Ukranian interceptor-drones are likely to put Iranian suicide drones out of business, unless they are able to put guns on the suicide drones and start shooting down the interceptors.

Alternatively if they can fly them to their destination while staying high, and then dive at the end, they remain out of interceptor range until they're already over a target - so knocking them out is not useful because they're still going to land a hit. This only works if they can protect their payload from unintentional detonation, which is hard if it's a bomb, but if it's something like thermite then it may be fairly easy.

Triggering a thermite payload to start burning a few seconds before it lands on its target does not change its effectiveness.

However, as long as Iran has long range missiles, they can turn Hormuz into a toll road simply by declaring that any tanker who does not pay the toll has a chance of being hit. Tanker companies will simply pay to stay on their good side.

There's a world in which this war basically winds down in a stalemate, with Iran simply extracting $20 per barrel as a protection racket for the foreseeable future. America can seize their islands if they want to, but that really doesn't affect their ability to hit tankers with missiles - and all they need is a credible threat to extract payment.

Word on the street is they're currently charging $1 per barrel. IMO they can raise this a lot, and oil companies will pay.