The war that began on 28 February 2026 will end, through negotiation or exhaustion, within weeks or months. What it has already produced, however, is not reversible on the same timeline: a structural reconfiguration of how governments across three continents calculate the cost of dependence. The Strait of Hormuz closure, the systematic targeting of Gulf energy infrastructure, the demonstrated failure of passive neutrality as a protective posture, and the simultaneous exposure of European air defense stockpile exhaustion have converged into a single, unambiguous strategic signal. States that outsourced their security — to American guarantees, to global market stability, to the implicit assumption that critical chokepoints would remain open — have discovered that outsourced security is borrowed security, and that the creditor can withdraw at any moment. The defining question for defense investors, industrial planners, and strategic analysts is not whether governments will respond to this signal. They already are. The question is the scale, pace, and structural depth of that response, and which industrial ecosystems are positioned to capture it.