Side note: always appreciate (and look for) your comments in these threads.
That said, I sincerely hope my prediction is just paranoia and that I'm wrong.
It's UAE and Saudi's deal flow that got me worried recently. I'm seeing those guys everywhere in the defense tech space now, and if Saudi and UAE are stockpiling, then every other semi-competent regional power is as well.
https://www.bbc.com/news/world-middle-east-24823846
https://en.wikipedia.org/wiki/Saudi_Arabia_and_weapons_of_ma...
Imran Khan leaned pro-Qatar, which irked KSA, especially because IK turned down joining Saudi's coalition in Yemen.
It was around this time that KSA began charting it's own independent course, just like UAE.