Large Commodity Producers acting like Goldman Sachs

Lina Khan, “Over the last decade, some of the world’s biggest traditional traders in grains, oil, and metals have quietly taken on many attributes of banks—running billion-dollar hedge funds, launching private equity arms, and selling derivatives to clients.” 
Hatip (Abnormal Returns)

Here is what I said 15 months ago.
"I have told my students that I see the next counterparty financial crisis coming from the commodity markets (or Japan CDS). I thought it would be because a large commercial blew itself up (Exxon, BH Bilton). Maybe copper will be the new way that banks find to  pull the pin. "