
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In enacting Section 4(c), Congress noted that the goal of the
provision ``is to give the Commission a means of providing certainty
and stability to existing and emerging markets so that financial
innovation and market development can proceed in an effective and
competitive manner.'' \15\ The Petitioners represent that permitting
the clearing of the OTC wheat calendar swaps by KCBTCC may benefit the
marketplace by providing market participants the ability to combine
flexible negotiation with central counterparty guarantees and capital
efficiencies. In addition, Petitioners represent that they expect the
cleared-only contracts to provide a risk management tool with unique
attributes, i.e., contract months and settlement features, to address
price risk and to complement KCBT's wheat futures and options
contracts.
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\15\ House Conf. Report No. 102-978, 1992 U.S.C.C.A.N. 3179,
3213.
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Section 4(c)(2) provides that the Commission may grant an exemption
only when it determines that the requirements for which the exemption
is being provided should not be applied to the agreements, contracts,
or transactions at issue, and the exemption is consistent with the
public interest and the purposes of the CEA; that the agreements,
contracts, or transactions will be entered into solely between
appropriate persons; and that the exemption will not have a material
adverse effect on the ability of the Commission or any contract market
or derivatives transaction execution facility to discharge its
regulatory or self-regulatory responsibilities under the CEA.\16\ Thus,
the Commission is requesting comment on whether it should exempt the
OTC wheat calendar swaps that are proposed to be cleared by KCBTCC and
listed by KCBT, as described above, to the same extent as other
contracts that are exempt pursuant to Part 35 of the Commission's
regulations.
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\16\ Section 4(c)(2) of the CEA, 7 U.S.C. 6(c)(2), provides in
full that:
The Commission shall not grant any exemption under paragraph (1)
from any of the requirements of subsection (a) of this section
unless the Commission determines that--
(A) the requirement should not be applied to the agreement,
contract, or transaction for which the exemption is sought and that
the exemption would be consistent with the public interest and the
purposes of this Act; and
(B) the agreement, contract, or transaction--
(i) will be entered into solely between appropriate persons; and
(ii) will not have a material adverse effect on the ability of
the Commission or any contract market or derivatives transaction
execution facility to discharge its regulatory or self-regulatory
duties under this Act.
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The purposes of the CEA include ``promot[ing] responsible
innovation and fair competition among boards of trade, other markets,
and market participants.'' \17\ It may be consistent with these and the
other purposes of the CEA, and with the public interest, for the
cleared-only contracts described herein to be exempt as are other
contracts under Part 35 of the Commission's regulations. However, the
exception of agricultural commodities from the exemptions and
exclusions provided under the CFMA for OTC transactions may be relevant
to the analysis. Accordingly, the Commission is requesting comment as
to whether an exemption from the requirements of the CEA should be
granted in the context of these transactions.
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\17\ Section 3(b) of the CEA, 7 U.S.C. 5(b). See also Section
4(c)(1) of the CEA, 7 U.S.C. 6(c)(1) (purpose of exemptions is ``to
promote responsible economic or financial innovation and fair
competition'').
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In light of the above, the Commission also is requesting comment as
to whether this exemption would affect its ability to discharge its
regulatory responsibilities under the CEA, or with the self-regulatory
duties of any designated contract market.
III. Request for Comment
The Commission requests comment on all aspects of the issues
presented by Petitioners' exemption request.
IV. Related Matters
A. Paperwork Reduction Act
The Paperwork Reduction Act (PRA) \18\ imposes certain requirements
on federal agencies (including the Commission) in connection with their
conducting or sponsoring any collection of information as defined by
the PRA. An exemptive order issued by the Commission would not be
associated with a collection of information. Accordingly, the PRA does
not apply.
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\18\ 44 U.S.C. 3501 et seq.
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B. Cost-Benefit Analysis
Section 15(a) of the CEA \19\ requires the Commission to consider
the costs and benefits of its action before issuing an order under the
CEA. By its terms, Section 15(a) does not require the Commission to
quantify the costs and benefits of an order or to determine whether the
benefits of the order outweigh its costs. Rather, Section 15(a) simply
requires the Commission to ``consider the costs and benefits'' of its
action.
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\19\ 7 U.S.C. 19(a).
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Section 15(a) of the CEA further specifies that costs and benefits
shall be evaluated in light of five broad areas of market and public
concern: Protection of market participants and the public; efficiency,
competitiveness, and financial integrity of futures markets; price
discovery; sound risk management practices; and other public interest
considerations. Accordingly, the Commission could in its discretion
give greater weight to any one of the five enumerated areas and could
in its discretion determine that, notwithstanding its costs, a
particular order was necessary or appropriate to protect the public
interest or to effectuate any of the provisions or to
[[Page 58610]]
accomplish any of the purposes of the CEA.
The Commission is considering the costs and benefits of an
exemptive order in light of the specific provisions of Section 15(a) of
the CEA, as follows:
1. Protection of market participants and the public. The contracts
that are the subject of the exemption request will only be entered into
by persons who are ``appropriate persons'' as set forth in Section 4(c)
of the CEA.
2. Efficiency, competition, and financial integrity. Extending the
exemption granted under Part 35 to the OTC wheat calendar swaps to
allow them to be cleared may promote liquidity and transparency in the
markets for OTC wheat derivatives as well as wheat futures. Extending
the exemption also may promote financial integrity by providing the
benefits of clearing to the OTC wheat market.
3. Price discovery. Price discovery may be enhanced through market
competition.
4. Sound risk management practices. Clearing of OTC transactions
may foster risk management by the participant counterparties. KCBTCC's
risk management practices in clearing these transactions would be
subject to the Commission's supervision and oversight.
5. Other public interest considerations. The requested exemption
may encourage market competition in an agricultural derivatives product
without unnecessary regulatory burden.
After considering these factors, the Commission has determined to
seek comment on the exemption request as discussed above. The
Commission also invites public comment on its application of the cost-
benefit provisions of Section 15.
Issued in Washington, DC, on November 6, 2009 by the Commission.
David A. Stawick,
Secretary of the Commission.
[FR Doc. E9-27287 Filed 11-12-09; 8:45 am]
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