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Bona fide hedge exemption

Permission for a commercial firm to exceed speculative position limits because its futures offset a genuine physical exposure.

To qualify, the position must be economically appropriate to reducing risk in the conduct of a commercial enterprise — a grain elevator's inventory, an airline's fuel purchases, a miner's forward output. The firm files documentation and can be asked to prove the underlying exposure.

The definition matters enormously in policy fights: broadening it lets financial firms take large positions under a commercial banner, and narrowing it can force real hedgers out of the market.

Example: an ethanol producer buying far more corn futures than the speculative limit allows can do so if it can show the matching physical grind requirement.

Related: position-limits, cftc

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