The end of the cold war was the start of extreme financialization.
If corporations, wal-mart, apple, Wall Street or whoever could save half a penny by stretching supply-chains, opening borders, consolidating all neon production in Ukraine, or PPE in China, etc. etc.. - they did it.
It also meant government could suppress interest rates and spend even more on woke social-engineering schemes.
Now we will spend the next couple decades reversing all this.
Neon is a major component of air and can be produced by cryogenic separation relatively easily. There is no compelling reason why much of it has to come from Ukraine that I can see.