Seeing as i have some time and no one has managed to figure out the culprit for this, i may as well throw my hat in and see if i can lick it. - At least as far as Dwarf campaign goes.

Methodology - a working modlist of mods that SHOULD NOT causes issues and going from there.

Confirmed working collection as of 25 turns and 2 armies. 10k income mod included to speed things up. (27 mods on initial game)

Edit 1: Round 2 completed with 37 mods. 25 turns, no issues encountered.
Edit 2. Round 3 completed with 46 mods (below), no issues when used together.
Edit 3: Round 4 completed with 53 mods (below), went to 33 turns as i wanted to wipe out some skaven and no issues other than the mentioned caravan problem.
Edit 4: Round 5 completed with 63 mods, went to 50 turns to see how it ran at longer playthroughs. No problems detected.
Edit 5: Round 6 completed with 67 mods (mechanized dawi and SFO mod removed as they didnt get the runic bonuses). 27 turns, no issues with replenishing ammo.
Edit 6: Round 7 with 75 mods. Went for 102 turns because i wantted to see if it was a later game issue - no problems with this list other than the caravans of the old world

Building slot submod for Mixer
Settlement Capture Pictures
Dwarven Rune Crafting Overhaul
Immortal Landmarks SFO submod
Mixu's Legendary Lords - SFO [BETA!]
Expanded Roster - Greenskins - Goblin Pack - SFO
Expanded Roster - Greenskins - Orc Pack - SFO
Dawi Thunder (Updated for 3.0)
Dawi Thunder for SFO
Ye Olde Skool Gotrek and Felix! SFO Submod! Jack's Rebalance
Matched Combat + Reload Animations Submod
Mixu's Unlocker - MIXER
Building Slots Extended (Minor Settlements Only) - Six Building Slots Version
Building Slots Extended - Tier 4 / Tier 5 Minor Settlements Compatibility Submod - Six Building Slots Version
Formations 3 - SFO
Expanded Event Art Master Collection
Landmarks of Legend SFO (05.2023)
Reduced Dwarfen Rune Cooldowns for SFO
Tier 4 Starting Capitals
Thorek Animation and Floating Anvil Fix for SFO
Crisis on Campaign (Unique Population & Army Mechanics)
10k Free Background Income
Ye Olde Skool Gotrek and Felix! SFO Submod!
ULTIMATE LIGHTING 2.0 (BETA)
AI Embeds Passive Agents
Expanded Roster - Greenskins - Goblin Pack
Expanded Roster - Greenskins - Orc Pack
Vlad von Carstein Restored
[SFO] Double Skill Points
Disable startup splash screens / intros
Mixu's Legendary Lords [BETA!] -updated
Mixu's Legendary Lords: Asset Pack
Mixu's Slayer - updated for chorfs!
UI IMPROVEMENTS
ULTIMATE PORTRAITS
Alternative Unit Cards
Venerable Thane Skills
Cpecific's Skill Queue (+win64)
Cpecific's Traits Manager
CheesyRamen's Tier 4 and 5 Minor Settlements
CheesyRamen's Tier 4 and 5 Infrastructure Buildings
Runes of the Karaz Ankor - Unit Upgrades for the Dwarfs
Mase's Dwarf Oathgold Runes
Dwarf Bodyguard SFO submod 矮人将领卫队SFO子模组
Dwarf Bodyguard
矮人将领卫队
Improved Campaign Camera
Grombrindal - The White Dwarf
Mod Configuration Tool - v0.9 Beta
Immortal Landmarks
Infinite Respec
No Building Autoconversion
Loreful Diplomacy SFO
Decline Diplomacy
Reloading Animations
Custom Matched Combat Animations
Miscast Mod - SFO Edition
Mixu_Slayer_SFO.pack
More Skills (+Skill Dump)
Higher Legendary Unit Caps for SFO
Ye Olde Skool Gotrek and Felix!
Save Camera Settings
Settlement Organizer
SFO + Dwarfs + Runes of the Karaz Ankor Anvil Sub-Mod
SFO: Grimhammer III - WAR UNDER THE MOUNTAIN
Recruit Defeated Legendary Lords
Speedy Turn Camera
Thorek Animation and Floating Anvil Fix
Caravans of the Old World
Caravans of the Old World - Kislev addon
Memreader (win64)
Unlock SFO skills
Drink It III
Weaker Plague
Victory Conditions Overhaul


This list will be updated as i go (my normal modlist is around 90 or so.) And mods that cause issues will be identified and kept below.