I am sure they will be making some money on it - they are a very large, very successful trading house that does just fine on thin margins https://en.wikipedia.org/wiki/Toyota_Tsusho
I wasn't able to find the source but I recall reading in one of the annual reports that ORE take a fee for their operational management of the SDJ operation.
For both, the real deal is the dividends that will eventually flow out of SDJ
ORE Price at posting:
$4.80 Sentiment: Buy Disclosure: Held