In the space of a few weeks, the Strait of Hormuz has moved from a regional security concern to one of the most consequential drivers of UK defence procurement activity in 2026. The sequence of announcements emerging from the MoD – counter-drone contracts, naval deployments, autonomous systems investment and a £115 million capability package – tells a coherent story about where money is flowing, what technologies are being validated, and what the supply chain should be preparing for. Here is what has happened, and what it means. The Trigger: A Closed Chokepoint The Strait of Hormuz remains effectively closed to…
