Parts of Asia are already rationing fuel and facing actual energy shortages, not just higher prices. There aren’t enough ships to handle the increased ton-miles of moving oil from further away, and this can be seen in West Texas oil trading at a discount versus Brent most days. Any net exporter is getting hit less in the first place, and then making bank on exports on top of that (in fact, to a large extent oil and refined products export quotas could be set and then prices would go back to normal for exporters, at the expense of forgoing extra revenue and hurting other countries).

This is especially true for countries that used Qatari LNG, because LNG is a market where all the export capacity is spoken for well in advance and trying to buy it on short notice is crazy expensive.