Just conjecture: but it could also be that the DOE wanted GLE to produce HALEU at a price that would give them the lion's share of the cost advantages of the SILEX tech (over centrifuges).
If so, we've essentially got something like a monopsony vs monopoly stand-off here, which is extremely rare, but my bet would be that in this case because the monopsony is able to pay with printed dollars that it will be the one to blink first and become a bit more willing to pony up the dough.
Ann: GLE's Evaluation of US DOE HALEU Enrichment Acquisition RFP, page-31
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