As the US-Israel-Iran war enters its second month, cascading security effects dominate: Russia sustains record drone bombardment of Ukraine, Iranian cyber-warfare units prepare information campaigns around Bushehr contamination fears, and Gulf states under active missile attack face urgent air-defense procurement needs while US satellite imagery restrictions expand the wartime information blackout.

The technologist proposed P=0.66 (Skeptic-adjusted), and despite the technologist's -0.30 overconfidence bias, I adjust slightly upward because the military demand signal is overwhelming and the 120-day horizon is generous. Multiple event chains confirm Gulf states are under active attack: 'Saudi Arabia intercepts eight ballistic missiles' (3 clusters, escalation), 'Kuwait says drone attacks hit oil and government sites' (15 clusters, escalation, stalled), 'Qatar intercepts Iranian drone attacks' (9 clusters, escalation), 'UAE reports Russian strike casualties' (11 clusters, escalation), 'Iran drone shrapnel kills man in UAE' (3 clusters, escalation), 'Drone attack sparks fire at Kuwait airport fuel tanks' (3 clusters, escalation). The density matrix shows low purity across Gulf attack chains, but all interpretations converge on increased defense spending. Historical precedent is strong: after the September 2019 Aramco attack, Saudi Arabia rapidly procured additional Patriot systems. The event chain 'Pentagon, Boeing triple Patriot PAC-3 seeker production' (3 clusters, development) directly confirms US defense industry is already scaling production capacity. With 4 months of runway and this level of attack activity, at least one public disclosure is highly probable. The main uncertainty is whether procurement will be disclosed publicly or remain classified within the 120-day window.