[tarboreus]

...think about this for a second. There's supply, and then there's demand.

I live in Appletown, where there are two orchards and three cider-making operations. I run one of the orchards and make X apples per year, it's a fixe amount. My competitor makes ~X apples per year.

Now a giant bomb is dropped on my competitor's orchard. I can still only sell X apples per year, as that's all I can currently make. However, do you think the price of my apples will go up or down?

[kibwen]

In this scenario, shipments from your competitor's orchard have already been halted for a month. The market has already priced in the loss, and burning down the orchard itself doesn't change anything. Nord Stream hasn't transmitted any gas since August, since Putin has been gamely claiming that it needs new pumps which, coincidentally, can only be achieved via the lifting of sanctions.