Gas and oil are fungible products. If the cat eaters buy oil and gas from the vodka drunks, then they’re not buying it from other sources, and those sources become available. Europe may have to ship in its gas and oil at significantly higher cost in tankers. Probably from Canada, since the Depends Filler in Chief is too busy drooling and smacking down lime jello and having sundowner’s rants over masks to worry about ample energy supplies.
Gas is NOT a fungible product.
It depends on infrastructure and long term relationships, especially in this case, but this is a typical case. One can’t just whistle up some other set of tankers from elsewhere. Gas depends on pipeline systems connecting seller to buyer. In this case the pipes are set up to accommodate a single seller, which is terrible, but even with multiple sellers there is going to be big trouble is a big supplier drops out.
Unlike most of the world the US has a complex pipeline system accommodating multiple suppliers and multiple users, but still, California is in big trouble if Texas cuts off its Gas service.