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IAEA chief says Iran’s nuclear enrichment activity remains high
Iran continues to enrich uranium well beyond the needs for commercial nuclear use despite U.N. pressure to stop it, IAEA chief Rafael Grossi said on Monday, adding he wanted to visit Tehran next month for the first time in a year to end the “drifting apart”.
Speaking to Reuters after he briefed EU foreign ministers on the subject, the head of the U.N.’s nuclear watchdog said that while the pace of uranium enrichment had slowed slightly since the end of last year, Iran was still enriching at an elevated rate of around 7 kg of uranium per month to 60% purity, Reuters reported.
Enrichment to 60% brings uranium close to weapons grade, and is not necessary for commercial use in nuclear power production. Iran denies seeking nuclear weapons but no other state has enriched to that level without producing them.
Under a defunct 2015 agreement with world powers, Iran can enrich uranium only to 3.67%. After then-President Donald Trump pulled the U.S. out of that deal in 2018 and re-imposed sanctions, Iran breached and moved well beyond the deal’s nuclear restrictions.
Between June and November last year, Iran slowed down the enrichment to 3 kg per month, but jumped back up to a rate of 9 kg at the end of the year, the watchdog, known as the International Atomic Energy Agency (IAEA), previously reported.
The increase came soon after Tehran barred a third of the IAEA’s core inspections team, including the most experienced, from taking part in agreed monitoring of the enrichment process, read the report.
“This slowdown, speedup thing is like a cycle that for me does not alter the fundamental trend, which is a trend of constant increase in inventory of highly enriched uranium,” said Grossi.
A spokesperson for Iran’s Atomic Energy Organisation was not immediately available for comment.
The IAEA warned at the end of 2023 that Tehran already had enough material to make three nuclear bombs if it enriches the material now at 60% to beyond 60%.
“There is a concerning rhetoric, you may have heard high officials in Iran saying they have all the elements for a nuclear weapon lately,” Grossi said.
He said the concern was all the higher because of what he termed current circumstances in the Middle East, a reference to tensions over Israel’s war with Iran-backed Hamas in Gaza.
“We seem to be drifting apart… Iran says they are not getting incentives from the West, but I find this logic very complicated to understand because they should work with us… It should never be contingent on economic or other incentives.”
Before visiting Tehran, Grossi is to fly to Moscow to meet Russian President Vladimir Putin to discuss Iran and the Middle East, along with Ukraine.
Russia is a signatory of the 2015 deal, known as the Joint Comprehensive Plan of Action (JCPOA), alongside the U.S., China, France, Britain and Germany. The deal lifted sanctions on Iran in exchange for curbs on its nuclear activities.
“Russia has a role to play on Iran. It has played a role in the past as a JCPOA country and in the current circumstances where JCPOA is all but disintegrated, something must fill the void,” he said.
Grossi said he saw a decrease in military operations around the Russian-occupied Zaporizhzhia nuclear power plant in Ukraine, the biggest nuclear power plant in Europe, Reuters reported.
Fears of a serious nuclear incident were high when Russian forces took over the facility in 2022 and again following the destruction of the Kakhovka Dam last year.
“There hasn’t been a militarization, any deployment of heavy artillery,” he said, adding that nearby combat zones and recurring blackouts remained a worry.
“The minimum staff required to look after the plant in the current situation is there,” he said.
Grossi said the minimum staffing was still met despite about 100 members refusing to sign a new contract with Russia’s Rosatom that took over operations of the idled plant in 2022.
The EU has so far held back on sanctioning Russia’s state-owned nuclear firm Rosatom or any of its subsidiaries despite numerous calls to target that industry. Europe still relies heavily on Rosatom which supplies nearly 50% of the world’s enriched uranium.
“Many companies in the West depend on Russian supplies – enriched uranium or fuel… The consensus is sanctioning Rosatom would not be realistic and it’s impractical. It would put the nuclear industry at a standstill in many countries,” Grossi said.
Reducing dependence on Russia’s nuclear sector would cost Europe billions, Grossi said, and he saw no immediate shift away. He added that the larger issue was infrastructure and incentives, and projections of rising uranium demand globally.
