Given all we know, the example provided seems more likely to me. This may explain why they are not shaing too much info just yet.
INVESTOPEDIA EXPLAINS 'Confidential Treatment Order - CTO' Companies would typically seek a CTO in order to keep information that would otherwise put it at a disadvantage, a secret. For example, a company may apply for such an order to keep information regarding a pricing arrangement made with a partner, secret, since competitors finding out this information may go after the partner with a more competitive price.