An upstream resource becomes useful only through connected operating stages.
Oil: the bypass needs an exit
Hormuz connects the Persian Gulf to the Gulf of Oman. Saudi Arabia can move some crude west by pipeline to Yanbu on the Red Sea. That substitutes a land route for one sea passage; it still needs functioning pumps, terminals and ships.
Read the passage and its EIA source →Cotton: the order must reach the mill
Buying a uniform from an Australian business is not the same proposition as requiring Australian-spun yarn. A contract could support local design, distribution or sewing while the fabric still contains yarn spun overseas. To test the proposal, trace the procurement specification through every production stage.
Read the passage and procurement sources →Why the comparison helps
Ask which next stage can actually operate, what it needs and who has committed to use its output. Upstream abundance and announced capacity cannot answer that question on their own.
Where the comparison stops
Oil has existing but threatened export routes; cotton has a missing conversion stage and an unproved investment case. No shared cause or numerical equivalence.
Relationship: structural, inferred · Confidence: moderate. No claim that one story caused the other.