I want to be clear on my bias here: I firmly believe that open source would not be a 'thing' if it weren't for Red Hat. Linus Torvalds himself once said (albeit 10 years ago) that the shares he received from Red Hat before their IPO was 'his only big Linux payout'. I don't think anyone would disagree with the statement that Red Hat has had a major significant positive impact on Open Source across the world.
This morning I listened to an excellent podcast called "Ask Noah" where he interviewed Red Hat's Mike McGrath who has been active on the linux subreddit and other social media. It seems that Mike has been involved in the decision to restrict Red Hat's sources on git.centos.org:
https://podcast.asknoahshow.com/343 (listen at ~20 mins)
It's really worth a listen. Mike clearly lays out the work that Red Hat (I was surprised to find out that it is NOT the Rebuilders) does to debrand the Red Hat sources, why they're pulling that back on those unbranded sources, and that they understand the ramifications of doing so. It's also interesting that Mike is of the opinion that there is nothing wrong with doing a Rebuild, and he defends them by stating "that's the cost of doing business". Noah and Mike go into many of the nuances of the decision and again, it's really worth listening to. Mike also talks about "bad faith" when dealing with the Rebuilders at 40:30, which I think explains Red Hat's decision. I got the distinct feeling he's bound by some ethical code so he won't/can't say too much though.
There's also this discussion about Rocky Linux securing a contract with NASA:
https://news.ycombinator.com/item?id=36417968
that had a lot of internal discussion at my company this week, which given what's just happened may shed some more light on Red Hat's decision.
There are always two sides to every story but in this case there are three sides to this story.
On one side, you have Red Hat, a long time champion of open source software, that has poured billions of dollars into open source development, and which has 1000s of employees who not only on 'company' time but in their own time manage, develop, contribute, and create open source code. They have funded countless successful and unsuccessful projects that we all use.
Against Red Hat are two largely distinct groups. The first is the Rebuilders themselves, who Red Hat has claimed 'don't offer anything of value back to the community'. This is not meant to be a statement on the usefulness of the rebuilds (Rocky, Alma, Oracle, etc.) but rather a very directed statement on whether or not the rebuilders are providing bug report, feedback, and contributions to the packages that Red Hat has included in RHEL.
The second group, which stands somewhat behind the Rebuilders, are the Rebuild users. One could argue that the users are caught in the middle of Red Hat and the Rebuilders, however, I think it is better to look at them as being an equal 'side' in this discussion.
The Rebuild users are in a very unfortunate position: they're about to lose access to a free product that they've come to depend on. They are, as expected, unhappy about Red Hat's decision to stop providing access to RHEL sources. My next statement is callous, and I expect it to be read as such: You get what you paid for. That is not meant to indicate anyone is cheap, it's just that you shouldn't have expectations when you are using something for free.
Here's the interesting part for me. As far as I can see, none of the users are jumping to the Rebuilder's defence of Red Hat's accusation that the Rebuilders provide nothing back to the community. And, as far as I can tell across various social media and news platforms' comments sections, largely the user community AGREES with Red Hat's position. Informed users -- not all users -- are using a RHEL Rebuild knowing that there is no benefit in doing so for the community.
I have yet to read a reply from the Rebuilders where they categorically deny that this is the case. And to me, that's glaring and damning of the Rebuilders' position. Even the 'defenders' (for lack of a better word) of the Rebuilders have yet to provide a response.
One other thing I want to add: I've read a bunch of comments about how the Rebuilds were used in educational and scientific settings, and that there is a prohibitive cost for RHEL in those environments. After reading so many comments about it, I have to believe that Red Hat is going to make some modification to their Developer License program to allow more than 16 'seats' for those use cases.
Yes, from what I've heard they are raising to just over 200 (iirc there was already an agreement for this but the caveat being the type of services the systems ran) which still doesn't cover many educational and academic research scenarios. We'd only be covered about 30% and we operate a comparatively small environment.
I don't have any expectations of them doing this (but I also have no expectations to the contrary), but I think it would be a good move from Red Hat to make the official RHEL more available, as you suggest.
In another thread I compared the RHEL rebuilds to piracy, and in that vein one could quote Gabe Newell and say that piracy is a service problem -- part of the reason Alma/Rocky/etc. exist is because there is a group of users who want to use RHEL but cannot afford it. Red Hat seems to believe that these users should be satisfied with CentOS Stream, and maybe most of them would be, if they only gave it a try. But making RHEL more widely accessible, both to paying users and developers, would probably be good too.