Every once in a while, a new technology emerges that breaks the existing equilibrium. Machine guns collapsed the logic of massed infantry. U-boats shattered the assumption that surface fleets controlled the seas. Autonomous underwater vehicles belong in that category.
Discussion
UUVs threaten to shatter that assumption. They are cheap, nearly impossible to detect, and a handful of them can shut down entire shipping lanes. They can sever undersea cables, isolating countries both digitally and physically.
Arm Ukraine with the tools to threaten Russian shipping in the Black Sea, just as Russia arms Venezuela with tools to threaten American shipping in the Caribbean.