Self-Regulatory Organizations; NYSE Arca, Inc.; Order Instituting Proceedings to Determine Whether To Approve or Disapprove a Proposed Rule Change to List and Trade Shares of the JPM XF Physical Copper Trust Pursuant to NYSE Arca Equities Rule 8.201, 43620-43629 [2012-18107]
Download as PDF
43620
Federal Register / Vol. 77, No. 143 / Wednesday, July 25, 2012 / Notices
are satisfied. The Commission believes
that the Exchange’s view is not
unreasonable. In approving the
proposed rule change, the Commission
notes that in any instance in which a
listed company relies on the Exception,
the company’s board would continue to
be required under the proposal to
affirmatively determine that the director
does not have any relationship which,
in the opinion of the board, would
interfere with the exercise of
independent judgment in carrying out
the responsibilities of a director.22
The Commission further notes that a
listed company is permitted to use the
Exception only if its board, under
exceptional and limited circumstances,
determines that membership on the
committee by the individual is required
by the best interests of the company and
its shareholders. Moreover, the
Commission notes that any time an
issuer relies on the Exception, it is
required to make the public disclosures
indicated above.
Finally, the Commission believes that
replacing the undefined term ‘‘officer’’
with the defined term ‘‘Executive
Officer,’’ in keeping with the Exchange’s
longstanding interpretation of its listing
rules, clarifies the applicability of the
listing rules.
For the reasons discussed above, the
Commission finds that the rule change
is consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,23 that the
proposed rule change (SR–NASDAQ–
2012–062), be, and it hereby is,
approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–18106 Filed 7–24–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67471; File No. SR–FINRA–
2012–26]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Designation
of a Longer Period for Commission
Action on Proposed Rule Change
Relating to the Handling of Stop and
Stop Limit Orders
July 19, 2012.
On May 24, 2012, Financial Industry
Regulatory Authority, Inc. (‘‘FINRA’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to amend FINRA’s rules relating
to the handling of stop and stop limit
orders. The proposed rule change was
published for comment in the Federal
Register on June 6, 2012.3 The
Commission received four comment
letters regarding the proposal.4
Section 19(b)(2) of the Act 5 provides
that within 45 days of the publication of
notice of the filing of a proposed rule
change, or within such longer period up
to 90 days as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or as to which the
self-regulatory organization consents,
the Commission shall either approve the
proposed rule change, disapprove the
proposed rule change, or institute
proceedings to determine whether the
proposed rule change should be
disapproved. The 45th day from the
publication of notice of filing of this
proposed rule change is July 21, 2012.
The Commission is extending the
45-day time period.
The Commission finds that it is
appropriate to designate a longer period
within which to take action on this
proposed rule change. In particular,
extension of time will ensure the
Commission has sufficient time to
consider the Exchange’s proposal in
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 67085
(May 31, 2012), 77 FR 33537.
4 See Letters to Elizabeth M. Murphy, Secretary,
Commission, from Ann L. Vlcek, Managing Director
and Associate General Counsel, Securities Industry
and Financial Markets Association, dated June 26,
2012; Gary J. Sjostedt, Director, Order Routing and
Sales, TD Ameritrade, Inc., dated June 27, 2012;
Virgil F. Liptak, dated July 3, 2012; and Christopher
Nagy, President, KOR Trading LLC, dated July 9,
2012. The comment letters received by the
Commission are available at https://www.sec.gov/
comments/sr-finra-2012-026/finra2012026.shtml.
5 15 U.S.C. 78s(b)(2).
light of, among other things, the
comments received on the proposal. The
extension of time also will allow the
Commission sufficient time to consider
any responses to the comments.
Accordingly, the Commission,
pursuant to Section 19(b)(2) of the Act,6
designates September 4, 2012, as the
date by which the Commission should
either approve or disapprove, or
institute proceedings to determine
whether to disapprove, this proposed
rule change.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–18108 Filed 7–24–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67470; File No. SR–
NYSEArca–2012–28]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Instituting
Proceedings to Determine Whether To
Approve or Disapprove a Proposed
Rule Change to List and Trade Shares
of the JPM XF Physical Copper Trust
Pursuant to NYSE Arca Equities Rule
8.201
July 19, 2012.
I. Introduction
On April 2, 2012, NYSE Arca, Inc.
(‘‘Exchange’’ or ‘‘NYSE Arca’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to list and trade shares
(‘‘Shares’’) of JPM XF Physical Copper
Trust (‘‘Trust’’) pursuant to NYSE Arca
Equities Rule 8.201. The proposed rule
change was published for comment in
the Federal Register on April 20, 2012.3
The Commission initially received one
comment letter on the proposed rule
change.4 On May 30, 2012, the
1 15
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2 17
22 See
Nasdaq Rule 5605(a)(2).
U.S.C. 78s(b)(2).
24 17 CFR 200.30–3(a)(12).
23 15
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6 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(31).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Securities Exchange Act Release No. 66816
(April 16, 2012), 77 FR 23772 (‘‘Notice’’).
4 See letter from Vandenberg & Feliu, LLP
(‘‘V&F’’), received May 9, 2012 (‘‘V&F Letter’’). The
V&F Letter is available at https://www.sec.gov/
comments/sr-nysearca-2012-28/
nysearca201228.shtml. In a second comment letter,
V&F identified itself as a U.S. law firm that
represents RK Capital LLC, an international copper
merchant, and four end-users of copper: Southwire
Company, Encore Wire Corporation, Luvata, and
7 17
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Federal Register / Vol. 77, No. 143 / Wednesday, July 25, 2012 / Notices
Commission extended the time period
for Commission action to July 19, 2012.5
On June 19, 2012, NYSE Arca submitted
a response to the V&F Letter.6 On July
13, 2012, V&F submitted a second
comment letter.7 Additionally, on July
16, 2012, United States Senator Carl
Levin submitted a comment letter on the
proposed rule change.8
This order institutes proceedings
under Section 19(b)(2)(B) of the Act to
determine whether to approve or
disapprove the proposed rule change.
The institution of proceedings does not
indicate that the Commission has
reached any conclusions with respect to
any of the issues involved, nor does it
mean that the Commission will
ultimately disapprove the proposed rule
change. Rather, as described in greater
detail below, the Commission seeks and
encourages interested persons to
provide additional comment on the
proposed rule change to inform the
Commission’s analysis of whether to
approve or disapprove the proposed
rule change.
II. Description of the Proposal
srobinson on DSK4SPTVN1PROD with NOTICES
The Exchange proposes to list and
trade the Shares under NYSE Arca
Equities Rule 8.201, which governs the
listing and trading of commodity-based
trust shares. J.P. Morgan Commodity
ETF Services LLC is the sponsor of the
Trust (‘‘Sponsor’’).9 J.P. Morgan
Treasury Securities Services, a division
of JPMorgan Chase Bank, National
Association, is the administrative agent
of the Trust (‘‘Administrative Agent’’).
Wilmington Trust Company is the
trustee of the Trust (‘‘Trustee’’). The
Henry Bath Group is the warehousekeeper of the Trust (‘‘WarehouseAmRod. V&F states that these companies
collectively comprise about 50% of the copper
fabricating capacity of the United States. See V&F
Letter II, infra note 7, at 1.
5 See Securities Exchange Act Release No. 67075,
77 FR 33258 (June 5, 2012).
6 See letter from Janet McGinness, General
Counsel, NYSE Markets, to Elizabeth Murphy,
Secretary, Commission, dated June 19, 2012
(‘‘Arca’s Response’’). Arca’s Response is available at
https://www.sec.gov/comments/sr-nysearca-2012-28/
nysearca201228.shtml.
7 See letter from Robert B. Bernstein, V&F, to
Elizabeth M. Murphy, Secretary, Commission, dated
July 13, 2012 (‘‘V&F Letter II’’). This letter is
available at https://www.sec.gov/comments/srnysearca-2012-28/nysearca201228-5.pdf.
8 See letter from U.S. Senator Carl Levin to
Elizabeth M. Murphy, Secretary, Commission, dated
July 16, 2012 (‘‘Sen. Levin Letter’’). The Sen. Levin
Letter is available at https://www.sec.gov/comments/
sr-nysearca-2012-28/nysearca201228-6.pdf.
9 Additional details regarding the Trust are set
forth in the Registration Statement for the Trust on
Amendment No. 5 to Form S–1, filed with the
Commission on July 12, 2011 (No. 333–170085)
(‘‘Registration Statement’’).
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17:49 Jul 24, 2012
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keeper’’).10 Metal Bulletin Ltd., an
independent, third-party valuation
agent that is not affiliated with the
Sponsor, is the valuation agent of the
Trust (‘‘Valuation Agent’’).
The Trust’s investment objective is for
the value of the Shares to reflect, at any
given time, the value of the copper
owned by the Trust at that time, less the
Trust’s expenses and liabilities at that
time. The Trust would not be actively
managed and would not engage in any
activities designed to obtain a profit
from, or to prevent losses caused by,
changes in the price of copper.
The Trust would invest in Grade A
copper 11 in physical form from a source
refinery that has had its brand registered
with the London Metal Exchange
(‘‘LME’’) (an ‘‘Acceptable Delivery
Brand’’).12 The Trust would hold only
copper and would not trade in copper
futures. While the Trust would store its
copper in both LME-approved
warehouses and non-LME-approved
warehouses that are maintained by the
Warehouse-keeper, none of the copper
held by the Trust would be on LME
warrant, and therefore would not be
subject to regulation by the LME.13
Initially, the permitted warehouse
locations would be in the Netherlands
(Rotterdam), Singapore (Singapore),
South Korea (Busan and Gwangyang),
China (Shanghai), and the United States
(Baltimore, Chicago, and New Orleans).
Although the Trust may hold copper in
warehouses in any of these locations (or
10 Each of Henry Bath & Son Limited, Henry Bath
LLC, Henry Bath Singapore Pte Limited, Henry Bath
Italia Sr1, and Henry Bath BV is a member of the
Henry Bath Group of companies and a wholly
owned subsidiary of J.P. Morgan Ventures Energy
Corporation, and is an affiliate of the Sponsor. See
Notice, supra note 3, 77 FR at 23773 n.10
11 According to the Exchange, the LME trades,
promotes, and maintains the standards of quality,
shape, and weight of Grade A Copper, a commonly
accepted standardized form of copper cathode.
Grade A Copper currently must conform to the
standard BS EN 1978:1998 (Cu-CATH–1), which
specifies the allowed source, shape, and chemical
composition of the cathode. Most copper cathodes
are 99.95% to 99.99% pure copper. The chemical
composition, and impurities, in the cathode depend
largely on the source of the copper and whether the
metal has been processed from copper sulfide ore
or copper oxide ore. Copper oxide ore has a smaller
number of residual chemical elements in the
cathode. See Notice, supra note 3, 77 FR at 23777.
12 Currently, there are 79 brands that are
Acceptable Delivery Brands. Some refineries have
more than one smelting and refining process, so a
refinery may register more than one brand,
reflecting, among other factors, the different
chemical composition, size, origins, and bundling
of the copper cathodes. The LME has the authority
to deregister brands from the LME from time to
time. Generally, copper that is not of an Acceptable
Delivery Brand is worth less than copper that is of
an Acceptable Delivery Brand because of the
perceived lower liquidity associated with that
brand of metal. See Notice, supra note 3, 77 FR at
23777–78.
13 See Notice, supra note 3, 77 FR at 23778.
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43621
other locations that may be determined
by the Sponsor from time to time), the
locations at which copper actually is
held would depend on (i) the warehouse
locations at which authorized
participants have actually delivered
copper to the Trust and (ii) the
warehouse locations from which copper
is or has been delivered pursuant to the
Trust’s redemption procedures.14
The Administrative Agent will
calculate the net asset value (‘‘NAV’’) of
the Trust as promptly as practicable
after 4:00 p.m. EST on each Business
Day.15 As part of this calculation, the
Administrative Agent will determine
the value of the trust’s copper using the
LME Settlement Price 16 and
information provided by the Valuation
Agent.17
NYSE Arca anticipates requiring that
a minimum of 100,000 Shares be
outstanding at the start of trading,18
which represents 1,000 metric tons of
copper. The Trust seeks to register
14 Similar to other exchange traded products that
hold physical metals, the Sponsor, the Trust, and
persons or entities engaging in transactions in
Shares would need to seek exemptions from, or
interpretative or no-action advice, regarding Rules
101 and 102 of Regulation M under the Securities
Exchange Act of 1934 in order to create or redeem
Shares. See, e.g., letters from James A. Brigagliano,
Assistant Director, Division of Market Regulation,
(i) to Kathleen Moriarty, Esq., Carter Ledyard &
Milburn, dated November 17, 2004, with respect to
the trading of StreetTRACKS Gold Trust, (ii) to
David Yeres, dated January 27, 2005, with respect
to the trading of the iShares COMEX Gold Trust,
and (iii) to David Yeres, dated April 27, 2006, with
respect to the trading of iShares Silver Trust.
15 A Business Day is a day that the Exchange is
open for regular trading and that is not a holiday
in London, England. See Notice, supra note 3, 77
FR at 23775, n.18.
16 The ‘‘LME Settlement Price’’ is, with respect to
any Business Day, the official cash sellers price per
metric ton of Grade A Copper on the LME, stated
in U.S. dollars, as determined by the LME at the
end of the morning’s second ring session (12:35
p.m. London time) for copper on each day that the
LME is open for trading. The LME Settlement Price
is made publicly available in real-time through
third-party vendors such as Bloomberg and Reuters
(on Bloomberg, it is currently displayed on
Bloomberg page ‘‘LOCADY ’’). It is also
made publicly available on a delayed basis on the
LME’s Web site at approximately 10:00 p.m.
London time. See Notice, supra note 3, 77 FR at
23775 n.17.
17 The value of copper depends in part on its
location, i.e., copper stored in a location that is low
in supply and high in demand carries a higher
premium than copper that is stored in a location
where supply is high and demand is low. To assist
in valuing the Trust’s copper, by 9:00 a.m. EST, the
Valuation Agent will provide the Administrative
Agent the locational premia for the locations at
which the trust is permitted to hold copper. The
locational premium for a warehouse location for a
Business Day will be calculated as an amount
expressed in U.S. dollars that is equal to the average
value of copper per metric ton in such location
minus the LME Settlement Price of copper on such
Business Day. See Notice, supra note 3, 77 FR at
23779.
18 See Notice, supra note 3, 77 FR at 23786.
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Federal Register / Vol. 77, No. 143 / Wednesday, July 25, 2012 / Notices
6,180,000 Shares,19 which represents
61,800 metric tons of copper.
The Exchange states that it intends to
utilize its existing surveillance
procedures applicable to derivative
products (including commodity-based
trust shares) to monitor trading in the
Shares, and represents that such
procedures are adequate to properly
monitor Exchange trading of the Shares
in all trading sessions and to deter and
detect violations of Exchange rules and
applicable federal securities laws.20 In
discussing its ability to obtain
information relevant to trading of the
Shares on its facilities, the Exchange
states that it is able to obtain
information: (1) regarding trading in
physical copper, the Shares, and other
copper derivatives by ETP Holders
registered as Exchange market makers,
pursuant to NYSE Arca Equities Rule
8.201(g); (2) from the LME, with which
the Exchange has a comprehensive
surveillance sharing agreement; and (3)
via the Intermarket Surveillance Group
(‘‘ISG’’) from other exchanges who are
members of the ISG, such as Commodity
Exchange, Inc. (‘‘COMEX’’).
