Truly, truly can't understand why anyone finds this line of reasoning plausible. (Before anyone yells Dual_EC_DRBG, that was a NOBUS backdoor, which is an argument against the NSA promoting mathematically broken cryptography, if anything.)
Timing side channels don't matter to ephemeral ML-KEM key exchanges, by the way. It's really hard to implement ML-KEM wrong. It's way easier to implement ECDH wrong, and remember that in this hypothetical you need to compare to P-256, not X25519, because US regulation compliance is the premise.
(I also think these days P-256 is fine, but that is a different argument.)