Re:"...helium currently comes from natural gas..."
AB "FWIW most of the world's supply of helium currently comes from natural gas wells, but only about 0.01% of them worldwide are setup to capture the stuff (the rest just vent it)"
China and Russia have 'recently' (a few years ago) signed a $400+B deal for natural gas, part of China's plan to reduce reliance on filthy coal. This implies that the Siberians will be installing plenty of new gas wells. They could probably extract helium along the way. So perhaps it all fits together.