The Notice and in the Registration
Statement include additional
information about: the Trust; the Shares;
the Trust’s investment objectives,
strategies, policies, and restrictions; fees
and expenses; creation and redemption
of Shares; the physical copper market;
availability of information; trading rules
and halts; and surveillance
procedures.21
III. Summary of the Comments
Received and the Exchange’s Response
The two commenters on the proposal
(collectively, ‘‘Commenters’’) oppose
the proposed rule change.22 According
to the Commenters, the issuance by the
Trust of all of the Shares covered by the
Registration Statement within a short
period of time would result in a material
reduction in the immediately available
supply of global copper.23 They also
assert that this reduction in short-term
supply would increase both volatility in
the copper market and the price of
copper, which would in turn
significantly harm the U.S. economy.24
The Commenters further state that the
19 See
Registration Statement, supra note 9.
Notice, supra note 3, 77 FR at 23787.
21 See Notice and the Registration Statement,
supra notes 3 and 9, respectively.
22 See supra notes 4, 7, and 8. One of the
Commenters, V&F, identified itself as a U.S. law
firm that represents an international copper
merchant and four U.S. copper fabricators. See
supra note 4.
23 See V&F Letter, supra note 4, at 3, 6 and Sen.
Levin Letter, supra note 8, at 1, 4.
24 See V&F Letter, supra note 4, at 5–7 and Sen.
Levin Letter, supra note 8, at 1, 7.
decrease in copper available for
immediate delivery would make the
physical copper market more
susceptible to manipulation.25
In its response letter, NYSE Arca
states that V&F’s arguments either are
based on incorrect information or are
unsubstantiated.26 The Exchange’s
response, as discussed in further detail
below, addresses in particular V&F’s
conclusions about the impact of the
Trust on the price of physical copper.27
In its second letter, V&F responds to the
Exchange’s arguments by reiterating
some of its positions and providing
additional information.
A. Adverse Copper Market Impact
1. Impact on Supply of Copper
Available for Immediate Delivery
V&F states that almost all of the
copper produced worldwide is
delivered pursuant to long-term
contracts to copper fabricators, and that
at any given time, there is only a limited
supply of copper available for
immediately delivery.28 V&F further
states that this copper, which generally
is stored in LME warehouses, usually is
deposited by producers with excess
supply or by copper merchants looking
for purchasers and is sold to traders
seeking to close out short positions or to
fabricators in sudden need of additional
supply.29
V&F states that the only ‘‘visible’’
copper available to satisfy the Trust’s
requirements for copper to be delivered
to the Trust to create shares is copper
stored in LME warehouses.30 V&F
estimates that, if the Trust sells all of the
6,180,000 Shares it seeks to register,
creation of the Trust could result in as
much as 61,800 metric tons of copper
being removed from LME warehouses,
which is more than 30% of the 200,000
metric tons currently available for
immediate delivery.31
V&F believes the Trust is likely to
acquire copper from locations with the
lowest premiums.32 According to V&F,
based on the present level of demand,
locational premiums for copper in the
U.S. are at least ten times lower than
they are in Europe and Asia.33
Accordingly, V&F predicts that much of
the copper used to fund the Trust will
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20 See
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25 See V&F Letter, supra note 4, at 1, 10 and Sen.
Levin Letter, supra note 8, at 7.
26 See Arca’s Response, supra note 6, at 1.
27 See id. at 4–5.
28 See V&F Letter, supra note 4, at 3.
29 See id.
30 See id.
31 See id. at 1, 3.
32 See id. at 4.
33 See id.
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come from the immediately available
supply in the U.S.34
In response to these concerns raised
by V&F, the Exchange points out that
the Trust will hold only copper that is
not under LME warrant.35 NYSE Arca
states that the Sponsor of the Trust does
not believe that ‘‘huge quantities’’ of
LME warranted copper will be removed
from the LME system, as V&F predicts,
because of: (1) The cost and time that
would be required to take copper off
warrant; and (2) the availability of large
supplies of non-warranted physical
copper to create Shares.36 NYSE Arca
provides data from the Sponsor of the
Trust indicating that the amount of nonwarranted copper is approximately ten
times larger than the amount of LME
warranted copper.37
NYSE Arca further states that the
Trust will not immediately remove from
the market as much as 61,800 metric
tons of copper.38 According to the
Exchange, the Trust seeks to register
6,180,000 Shares but, like the other
physical metal exchange-traded
products, the Trust seeks to register
significantly more Shares than it intends
to sell initially.39 NYSE Arca notes that
the number of Shares that will be issued
will depend on investor demand for the
Shares and the extent to which
authorized participants seek to fulfill
such demand by ordering additional
creation units from the Trust.40
In its second letter, V&F reiterates its
view that ‘‘the only substantial source of
copper available to meet the Trust’s
requirements * * * is warranted copper
in LME warehouses.’’ 41 V&F states that
34 V&F states that the total amount of copper
available in New Orleans and Chicago (two of the
three U.S. warehouses proposed to be used by the
Trust) is 45,000 and 25,000 metric tons respectively
and, as mentioned above, the Trust may acquire as
much as 61,800 tons of copper in connection with
the initial offering of Shares. V&F predicts that the
removal of large quantities of copper from LME
warehouses in the U.S. also will result in the
emptying out of substantial quantities of copper
from COMEX warehouses. V&F believes that this
copper either would be delivered to LME
warehouses, where the demand is greatest, or it
would be shipped to fabricators in other parts of the
U.S. that are no longer able to get copper for
immediate delivery from the LME. See id.
35 See Arca’s Response, supra note 6, at 1–2.
36 See id. at 3. The Exchange states that the
Sponsor expects that the initial Shares will be
created using 10,185 metric tons of copper, none of
which will be taken off LME warrant for the
creation. See id. at 4.
37 See id. at 3.
38 See id. at 4.
39 The Exchange states that currently the Sponsor
expects that the value of the initial creation units
will not exceed $75 million, which corresponds to
approximately 10,185 metric tons, or approximately
407 lots of copper in the current cheapest-to-deliver
location for the Trust as of June 6, 2012. See id.
40 See id.
41 See V&F Letter II, supra note 7, at 1.
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the fact that the Trust will hold only
copper that is not warranted does not
mean, as NYSE Arca concludes, that
copper will not be taken off LME
warrant and held by the Trust.42 V&F
also challenges the Exchange’s assertion
about the availability of a large supply
of off-warrant copper that may be used
to create Shares, and argues that the
copper not on LME warrant actually is
largely unavailable for Share creation.43
For example, V&F states that the overall
physical copper stocks include copper
that is subject to long-term contracts,
and is generally held in the normal
course by producers and consumers as
buffer stocks to ensure smooth running
of their logistics and to meet
contingencies.44 V&F further states that
there is no evidence that any of the nonregistered copper stocks would be
available for the Trust to purchase, and
concludes that the only copper available
to create Shares would be the copper in
the LME and COMEX warehouses.45 In
addition, V&F states its view that the
potential size of the Trust is large
relative to the size of market for copper
available for immediate delivery.46
Specifically, V&F asserts that the Trust
could remove as much as 21.3% of
copper available for immediate delivery
on the LME and COMEX markets
42 See id. at 2. V&F further states that the Trust
would have to take the copper off-warrant because
otherwise the holding of such warranted copper in
an LME warehouse would subject the Trust to the
LME’s lending obligations and the draft registration
statement makes clear that, consistent with its
intent to take the Trust’s copper off-market, the
Trust does not intend to be subject to any of the
LME’s rules, including rules that would require the
Trust to lend any of its copper. See id.
43 See id. at 2–4.
44 See id. at 3. V&F further states that ‘‘[o]ther
such stocks consist of stock [sic] in bonded
warehouses outside China* * *which are destined
for the Chinese market,’’ none of which is available
for purchase by authorized participants to create
Shares. See id. V&F also states that they have heard
it is usual for both producers and consumers to
have a considerable holding of copper stock, but at
present this is not the case because consumers, in
particular, have drawn down inventories to the bare
minimum in order to reduce working capital
requirements at a time of high copper prices. See
id. at 4.
45 See id. at 2–4. V&F states that the Exchange
compounds misinformation about the availability of
copper stocks by including a table it obtained from
the Sponsor of the Trust purporting to break down
registered and non-registered market stocks as of
May 2012. See id. at 3. V&F states that the use of
the term ‘‘market’’ by the Exchange in reference to
total non-registered stocks suggests that such
tonnage is actually available for purchase at market,
but V&F believes that there is no evidence that any
of the non-registered stocks would be available for
the Trust to purchase. See id. To support its
statements about the tightness of the supply of
immediately available copper, V&F submitted
portions of a report prepared by Bloomsbury
Minerals Economics Ltd. for RK Capital
Management LLP. See id. Exhibit A.
46 See id. at 8.
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combined.47 Senator Levin also
comments that there is ample evidence
that the proposed commodity-based
exchange traded product (‘‘CB–ETP’’)
will disrupt the supply of copper by
removing from the market a substantial
percentage of the copper available for
immediate delivery.48
With respect to the number of shares
registered by the Trust and the size of
the Trust, V&F states that there is no
assurance that the Exchange-required
minimum will have any bearing on the
ultimate size of the offering.49 V&F
points to the Trust’s registration
statement, which contains an estimate
that the number of shares under the
registration statement is roughly
equivalent to the holding of
approximately 61,800 metric tons of
copper by the Trust.50 V&F also notes
that the Trust Agreement places no limit
on the amount of copper the Trust may
hold; thus the Trust may issue an
unlimited number of shares, subject to
registration requirements, and may, in
theory, acquire an unlimited amount of
copper.51
In response to NYSE Arca’s statement
that the sponsor of the Trust believes
that LME warranted copper will not be
removed from the LME system because
of the cost and time that would be
required to take copper off warrant, V&F
states its view that, although an
authorized participant can obtain LME
grade copper available for immediate
delivery from owners of LME grade
copper in LME warehouses by
purchasing long positions on the LME
and taking delivery, the authorized
participant would have no guarantee of
the location of its copper, creating a risk
that the authorized participant’s copper
is at a location (or locations) that might
be too expensive to transfer to a Trust
warehouse.52 V&F further states that, in
comparison, an authorized participant
can create Shares at little or not cost by
purchasing LME warrants for copper in
LME warehouses with the lowest
location cost premiums.53
47 See id. at 8–9. V&F states that the size of the
market for copper available for immediate delivery
is relatively small in that there is only 230,000
metric tons available on the LME, with an
additional 60,000 metric tons available on the
COMEX. See id. at 8. V&F further states that
therefore, the Trust proposes to remove as much as
61,800 metric tons, or about 21.3% of the copper
available for immediate delivery. See id.
48 See Sen. Levin Letter, supra note 8, at 1. For
example, Senator Levin notes that ‘‘it appears that
most of the remaining copper stocks available for
immediate delivery are on the LME and [COMEX].’’
See id. at 5.
49 See V&F Letter II, supra note 7, at 7.
50 See id. at 8.
51 See id.
52 See id. at 6.
53 See id.
PO 00000
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43623
V&F believes that investors’ ability to
redeem Shares for the Trust’s physical
copper would not limit the impact of
removing substantial quantities of
copper from the market.54 According to
V&F, most investors in a copper-backed
CB–ETP would not have any real
economic incentive to redeem their
Shares for physical delivery as investors
would benefit from a rise in the price of
copper and can do so through sale of the
Shares on the Exchange without having
to assume any risk of delivery.55 In its
response, NYSE Arca points out that
Share creations may be offset by Share
redemptions, which result in copper
being released from the Trust and
becoming available to the physical
markets.56 V&F reiterates in its second
letter its views expressed in its first
comment letter on the Exchange’s
assertion that copper may return to the
market through redemptions.57
Additionally, both Commenters
reference another proposed CB–ETP, the
iShares Copper Trust. In a separate
proposed rule change, NYSE Arca
proposes to list and trade shares of the
iShares Copper Trust, which would also
hold physical copper.58 V&F states that
this CB–ETP:
would remove as much as 120,000 metric
tons of copper from the market. And like
JPM, BlackRock also intends to acquire LMEgrade copper from the LME warehouses
where the location premiums being charged
are the lowest. Thus, approval of this
rulemaking could lead to the removal of all
or nearly all of the LME and Comex supply
of copper available for immediate delivery.59
V&F further states that the collective
effect of the Trust and the iShares
Copper Trust (collectively, ‘‘Copper
54 See
V&F Letter, supra note 4, at 5.
id.
56 See Arca’s Response, supra note 6, at 3.
57 See V&F Letter II, supra note 7, at 7. V&F states
that while fabricators may purchase Shares and
redeem them whenever they need supply, doing so:
(1) Would add cost and risk to fabricators who
otherwise would simply purchase available stocks
from LME warehouses; (2) may not have any
appreciable effect on price or supply in a rising
market with tight supply; and (3) would be an
inefficient and perhaps impracticable way of
obtaining copper because the copper delivered by
the Trust may be warehoused in an unhelpful
location (e.g., a fabricator in Alabama may need
copper in New Orleans, not Shanghai) or of an
unacceptable brand or quality. See V&F Letter,
supra note 4, at 5–6.
58 See Securities Exchange Act Release No. 67237
(June 22, 2012), 77 FR 38351 (June 27, 2012) (SR–
NYSEArca–2012–66) (‘‘iShares Notice’’). BlackRock
Asset Management International Inc. is the sponsor
of this trust. See the iShares Notice and PreEffective Amendment No. 4 to Form S–1 for iShares
Copper Trust, filed with the Commission on
September 2, 2011 (No. 333–170131) for a detailed
description of the iShares Copper Trust and the
Exchange’s proposal to list and trade the iShares
Copper Trust.
59 See V&F Letter, supra note 4, at 6.
55 See
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Trusts’’) would be ‘‘far-reaching and
potentially devastating to the U.S. and
world economies,’’ including ‘‘shortages
of copper, higher prices to consumers,
and increased volatility.’’ 60 Senator
Levin also states that, if the Commission
approves the listing and trading of the
Shares and shares of the iShares Copper
Trust, the trusts would hold
approximately 34% of the copper stocks
available for immediate delivery and
would remove from the U.S. market
over 55% of the available copper.61
2. Impact on Copper Prices
According to V&F, removing large
amounts of copper from LME
warehouses would disrupt the supply of
copper available for immediate delivery
and thereby cause a substantial rise in
near-term copper prices.62 V&F argues
that this also would cause an immediate
spike in the cash-to-three-month spread
price of copper, as near-term prices for
delivery accelerate compared to prices
for delivery later in time.63 V&F is
concerned that manufacturers and
fabricators that rely on the supply of
copper available in LME warehouses
would be forced to pay substantially
higher prices in the short term, and, in
turn, manufacturers and fabricators
would pass these price increases on to
their customers.64 V&F predicts that the
price increases both for copper and
copper products will be especially
dramatic in the U.S., where copper
currently is relatively inexpensive.65
Additionally, V&F asserts that the
supply of copper generally is inelastic
and that supply, therefore, will not
increase fast enough to account for the
increased demand unleashed by the
creation and growth of the Trust.66
V&F characterizes the physical copper
market as currently volatile, and
believes that the successful creation and
growth of the Trust would create a
bubble, and the bursting of the bubble
would result in increased price
volatility in the physical copper
market.67 V&F states that, with
60 See
id. at 10.
Sen. Levin Letter, supra note 8, at 5–6.
62 See V&F Letter, supra note 4, at 5.
63 See id.
64 See id.
65 See id. at 4–5.
66 See id. at 5. According to V&F, it is difficult
for copper producers to increase supply, sometimes
taking 15 years or longer to open a new mine, and
even in areas where copper is considered plentiful,
political instability can keep a mine from
producing. See id. Moreover, V&F states that U.S.
producers do not have surplus product to deliver.
See id. Therefore, V&F asserts that once copper
stored in warehouses disappears, it likely will not
be replenished any time soon. See id. Senator Levin
concurs that the copper market is inelastic. See Sen.
