I'm out of fresh tin-foil hats as well, but it would not surprise me in the least if any government was actively engaged in weakening security and privacy protections.
Literally look at what they are all doing in almost every sphere. The current political zeitgeist is all about automated surveillance everywhere. The motivations are worn on their sleeves.
https://en.wikipedia.org/wiki/NOBUS
DES key-size weakening is consistent with NOBUS (given the computational dominance of the US at the time). DUAL_EC_DRBG is consistent with NOBUS. DES S-box strengthening (vs linear/differential cryptanalysis, I forget which) is also consistent with NOBUS.
There have been *no* proposed mechanism that would allow NSA to have a NOBUS-style attack against ML-KEM.
Separately, this RFC (pure ML-KEM) is marked "recommended to implement = N". It is highly likely all browsers etc will use hybrids. In certain areas (say hardware) it is not free to use a hybrid. You all of a sudden need both a SHA2 and SHA3 implementation, for example. Some organizations that view the threat of quantum computers as more credible may also not want to drag around the ECC component (which is known to be broken, once a CRQC appears. Google and the US government have publicly stated concerns this may occur within the next ~5 years after recent QC breakthroughs).
Anyone who attributes public motives or activity or blame to "the NSA" automatically gets dropped into the "conspiracy theorist" bin, as far as I'm concerned.