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Iran’s strongest card in nuclear talks: its highly enriched uranium

Uranium ⁠is highly enriched when it has reached 20% purity, and weapons-grade as of around 90%.

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Iran and the United States are in discussions to extend their ceasefire so as to start negotiations on issues including Tehran’s nuclear program, where Washington insists Iran must not be able to make a nuclear weapon, Reuters reported.

While much of Iran’s uranium enrichment infrastructure was destroyed or badly damaged when Israel and the U.S. bombed ​it in June, a large part of the highly enriched uranium it amassed is thought to have survived. That is the biggest U.S. concern ahead ‌of nuclear talks.

On Friday Trump said in a social media post that Iran must agree that the enriched uranium buried underground after earlier U.S. strikes be “unearthed” and destroyed in coordination with Iran and the U.N. nuclear watchdog.

WHAT IS HIGHLY ENRICHED URANIUM?

One of two fissile materials, along with plutonium, with which one can make the core of a nuclear bomb.

While plutonium is usually extracted from the spent fuel ​of a nuclear reactor, requiring large and highly visible infrastructure, uranium can be enriched using centrifuges that have a much smaller footprint.

Two of Iran’s three enrichment sites ​that are known to have been operating when Israel and the U.S. attacked in June were underground. The above-ground one was clearly destroyed.

Uranium ⁠is highly enriched when it has reached 20% purity, and weapons-grade as of around 90%.

Modern reactors generally use fuel enriched to up to 5%, but some use fuel ​enriched to higher levels. The ones that power U.S. nuclear submarines reportedly use fuel enriched beyond 90%.

HOW MUCH DOES IRAN HAVE?

Iran has not informed the U.N. nuclear watchdog of ​the fate of its enriched uranium since the June attacks or let its inspectors return to the sites where it was stored.

The International Atomic Energy Agency estimates Iran had these amounts when the first Israeli bombs fell on June 13:

– 440.9 kg enriched to up to 60%

– 184.1 kg enriched to up to 20%

– 6,024.4 kg enriched to up to 5%

– 2,391.1 kg enriched to up to ​2%

According to an IAEA yardstick, the amount at 60% is enough, if enriched further, for 10 nuclear weapons. The 20% stock would be enough for one and the ​5% could produce 12, read the report.

How much has survived is unclear. IAEA chief Rafael Grossi has said his agency believes “a bit more than 200 kg” of the 60% stock is stored at a tunnel complex ‌in Isfahan that ⁠appears to have been largely unharmed by the June attacks. Some was also at the Natanz nuclear site, he said.

WHY THE CONCERN?

U.S. concern has been focused on the 60% material because that would be easiest and thus quickest to make a bomb with. Washington wants it gone. Iran denies seeking nuclear weapons.

As the enrichment level of uranium increases, it becomes exponentially easier to enrich further. Getting from 60% to 90% is easier than getting from unenriched to 5%.

President Donald Trump pulled the United States out of a nuclear deal ​between Iran and major powers that kept ​Tehran at a far greater distance ⁠from being able to produce an atom bomb than it is at now. The U.S. withdrawal in 2018 caused the deal to unravel, and Iran quickly expanded its atomic program.

Under that 2015 deal, Iran did not enrich beyond 3.67%.

Even at 90%, however, it takes ​more steps to produce the core of a bomb. When it is enriched, the uranium is in gas form. It ​must then be turned into ⁠metal for use in a weapon.

CAN YOU MOVE IT?

Yes. Iran moved enriched material between sites under IAEA monitoring before the June attacks.

Under the 2015 deal and a precursor to it, Iran’s stocks of uranium enriched to up to 20% were diluted or turned into reactor fuel plates and shipped out of the country.

Moving nuclear material like highly enriched uranium internationally is ⁠a sensitive but ​relatively routine procedure.

“It requires some precaution but it can be moved,” Grossi told PBS in March when ​asked about the 60% material.

WILL IRAN GIVE IT UP?

Iran’s supreme leader has issued a directive that the 60% material should not be sent abroad, two senior Iranian sources said last week.

Iranian sources say Tehran might agree ​to send half of it to a third country, receiving uranium enriched to 5% in return, and dilute the other half inside Iran, Reuters reported.

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Turkey lays out plans for defence pact with Pakistan and Saudi Arabia

Turkey, which ​has NATO’s ⁠second-largest army, has said the pact with nuclear-armed Pakistan and top oil exporter Saudi Arabia was open to expansion.

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Turkey, Saudi Arabia and Pakistan will group senior ministers, hold ‌joint exercises and deepen defence industry cooperation under a military pact signed between the regional powers last week, Turkey’s defence ministry said on Thursday.

The three Sunni Muslim U.S. allies, alarmed by ​a regional conflagration that has brought Iranian missile fire onto Gulf ​oil exporters, signed the “Mecca Joint Defence Agreement” on August 7. They ⁠said the accord stipulates that an armed attack against any member would be ​regarded as an attack on all, similar to NATO’s Article 5 collective defence clause, Reuters reported.