Levin Letter, supra note 8, at 3.
67 See V&F Letter, supra note 4, at 2, 9.
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the risk of an ETF removing indefinitely all
or substantially all of the copper available for
immediate delivery, the risk of price
volatility becomes enormous. This is because
the greater amount of copper artificially kept
off-the-market, the greater the chance that
investors will eventually no longer keep
propping up the price with further
purchases, and the greater the likelihood that
the bubble will burst, thus flooding the
market with surplus copper, and severely
depressing the price.68
V&F further states that investors in a
copper CB–ETP would benefit
immediately from any increase in the
price of copper because the more copper
removed from the market to satisfy the
demand for the copper CB–ETP, the
higher the price not only of copper, but
of the copper CB–ETP itself.69 V&F
notes that, like all bubbles, as investor
demand for this product wanes, the
bubble will burst, leaving in its wake a
glut of physical copper that the Trust
will be forced to dump on the market,
causing prices to plummet, and leaving
in its wake unsuspecting investors who
will have lost the value of their
investment.70 Senator Levin also makes
statements about the potential effect of
the Shares, stating that the ‘‘supply
disruption is likely to affect the cash
and futures market for copper,
increasing volatility and driving up [the
Share] price to create a bubble and burst
cycle.’’ 71
V&F further believes that investors in
the Trust would be able to measure how
much impact their collective removal of
copper from the supply available for
immediate delivery would have on
copper prices each day, and could
adjust their purchasing strategies
accordingly.72 V&F questions, therefore,
whether the increased market
transparency that the Exchange asserts
will result from the formation and
operation of the Trust will be in the
public interest.73
The Exchange, in its response letter,
states that V&F’s concerns about price
volatility are speculative and
misplaced.74 NYSE Arca asserts that,
because of the arbitrage mechanism
common to all types of CB–ETPs, CB–
ETP share prices generally follow the
price of the underlying asset(s), rather
than drive the price as V&F predicts.75
The Exchange agrees that, in theory, if
extremely high demand for shares of a
CB–ETP caused it to grow very rapidly
PO 00000
relative to the size of the market for the
underlying asset, such demand could
place upward pressure on the price of
the underlying asset.76 The Exchange
states that Share redemptions would be
able to drive down the price of copper
only if the size of the redemptions is
extremely large relative to the size of the
physical copper markets and those
redemptions occurred over a very short
period of time.77 The Exchange
acknowledges that this is a theoretical
possibility, but states that V&F has not
provided any evidence to support its
prediction.78 According to NYSE Arca,
given the anticipated size of the Trust
relative to the size and depth of the
physical copper markets, the Sponsor of
the Trust has informed the Exchange
that it does not expect the Trust to cause
a spike in copper prices.79
In response to the Exchange, V&F
reiterates its concern that the Trust, if
launched, could trigger an increase in
the price of copper.80 Senator Levin also
voices a concern that the Trust, if
launched, would have an impact on the
price of copper.81 V&F and Senator
Levin refer to language in the Trust’s
Registration Statement in which the
issuer discusses the potential for the
growth of the Trust to impact the price
of copper and the Shares. Specifically,
the Commenters reference statements
from the Registration Statement that: (1)
because there is no limit on the amount
of copper that the Trust may acquire,
the Trust, as it grows, may have an
impact on the supply and demand for
copper that ultimately may affect the
price of the Shares in a manner
unrelated to other factors affecting the
global markets for copper; and (2) if the
amount of copper acquired by the Trust
were large enough in relation to global
copper supply and demand, in-kind
creations and redemptions of Shares
could have an impact on the supply and
demand for copper unrelated to other
factors affecting the global markets for
copper, which in turn could affect the
price at which Shares are traded on the
Exchange.82 V&F also states that because
the potential size of the Trust is large
relative to the size of the market for
copper available for immediate delivery,
even modest investor demand for the
Shares could place upward pressure on
the price of copper.83
76 See
68 See
id. at 5.
69 See id.
70 See id. at 2.
71 See Sen. Levin Letter, supra note 9, at 1.
72 See V&F Letter, supra note 4, at 9.
73 See id. at 10.
74 See Arca’s Response, supra note 6, at 4.
75 See id.
Frm 00054
Fmt 4703
Sfmt 4703
id. at 5.
id.
78 See id.
79 See id.
80 See V&F Letter II, supra note 7, at 8.
81 See Sen. Levin Letter, supra note 8, at 5.
82 See V&F Letter II, supra note 7, at 8 and Sen.
Levin Letter, supra note 8, at 5–6.
83 See V&F Letter II, supra note 7, at 8–9.
77 See
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Federal Register / Vol. 77, No. 143 / Wednesday, July 25, 2012 / Notices
3. Increased Likelihood of Copper
Market Manipulation
V&F asserts generally that the
tightened supply of copper it believes
would be caused by fully funding the
Trust would render the physical copper
market more susceptible to
manipulation.84 V&F compares the
possible effect of funding the Trust to
the conspiracy (described in the V&F
Letter) between Sumitomo Corporation
and a U.S. trader to squeeze the price of
copper on the LME in the U.S. by,
among other things, removing 100% of
the copper from the LME warehouse in
Long Beach, California.85
NYSE Arca, in its response letter,
highlights several structural features of
the Trust and the Shares that are
intended to prevent fraudulent and
manipulative practices, promote just
and equitable principles of trade,
remove impediments to and perfect the
mechanism of a free and open market,
and in general, protect investors and the
public interest, including that:
• The Trust may hold copper in
multiple global locations, which is
intended to provide a larger, more
liquid supply of copper than would be
available if creations and redemptions
were only permitted using copper held
in a single location; 86
• The Trust would be transparent,
publishing information about its
holdings and operations through its
Web site; 87
• The Trust would utilize a
consistent, transparent, nondiscretionary, rules-based, and fully
disclosed selection protocol for
redemptions; 88 and
• The Trust’s copper would be valued
by a recognized, independent valuation
agent.89
In response, V&F states that, although
the Trust may hold its copper in various
locations worldwide, the Trust makes
clear that it intends to acquire copper
from locations where the premiums are
the lowest, and that is in the United
States.90 Senator Levin also states that it
is likely that the Trust’s copper will
come from LME warehouses in the
United States since the Trust will likely
84 See
V&F Letter, supra note 4, at 1, 10.
id. at 6, 10 (describing the conspiracy).
86 See Arca’s Response, supra note 6, at 5.
87 See id.
88 See id.
89 See id. at 6.
90 See V&F Letter II, supra note 7, at 9. V&F states
its view that the most cost-efficient manner to
create Shares would be to acquire warrants for
copper held in the New Orleans warehouse where
the Trust’s copper may be stored and take that
copper off warrant; by doing so, an authorized
participant would avoid transportation costs and
pay the lowest premium for the copper. See id. at
6.
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acquire its initial copper holdings from
the location with the lowest locational
premia, and the United States currently
is the country with the lowest locational
premia.91
V&F further responds to Arca’s
statements about the structure of the
Trust by stating that the transparency of
the Trust’s holdings will provide market
participants with critical information
about ‘‘how much copper needs to be
removed on any given day in order to
artificially inflate [copper] prices and
thus the price of the Trust’s shares.’’ 92
Senator Levin states that approval of
the proposed rule change would make
the copper market more susceptible to
squeezes and corners by speculators.93
According to Senator Levin, market
participants could use the Shares to
remove copper from the available
supply with the intent to artificially
inflate the price of copper, and this
activity would go undetected by the
LME because CB–ETPs currently are not
subject to any form of commodity
regulations.94 Senator Levin states that,
by holding physical copper rather than
LME warrants, the Trust can control
more of the available supply of copper
without triggering LME reporting or
rules.95 Senator Levin further states the
view that creating this market condition
would be inconsistent with the
requirements in Section 6(b)(5) of the
Act that exchange rules be designed to
prevent manipulative acts and protect
investors and the public interest.96
Finally, V&F questions whether NYSE
Arca’s surveillance procedures are
adequate to prevent fraudulent and
manipulative trading in the Shares.97
According to V&F, NYSE Arca’s
surveillance procedures are not
adequate because they are the kind of
garden-variety measures that are always
in place to prevent collusion and other
forms of manipulation by traders.98
In response, NYSE Arca asserts that it
will be able to obtain information
regarding trading in the Shares and the
underlying copper, copper futures
contracts, options on copper futures, or
any other copper derivative.99 NYSE
Arca further states that it can obtain
trading information via the ISG from
other exchanges that are members of the
ISG, including the New York Mercantile
Exchange, of which COMEX is a
PO 00000
91 See
Sen. Levin Letter, supra note 8, at 6.
V&F Letter II, supra note 7, at 10.
93 See Sen. Levin Letter, supra note 8, at 7.
94 See id.
95 See id.
96 See id. at 1, 7.
97 See V&F Letter, supra note 4, at 10.
98 See id.
99 See Arca’s Response, supra note 6, at 6.
92 See
Frm 00055
Fmt 4703
Sfmt 4703
43625
division.100 The Exchange also notes
that it has entered into a comprehensive
surveillance sharing agreement with the
LME that applies with respect to trading
in copper.101
B. Comparison to Other CommodityBased Trusts
V&F distinguishes the Trust from
prior commodity-based trusts whose
shares have been approved for listing
and trading by the Commission.102
According to V&F, gold, silver,
platinum, and palladium are all
precious metals that have traditionally
been held for investment purposes and
are currently used as currency.103 As a
result, there are ample stored sources
available to back physical CB–ETPs
holding precious metals, and the
introduction of such CB–ETPs had
virtually no impact on the available
supply.104 In contrast, V&F states that
copper generally is not held as an
investment, but rather is used
exclusively for industrial purposes, with
the annual demand generally exceeding
the available supply.105
NYSE Arca states that: (1) The Trust
will not be the first CB–ETP to hold a
metal that is used primarily for
industrial purposes; (2) NYSE Arca is
unaware of empirical evidence
demonstrating that the launches of CB–
ETPs that hold a metal that is used
primarily for industrial purposes (e.g.,
platinum and palladium) have
disrupted the markets for the underlying
physical commodities or caused those
commodity prices to increase; and (3)
V&F has not provided any evidence that
a copper-based CB–ETP would have
such effects.106
In its second letter, V&F states in
response that platinum and palladium
are used for both industrial and
investment purposes and that, unlike
copper, there is enough of a supply of
platinum and palladium available in
storage and being produced that the
introduction of CB–ETPs backed by
these metals did not cause the kind of
disruption to the market that a copperbacked CB–ETPs would cause.107
Specifically, V&F states that: (1) In
recent years, there has been a surplus in
palladium due to the Russian
100 See
id.
id.
102 See V&F Letter, supra note 4, at 2–3.
103 See id. at 2.
104 See id.
105 See id. at 2–3. V&F states that the consensus
among experts is that copper is in deficit, has been
in deficit for the past three years, and is expected
to remain in deficit for at least the next couple of
years. See id. at 3.
106 See Arca’s Response, supra note 6, at 6.
107 See V&F Letter II, supra note 7, at 11.
101 See
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Federal Register / Vol. 77, No. 143 / Wednesday, July 25, 2012 / Notices
government’s sell-off of its stockpile; (2)
there is about a year’s supply of
platinum reserves above ground; and (3)
there is only a 1–2 week supply of
copper available on the LME.108 Senator
Levin states that gold, silver, platinum,
and palladium are substantially
different than copper because these four
metals are the only precious metals that
are currently treated as world currencies
and commonly held for investment
purposes, and as a result there are
substantial existing supplies of these
metals that could be acquired to back an
CB–ETPs without affecting the world
market price in these metals.109 Senator
Levin observes that copper is not
currently held for investment purposes
because it is very expensive to store and
difficult to transport, and there is not
the same existing supply of copper for
the Trust to acquire to back its CB–ETP,
and concludes that holding copper for
investment purposes will have a
significantly greater impact on the
copper market than CB–ETPs holding
platinum, palladium, silver, or gold had
on their respective markets and the
broader economy.110
IV. Proceedings To Determine Whether
to Approve or Disapprove SR–
NYSEArca–2012–28 and Grounds for
Disapproval Under Consideration
The Commission is instituting
proceedings pursuant to Section
19(b)(2)(B) of the Act 111 to determine
whether this proposed rule change
should be approved or disapproved.
Institution of such proceedings is
appropriate at this time in view of the
legal and policy issues raised by the
proposed rule change. As noted above,
the institution of proceedings does not
indicate that the Commission has
reached any conclusions with respect to
any of the issues involved. Rather, as
described in greater detail below, the
Commission seeks and encourages
interested persons to provide additional
comment on the proposed rule change
to inform the Commission’s analysis of
whether to approve or disapprove the
proposed rule change.
Pursuant to Section 19(b)(2)(B),112 the
Commission is providing notice of the
108 See
id.
Sen. Levin Letter, supra note 8, at 6–7.
110 See id. at 7.
111 15 U.S.C. 78s(b)(2)(B). Section 19(b)(2)(B) of
the Act also provides that proceedings to determine
whether to disapprove a proposed rule change must
be concluded within 180 days of the date of
publication of notice of the filing of the proposed
rule change. Id. The time for conclusion of the
proceedings may be extended for up to 60 days if
the Commission finds good cause for such
extension and publishes its reasons for so finding.
Id.
112 Id.
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grounds for disapproval under
consideration. The Commission believes
that questions remain about whether the
proposed rule change is consistent with
the requirements of Section 6(b)(5) of
the Act,113 which requires that the rules
of an exchange be designed, among
other things, to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system and, in general, to protect
investors and the public interest.
As discussed above, the Commission
received comment letters from two
parties opposing the proposed rule
change. The Commenters assert that the
successful creation of the Trust would
materially reduce the supply of copper
available for immediate delivery, which
would increase the price of copper and
volatility in the copper market, and, in
turn, would harm the U.S. economy.114
In addition, the Commenters argue that,
by decreasing the amount of copper
available for immediate delivery, the
Trust will make the copper market more
susceptible to manipulation.115 V&F
also believes the Exchange’s
surveillance procedures are inadequate
to prevent fraudulent and manipulative
trading in the Shares.116
In response, the Exchange believes
V&F’s arguments either are based on
incorrect information or are
unsubstantiated,117 and disputes V&F’s
conclusions regarding the Trust’s
impact on the copper market.118 NYSE
Arca states different expectations
regarding the source and amount of
copper that would be used to create
Shares of the Trust, as well as the
potential impact on the price of
copper.119
In light of the comments received and
the Exchange’s response, the
Commission is soliciting further
comments on the proposed rule change,
including comments regarding the
issues already commented upon.
V. Request for Written Comments
The Commission requests that
interested persons provide written
submissions of their views, data, and
arguments with respect to the concerns
identified above, as well as any others
they may have regarding the proposed
U.S.C. 78f(b)(5).
114 See V&F Letter, supra note 4, at 5–7 and Sen.
Levin Letter, supra note 8, at 1, 7.
115 See V&F Letter, supra note 4, at 1, 10 and Sen.
Levin Letter, supra note 8, at 7.
116 See V&F Letter, supra note 4, at 10.
117 See Arca’s Response, supra note 6, at 1.
118 See id. at 4.
119 See id. at 2–4.
PO 00000
113 15
Frm 00056
Fmt 4703
Sfmt 4703
rule change. In particular, the
Commission invites the written views of
interested persons concerning whether
the proposed rule change is consistent
with Section 6(b)(5) or any other
provision of the Act, or the rules and
regulations thereunder. The
Commission will consider, pursuant to
Rule 19b–4, any request for an
opportunity to make an oral
presentation.120
Interested persons are invited to
submit written data, views and
arguments regarding whether the
proposed rule change should be
disapproved by August 24, 2012. Any
person who wishes to file a rebuttal to
any other person’s submission must file
that rebuttal by September 10, 2012.
