The Liquidity Squeeze in the Commodity Market

The whole world that we have is built on structurally low interest rates higher interest rates higher inflation It blows everything apart. If your theory of inflationary hikes hold then a lot of Bank lending in aggregate will explode higher. However Zoltan is saying one particular niche of bank financing will not will not be strong and there as that actually will be a liquidity squeeze in that part of the market. He's comparing it to 2008, he's compare it to the 2019 repo crisis Joseph what's going on here with these commodity players and the credit lines?