Simple and to the point. Loki and Tengu particularly are very op in the ESS meta especially when combined in a pair together or with a curse.
So much so they are making it pointless to bring nearly any comparable hull size to fight them. Its either bring your own version or blob them.
As such the balance pass is to restrict overproping on strategic cruisers. They should just not be able to fit Modules outside of the medum hardpoint. Doing this to T3 cruisers would make a lot more faction and t2 cruisers viable. While doing almost nothing to the core principle of the strategic cruiser,