So, I spoke to a colleague who follows DoD and related stuff for a living.
He seems to think that DHS has been making huge ammo orders ... to get it all in before sequestration takes effect tomorrow (March 1).
In hindsight, that makes a lot of sense, and no tin-foil involved.
Rule of government budgeting: If you ain't spending your budget, you are being inefficient. You lose it next year if you don't use it now.