The Commission asks that
commenters address the sufficiency and
merit of the Exchange’s statements in
support of the proposed rule change and
the comments received, in addition to
any other comments they may wish to
submit about the proposed rule change.
The Commission requests that
commenters support their responses to
the questions below with empirical data
sufficient to inform the Commission’s
decision making. In particular, the
Commission seeks comment on the
following:
1. In light of the comments received,
the Commission is soliciting further
comments regarding copper usage and
supply trends. For example:
Æ What was the world mine
production capacity in each of the past
10 years? What data is available
regarding projected world mine
production over the next 3 to 5 years?
What factors impact the ability to
increase or decrease mine production?
Æ What was the refined production in
each of the past 10 years? How much of
the refined production was from
primary and secondary sources? What
was the world refinery capacity in each
of the past 10 years? What data is
available regarding projected refined
production over the next 3 to 5 years?
What factors impact the ability to
increase or decrease refinery
production?
Æ What was the world refined usage
in each of the past 10 years? What data
is available regarding projected usage
over the next 3 to 5 years?
120 Section 19(b)(2) of the Act, as amended by the
Securities Act Amendments of 1975, Public Law
94–29 (June 4, 1975), grants the Commission
flexibility to determine what type of proceeding—
either oral or notice and opportunity for written
comments—is appropriate for consideration of a
particular proposal by a self-regulatory
organization. See Securities Act Amendments of
1975, Senate Comm. on Banking, Housing & Urban
Affairs, S. Rep. No. 75, 94th Cong., 1st Sess. 30
(1975).
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Æ How much copper has been held
for investment purposes over the past 10
years? How much of this copper was
taken off LME warrant? How much of
this copper has been eligible to be
placed on LME warrant?
2. According to the International
Copper Study Group (‘‘ICSG’), world
refined usage of copper exceeded world
refined production by approximately
417,000 tons in 2010 and 231,000 tons
in 2011, and world refined stocks
decreased by 161,000 tons in 2010 and
increased by 13,000 tons in 2011.121
What factors account for refined stocks
decreasing less than the deficit amount
(or even increasing) in 2010 and 2011?
Are there any factors with respect to the
supply of copper available for
immediate delivery that the
Commission should consider in
evaluating the market’s ability to meet
demand for copper? When a deficit
occurs, are copper fabricators and other
end users able to access copper to meet
excess demand? If so, what are the
sources of that copper? How much
copper is available for immediate
delivery that is not on LME warrant?
3. The Commenters state that a
material reduction in the supply of
copper available for immediate delivery
will increase the price of copper and
volatility in the copper market, and, in
turn, would harm the U.S. economy.122
The Commission requests comment on
whether commenters agree or disagree
with these concerns, and why or why
not. For example:
Æ Do commenters believe creation of
the Trust will have an impact on the
supply of copper? If so, what will that
impact be? If not, why not?
Æ How does a change in the supply of
copper impact the price of copper? To
what extent do copper stocks need to be
reduced or increased to impact the price
of copper?
Æ To what extent is the LME
Settlement Price affected by the amount
of copper on LME warrant? To what
extent must copper on LME warrant be
reduced to impact the LME Settlement
Price? To what extent, if at all, is the
LME Settlement Price affected by the
supply of copper ineligible to be placed
on LME warrant?
Æ How does a change in the supply of
copper impact volatility in the physical
copper and copper derivatives markets?
Æ Is there empirical evidence that
creation of the Trust will impact copper
prices and volatility? What impact, if
121 Press Release, ICSG, Copper: Preliminary Data
for February 2012 (June 20, 2012), available at
https://www.icsg.org/index.php?option=com_
content&task=view&id=63&Itemid=64.
122 See V&F Letter, supra note 4, at 5–7 and Sen.
Levin Letter, supra note 8, at 1.
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any, will creation of the Trust have on
the US economy?
4. V&F and Senator Levin state that
the Trust and the proposed iShares
Copper Trust,123 collectively, will
remove from the market a substantial
percentage of the copper available for
immediate delivery, with Senator Levin
stating that the Copper Trusts would
hold approximately 34% of the copper
stocks available for immediate delivery
and would remove from the U.S. market
over 55% of the available copper.124
V&F further states that the collective
effect of the Trust and the iShares
Copper Trust would be ‘‘far-reaching
and potentially devastating to the U.S.
and world economies,’’ including
‘‘shortages of copper, higher prices to
consumers, and increased volatility.’’ 125
Do commenters agree or disagree with
these statements? If so, why or why not?
5. V&F states that the only ‘‘visible’’
copper available to satisfy the Trust’s
requirements is copper stored in LME
warehouses.126 NYSE Arca represents
that it has been informed by the Sponsor
that overall physical copper stocks,
including stocks that are immediately
available for sale, are substantially
larger than V&F would suggest.127 V&F
responded, arguing that the copper
stocks identified in Arca’s Response
mainly consist of metal in the supply
chain, which would not be generally
available for creation of Shares.128 The
Commission is soliciting further
comments regarding physical copper
stocks. For example:
Æ How much copper is currently held
in LME warehouses? How much of the
copper currently held in LME
warehouses is on warrant? How much
copper in LME warehouses is available
for investment purposes?
Æ How much copper is held in
COMEX, Shanghai Futures Exchange
(‘‘SHFE’’), and Multi Commodity
Exchange of India (‘‘MCX’’)
warehouses? How much copper held in
COMEX, SHFE, and MCX warehouses is
eligible to be placed on LME warrant
(i.e., is of a brand registered with the
LME)? How much of this LME warranteligible copper is available for
investment purposes? Where is this
copper located?
Æ What quantity of copper stock, if
any, is held in other locations that
would be eligible to be placed on LME
123 See iShares Notice, supra note 58 (describing
the iShares Copper Trust).
124 See V&F Letter, supra note 4, at 6 and Sen.
Levin Letter, supra note 8, at 5–6.
125 See V&F Letter, supra note 4, at 10.
126 See id. at 3.
127 See Arca’s Response, supra note 6, at 3.
128 See V&F Letter II, supra note 7, at 5.
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43627
warrant (if it were located at an LME
warehouse)?
Æ How accessible are stocks of copper
eligible to be placed on warrant that are
not held in LME warehouses?
Æ Are commenters aware of any
activities involving the stockpiling of
copper? If so, how much copper has
been stockpiled? Where is such copper
located? How accessible is such copper?
How much of this stock was taken off
LME warrant? How much of this copper
is eligible to be placed on LME warrant?
6. The Trust will store copper in
warehouses that are maintained by the
Warehouse-keeper. Initially, the
permitted warehouse locations are in
the Netherlands (Rotterdam), Singapore
(Singapore), South Korea (Busan and
Gwangyang), China (Shanghai), and the
United States (Baltimore, Chicago, and
New Orleans) (each an ‘‘Approved
Warehouse’’ and, collectively, the
‘‘Approved Warehouses’’).129 What is
the locational premium at each of the
Approved Warehouses? What impact
would changes in locational premia
have on supply and demand for copper
at each of the Approved Warehouses?
How much copper is held at each of the
Approved Warehouses? How much of
the copper held at each of the Approved
Warehouses is on LME warrant? How
much is eligible to be placed on LME
warrant? How much copper eligible for
LME warrant is available for investment
purposes? How much is not eligible to
be placed on LME warrant?
7. V&F states that Shares will be
created by acquiring LME-warranted
copper and taking it off warrant to be
deposited in the Trust.130 NYSE Arca
represents that it has been informed by
the Sponsor that the economics do not
support this suggestion, given the large
supply of non-warranted physical
copper and the cost and time that would
be required in order to take LME
warranted copper off warrant solely for
the purposes of creating Shares.131 V&F
responded, arguing that taking copper
off LME warrant would involve little or
no cost if LME warrants are purchased
for copper that is already stored at the
Approved Warehouses.132 The
Commission requests comment on these
opposing views. Specifically:
Æ What costs are involved in taking
copper off LME warrant? What costs are
involved in putting copper on LME
warrant?
Æ How long does it take to take
copper off LME warrant? How long does
it take to put copper on LME warrant?
129 See
Notice, supra note 3, at 23779.
V&F Letter, supra note 4, at 3.
131 See Arca’s Response, supra note 6, at 3.
132 See V&F Letter II, supra note 7, at 6.
130 See
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43628
Federal Register / Vol. 77, No. 143 / Wednesday, July 25, 2012 / Notices
Æ How does the cost and time
required to take copper off warrant
compare to the cost and time to ship
copper to an Approved Warehouse?
8. The Commission understands that
ETFS Physical Copper securities
currently trade on the London Stock
Exchange. How much copper did ETFS
Physical Copper hold following the
initial creation? How much copper does
ETFS Physical Copper currently hold?
What change, if any, was there in the
price of copper following creation of
ETFS Physical Copper? Did the creation
of ETFS Physical Copper result in an
observable impact on the copper
market? Has ETFS Physical Copper
engaged in the lending of copper?
9. The Commission has previously
approved listing on the Exchange under
NYSE Arca Equities Rule 8.201 of other
issues of CB–ETPs backed by gold,
silver, platinum, and palladium
(collectively ‘‘precious metals’’). While
these precious metals are often held for
investment purposes, the Commission
understands they are also used for
various industrial purposes. V&F asserts
that copper is used exclusively for
industrial purposes and is not generally
held for investment.133 The Commission
requests information regarding the
production and use of precious metals.
How much gold, silver, platinum, and
palladium has been produced in each of
the last 10 years? How much gold,
silver, platinum, and palladium has
been used for investment purposes in
each of the last 10 years? How much
gold, silver, platinum, and palladium
has been used for industrial purposes in
each of the last 10 years? Are there any
other uses of gold, silver, platinum, and
palladium relevant to understanding
utilization of these precious metals?
What are the current and historic stocks
of gold, silver, platinum, and
palladium? Is there any empirical
evidence that the listing of CB–ETPs
backed by gold, silver, platinum, or
palladium impacted prices in these
markets?
10. V&F estimates that creation of the
Trust could result in the immediate
removal of up to 61,800 metric tons of
copper from LME warehouses.134 NYSE
Arca states its understanding that the
Sponsor currently expects that the value
of the initial creation units to be issued
by the Trust would not exceed 10,185
metric tons.135 Further, while the Trust
is seeking to register 6,180,000 Shares,
the Exchange states that like the other
CB–ETPs, the Trust is seeking to register
significantly more Shares than it intends
to sell initially.136 What is the
likelihood that the Trust will sell all
registered Shares initially? What is the
likelihood that the Trust will sell all
registered Shares in the three months
after the registration goes effective? How
quickly did the CB–ETPs backed by
gold, silver, platinum, and palladium
sell the shares registered in the first
registration statement?
11. V&F argues that, by decreasing the
amount of copper available for
immediate delivery, the Trust will make
the copper market more susceptible to
manipulation.137 Specifically, V&F
states that ‘‘the drawing down of stocks
in LME and Comex warehouses’’
resulting from the listing and trading of
the Shares ‘‘will make it much easier
and cheaper for [copper market]
speculators to engage in temporary
market squeezes and corners.’’ 138
Senator Levin also argues that approval
of the proposed rule change would
make the copper market more
susceptible to squeezes and corners by
speculators.139 The Commission
requests comment on these concerns, as
well as whether commenters agree or
disagree with the comments and why or
why not. For example:
Æ Will creation of the Trust impact
the ability to manipulate the physical
copper or copper derivatives markets? If
so, how? If not, why not?
Æ Has there been any increased
manipulative behavior due to the
reduction of copper available for
immediate delivery that resulted from
the prior years’ deficits in copper
production versus copper consumption?
Æ Are there any structural aspects of
the copper market that render it more or
less susceptible to manipulation?
Æ Is there empirical evidence that the
creation of CB–ETPs backed by gold,
silver, platinum, and palladium has led
to manipulation of the physical markets
for those precious metals? If so, please
describe.
12. Both Commenters discuss
concerns about the potential impact of
the Trust on the copper market, and
how that potential impact could, in
turn, affect the Shares. V&F states that,
with
the risk of an ETF removing indefinitely all
or substantially all of the copper available for
immediate delivery, the risk of price
volatility becomes enormous. This is because
the greater amount of copper artificially kept
off-the-market, the greater the chance that
investors will eventually no longer keep
propping up the price with further
id.
V&F Letter, supra note 4, at 1, 10.
138 See id. at 9.
139 See Sen. Levin Letter, supra note 8, at 7.
purchases, and the greater the likelihood that
the bubble will burst, thus flooding the
market with surplus copper, and severely
depressing the price.140
V&F further states that investors in a
copper CB–ETP would benefit
immediately from any increase in the
price of copper because the more copper
removed from the market to satisfy the
demand for the copper CB–ETP, the
higher the price not only of copper, but
of the copper CB–ETP itself.141 V&F
notes that, like all bubbles, as investor
demand for this product wanes, the
bubble will burst, leaving in its wake a
glut of physical copper that the Trust
will be forced to dump on the market,
causing prices to plummet, and leaving
in its wake unsuspecting investors who
will have lost the value of their
investment.142 Senator Levin also makes
statements about the potential effect on
the Shares, stating that the ‘‘supply
disruption is likely to affect the cash
and futures market for copper,
increasing volatility and driving
up…[the Share] price to create a bubble
and burst cycle.’’ 143
Do commenters agree or disagree with
these comments? If so, why or why not?
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NYSEArca–2012–28 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NYSEArca–2012–28. These
file numbers should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
136 See
V&F Letter, supra note 4, at 2–3.
134 See id. at 1, 3.
135 See Arca’s Response, supra note 6, at 4.
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140 See
137 See
133 See
141 See
Frm 00058
Fmt 4703
Sfmt 4703
V&F Letter, supra note 4, at 5.
id.
142 See id. at 2.
143 See Sen. Levin Letter, supra note 9, at 1.
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Federal Register / Vol. 77, No. 143 / Wednesday, July 25, 2012 / Notices
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filings also will be available for
inspection and copying at the principal
office of the Exchanges. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEArca–2012–28 and should be
submitted on or before August 24, 2012.
Rebuttal comments should be submitted
by September 10, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.144
Kevin M. O’Neill,
Deputy Secretary.
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67466; File No. SR–Phlx–
2012–93]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Establish
Managed Data Solution for PHLX Top
of Options
srobinson on DSK4SPTVN1PROD with NOTICES
July 19, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder 2
notice is hereby given that on July 6,
2012, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or the ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) a
proposed rule change as described in
Items I and II below, which Items have
been prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
CFR 200.30–3(a)(57).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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20:02 Jul 24, 2012
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II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item III below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2012–18107 Filed 7–24–12; 8:45 am]
144 17
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
Phlx proposes to establish a program
for Managed Data Solutions for PHLX
Top of Options data offered by
Distributors externally distributing data
to clients and/or client organizations
that are using the TOPO information
internally. The text of the proposed rule
change is available at https://
nasdaqomxphlx.cchwallstreet.com, at
Phlx’s principal office, and at the
Commission’s Public Reference Room.
1. Purpose
PHLX is proposing to create a new
data distribution model (a Managed
Data Solution) to further the distribution
of the Top of PHLX Options datafeed
(‘‘TOPO’’). The Managed Data Solution
offers a new delivery method to firms
seeking simplified market data
administration. The Managed Data
Solution may be offered by Distributors
externally distributing data to clients
and/or client organizations that are
using the TOPO information internally.
This new pricing and administrative
option is in response to industry
demand, as well as due to changes in
the technology used to distribute market
data. Distributors offering Managed Data
Solutions continue to be fee liable for
the applicable distributor fees for the
receipt and distribution of TOPO data.
