On the beneficiaries side, meanwhile, it seems certain that one of the key missions of the new Orbital ATK space firm, once ATK and Orbital finalize their merger, will be to develop an independently produced rocket engine capable of lifting ULA's space packages into orbit. The companies will have a guaranteed customer in ULA, and probably gain others around the globe, as Russia's one-time embargo on rocket engines creates uncertainty among the country's other customers.
Separately, ULA's declamations aside, Elon Musk makes an excellent point in noting that SpaceX builds its engines internally, and does not rely on Russian suppliers for its ability to support Air Force launch missions. That's going to be a big factor in SpaceX's favor when the Senate agrees -- as I believe it must -- to open up military space launch missions to price-based competition.