At a ​weekly briefing in Ankara, the defence ministry said the pact’s fundamental goal was to ensure defence and military ties were put on a “more institutional and sustainable” footing.

“Under the accord, strategic political ​and military mechanisms plan to be established involving the Defence Ministers, Foreign Ministers, ​and Chiefs of General Staff/Armed Forces Commanders, and that coordination among the three countries will ‌be conducted ⁠at the highest level,” it said.

The ministry added that joint military exercises involving land, naval, and air forces, as well as air defence and unmanned systems were planned, in addition to deeper defence industry cooperation.

“The aim is to provide not ​only product and system ​supply, but also ⁠joint development and production, technology cooperation, and sustainable maintenance and logistics support,” it said, adding that unmanned and autonomous systems, ​electronic warfare and artificial intelligence capabilities would be prioritised.

Turkey, which ​has NATO’s ⁠second-largest army, has said the pact with nuclear-armed Pakistan and top oil exporter Saudi Arabia was open to expansion — with Egypt as a potential candidate — and did not ⁠seek ​to replace any existing alliances, read the report.

The ministry also said ​Turkey was participating in meetings in Jeddah aimed at establishing an international coalition to protect Red Sea shipping.

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Iran says no progress on reviving interim peace deal with US

Throughout the conflict, Trump has alternated between threats of escalation and claims that a peace deal is imminent.

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Iran and the United States remain at ​loggerheads over efforts to agree a permanent end to the war in the Gulf, according to a senior Iranian source, who said there ‌had been no progress in talks to revive the interim deal agreed in June and define a time frame to implement it, Reuters reported.

The comments came as U.S. President Donald Trump issued yet another broadside against Iran’s leaders, dealing a further blow to hopes for a resolution to the crisis, following new attacks on shipping in the region on Tuesday.

The deal agreed in June declared an “immediate and permanent ​termination of military operations on all fronts”, but quickly unravelled, with Trump saying it was “over” on July 7 and Iran’s foreign ministry declaring it “suspended” ​a week later.

The U.S. accuses Iran of failing to honor an agreement under the deal to reopen the vital Strait ⁠of Hormuz shipping route. Tehran says Washington has reneged on its commitments, including lifting a blockade of Iranian ports and releasing frozen Iranian assets.

“One of the issues ​that is being discussed via mediators is the U.S. returning to the interim agreement and defining a time frame for implementing the commitments. There has been absolutely no ​progress on this issue,” the Iranian source said.

Trump said on Wednesday that the U.S. has “total control” over the Strait of Hormuz.

But the Persian Gulf Strait Authority, the body Iran set up to manage the waterway, said it remains blocked and will not be reopened until Iran’s conditions are accepted.

“Iran is all talk and no action, the Bully of the Middle East No Longer,” ​Trump said on his Truth Social platform.

Throughout the conflict, Trump has alternated between threats of escalation and claims that a peace deal is imminent.

Thousands ​of people have been killed in the conflict, mainly in Iran and Lebanon, since the U.S. and Israel launched attacks on Iran on February 28, read the report.

Iran has struck U.S. assets and ‌infrastructure in ⁠countries including Oman, Jordan, Kuwait, Israel, the United Arab Emirates and Saudi Arabia.

The June interim ceasefire agreement set a 60-day period, extendable by mutual consent, within which Iran and the U.S. were expected to reach a final deal limiting Tehran’s nuclear program and lifting U.S. sanctions.

The Iranian source dismissed a report on Wednesday from Turkey’s Anadolu news agency that quoted Pakistani government sources as saying they had agreed to extend that 60-day period.

“There is no talk of an extension because, from Iran’s perspective, ​there is no period that began and ​therefore nothing to extend. The United ⁠States violated the interim agreement 48 hours after it was reached and withdrew from it a few days later,” the source told Reuters.

The Strait of Hormuz, a narrow waterway between Iran and Oman and the entrance to the Gulf, ​handled a fifth of global oil and liquefied natural gas flow before the war.

Benchmark Brent crude futures have surged ​since the start of ⁠the war in February, hitting a peak of $126 a barrel, roughly 75% above pre-war levels, with choppy trade reflecting concerns over disruptions to Gulf oil supplies and shifting signals on peace talks.

On Tuesday, in separate incidents, a suspected and a U.S. Navy MH-60 ⁠helicopter fired ​two Hellfire missiles to , the U.S. military said.

Oil ​prices rose but then steadied in volatile trading on Wednesday, after forecasters cut projections for 2026 oil demand. Brent crude futures were trading at around $88 a barrel and U.S. West Texas Intermediate crude at around $83 ​a barrel.

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New attacks on shipping as Iran war talks hit fresh impasse

Oil prices gained and global shares retreated amid renewed pessimism about a quick end to the conflict. Brent crude futures climbed 1.4% to settle at $88.91 per barrel and U.S. crude rose 1.3% to $83.20.