A Managed Data Solution is a delivery
option that will assess a new, innovative
fee schedule to Distributors of TOPO
that provide datafeed solutions such as
an Application Programming Interface
(API) or similar automated delivery
solutions to recipients with only limited
entitlement controls (e.g., usernames
and/or passwords) (‘‘Managed Data
Recipients’’). However, the Distributor
must first agree to reformat, redisplay
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43629
and/or alter the TOPO data prior to
retransmission, but not to affect the
integrity of TOPO data and not to render
it inaccurate, unfair, uninformative,
fictitious, misleading, or discriminatory.
A Managed Data Solution is any
retransmission data product containing
PHLX TOPO offered by a Distributor
where the Distributor manages and
monitors, but does not control, the
information. However, the Distributor
does maintain contracts with the
Managed Data Recipients and is liable
for any unauthorized use by the
Managed Data Recipients under a
Managed Data Solution. The Recipient
of a Managed Data Solution may use the
information for internal purposes only
and may not distribute the information
outside of their organization.
Currently, the Exchange does not
distinguish between Managed Data
Recipients and a recipient of an
uncontrolled data product. Some
Distributors believe that the Managed
Data Solution is a viable alternative to
an uncontrolled data product. Some
Distributors have even held-off on
deploying new PHLX TOPO offerings,
pending the initiation of Managed Data
Solutions. Thus, offering a Managed
Data Solution fee schedule would not
only result in PHLX offering lower fees
for existing Managed Data Recipients
utilizing a Managed Data Solution, but
will allow new Distributors to deliver
Managed Data Solutions to new clients,
thereby increasing transparency of the
market. PHLX proposes to establish two
fees for Distributors that adopt the
Managed Data Solution to Distributors,
a monthly Managed Data Solution
Administration fee of $1,500 and a
monthly Subscriber fee of $250. The
proposed monthly License fee would be
in addition to the monthly Distributor
fee of $2,500 (for external usage)
currently set forth in Section IX of the
PHLX Fee Schedule, and the $250
monthly Subscriber fee would be
assessed for each Subscriber of a
Managed Data Solution.
2. Statutory Basis
PHLX believes that the proposed rule
change is consistent with the provisions
of Section 6 of the Act,3 in general, and
with Section 6(b)(4) of the Act,4 in
particular, in that it provides an
equitable allocation of reasonable fees
among Subscribers and Recipients of
PHLX data. In adopting Regulation
NMS, the Commission granted selfregulatory organizations and brokerdealers increased authority and
flexibility to offer new and unique
3 15
4 15
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U.S.C. 78f.
U.S.C. 78f(b)(4).
25JYN1
Agencies
[Federal Register Volume 77, Number 143 (Wednesday, July 25, 2012)]
[Notices]
[Pages 43620-43629]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-18107]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67470; File No. SR-NYSEArca-2012-28]
Self-Regulatory Organizations; NYSE Arca, Inc.; Order Instituting
Proceedings to Determine Whether To Approve or Disapprove a Proposed
Rule Change to List and Trade Shares of the JPM XF Physical Copper
Trust Pursuant to NYSE Arca Equities Rule 8.201
July 19, 2012.
I. Introduction
On April 2, 2012, NYSE Arca, Inc. (``Exchange'' or ``NYSE Arca'')
filed with the Securities and Exchange Commission (``Commission''),
pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ a proposed rule change to
list and trade shares (``Shares'') of JPM XF Physical Copper Trust
(``Trust'') pursuant to NYSE Arca Equities Rule 8.201. The proposed
rule change was published for comment in the Federal Register on April
20, 2012.\3\ The Commission initially received one comment letter on
the proposed rule change.\4\ On May 30, 2012, the
[[Page 43621]]
Commission extended the time period for Commission action to July 19,
2012.\5\ On June 19, 2012, NYSE Arca submitted a response to the V&F
Letter.\6\ On July 13, 2012, V&F submitted a second comment letter.\7\
Additionally, on July 16, 2012, United States Senator Carl Levin
submitted a comment letter on the proposed rule change.\8\
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ Securities Exchange Act Release No. 66816 (April 16, 2012),
77 FR 23772 (``Notice'').
\4\ See letter from Vandenberg & Feliu, LLP (``V&F''), received
May 9, 2012 (``V&F Letter''). The V&F Letter is available at https://www.sec.gov/comments/sr-nysearca-2012-28/nysearca201228.shtml. In a
second comment letter, V&F identified itself as a U.S. law firm that
represents RK Capital LLC, an international copper merchant, and
four end-users of copper: Southwire Company, Encore Wire
Corporation, Luvata, and AmRod. V&F states that these companies
collectively comprise about 50% of the copper fabricating capacity
of the United States. See V&F Letter II, infra note 7, at 1.
\5\ See Securities Exchange Act Release No. 67075, 77 FR 33258
(June 5, 2012).
\6\ See letter from Janet McGinness, General Counsel, NYSE
Markets, to Elizabeth Murphy, Secretary, Commission, dated June 19,
2012 (``Arca's Response''). Arca's Response is available at https://www.sec.gov/comments/sr-nysearca-2012-28/nysearca201228.shtml.
\7\ See letter from Robert B. Bernstein, V&F, to Elizabeth M.
Murphy, Secretary, Commission, dated July 13, 2012 (``V&F Letter
II''). This letter is available at https://www.sec.gov/comments/sr-nysearca-2012-28/nysearca201228-5.pdf.
\8\ See letter from U.S. Senator Carl Levin to Elizabeth M.
Murphy, Secretary, Commission, dated July 16, 2012 (``Sen. Levin
Letter''). The Sen. Levin Letter is available at https://www.sec.gov/comments/sr-nysearca-2012-28/nysearca201228-6.pdf.
---------------------------------------------------------------------------
This order institutes proceedings under Section 19(b)(2)(B) of the
Act to determine whether to approve or disapprove the proposed rule
change. The institution of proceedings does not indicate that the
Commission has reached any conclusions with respect to any of the
issues involved, nor does it mean that the Commission will ultimately
disapprove the proposed rule change. Rather, as described in greater
detail below, the Commission seeks and encourages interested persons to
provide additional comment on the proposed rule change to inform the
Commission's analysis of whether to approve or disapprove the proposed
rule change.
II. Description of the Proposal
The Exchange proposes to list and trade the Shares under NYSE Arca
Equities Rule 8.201, which governs the listing and trading of
commodity-based trust shares. J.P. Morgan Commodity ETF Services LLC is
the sponsor of the Trust (``Sponsor'').\9\ J.P. Morgan Treasury
Securities Services, a division of JPMorgan Chase Bank, National
Association, is the administrative agent of the Trust (``Administrative
Agent''). Wilmington Trust Company is the trustee of the Trust
(``Trustee''). The Henry Bath Group is the warehouse-keeper of the
Trust (``Warehouse-keeper'').\10\ Metal Bulletin Ltd., an independent,
third-party valuation agent that is not affiliated with the Sponsor, is
the valuation agent of the Trust (``Valuation Agent'').
---------------------------------------------------------------------------
\9\ Additional details regarding the Trust are set forth in the
Registration Statement for the Trust on Amendment No. 5 to Form S-1,
filed with the Commission on July 12, 2011 (No. 333-170085)
(``Registration Statement'').
\10\ Each of Henry Bath & Son Limited, Henry Bath LLC, Henry
Bath Singapore Pte Limited, Henry Bath Italia Sr1, and Henry Bath BV
is a member of the Henry Bath Group of companies and a wholly owned
subsidiary of J.P. Morgan Ventures Energy Corporation, and is an
affiliate of the Sponsor. See Notice, supra note 3, 77 FR at 23773
n.10
---------------------------------------------------------------------------
The Trust's investment objective is for the value of the Shares to
reflect, at any given time, the value of the copper owned by the Trust
at that time, less the Trust's expenses and liabilities at that time.
The Trust would not be actively managed and would not engage in any
activities designed to obtain a profit from, or to prevent losses
caused by, changes in the price of copper.
The Trust would invest in Grade A copper \11\ in physical form from
a source refinery that has had its brand registered with the London
Metal Exchange (``LME'') (an ``Acceptable Delivery Brand'').\12\ The
Trust would hold only copper and would not trade in copper futures.
While the Trust would store its copper in both LME-approved warehouses
and non-LME-approved warehouses that are maintained by the Warehouse-
keeper, none of the copper held by the Trust would be on LME warrant,
and therefore would not be subject to regulation by the LME.\13\
Initially, the permitted warehouse locations would be in the
Netherlands (Rotterdam), Singapore (Singapore), South Korea (Busan and
Gwangyang), China (Shanghai), and the United States (Baltimore,
Chicago, and New Orleans). Although the Trust may hold copper in
warehouses in any of these locations (or other locations that may be
determined by the Sponsor from time to time), the locations at which
copper actually is held would depend on (i) the warehouse locations at
which authorized participants have actually delivered copper to the
Trust and (ii) the warehouse locations from which copper is or has been
delivered pursuant to the Trust's redemption procedures.\14\
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\11\ According to the Exchange, the LME trades, promotes, and
maintains the standards of quality, shape, and weight of Grade A
Copper, a commonly accepted standardized form of copper cathode.
Grade A Copper currently must conform to the standard BS EN
1978:1998 (Cu-CATH-1), which specifies the allowed source, shape,
and chemical composition of the cathode. Most copper cathodes are
99.95% to 99.99% pure copper. The chemical composition, and
impurities, in the cathode depend largely on the source of the
copper and whether the metal has been processed from copper sulfide
ore or copper oxide ore. Copper oxide ore has a smaller number of
residual chemical elements in the cathode. See Notice, supra note 3,
77 FR at 23777.
\12\ Currently, there are 79 brands that are Acceptable Delivery
Brands. Some refineries have more than one smelting and refining
process, so a refinery may register more than one brand, reflecting,
among other factors, the different chemical composition, size,
origins, and bundling of the copper cathodes. The LME has the
authority to deregister brands from the LME from time to time.
Generally, copper that is not of an Acceptable Delivery Brand is
worth less than copper that is of an Acceptable Delivery Brand
because of the perceived lower liquidity associated with that brand
of metal. See Notice, supra note 3, 77 FR at 23777-78.
\13\ See Notice, supra note 3, 77 FR at 23778.
\14\ Similar to other exchange traded products that hold
physical metals, the Sponsor, the Trust, and persons or entities
engaging in transactions in Shares would need to seek exemptions
from, or interpretative or no-action advice, regarding Rules 101 and
102 of Regulation M under the Securities Exchange Act of 1934 in
order to create or redeem Shares. See, e.g., letters from James A.
Brigagliano, Assistant Director, Division of Market Regulation, (i)
to Kathleen Moriarty, Esq., Carter Ledyard & Milburn, dated November
17, 2004, with respect to the trading of StreetTRACKS Gold Trust,
(ii) to David Yeres, dated January 27, 2005, with respect to the
trading of the iShares COMEX Gold Trust, and (iii) to David Yeres,
dated April 27, 2006, with respect to the trading of iShares Silver
Trust.
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The Administrative Agent will calculate the net asset value
(``NAV'') of the Trust as promptly as practicable after 4:00 p.m. EST
on each Business Day.\15\ As part of this calculation, the
Administrative Agent will determine the value of the trust's copper
using the LME Settlement Price \16\ and information provided by the
Valuation Agent.\17\
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\15\ A Business Day is a day that the Exchange is open for
regular trading and that is not a holiday in London, England. See
Notice, supra note 3, 77 FR at 23775, n.18.
\16\ The ``LME Settlement Price'' is, with respect to any
Business Day, the official cash sellers price per metric ton of
Grade A Copper on the LME, stated in U.S. dollars, as determined by
the LME at the end of the morning's second ring session (12:35 p.m.
London time) for copper on each day that the LME is open for
trading. The LME Settlement Price is made publicly available in
real-time through third-party vendors such as Bloomberg and Reuters
(on Bloomberg, it is currently displayed on Bloomberg page ``LOCADY
''). It is also made publicly available on a delayed basis
on the LME's Web site at approximately 10:00 p.m. London time. See
Notice, supra note 3, 77 FR at 23775 n.17.
\17\ The value of copper depends in part on its location, i.e.,
copper stored in a location that is low in supply and high in demand
carries a higher premium than copper that is stored in a location
where supply is high and demand is low. To assist in valuing the
Trust's copper, by 9:00 a.m. EST, the Valuation Agent will provide
the Administrative Agent the locational premia for the locations at
which the trust is permitted to hold copper. The locational premium
for a warehouse location for a Business Day will be calculated as an
amount expressed in U.S. dollars that is equal to the average value
of copper per metric ton in such location minus the LME Settlement
Price of copper on such Business Day. See Notice, supra note 3, 77
FR at 23779.
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NYSE Arca anticipates requiring that a minimum of 100,000 Shares be
outstanding at the start of trading,\18\ which represents 1,000 metric
tons of copper. The Trust seeks to register
[[Page 43622]]
6,180,000 Shares,\19\ which represents 61,800 metric tons of copper.
---------------------------------------------------------------------------
\18\ See Notice, supra note 3, 77 FR at 23786.
\19\ See Registration Statement, supra note 9.
---------------------------------------------------------------------------
The Exchange states that it intends to utilize its existing
surveillance procedures applicable to derivative products (including
commodity-based trust shares) to monitor trading in the Shares, and
represents that such procedures are adequate to properly monitor
Exchange trading of the Shares in all trading sessions and to deter and
detect violations of Exchange rules and applicable federal securities
laws.\20\ In discussing its ability to obtain information relevant to
trading of the Shares on its facilities, the Exchange states that it is
able to obtain information: (1) regarding trading in physical copper,
the Shares, and other copper derivatives by ETP Holders registered as
Exchange market makers, pursuant to NYSE Arca Equities Rule 8.201(g);
(2) from the LME, with which the Exchange has a comprehensive
surveillance sharing agreement; and (3) via the Intermarket
Surveillance Group (``ISG'') from other exchanges who are members of
the ISG, such as Commodity Exchange, Inc. (``COMEX'').
---------------------------------------------------------------------------
\20\ See Notice, supra note 3, 77 FR at 23787.
---------------------------------------------------------------------------
The Notice and in the Registration Statement include additional
information about: the Trust; the Shares; the Trust's investment
objectives, strategies, policies, and restrictions; fees and expenses;
creation and redemption of Shares; the physical copper market;
availability of information; trading rules and halts; and surveillance
procedures.\21\
---------------------------------------------------------------------------
\21\ See Notice and the Registration Statement, supra notes 3
and 9, respectively.
---------------------------------------------------------------------------
III. Summary of the Comments Received and the Exchange's Response
The two commenters on the proposal (collectively, ``Commenters'')
oppose the proposed rule change.\22\ According to the Commenters, the
issuance by the Trust of all of the Shares covered by the Registration
Statement within a short period of time would result in a material
reduction in the immediately available supply of global copper.\23\
They also assert that this reduction in short-term supply would
increase both volatility in the copper market and the price of copper,
which would in turn significantly harm the U.S. economy.\24\ The
Commenters further state that the decrease in copper available for
immediate delivery would make the physical copper market more
susceptible to manipulation.\25\
---------------------------------------------------------------------------
\22\ See supra notes 4, 7, and 8. One of the Commenters, V&F,
identified itself as a U.S. law firm that represents an
international copper merchant and four U.S. copper fabricators. See
supra note 4.
\23\ See V&F Letter, supra note 4, at 3, 6 and Sen. Levin
Letter, supra note 8, at 1, 4.
\24\ See V&F Letter, supra note 4, at 5-7 and Sen. Levin Letter,
supra note 8, at 1, 7.
\25\ See V&F Letter, supra note 4, at 1, 10 and Sen. Levin
Letter, supra note 8, at 7.
