The supplies in the West wouldn't be directly affected... but the price of the oil on the markets would. It's a global commodity and supply & demand still function. If you limit supply in the marketplace--even if it's going to specific customers--you will drive prices higher globally.
>>f you limit supply in the marketplace—even if it’s going to specific customers—you will drive prices higher globally.
Which wouldn’t have been bad for the U.S., back when we were a net exporter of oil under Trump, but Biden shut down the Bakken fields and drained our oil reserves.