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> There's also the question of what fraction of Russian export capacity to Europe would vanish in the hypothetical where the pipelines going though Ukrainian territory were destroyed for whatever reason (I can think of at least three scenarios leading to that).

Jamal is 33 billion m³ a year [1] and Soyuz 26 billion m³ [2], while each of the North Stream pipelines has 55 billion m³ capacity [3] - meaning that even in the case that both Jamal and Soyuz are irreparably destroyed for whatever reason, North Stream has more than enough capacity to take over. And that was the entire point why Ukraine, Austria and Poland were so opposed to the buildout of North Stream - had both been opened, Russia would have been able to completely cut out all the transit countries, leaving them completely at the mercy of Russia and Germany's notoriously Russia-amorous politicians.

[1] https://en.wikipedia.org/wiki/Yamal%E2%80%93Europe_pipeline

[2] https://en.wikipedia.org/wiki/Natural_gas_transmission_syste...

[3] https://en.wikipedia.org/wiki/Nord_Stream




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