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The U.S. and Yemen’s Iran-aligned Houthis reported separate attacks on shipping on Tuesday as prospects for ending the Iran war appeared to dim, with Tehran saying the Strait of Hormuz would remain closed unless ​Washington accepts its conditions.

The attacks, in the Gulf of Oman leading to the strait and at the entrance to the Red Sea — both vital chokepoints for global oil supplies — come as ‌the war shows no signs of ending despite repeated assertions from U.S. President Donald Trump of a deal being imminent, Reuters reported.

Oil prices gained and global shares retreated amid renewed pessimism about a quick end to the conflict. Brent crude futures climbed 1.4% to settle at $88.91 per barrel and U.S. crude rose 1.3% to $83.20.

At the southern end of the Red Sea, four crew members were killed in a suspected Houthi attack on a small cargo vessel in the Bab el-Mandeb Strait on Tuesday, Yemen’s Transport Ministry said. Two ​Yemeni rescuers from an anti-Houthi military group were also killed, Yemen’s Coast Guard said.

The fatalities aboard the Egyptian-owned Tihamah would be the first deaths on shipping by Yemen’s Iran-aligned Houthis since the Iran ​war began.

The Houthi-run news agency Saba reported that the group, which said last month it would impose a naval blockade on Saudi Arabia in the Red Sea, attacked ⁠a Saudi ship carrying military equipment in the Bab el-Mandeb Strait. It did not name the ship, and there was no immediate Saudi response to the report.

The U.S. military, meanwhile, said a U.S. Navy MH-60 helicopter fired ​two Hellfire missiles to disable the steering gear of a Panama-flagged cargo ship.

The ship ignored repeated warnings to stop violating a naval blockade on Iranian ports, the U.S. Central Command said. Maritime sources told Reuters the ship was ​hit off Pakistan while sailing into the Gulf of Oman.

STEPPED UP RHETORIC

Both Iran and the United States have stepped up rhetoric in the past two days.

Iran’s top security official, Mohsen Rezaei, said on Tuesday that the vital Strait of Hormuz shipping route will remain closed unless the U.S. accepts Iran’s conditions to end the war – the release of Iran’s frozen assets and an end to conflicts throughout the region, including in Lebanon and Gaza.

That followed a new demand from Trump on Monday that Iran should pay ​compensation for people killed in 50 years of wars, attacks and protests.

Throughout the conflict, Trump has alternated between threats of escalation and claims that a peace deal is imminent.

In an interview released late on Monday, he ​suggested the uncertainty could last for a while, saying he might just “bop along” and let Tehran fail economically, or hit them “really, really hard.”

“I’m sort of negotiating,” Trump told Real America’s Voice. “They’re very devious negotiators.”

Speaking to reporters after a visit to ‌Ohio on Tuesday, ⁠Trump said “Iran is going fine, going just absolutely fine.”

“We totally control the Strait of Hormuz … Nobody else, only us,” he said.

“At some point, maybe they’ll do something and then they get blown away,” he said of Iran. “But right now, we’re in a very good position. We have a country that has been the bully of the Middle East for 50 years, really 51 if you think about it … and they’re no longer the bully of the Middle East.”

Asked about an incident in which he switched planes in Turkey last month because of worries over reports of a potential Iranian assassination threat, Trump suggested the alternative aircraft may have faced greater risk.

“That ​would be the plane I think that they would ​be more likely to go for,” he told ⁠reporters after The Washington Post broke the story about him secretly taking a military flight instead of Air Force One in an operation involving him being moved between aircraft in a catering truck.

“Any consequential president has a lot of threats,” Trump added. “I don’t worry about anything.”

The comments from Rezaei, appointed on Sunday as second-in-command of ​the body that coordinates Iran’s security and foreign policy, were the strongest indication the Strait of Hormuz would not reopen to shipping anytime soon. The waterway ​handled a fifth of global ⁠oil and liquefied natural gas flow before the war.

“As long as America does not change its behaviour and does not accept Iran’s conditions, the Strait of Hormuz will not be opened,” Rezaei said, according to the semi-official Tasnim news agency.

There was no immediate comment from Washington on Iran’s latest comments.

Thousands of people have been killed in the conflict since the U.S. and Israel launched attacks on Iran on February 28.

Iran has struck U.S. assets and infrastructure in countries including ⁠Oman, Jordan, ​Kuwait, Israel, the United Arab Emirates and Saudi Arabia.

Raising the prospect of further escalation, Mohammad Reza Naqdi, an adviser to the commander ​of Iran’s Revolutionary Guards, said on Iranian state TV on Tuesday that the corps was developing the ability to carry out operations “on enemy soil.”

“We need to be able to move the operations to the enemy’s soil, whenever this is needed and ordered,” he said. “This is ​the characteristic of the offensive doctrine that has to be attained.”

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