Two New Briefs - 29 MAY Daily Threat Report + Construction & Manufacturing Sector Brief

Two intelligence products are live. Bottom line on each below; full analysis, scored judgments, and tripwires at the link.

DAILY THREAT REPORT – 29 MAY 2026 (PREP-CON 3, Trend STABLE)

Iran: a tentative 60-day US-Iran ceasefire-extension MoU, brokered with Pakistani mediation and Qatari hosting in Doha, awaits President Trump’s final signature. It runs against a 28-MAY Iranian ballistic missile fired at Kuwait that Kuwaiti forces intercepted with no US base hit; CENTCOM called the launch an egregious ceasefire violation but assessed the ceasefire as ongoing. This is the cycle’s highest-stakes development.
Public health: the WHO Ebola emergency keeps expanding – the DRC and Uganda stand at roughly 1,205 combined cases and about 264 deaths, with no approved vaccine. No new out-of-region case appeared this cycle; CDC assesses domestic risk as low, and central-Africa flights route to Washington-Dulles only.
Weather and cyber: an SPC Day 1 SLIGHT risk for large hail and severe winds gusting upwards of 75 mph across western Texas, with Southwest critical fire weather; plus a same-day FCEB deadline for LiteSpeed cPanel CVE-2026-48172.

CONSTRUCTION & MANUFACTURING SECTOR BRIEF – 28 MAY 2026

Three independent cost shocks remain stacked, and a signed Iran deal would relieve only the first. Energy and freight is now two-way after the 28-MAY strikes (Brent ~~$96, diesel~~ $5.50-5.60); hold a $5.50-plus diesel floor in Q2/Q3 cost models, with physical relief lagging 4-6 weeks behind any deal.
Section 232 tariffs (effective 06-APR) apply full customs value up to 50% on fabricated steel, aluminum, and copper, independent of the war – review every fixed-price contract signed before 06-APR for escalation exposure.
Cyber/ICS: CISA AA26-097a confirms IRGC-linked actors disrupting Rockwell/Allen-Bradley PLCs across energy, water, government, and manufacturing, with risk raised by the 28-MAY exchange; require an OT-security attestation as a commissioning deliverable. CIRCIA 72-hour reporting is targeted for May 2026.

Source coverage expanded this cycle: the Master Source Registry was upgraded from 314 to 484 sources, an increase of 170 (registry v2.8 to v2.12).