Outsider looking in, this article[1] published circa Jul 2022 appears to add some historical color to the status quo...it all seems related to CLPS[2] failures surrounding a few involved primes[3][4].
In any case, sure does look like a nasty Nunn-McCurdy breach that NASA has on their hands.
[1] https://www.nasa.gov/solar-system/nasa-replans-clps-delivery...
[2] https://en.wikipedia.org/wiki/Commercial_Lunar_Payload_Servi...