I saw that neon story last year and thought it was much ado about nothing.
The kernel of truth is that steel mills are one of the biggest consumers of liquid oxygen, and therefore often have a separation plant on site. Since they must process a huge volume of air to manufacture enough LOX for their own needs, steel mill separation plants are the ideal place to separate some of the less abundant elements like xenon or neon.
But that doesn't mean steel mill separation plants are the only places which can do it. There are so many industrial sites which already have the equipment installed and running for other purposes, and it would not be difficult for them to also distill out some noble gases. It might be more expensive; steel mill plants have the advantage of economy of scale. But it wouldn't be a long term disruption either.
I've long suspected that the fearmongering stories you see about this are just market manipulation.
The kernel of truth is that steel mills are one of the biggest consumers of liquid oxygen, and therefore often have a separation plant on site. Since they must process a huge volume of air to manufacture enough LOX for their own needs, steel mill separation plants are the ideal place to separate some of the less abundant elements like xenon or neon.
But that doesn't mean steel mill separation plants are the only places which can do it. There are so many industrial sites which already have the equipment installed and running for other purposes, and it would not be difficult for them to also distill out some noble gases. It might be more expensive; steel mill plants have the advantage of economy of scale. But it wouldn't be a long term disruption either.
I've long suspected that the fearmongering stories you see about this are just market manipulation.