“Frankly, I see an increased presence of Russian uranium enrichment capabilities in the world rather than a decrease,” he said.
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Russia sought to blackmail US using intelligence to Iran, Zelenskiy says
Zelenskiy, who said on Monday that Ukraine’s military intelligence has “irrefutable” evidence that Russia is continuing to provide intelligence to Iran.
Russia sought to blackmail the United States by offering to stop sharing military intelligence with Iran if, in return, Washington would cut off Ukraine from its intelligence data, President Volodymyr Zelenskiy said on Wednesday.
Zelenskiy, who said on Monday that Ukraine’s military intelligence has “irrefutable” evidence that Russia is continuing to provide intelligence to Iran, told Reuters he had seen the data but provided no further details, Reuters reported.
Speaking in his presidential compound in Kyiv, Zelenskiy said that some Iranian drones, used to attack U.S. military assets and its allies during the war in the Middle East, contained Russian components.
“I have reports from our intelligence services showing that Russia is doing this and saying: ‘I will not pass on intelligence to Iran if America stops passing intelligence to Ukraine.’ Isn’t that blackmail? Absolutely,” Zelenskiy said.
He did not say who, according to the reports, Russia was addressing the comments to. Russia has denied assisting Iran in its month-old conflict with the United States and Israel – a denial that Washington said earlier this month that it had also received directly from Moscow when the issue was discussed.
Ukraine, which has faced sustained attacks by Iranian-designed Shahed drones since Russia launched its invasion in 2022, is helping several Gulf states – including Saudi Arabia, the United Arab Emirates, and Qatar – to counter drone attacks on their territory, the president said.
Zelenskiy said he hoped that Ukraine would be able to reach long-term deals with some Gulf countries that would raise funds for the production of Ukrainian drone interceptors or receiving much-needed air-defence missiles, read the report.
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Israel strikes Tehran as Trump says US negotiating to end war
Israel struck the Iranian capital Tehran on Wednesday, Israeli military and Iranian media said, as President Donald Trump said the U.S. was making progress in its efforts to negotiate an end to the war, with reports of a 15-point plan sent to Tehran.
The Israeli Defense Forces said in a Telegram post it had launched a wave of strikes targeting infrastructure across Tehran. The semi-official Iranian SNN News Agency said the strikes hit a residential area in the city, with rescuers searching the rubble, Reuters reported.
Kuwait and Saudi Arabia said on Wednesday they had repelled fresh drone attacks, without stating where they originated. Drones targeted a fuel tank at Kuwait International Airport, causing a fire but no casualties, Kuwait’s Civil Aviation Authority said.
Iran’s Revolutionary Guards said it had launched a new wave of attacks against locations in Israel including Tel Aviv and Kiryat Shmona, as well as U.S. bases in Kuwait, Jordan and Bahrain, Iranian state media reported.
Trump said on Tuesday the U.S. was in “negotiations” to end the war, which has already killed thousands and created the worst energy shock in history, leading to global fuel shortages and roiling markets.
Stocks rose and oil prices fell on Wednesday on reports the U.S. is seeking a month-long ceasefire and had sent a 15-point plan to Iran for discussion, raising hopes for a resumption of oil exports out of the Persian Gulf.
Trump told reporters at the White House the U.S. was talking to “the right people” in Iran to end hostilities, adding the Iranians wanted to reach a deal very badly.
Iran’s powerful parliament speaker Mohammad Baqer Qalibaf on Monday dismissed such reports as “fake news.”
15 POINT PLAN SENT TO IRAN
The New York Times reported on Tuesday that Washington sent Iran a 15-point plan to end the war in the Middle East. Israel’s Channel 12, quoting three sources, said the U.S. was seeking a month-long ceasefire to discuss the 15-point plan.
A source familiar with the matter confirmed that the U.S. had sent a plan to Iran but provided no further details.
The Israeli media outlet said the plan would include the dismantling of Iran’s nuclear programme, ceasing support for proxy groups, such as Lebanon’s Hezbollah, and the reopening of the Strait of Hormuz.
The U.S. and Israel launched strikes on Iran on February 28 after saying they had failed to make enough headway in talks aimed at ending Iran’s nuclear programme, although mediator Oman said significant progress had been made.
