Oh well...
Oh well then that seems entirely reasonable.
Small ISPs like us can be charged 33% more for our licenses, which means our margins die and/or we have to increase costs to our customers (who will move to el big supplier who also uses a US povider for licensing and thus get the massively cheaper licenses they offer), while the need to do this is clearly nonsense because gov licensing can go by 1%, less than inflation. Lovely.
Microsoft really do suck at this.