In that scenario the President would invoke the Defense Production Act to compel the oil company to supply the oil. They threatened to use that power against Anthropic, though it's unclear how it applies to something like AI. "Claude without guardrails" is not a product Anthropic offers, so they would fight it on grounds similar to how Apple fought against being forced to crack an iPhone.

The main issue here is that Congress is asleep at the wheel and has refused to implement any sort of guardrails around how the government is and is not allowed to use AI.