On the edge of Western Australia's hematite ore region, another heavy freight train roars toward the port. My mining friend patted the red dirt on his shoulder and said with a wry smile, "All of these are shipped to the same place. We're not really mining; we're clearly delivering nutrients to a giant."

He pulled up data on his phone: iron ore, copper concentrate, spodumene... Behind each bulk commodity, the import share is between 60% and 90%. What shocked me at that moment wasn't these numbers, but what they revealed—the flow and pricing power of global physical resources are being restructured by an unprecedented scale effect.

Imagine when a buyer can systematically absorb 60%-90% of a certain type of mineral globally, the so-called "global market" actually becomes a targeted supply network organized around this demand point. This isn't just a capacity issue; it's an independent closed loop—resource extraction, processing and manufacturing, global export, all interconnected.

More importantly, the financial aspect of this closed loop. Such a scale of commodity flow requires enormous cross-border trade settlements, supply chain financing, and price hedging. But in the current system, these processes are hampered by centralized intermediaries, high costs, and geopolitical risks. The flow of physical goods has become so concentrated and efficient; why does the flow of funds and credit still stick to old routines? This contradiction will inevitably be broken by someone sooner or later.