Here are some possibilities.
Excerpt:
"I'm not big on conspiracy theories, not my style, but the coincidences of naval power availability and how obvious this has been unfolding for 8 months now is simply something observers like us can't ignore. We believe Stratfor is soon going to get an opportunity to test their theory, all signs point towards a time in the very near future where both nations will approach the edge of war. Lets hope Stratfor is correct in their analysis, and it is in that moment negotiations prevail."
(hat tip: Instapundit, who has even more conjecture)
Another naval factor to consider is what the amphibious fleet is currently doing. These are the guys who will put the first wave landing parties ashore by air and sea.
On the other hand, we heard some of this stuff last year, too.
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