There are MANY other entities that will and are taking that load.
Business / trade around the planet does not halt due to such devices being politically held hostage.
Remember, SoOum does not necessarily or simply import/export from the US, the key word is arbitage. Buying and selling between countries around the world. Therefore many financial institutions must be involved.
Disclaimer: Everything I post is opinion and is not to be taken as investment advice. You make your own decisions based on your own judgement. Do your own DD = 'Due Diligence' = Your trade, Your responsibility.