ULA launch services are expensive for the same reasons as SLS (you know why).
Sanctions against Russians will create shortage of launch services.
Prices in this situation will grow for launch services and satelite companies will pay more, and will increase price for satelite services that will cost for everybody.
ULA will not gain much - they already too expensive for private satelite companies and government budget problem will not allow them to have much more.
Future of Atlas V is in question because of Russian RD-180, Antares rocket for the same reason - Russian and Ukrainian hardware.
SpaceX will be the big winner in every service, including need to replace Soyuz by Dragon.
Indian rockets probably will be in demand as well (if they could provide).