It's not just drones, but parts for drones. It's also munitions, shells, missiles. It's about production volume. The Ukraine is also getting large supplies of the same from the West. No side can produce domestically, what the other can product domestically + import. The imports matter.

It's nice to wave away policing Hormuz, by simply asserting it can't be done. Is this accurate, however?

In terms of oil, the US has recently cut China off from Venezuela as well. Short term supplies are important, "the future", a cloud of probabilities about oil shortags helping China, is not immediately apparent. It's suffering shipment halts from two lead suppliers now, both which were non-open market shipments, and volumes are unclear.

I wonder, what if the Ukraine suddenly stepped up and crippled deliveries of Russian oil to China? Or what if Saudi Arabia was told "don't do that". From where I sit, it's China that's being most directly affected by these actions in terms of energy supply.