After running composer install two extensions had been removed from PackageStates.php: simulatebe and fe_change_pwd.
composer list said both were installed.
The folder of those extensions were nearly empty, and I had to reinstall them:
$ composer2 reinstall derhansen/fe_change_pwd Gathering patches for root package. - Removing derhansen/fe_change_pwd (2.0.4) - Downloading derhansen/fe_change_pwd (2.0.4) Gathering patches for root package. Gathering patches for dependencies. This might take a minute. - Installing derhansen/fe_change_pwd (2.0.4): Extracting archive $ composer2 reinstall cabag/simulatebe Gathering patches for root package. - Removing cabag/simulatebe (10.4.0) - Downloading cabag/simulatebe (10.4.0) Gathering patches for root package. Gathering patches for dependencies. This might take a minute. - Installing cabag/simulatebe (10.4.0): Extracting archive $ composer2 install .. correct package states were generated