What if western military/corporate intelligence popped a jar there, to play devil’s advocate? At that level the waters are murkier than ever. Logic can factor in as many variables to the contrary too. The defence spending boost is one part posturing over factors like China and another Beyoncé squealing ‘upgrade’. They could’ve let that out 3-4 weeks ago, but the govt waited for the US election.
Problem with the MoD is it‘s so inefficient takes more money to keep any kind of critical infrastructure going to keep the whole shebang of appearance up. Also, just as Oz special ops team gets flagged for war crimes in Afghan (which by default would draw in UK team ops in), more defence wootwoot in the media.
Any/all factors will be exploited by HMGovt as an insane Hyacinth Bucket (not you sir).