---------------------------------------------------------------------------
In its response letter, NYSE Arca states that V&F's arguments
either are based on incorrect information or are unsubstantiated.\26\
The Exchange's response, as discussed in further detail below,
addresses in particular V&F's conclusions about the impact of the Trust
on the price of physical copper.\27\ In its second letter, V&F responds
to the Exchange's arguments by reiterating some of its positions and
providing additional information.
---------------------------------------------------------------------------
\26\ See Arca's Response, supra note 6, at 1.
\27\ See id. at 4-5.
---------------------------------------------------------------------------
A. Adverse Copper Market Impact
1. Impact on Supply of Copper Available for Immediate Delivery
V&F states that almost all of the copper produced worldwide is
delivered pursuant to long-term contracts to copper fabricators, and
that at any given time, there is only a limited supply of copper
available for immediately delivery.\28\ V&F further states that this
copper, which generally is stored in LME warehouses, usually is
deposited by producers with excess supply or by copper merchants
looking for purchasers and is sold to traders seeking to close out
short positions or to fabricators in sudden need of additional
supply.\29\
---------------------------------------------------------------------------
\28\ See V&F Letter, supra note 4, at 3.
\29\ See id.
---------------------------------------------------------------------------
V&F states that the only ``visible'' copper available to satisfy
the Trust's requirements for copper to be delivered to the Trust to
create shares is copper stored in LME warehouses.\30\ V&F estimates
that, if the Trust sells all of the 6,180,000 Shares it seeks to
register, creation of the Trust could result in as much as 61,800
metric tons of copper being removed from LME warehouses, which is more
than 30% of the 200,000 metric tons currently available for immediate
delivery.\31\
---------------------------------------------------------------------------
\30\ See id.
\31\ See id. at 1, 3.
---------------------------------------------------------------------------
V&F believes the Trust is likely to acquire copper from locations
with the lowest premiums.\32\ According to V&F, based on the present
level of demand, locational premiums for copper in the U.S. are at
least ten times lower than they are in Europe and Asia.\33\
Accordingly, V&F predicts that much of the copper used to fund the
Trust will come from the immediately available supply in the U.S.\34\
---------------------------------------------------------------------------
\32\ See id. at 4.
\33\ See id.
\34\ V&F states that the total amount of copper available in New
Orleans and Chicago (two of the three U.S. warehouses proposed to be
used by the Trust) is 45,000 and 25,000 metric tons respectively
and, as mentioned above, the Trust may acquire as much as 61,800
tons of copper in connection with the initial offering of Shares.
V&F predicts that the removal of large quantities of copper from LME
warehouses in the U.S. also will result in the emptying out of
substantial quantities of copper from COMEX warehouses. V&F believes
that this copper either would be delivered to LME warehouses, where
the demand is greatest, or it would be shipped to fabricators in
other parts of the U.S. that are no longer able to get copper for
immediate delivery from the LME. See id.
---------------------------------------------------------------------------
In response to these concerns raised by V&F, the Exchange points
out that the Trust will hold only copper that is not under LME
warrant.\35\ NYSE Arca states that the Sponsor of the Trust does not
believe that ``huge quantities'' of LME warranted copper will be
removed from the LME system, as V&F predicts, because of: (1) The cost
and time that would be required to take copper off warrant; and (2) the
availability of large supplies of non-warranted physical copper to
create Shares.\36\ NYSE Arca provides data from the Sponsor of the
Trust indicating that the amount of non-warranted copper is
approximately ten times larger than the amount of LME warranted
copper.\37\
---------------------------------------------------------------------------
\35\ See Arca's Response, supra note 6, at 1-2.
\36\ See id. at 3. The Exchange states that the Sponsor expects
that the initial Shares will be created using 10,185 metric tons of
copper, none of which will be taken off LME warrant for the
creation. See id. at 4.
\37\ See id. at 3.
---------------------------------------------------------------------------
NYSE Arca further states that the Trust will not immediately remove
from the market as much as 61,800 metric tons of copper.\38\ According
to the Exchange, the Trust seeks to register 6,180,000 Shares but, like
the other physical metal exchange-traded products, the Trust seeks to
register significantly more Shares than it intends to sell
initially.\39\ NYSE Arca notes that the number of Shares that will be
issued will depend on investor demand for the Shares and the extent to
which authorized participants seek to fulfill such demand by ordering
additional creation units from the Trust.\40\
---------------------------------------------------------------------------
\38\ See id. at 4.
\39\ The Exchange states that currently the Sponsor expects that
the value of the initial creation units will not exceed $75 million,
which corresponds to approximately 10,185 metric tons, or
approximately 407 lots of copper in the current cheapest-to-deliver
location for the Trust as of June 6, 2012. See id.
\40\ See id.
---------------------------------------------------------------------------
In its second letter, V&F reiterates its view that ``the only
substantial source of copper available to meet the Trust's requirements
* * * is warranted copper in LME warehouses.'' \41\ V&F states that
[[Page 43623]]
the fact that the Trust will hold only copper that is not warranted
does not mean, as NYSE Arca concludes, that copper will not be taken
off LME warrant and held by the Trust.\42\ V&F also challenges the
Exchange's assertion about the availability of a large supply of off-
warrant copper that may be used to create Shares, and argues that the
copper not on LME warrant actually is largely unavailable for Share
creation.\43\ For example, V&F states that the overall physical copper
stocks include copper that is subject to long-term contracts, and is
generally held in the normal course by producers and consumers as
buffer stocks to ensure smooth running of their logistics and to meet
contingencies.\44\ V&F further states that there is no evidence that
any of the non-registered copper stocks would be available for the
Trust to purchase, and concludes that the only copper available to
create Shares would be the copper in the LME and COMEX warehouses.\45\
In addition, V&F states its view that the potential size of the Trust
is large relative to the size of market for copper available for
immediate delivery.\46\ Specifically, V&F asserts that the Trust could
remove as much as 21.3% of copper available for immediate delivery on
the LME and COMEX markets combined.\47\ Senator Levin also comments
that there is ample evidence that the proposed commodity-based exchange
traded product (``CB-ETP'') will disrupt the supply of copper by
removing from the market a substantial percentage of the copper
available for immediate delivery.\48\
---------------------------------------------------------------------------
\41\ See V&F Letter II, supra note 7, at 1.
\42\ See id. at 2. V&F further states that the Trust would have
to take the copper off-warrant because otherwise the holding of such
warranted copper in an LME warehouse would subject the Trust to the
LME's lending obligations and the draft registration statement makes
clear that, consistent with its intent to take the Trust's copper
off-market, the Trust does not intend to be subject to any of the
LME's rules, including rules that would require the Trust to lend
any of its copper. See id.
\43\ See id. at 2-4.
\44\ See id. at 3. V&F further states that ``[o]ther such stocks
consist of stock [sic] in bonded warehouses outside China* * *which
are destined for the Chinese market,'' none of which is available
for purchase by authorized participants to create Shares. See id.
V&F also states that they have heard it is usual for both producers
and consumers to have a considerable holding of copper stock, but at
present this is not the case because consumers, in particular, have
drawn down inventories to the bare minimum in order to reduce
working capital requirements at a time of high copper prices. See
id. at 4.
\45\ See id. at 2-4. V&F states that the Exchange compounds
misinformation about the availability of copper stocks by including
a table it obtained from the Sponsor of the Trust purporting to
break down registered and non-registered market stocks as of May
2012. See id. at 3. V&F states that the use of the term ``market''
by the Exchange in reference to total non-registered stocks suggests
that such tonnage is actually available for purchase at market, but
V&F believes that there is no evidence that any of the non-
registered stocks would be available for the Trust to purchase. See
id. To support its statements about the tightness of the supply of
immediately available copper, V&F submitted portions of a report
prepared by Bloomsbury Minerals Economics Ltd. for RK Capital
Management LLP. See id. Exhibit A.
\46\ See id. at 8.
\47\ See id. at 8-9. V&F states that the size of the market for
copper available for immediate delivery is relatively small in that
there is only 230,000 metric tons available on the LME, with an
additional 60,000 metric tons available on the COMEX. See id. at 8.
V&F further states that therefore, the Trust proposes to remove as
much as 61,800 metric tons, or about 21.3% of the copper available
for immediate delivery. See id.
\48\ See Sen. Levin Letter, supra note 8, at 1. For example,
Senator Levin notes that ``it appears that most of the remaining
copper stocks available for immediate delivery are on the LME and
[COMEX].'' See id. at 5.
---------------------------------------------------------------------------
With respect to the number of shares registered by the Trust and
the size of the Trust, V&F states that there is no assurance that the
Exchange-required minimum will have any bearing on the ultimate size of
the offering.\49\ V&F points to the Trust's registration statement,
which contains an estimate that the number of shares under the
registration statement is roughly equivalent to the holding of
approximately 61,800 metric tons of copper by the Trust.\50\ V&F also
notes that the Trust Agreement places no limit on the amount of copper
the Trust may hold; thus the Trust may issue an unlimited number of
shares, subject to registration requirements, and may, in theory,
acquire an unlimited amount of copper.\51\
---------------------------------------------------------------------------
\49\ See V&F Letter II, supra note 7, at 7.
\50\ See id. at 8.
\51\ See id.
---------------------------------------------------------------------------
In response to NYSE Arca's statement that the sponsor of the Trust
believes that LME warranted copper will not be removed from the LME
system because of the cost and time that would be required to take
copper off warrant, V&F states its view that, although an authorized
participant can obtain LME grade copper available for immediate
delivery from owners of LME grade copper in LME warehouses by
purchasing long positions on the LME and taking delivery, the
authorized participant would have no guarantee of the location of its
copper, creating a risk that the authorized participant's copper is at
a location (or locations) that might be too expensive to transfer to a
Trust warehouse.\52\ V&F further states that, in comparison, an
authorized participant can create Shares at little or not cost by
purchasing LME warrants for copper in LME warehouses with the lowest
location cost premiums.\53\
---------------------------------------------------------------------------
\52\ See id. at 6.
\53\ See id.
---------------------------------------------------------------------------
V&F believes that investors' ability to redeem Shares for the
Trust's physical copper would not limit the impact of removing
substantial quantities of copper from the market.\54\ According to V&F,
most investors in a copper-backed CB-ETP would not have any real
economic incentive to redeem their Shares for physical delivery as
investors would benefit from a rise in the price of copper and can do
so through sale of the Shares on the Exchange without having to assume
any risk of delivery.\55\ In its response, NYSE Arca points out that
Share creations may be offset by Share redemptions, which result in
copper being released from the Trust and becoming available to the
physical markets.\56\ V&F reiterates in its second letter its views
expressed in its first comment letter on the Exchange's assertion that
copper may return to the market through redemptions.\57\
---------------------------------------------------------------------------
\54\ See V&F Letter, supra note 4, at 5.
\55\ See id.
\56\ See Arca's Response, supra note 6, at 3.
\57\ See V&F Letter II, supra note 7, at 7. V&F states that
while fabricators may purchase Shares and redeem them whenever they
need supply, doing so: (1) Would add cost and risk to fabricators
who otherwise would simply purchase available stocks from LME
warehouses; (2) may not have any appreciable effect on price or
supply in a rising market with tight supply; and (3) would be an
inefficient and perhaps impracticable way of obtaining copper
because the copper delivered by the Trust may be warehoused in an
unhelpful location (e.g., a fabricator in Alabama may need copper in
New Orleans, not Shanghai) or of an unacceptable brand or quality.
See V&F Letter, supra note 4, at 5-6.
---------------------------------------------------------------------------
Additionally, both Commenters reference another proposed CB-ETP,
the iShares Copper Trust. In a separate proposed rule change, NYSE Arca
proposes to list and trade shares of the iShares Copper Trust, which
would also hold physical copper.\58\ V&F states that this CB-ETP:
---------------------------------------------------------------------------
\58\ See Securities Exchange Act Release No. 67237 (June 22,
2012), 77 FR 38351 (June 27, 2012) (SR-NYSEArca-2012-66) (``iShares
Notice''). BlackRock Asset Management International Inc. is the
sponsor of this trust. See the iShares Notice and Pre-Effective
Amendment No. 4 to Form S-1 for iShares Copper Trust, filed with the
Commission on September 2, 2011 (No. 333-170131) for a detailed
description of the iShares Copper Trust and the Exchange's proposal
to list and trade the iShares Copper Trust.
would remove as much as 120,000 metric tons of copper from the
market. And like JPM, BlackRock also intends to acquire LME-grade
copper from the LME warehouses where the location premiums being
charged are the lowest. Thus, approval of this rulemaking could lead
to the removal of all or nearly all of the LME and Comex supply of
copper available for immediate delivery.\59\
---------------------------------------------------------------------------
\59\ See V&F Letter, supra note 4, at 6.
V&F further states that the collective effect of the Trust and the
iShares Copper Trust (collectively, ``Copper
[[Page 43624]]
Trusts'') would be ``far-reaching and potentially devastating to the
U.S. and world economies,'' including ``shortages of copper, higher
prices to consumers, and increased volatility.'' \60\ Senator Levin
also states that, if the Commission approves the listing and trading of
the Shares and shares of the iShares Copper Trust, the trusts would
hold approximately 34% of the copper stocks available for immediate
delivery and would remove from the U.S. market over 55% of the
available copper.\61\
---------------------------------------------------------------------------
\60\ See id. at 10.
\61\ See Sen. Levin Letter, supra note 8, at 5-6.
---------------------------------------------------------------------------
2. Impact on Copper Prices
According to V&F, removing large amounts of copper from LME
warehouses would disrupt the supply of copper available for immediate
delivery and thereby cause a substantial rise in near-term copper
prices.\62\ V&F argues that this also would cause an immediate spike in
the cash-to-three-month spread price of copper, as near-term prices for
delivery accelerate compared to prices for delivery later in time.\63\
V&F is concerned that manufacturers and fabricators that rely on the
supply of copper available in LME warehouses would be forced to pay
substantially higher prices in the short term, and, in turn,
manufacturers and fabricators would pass these price increases on to
their customers.\64\ V&F predicts that the price increases both for
copper and copper products will be especially dramatic in the U.S.,
where copper currently is relatively inexpensive.\65\ Additionally, V&F
asserts that the supply of copper generally is inelastic and that
supply, therefore, will not increase fast enough to account for the
increased demand unleashed by the creation and growth of the Trust.\66\
---------------------------------------------------------------------------
\62\ See V&F Letter, supra note 4, at 5.
\63\ See id.
\64\ See id.
\65\ See id. at 4-5.
\66\ See id. at 5. According to V&F, it is difficult for copper
producers to increase supply, sometimes taking 15 years or longer to
open a new mine, and even in areas where copper is considered
plentiful, political instability can keep a mine from producing. See
id. Moreover, V&F states that U.S. producers do not have surplus
product to deliver. See id. Therefore, V&F asserts that once copper
stored in warehouses disappears, it likely will not be replenished
any time soon. See id. Senator Levin concurs that the copper market
is inelastic. See Sen. Levin Letter, supra note 8, at 3.
---------------------------------------------------------------------------
V&F characterizes the physical copper market as currently volatile,
and believes that the successful creation and growth of the Trust would
create a bubble, and the bursting of the bubble would result in
increased price volatility in the physical copper market.\67\ V&F
states that, with
---------------------------------------------------------------------------
\67\ See V&F Letter, supra note 4, at 2, 9.
---------------------------------------------------------------------------
the risk of an ETF removing indefinitely all or substantially
all of the copper available for immediate delivery, the risk of
price volatility becomes enormous. This is because the greater
amount of copper artificially kept off-the-market, the greater the
chance that investors will eventually no longer keep propping up the
price with further purchases, and the greater the likelihood that
the bubble will burst, thus flooding the market with surplus copper,
and severely depressing the price.\68\
---------------------------------------------------------------------------
\68\ See id. at 5.
