1. It's reasoning a'la "It's economically inefficient therefore it's less likely to happen". In my opinions, governments are absolute experts in implementing economically nonsensical policies, international conflicts included.
2. Any link between nations can be weaponized, i.e. imposing tariffs, banning imports/exports, and so on. The greater your dependency on me the more ways I have to harm you.
3. Such weaponization will naturally harm your own citizens but you, as a decision maker, will bear very little cost.
4. The easier it is for me to replace you with an alternative the more likely I am to use that against you -- this is classic BATNA. You don't like my export quota? So what, I've got more interest than I can handle and you can build your batteries without lithium if you don't like that.