Since then, Iran has attacked countries that host U.S. bases, struck Gulf energy infrastructure and effectively closed the Strait of Hormuz, conduit for a fifth of the world’s oil and liquefied natural gas.
Iran has told the United Nations Security Council and the International Maritime Organization that “non-hostile vessels” may transit the Strait of Hormuz if they coordinate with Iranian authorities, according to a note seen by Reuters on Tuesday.
The effective closure of the waterway, where 20% of the world’s oil and gas normally transits, has created the worst energy supply shock in history, sent fuel prices soaring, and disrupted global aviation.
PAKKISTAN OFFERS TO HOLD US-IRAN TALKS
Pakistan’s Prime Minister Shehbaz Sharif said on Tuesday he was willing to host talks between the U.S. and Iran on ending the war, a day after Trump postponed threats to bomb Iranian power plants after what he called “productive” talks.
Pakistan has long-standing ties to neighbouring Iran’s Islamic Republic and has been building a relationship with Trump.
Despite reports of negotiations, the Pentagon is expected to send thousands of soldiers from the U.S. Army’s elite 82nd Airborne Division to the Middle East, two people familiar with the matter told Reuters on Tuesday, adding to a massive U.S. military buildup.
The forces will add to the 50,000 U.S. troops already in the region and accelerate Washington’s massive U.S. military buildup there, fuelling fears of a longer conflict.
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US allies in Middle East ‘edging closer’ to joining conflict
Key U.S. allies in the Middle East are moving closer to direct involvement in the conflict with Iran, as sustained attacks on Gulf infrastructure intensify pressure on regional governments, according to a report by The Wall Street Journal.
Both Saudi Arabia and the United Arab Emirates are reportedly weighing deeper coordination with the United States and Israel, following repeated Iranian missile and drone strikes that have disrupted their economies and threatened regional energy security.
While neither country has formally committed troops, recent developments suggest a shift toward more active participation. The report indicates that Gulf support is already enhancing U.S. operational capabilities, including facilitating airstrike logistics and potentially opening new avenues to target Iran’s financial networks.
Saudi Arabia signals shift in stance
Saudi Arabia appears to be reassessing its position as attacks on critical infrastructure continue. Riyadh has reportedly allowed U.S. forces access to the King Fahd Air Base, a move that could support expanded military operations.
Foreign Minister Faisal bin Farhan warned that the kingdom’s tolerance for Iranian attacks is limited. “Any belief that Gulf countries are incapable of responding is a miscalculation,” he said following recent strikes on energy facilities.
Crown Prince Mohammed bin Salman is said to be considering stronger action to restore deterrence, with officials suggesting it may be only a matter of time before Saudi Arabia takes a more direct role in the conflict.
According to the WSJ report, one source said that “it is only a matter of time before the kingdom enters the war.”
UAE ramps up pressure on Tehran
The United Arab Emirates has also taken steps to increase pressure on Tehran, particularly through economic measures. Authorities in Dubai have shut down Iranian-linked institutions, including the Iranian Hospital and Iranian Club, citing violations of national laws and alleged links to state-backed activities.
Officials warned that further action could include freezing billions of dollars in Iranian assets held within the UAE, a move that could significantly impact Iran’s already strained economy.
Long regarded as a key financial hub for Iranian businesses, the UAE’s shift signals a notable escalation in its stance, even as it continues to deliberate over potential military involvement.
Regional tensions and strategic stakes
The growing alignment among Gulf states follows a series of attacks on energy facilities across Saudi Arabia, Kuwait, the UAE, and Qatar. Doha has condemned the strikes as a dangerous escalation and a direct threat to regional stability.
At the center of the war remains control over the Strait of Hormuz, a critical artery for global oil shipments. Iran’s ability to disrupt traffic through the strait continues to give it significant strategic leverage.
Risk of wider regional war
As the conflict approaches the one-month mark, Gulf states are maintaining close coordination with Washington over next steps. However, analysts warn that continued Iranian strikes could force regional powers into open confrontation.
With economic, security, and geopolitical stakes rising, the prospect of a broader regional war is becoming increasingly likely unless tensions are quickly contained through diplomatic efforts.
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