V&F further states that investors in a copper CB-ETP would benefit
immediately from any increase in the price of copper because the more
copper removed from the market to satisfy the demand for the copper CB-
ETP, the higher the price not only of copper, but of the copper CB-ETP
itself.\69\ V&F notes that, like all bubbles, as investor demand for
this product wanes, the bubble will burst, leaving in its wake a glut
of physical copper that the Trust will be forced to dump on the market,
causing prices to plummet, and leaving in its wake unsuspecting
investors who will have lost the value of their investment.\70\ Senator
Levin also makes statements about the potential effect of the Shares,
stating that the ``supply disruption is likely to affect the cash and
futures market for copper, increasing volatility and driving up [the
Share] price to create a bubble and burst cycle.'' \71\
---------------------------------------------------------------------------
\69\ See id.
\70\ See id. at 2.
\71\ See Sen. Levin Letter, supra note 9, at 1.
---------------------------------------------------------------------------
V&F further believes that investors in the Trust would be able to
measure how much impact their collective removal of copper from the
supply available for immediate delivery would have on copper prices
each day, and could adjust their purchasing strategies accordingly.\72\
V&F questions, therefore, whether the increased market transparency
that the Exchange asserts will result from the formation and operation
of the Trust will be in the public interest.\73\
---------------------------------------------------------------------------
\72\ See V&F Letter, supra note 4, at 9.
\73\ See id. at 10.
---------------------------------------------------------------------------
The Exchange, in its response letter, states that V&F's concerns
about price volatility are speculative and misplaced.\74\ NYSE Arca
asserts that, because of the arbitrage mechanism common to all types of
CB-ETPs, CB-ETP share prices generally follow the price of the
underlying asset(s), rather than drive the price as V&F predicts.\75\
The Exchange agrees that, in theory, if extremely high demand for
shares of a CB-ETP caused it to grow very rapidly relative to the size
of the market for the underlying asset, such demand could place upward
pressure on the price of the underlying asset.\76\ The Exchange states
that Share redemptions would be able to drive down the price of copper
only if the size of the redemptions is extremely large relative to the
size of the physical copper markets and those redemptions occurred over
a very short period of time.\77\ The Exchange acknowledges that this is
a theoretical possibility, but states that V&F has not provided any
evidence to support its prediction.\78\ According to NYSE Arca, given
the anticipated size of the Trust relative to the size and depth of the
physical copper markets, the Sponsor of the Trust has informed the
Exchange that it does not expect the Trust to cause a spike in copper
prices.\79\
---------------------------------------------------------------------------
\74\ See Arca's Response, supra note 6, at 4.
\75\ See id.
\76\ See id. at 5.
\77\ See id.
\78\ See id.
\79\ See id.
---------------------------------------------------------------------------
In response to the Exchange, V&F reiterates its concern that the
Trust, if launched, could trigger an increase in the price of
copper.\80\ Senator Levin also voices a concern that the Trust, if
launched, would have an impact on the price of copper.\81\ V&F and
Senator Levin refer to language in the Trust's Registration Statement
in which the issuer discusses the potential for the growth of the Trust
to impact the price of copper and the Shares. Specifically, the
Commenters reference statements from the Registration Statement that:
(1) because there is no limit on the amount of copper that the Trust
may acquire, the Trust, as it grows, may have an impact on the supply
and demand for copper that ultimately may affect the price of the
Shares in a manner unrelated to other factors affecting the global
markets for copper; and (2) if the amount of copper acquired by the
Trust were large enough in relation to global copper supply and demand,
in-kind creations and redemptions of Shares could have an impact on the
supply and demand for copper unrelated to other factors affecting the
global markets for copper, which in turn could affect the price at
which Shares are traded on the Exchange.\82\ V&F also states that
because the potential size of the Trust is large relative to the size
of the market for copper available for immediate delivery, even modest
investor demand for the Shares could place upward pressure on the price
of copper.\83\
---------------------------------------------------------------------------
\80\ See V&F Letter II, supra note 7, at 8.
\81\ See Sen. Levin Letter, supra note 8, at 5.
\82\ See V&F Letter II, supra note 7, at 8 and Sen. Levin
Letter, supra note 8, at 5-6.
\83\ See V&F Letter II, supra note 7, at 8-9.
---------------------------------------------------------------------------
[[Page 43625]]
3. Increased Likelihood of Copper Market Manipulation
V&F asserts generally that the tightened supply of copper it
believes would be caused by fully funding the Trust would render the
physical copper market more susceptible to manipulation.\84\ V&F
compares the possible effect of funding the Trust to the conspiracy
(described in the V&F Letter) between Sumitomo Corporation and a U.S.
trader to squeeze the price of copper on the LME in the U.S. by, among
other things, removing 100% of the copper from the LME warehouse in
Long Beach, California.\85\
---------------------------------------------------------------------------
\84\ See V&F Letter, supra note 4, at 1, 10.
\85\ See id. at 6, 10 (describing the conspiracy).
---------------------------------------------------------------------------
NYSE Arca, in its response letter, highlights several structural
features of the Trust and the Shares that are intended to prevent
fraudulent and manipulative practices, promote just and equitable
principles of trade, remove impediments to and perfect the mechanism of
a free and open market, and in general, protect investors and the
public interest, including that:
The Trust may hold copper in multiple global locations,
which is intended to provide a larger, more liquid supply of copper
than would be available if creations and redemptions were only
permitted using copper held in a single location; \86\
---------------------------------------------------------------------------
\86\ See Arca's Response, supra note 6, at 5.
---------------------------------------------------------------------------
The Trust would be transparent, publishing information
about its holdings and operations through its Web site; \87\
---------------------------------------------------------------------------
\87\ See id.
---------------------------------------------------------------------------
The Trust would utilize a consistent, transparent, non-
discretionary, rules-based, and fully disclosed selection protocol for
redemptions; \88\ and
---------------------------------------------------------------------------
\88\ See id.
---------------------------------------------------------------------------
The Trust's copper would be valued by a recognized,
independent valuation agent.\89\
---------------------------------------------------------------------------
\89\ See id. at 6.
---------------------------------------------------------------------------
In response, V&F states that, although the Trust may hold its
copper in various locations worldwide, the Trust makes clear that it
intends to acquire copper from locations where the premiums are the
lowest, and that is in the United States.\90\ Senator Levin also states
that it is likely that the Trust's copper will come from LME warehouses
in the United States since the Trust will likely acquire its initial
copper holdings from the location with the lowest locational premia,
and the United States currently is the country with the lowest
locational premia.\91\
---------------------------------------------------------------------------
\90\ See V&F Letter II, supra note 7, at 9. V&F states its view
that the most cost-efficient manner to create Shares would be to
acquire warrants for copper held in the New Orleans warehouse where
the Trust's copper may be stored and take that copper off warrant;
by doing so, an authorized participant would avoid transportation
costs and pay the lowest premium for the copper. See id. at 6.
\91\ See Sen. Levin Letter, supra note 8, at 6.
---------------------------------------------------------------------------
V&F further responds to Arca's statements about the structure of
the Trust by stating that the transparency of the Trust's holdings will
provide market participants with critical information about ``how much
copper needs to be removed on any given day in order to artificially
inflate [copper] prices and thus the price of the Trust's shares.''
\92\
---------------------------------------------------------------------------
\92\ See V&F Letter II, supra note 7, at 10.
---------------------------------------------------------------------------
Senator Levin states that approval of the proposed rule change
would make the copper market more susceptible to squeezes and corners
by speculators.\93\ According to Senator Levin, market participants
could use the Shares to remove copper from the available supply with
the intent to artificially inflate the price of copper, and this
activity would go undetected by the LME because CB-ETPs currently are
not subject to any form of commodity regulations.\94\ Senator Levin
states that, by holding physical copper rather than LME warrants, the
Trust can control more of the available supply of copper without
triggering LME reporting or rules.\95\ Senator Levin further states the
view that creating this market condition would be inconsistent with the
requirements in Section 6(b)(5) of the Act that exchange rules be
designed to prevent manipulative acts and protect investors and the
public interest.\96\
---------------------------------------------------------------------------
\93\ See Sen. Levin Letter, supra note 8, at 7.
\94\ See id.
\95\ See id.
\96\ See id. at 1, 7.
---------------------------------------------------------------------------
Finally, V&F questions whether NYSE Arca's surveillance procedures
are adequate to prevent fraudulent and manipulative trading in the
Shares.\97\ According to V&F, NYSE Arca's surveillance procedures are
not adequate because they are the kind of garden-variety measures that
are always in place to prevent collusion and other forms of
manipulation by traders.\98\
---------------------------------------------------------------------------
\97\ See V&F Letter, supra note 4, at 10.
\98\ See id.
---------------------------------------------------------------------------
In response, NYSE Arca asserts that it will be able to obtain
information regarding trading in the Shares and the underlying copper,
copper futures contracts, options on copper futures, or any other
copper derivative.\99\ NYSE Arca further states that it can obtain
trading information via the ISG from other exchanges that are members
of the ISG, including the New York Mercantile Exchange, of which COMEX
is a division.\100\ The Exchange also notes that it has entered into a
comprehensive surveillance sharing agreement with the LME that applies
with respect to trading in copper.\101\
---------------------------------------------------------------------------
\99\ See Arca's Response, supra note 6, at 6.
\100\ See id.
\101\ See id.
---------------------------------------------------------------------------
B. Comparison to Other Commodity-Based Trusts
V&F distinguishes the Trust from prior commodity-based trusts whose
shares have been approved for listing and trading by the
Commission.\102\ According to V&F, gold, silver, platinum, and
palladium are all precious metals that have traditionally been held for
investment purposes and are currently used as currency.\103\ As a
result, there are ample stored sources available to back physical CB-
ETPs holding precious metals, and the introduction of such CB-ETPs had
virtually no impact on the available supply.\104\ In contrast, V&F
states that copper generally is not held as an investment, but rather
is used exclusively for industrial purposes, with the annual demand
generally exceeding the available supply.\105\
---------------------------------------------------------------------------
\102\ See V&F Letter, supra note 4, at 2-3.
\103\ See id. at 2.
\104\ See id.
\105\ See id. at 2-3. V&F states that the consensus among
experts is that copper is in deficit, has been in deficit for the
past three years, and is expected to remain in deficit for at least
the next couple of years. See id. at 3.
---------------------------------------------------------------------------
NYSE Arca states that: (1) The Trust will not be the first CB-ETP
to hold a metal that is used primarily for industrial purposes; (2)
NYSE Arca is unaware of empirical evidence demonstrating that the
launches of CB-ETPs that hold a metal that is used primarily for
industrial purposes (e.g., platinum and palladium) have disrupted the
markets for the underlying physical commodities or caused those
commodity prices to increase; and (3) V&F has not provided any evidence
that a copper-based CB-ETP would have such effects.\106\
---------------------------------------------------------------------------
\106\ See Arca's Response, supra note 6, at 6.
---------------------------------------------------------------------------
In its second letter, V&F states in response that platinum and
palladium are used for both industrial and investment purposes and
that, unlike copper, there is enough of a supply of platinum and
palladium available in storage and being produced that the introduction
of CB-ETPs backed by these metals did not cause the kind of disruption
to the market that a copper-backed CB-ETPs would cause.\107\
Specifically, V&F states that: (1) In recent years, there has been a
surplus in palladium due to the Russian
[[Page 43626]]
government's sell-off of its stockpile; (2) there is about a year's
supply of platinum reserves above ground; and (3) there is only a 1-2
week supply of copper available on the LME.\108\ Senator Levin states
that gold, silver, platinum, and palladium are substantially different
than copper because these four metals are the only precious metals that
are currently treated as world currencies and commonly held for
investment purposes, and as a result there are substantial existing
supplies of these metals that could be acquired to back an CB-ETPs
without affecting the world market price in these metals.\109\ Senator
Levin observes that copper is not currently held for investment
purposes because it is very expensive to store and difficult to
transport, and there is not the same existing supply of copper for the
Trust to acquire to back its CB-ETP, and concludes that holding copper
for investment purposes will have a significantly greater impact on the
copper market than CB-ETPs holding platinum, palladium, silver, or gold
had on their respective markets and the broader economy.\110\
---------------------------------------------------------------------------
\107\ See V&F Letter II, supra note 7, at 11.
\108\ See id.
\109\ See Sen. Levin Letter, supra note 8, at 6-7.
\110\ See id. at 7.
---------------------------------------------------------------------------
IV. Proceedings To Determine Whether to Approve or Disapprove SR-
NYSEArca-2012-28 and Grounds for Disapproval Under Consideration
The Commission is instituting proceedings pursuant to Section
19(b)(2)(B) of the Act \111\ to determine whether this proposed rule
change should be approved or disapproved. Institution of such
proceedings is appropriate at this time in view of the legal and policy
issues raised by the proposed rule change. As noted above, the
institution of proceedings does not indicate that the Commission has
reached any conclusions with respect to any of the issues involved.
Rather, as described in greater detail below, the Commission seeks and
encourages interested persons to provide additional comment on the
proposed rule change to inform the Commission's analysis of whether to
approve or disapprove the proposed rule change.
---------------------------------------------------------------------------
\111\ 15 U.S.C. 78s(b)(2)(B). Section 19(b)(2)(B) of the Act
also provides that proceedings to determine whether to disapprove a
proposed rule change must be concluded within 180 days of the date
of publication of notice of the filing of the proposed rule change.
Id. The time for conclusion of the proceedings may be extended for
up to 60 days if the Commission finds good cause for such extension
and publishes its reasons for so finding. Id.
---------------------------------------------------------------------------
Pursuant to Section 19(b)(2)(B),\112\ the Commission is providing
notice of the grounds for disapproval under consideration. The
Commission believes that questions remain about whether the proposed
rule change is consistent with the requirements of Section 6(b)(5) of
the Act,\113\ which requires that the rules of an exchange be designed,
among other things, to prevent fraudulent and manipulative acts and
practices, to promote just and equitable principles of trade, to remove
impediments to and perfect the mechanism of a free and open market and
a national market system and, in general, to protect investors and the
public interest.
---------------------------------------------------------------------------
\112\ Id.
\113\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
As discussed above, the Commission received comment letters from
two parties opposing the proposed rule change. The Commenters assert
that the successful creation of the Trust would materially reduce the
supply of copper available for immediate delivery, which would increase
the price of copper and volatility in the copper market, and, in turn,
would harm the U.S. economy.\114\ In addition, the Commenters argue
that, by decreasing the amount of copper available for immediate
delivery, the Trust will make the copper market more susceptible to
manipulation.\115\ V&F also believes the Exchange's surveillance
procedures are inadequate to prevent fraudulent and manipulative
trading in the Shares.\116\
---------------------------------------------------------------------------
\114\ See V&F Letter, supra note 4, at 5-7 and Sen. Levin
Letter, supra note 8, at 1, 7.
\115\ See V&F Letter, supra note 4, at 1, 10 and Sen. Levin
Letter, supra note 8, at 7.
\116\ See V&F Letter, supra note 4, at 10.
---------------------------------------------------------------------------
In response, the Exchange believes V&F's arguments either are based
on incorrect information or are unsubstantiated,\117\ and disputes
V&F's conclusions regarding the Trust's impact on the copper
market.\118\ NYSE Arca states different expectations regarding the
source and amount of copper that would be used to create Shares of the
Trust, as well as the potential impact on the price of copper.\119\
---------------------------------------------------------------------------
\117\ See Arca's Response, supra note 6, at 1.
\118\ See id. at 4.
\119\ See id. at 2-4.
---------------------------------------------------------------------------
In light of the comments received and the Exchange's response, the
Commission is soliciting further comments on the proposed rule change,
including comments regarding the issues already commented upon.
