I did save them. (By "two provinces left" I meant the last two I'm supposed to take.) I have Truth or Dare up.
I think I just misread the table in the first post, with the tech list and it threw me off. Since I have 4 left and am in Indy, I should be able to get both Stealth Tanks and Hovers. I didn't want to go for Stealth Tanks and end up short of tech for Hovers. (I guess I can just scout the first TE province and see what happens. )
TE story will be able to resume after you scout but before you conquer Rio Roxo (~3 provinces in in direct path) if you want to get 2 of the stealth tanks (from the Falsa Cruz section). It can't resume immediately in the first TE province as far as I've found - and if you miss Meet Miguel Mantos (by having conquered Rio Roxo) then you miss the stealth tanks.