BepiColombo [0] uses 581 kg of Xe gas for its electric propulsion. I remember reading at the time this was being built that it consumed a measurable portion of the global xenon production for that year. This post reminded me to look that up, and it seems to be only ~1% of the ~50 tons, which is quite a bit less than I remember but still quite significant for a single application to use a non-trivial amount of the supply.
Given that ~100 million tons of oxygen are produced annually, extracting all the xenon from that air would yield about 170 tons/year. So there's a bit of room for growth.
The BepiColombo number is similar, I think, to the amount of xenon made annually in nuclear reactors (where it occurs in spent fuel as the result of fission.)
I think it might have taken a larger percentage of high-grade ultrapure xenon, a narrower market than the global bulk supply. A 1% impurity is fine if you are using xenon for welding, not so much if you are firing zenon plasma at a grid carrying a few hundred volts. A little bit of o2 in there and your grid would be rust very quickly.