It’s also important to consider what era Marvel is moving into here. They are about to kick off several extremely important properties from here, namely The Fantastic Four, and then later, their take on the X-Men, in addition to keeping other heroes like Spider-Man and Captain America floating. So in that context, slotting in a fourth Ant-Man movie or Eternals 2 which would probably still cost several hundred million each, seems ill-advised.
We’ve seen this to some extent on Disney Plus, but perhaps not quite to the same lengths yet. She-Hulk does not appear to be getting a second season, as according to its star, Tatiana Maslany, they “blew their budget” on the pricey (but still bad-looking) effects. Loki appears to be over. There will certainly not be a Secret Invasion season 2. Disney still has a few questionable shows coming up, like the idea that people will tune into Agatha, a story far away from mainstream MCU territory based on the villain from WandaVision. Instead, they may focus on more street-level, and probably cheaper content like Echo and the upcoming Daredevil revival, which seems wise.
Most of Marvel’s slate in the next few years is set, even as dates keep shuffling around. But no, I am not shocked these three movies specifically are probably not seeing the light of day.
