Let's say a file had a module in it. It can behave differently based on context.
For example, let's say I have a module A that requires modules B and C. Module C could use module B without explicitly pulling it in because modules are just globals. However, if a different module just requires module C but not module B and no other files required B either, then module C would break when it tries to use model B. If modules weren't global B, would have to require it to use it directly regardless but since it doesn't it's easy to get unexpected results.
In ruby a file doesn't have to declare the modules it uses which is why I don't consider them modules but just global namespaces. So if another module that got required earlier happens to require B, then B can be used because it's just a global.
I'm summary, modules in Ruby aren't modules but just global namespaces.