V. Request for Written Comments
The Commission requests that interested persons provide written
submissions of their views, data, and arguments with respect to the
concerns identified above, as well as any others they may have
regarding the proposed rule change. In particular, the Commission
invites the written views of interested persons concerning whether the
proposed rule change is consistent with Section 6(b)(5) or any other
provision of the Act, or the rules and regulations thereunder. The
Commission will consider, pursuant to Rule 19b-4, any request for an
opportunity to make an oral presentation.\120\
---------------------------------------------------------------------------
\120\ Section 19(b)(2) of the Act, as amended by the Securities
Act Amendments of 1975, Public Law 94-29 (June 4, 1975), grants the
Commission flexibility to determine what type of proceeding--either
oral or notice and opportunity for written comments--is appropriate
for consideration of a particular proposal by a self-regulatory
organization. See Securities Act Amendments of 1975, Senate Comm. on
Banking, Housing & Urban Affairs, S. Rep. No. 75, 94th Cong., 1st
Sess. 30 (1975).
---------------------------------------------------------------------------
Interested persons are invited to submit written data, views and
arguments regarding whether the proposed rule change should be
disapproved by August 24, 2012. Any person who wishes to file a
rebuttal to any other person's submission must file that rebuttal by
September 10, 2012.
The Commission asks that commenters address the sufficiency and
merit of the Exchange's statements in support of the proposed rule
change and the comments received, in addition to any other comments
they may wish to submit about the proposed rule change. The Commission
requests that commenters support their responses to the questions below
with empirical data sufficient to inform the Commission's decision
making. In particular, the Commission seeks comment on the following:
1. In light of the comments received, the Commission is soliciting
further comments regarding copper usage and supply trends. For example:
[cir] What was the world mine production capacity in each of the
past 10 years? What data is available regarding projected world mine
production over the next 3 to 5 years? What factors impact the ability
to increase or decrease mine production?
[cir] What was the refined production in each of the past 10 years?
How much of the refined production was from primary and secondary
sources? What was the world refinery capacity in each of the past 10
years? What data is available regarding projected refined production
over the next 3 to 5 years? What factors impact the ability to increase
or decrease refinery production?
[cir] What was the world refined usage in each of the past 10
years? What data is available regarding projected usage over the next 3
to 5 years?
[[Page 43627]]
[cir] How much copper has been held for investment purposes over
the past 10 years? How much of this copper was taken off LME warrant?
How much of this copper has been eligible to be placed on LME warrant?
2. According to the International Copper Study Group (``ICSG'),
world refined usage of copper exceeded world refined production by
approximately 417,000 tons in 2010 and 231,000 tons in 2011, and world
refined stocks decreased by 161,000 tons in 2010 and increased by
13,000 tons in 2011.\121\ What factors account for refined stocks
decreasing less than the deficit amount (or even increasing) in 2010
and 2011? Are there any factors with respect to the supply of copper
available for immediate delivery that the Commission should consider in
evaluating the market's ability to meet demand for copper? When a
deficit occurs, are copper fabricators and other end users able to
access copper to meet excess demand? If so, what are the sources of
that copper? How much copper is available for immediate delivery that
is not on LME warrant?
---------------------------------------------------------------------------
\121\ Press Release, ICSG, Copper: Preliminary Data for February
2012 (June 20, 2012), available at https://www.icsg.org/index.php?option=com_content&task=view&id=63&Itemid=64.
---------------------------------------------------------------------------
3. The Commenters state that a material reduction in the supply of
copper available for immediate delivery will increase the price of
copper and volatility in the copper market, and, in turn, would harm
the U.S. economy.\122\ The Commission requests comment on whether
commenters agree or disagree with these concerns, and why or why not.
For example:
---------------------------------------------------------------------------
\122\ See V&F Letter, supra note 4, at 5-7 and Sen. Levin
Letter, supra note 8, at 1.
---------------------------------------------------------------------------
[cir] Do commenters believe creation of the Trust will have an
impact on the supply of copper? If so, what will that impact be? If
not, why not?
[cir] How does a change in the supply of copper impact the price of
copper? To what extent do copper stocks need to be reduced or increased
to impact the price of copper?
[cir] To what extent is the LME Settlement Price affected by the
amount of copper on LME warrant? To what extent must copper on LME
warrant be reduced to impact the LME Settlement Price? To what extent,
if at all, is the LME Settlement Price affected by the supply of copper
ineligible to be placed on LME warrant?
[cir] How does a change in the supply of copper impact volatility
in the physical copper and copper derivatives markets?
[cir] Is there empirical evidence that creation of the Trust will
impact copper prices and volatility? What impact, if any, will creation
of the Trust have on the US economy?
4. V&F and Senator Levin state that the Trust and the proposed
iShares Copper Trust,\123\ collectively, will remove from the market a
substantial percentage of the copper available for immediate delivery,
with Senator Levin stating that the Copper Trusts would hold
approximately 34% of the copper stocks available for immediate delivery
and would remove from the U.S. market over 55% of the available
copper.\124\ V&F further states that the collective effect of the Trust
and the iShares Copper Trust would be ``far-reaching and potentially
devastating to the U.S. and world economies,'' including ``shortages of
copper, higher prices to consumers, and increased volatility.'' \125\
Do commenters agree or disagree with these statements? If so, why or
why not?
---------------------------------------------------------------------------
\123\ See iShares Notice, supra note 58 (describing the iShares
Copper Trust).
\124\ See V&F Letter, supra note 4, at 6 and Sen. Levin Letter,
supra note 8, at 5-6.
\125\ See V&F Letter, supra note 4, at 10.
---------------------------------------------------------------------------
5. V&F states that the only ``visible'' copper available to satisfy
the Trust's requirements is copper stored in LME warehouses.\126\ NYSE
Arca represents that it has been informed by the Sponsor that overall
physical copper stocks, including stocks that are immediately available
for sale, are substantially larger than V&F would suggest.\127\ V&F
responded, arguing that the copper stocks identified in Arca's Response
mainly consist of metal in the supply chain, which would not be
generally available for creation of Shares.\128\ The Commission is
soliciting further comments regarding physical copper stocks. For
example:
---------------------------------------------------------------------------
\126\ See id. at 3.
\127\ See Arca's Response, supra note 6, at 3.
\128\ See V&F Letter II, supra note 7, at 5.
---------------------------------------------------------------------------
[cir] How much copper is currently held in LME warehouses? How much
of the copper currently held in LME warehouses is on warrant? How much
copper in LME warehouses is available for investment purposes?
[cir] How much copper is held in COMEX, Shanghai Futures Exchange
(``SHFE''), and Multi Commodity Exchange of India (``MCX'') warehouses?
How much copper held in COMEX, SHFE, and MCX warehouses is eligible to
be placed on LME warrant (i.e., is of a brand registered with the LME)?
How much of this LME warrant-eligible copper is available for
investment purposes? Where is this copper located?
[cir] What quantity of copper stock, if any, is held in other
locations that would be eligible to be placed on LME warrant (if it
were located at an LME warehouse)?
[cir] How accessible are stocks of copper eligible to be placed on
warrant that are not held in LME warehouses?
[cir] Are commenters aware of any activities involving the
stockpiling of copper? If so, how much copper has been stockpiled?
Where is such copper located? How accessible is such copper? How much
of this stock was taken off LME warrant? How much of this copper is
eligible to be placed on LME warrant?
6. The Trust will store copper in warehouses that are maintained by
the Warehouse-keeper. Initially, the permitted warehouse locations are
in the Netherlands (Rotterdam), Singapore (Singapore), South Korea
(Busan and Gwangyang), China (Shanghai), and the United States
(Baltimore, Chicago, and New Orleans) (each an ``Approved Warehouse''
and, collectively, the ``Approved Warehouses'').\129\ What is the
locational premium at each of the Approved Warehouses? What impact
would changes in locational premia have on supply and demand for copper
at each of the Approved Warehouses? How much copper is held at each of
the Approved Warehouses? How much of the copper held at each of the
Approved Warehouses is on LME warrant? How much is eligible to be
placed on LME warrant? How much copper eligible for LME warrant is
available for investment purposes? How much is not eligible to be
placed on LME warrant?
---------------------------------------------------------------------------
\129\ See Notice, supra note 3, at 23779.
---------------------------------------------------------------------------
7. V&F states that Shares will be created by acquiring LME-
warranted copper and taking it off warrant to be deposited in the
Trust.\130\ NYSE Arca represents that it has been informed by the
Sponsor that the economics do not support this suggestion, given the
large supply of non-warranted physical copper and the cost and time
that would be required in order to take LME warranted copper off
warrant solely for the purposes of creating Shares.\131\ V&F responded,
arguing that taking copper off LME warrant would involve little or no
cost if LME warrants are purchased for copper that is already stored at
the Approved Warehouses.\132\ The Commission requests comment on these
opposing views. Specifically:
---------------------------------------------------------------------------
\130\ See V&F Letter, supra note 4, at 3.
\131\ See Arca's Response, supra note 6, at 3.
\132\ See V&F Letter II, supra note 7, at 6.
---------------------------------------------------------------------------
[cir] What costs are involved in taking copper off LME warrant?
What costs are involved in putting copper on LME warrant?
[cir] How long does it take to take copper off LME warrant? How
long does it take to put copper on LME warrant?
[[Page 43628]]
[cir] How does the cost and time required to take copper off
warrant compare to the cost and time to ship copper to an Approved
Warehouse?
8. The Commission understands that ETFS Physical Copper securities
currently trade on the London Stock Exchange. How much copper did ETFS
Physical Copper hold following the initial creation? How much copper
does ETFS Physical Copper currently hold? What change, if any, was
there in the price of copper following creation of ETFS Physical
Copper? Did the creation of ETFS Physical Copper result in an
observable impact on the copper market? Has ETFS Physical Copper
engaged in the lending of copper?
9. The Commission has previously approved listing on the Exchange
under NYSE Arca Equities Rule 8.201 of other issues of CB-ETPs backed
by gold, silver, platinum, and palladium (collectively ``precious
metals''). While these precious metals are often held for investment
purposes, the Commission understands they are also used for various
industrial purposes. V&F asserts that copper is used exclusively for
industrial purposes and is not generally held for investment.\133\ The
Commission requests information regarding the production and use of
precious metals. How much gold, silver, platinum, and palladium has
been produced in each of the last 10 years? How much gold, silver,
platinum, and palladium has been used for investment purposes in each
of the last 10 years? How much gold, silver, platinum, and palladium
has been used for industrial purposes in each of the last 10 years? Are
there any other uses of gold, silver, platinum, and palladium relevant
to understanding utilization of these precious metals? What are the
current and historic stocks of gold, silver, platinum, and palladium?
Is there any empirical evidence that the listing of CB-ETPs backed by
gold, silver, platinum, or palladium impacted prices in these markets?
---------------------------------------------------------------------------
\133\ See V&F Letter, supra note 4, at 2-3.
---------------------------------------------------------------------------
10. V&F estimates that creation of the Trust could result in the
immediate removal of up to 61,800 metric tons of copper from LME
warehouses.\134\ NYSE Arca states its understanding that the Sponsor
currently expects that the value of the initial creation units to be
issued by the Trust would not exceed 10,185 metric tons.\135\ Further,
while the Trust is seeking to register 6,180,000 Shares, the Exchange
states that like the other CB-ETPs, the Trust is seeking to register
significantly more Shares than it intends to sell initially.\136\ What
is the likelihood that the Trust will sell all registered Shares
initially? What is the likelihood that the Trust will sell all
registered Shares in the three months after the registration goes
effective? How quickly did the CB-ETPs backed by gold, silver,
platinum, and palladium sell the shares registered in the first
registration statement?
---------------------------------------------------------------------------
\134\ See id. at 1, 3.
\135\ See Arca's Response, supra note 6, at 4.
\136\ See id.
---------------------------------------------------------------------------
11. V&F argues that, by decreasing the amount of copper available
for immediate delivery, the Trust will make the copper market more
susceptible to manipulation.\137\ Specifically, V&F states that ``the
drawing down of stocks in LME and Comex warehouses'' resulting from the
listing and trading of the Shares ``will make it much easier and
cheaper for [copper market] speculators to engage in temporary market
squeezes and corners.'' \138\ Senator Levin also argues that approval
of the proposed rule change would make the copper market more
susceptible to squeezes and corners by speculators.\139\ The Commission
requests comment on these concerns, as well as whether commenters agree
or disagree with the comments and why or why not. For example:
---------------------------------------------------------------------------
\137\ See V&F Letter, supra note 4, at 1, 10.
\138\ See id. at 9.
\139\ See Sen. Levin Letter, supra note 8, at 7.
---------------------------------------------------------------------------
[cir] Will creation of the Trust impact the ability to manipulate
the physical copper or copper derivatives markets? If so, how? If not,
why not?
[cir] Has there been any increased manipulative behavior due to the
reduction of copper available for immediate delivery that resulted from
the prior years' deficits in copper production versus copper
consumption?
[cir] Are there any structural aspects of the copper market that
render it more or less susceptible to manipulation?
[cir] Is there empirical evidence that the creation of CB-ETPs
backed by gold, silver, platinum, and palladium has led to manipulation
of the physical markets for those precious metals? If so, please
describe.
12. Both Commenters discuss concerns about the potential impact of
the Trust on the copper market, and how that potential impact could, in
turn, affect the Shares. V&F states that, with
the risk of an ETF removing indefinitely all or substantially
all of the copper available for immediate delivery, the risk of
price volatility becomes enormous. This is because the greater
amount of copper artificially kept off-the-market, the greater the
chance that investors will eventually no longer keep propping up the
price with further purchases, and the greater the likelihood that
the bubble will burst, thus flooding the market with surplus copper,
and severely depressing the price.\140\
\140\ See V&F Letter, supra note 4, at 5.
V&F further states that investors in a copper CB-ETP would benefit
immediately from any increase in the price of copper because the more
copper removed from the market to satisfy the demand for the copper CB-
ETP, the higher the price not only of copper, but of the copper CB-ETP
itself.\141\ V&F notes that, like all bubbles, as investor demand for
this product wanes, the bubble will burst, leaving in its wake a glut
of physical copper that the Trust will be forced to dump on the market,
causing prices to plummet, and leaving in its wake unsuspecting
investors who will have lost the value of their investment.\142\
Senator Levin also makes statements about the potential effect on the
Shares, stating that the ``supply disruption is likely to affect the
cash and futures market for copper, increasing volatility and driving
up[hellip][the Share] price to create a bubble and burst cycle.'' \143\
---------------------------------------------------------------------------
\141\ See id.
\142\ See id. at 2.
\143\ See Sen. Levin Letter, supra note 9, at 1.
---------------------------------------------------------------------------
Do commenters agree or disagree with these comments? If so, why or
why not? Comments may be submitted by any of the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSEArca-2012-28 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEArca-2012-28. These
file numbers should be included on the subject line if email is used.
To help the Commission process and review your comments more
efficiently, please use only one method. The Commission will post all
comments on the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments,
all written statements with respect to the proposed rule change that
are filed with the Commission, and all written communications relating
to the
[[Page 43629]]
proposed rule change between the Commission and any person, other than
those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filings also will be available
for inspection and copying at the principal office of the Exchanges.
All comments received will be posted without change; the Commission
does not edit personal identifying information from submissions. You
should submit only information that you wish to make available
publicly. All submissions should refer to File Number SR-NYSEArca-2012-
28 and should be submitted on or before August 24, 2012. Rebuttal
comments should be submitted by September 10, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\144\
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\144\ 17 CFR 200.30-3(a)(57).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-18107 Filed 7-24-12; 8:45 am]
BILLING CODE 8011-01-P