Might not be drugs. There are alot of camel jockeys with extra pocket change right now. Drugs would be a good cover. 200 tonnes is quite a bit of WMD cargo capacity. Since they were surprised by what they found, it might have had a chance to get one run. How many more are building?
I was thinking the same thing. I can see terrorist surfacing off our coast, dropping off insurgants or firing missiles at close range.