Nuclear Issues

Though the negotiation leading to the JCPOA took place over a significant stretch of time—indeed, it was built on the foundation of talks that began in 2003—it’s important to remember that the deal contains critical concessions regarding Iran’s production of plutonium, which the United States had been seeking from Tehran since the 1970s, when the two countries were allies.

In a televised speech on January 1, Iranian President Hassan Rouhani said that Tehran had imported 200 metric tons of yellowcake uranium and would import another 120 tons at an unspecified future date. The imports are permitted by the nuclear deal, the Joint Comprehensive Plan of Action (JCPOA), but nonetheless significantly exceed Iran’s needs for natural (that is, unenriched) uranium over the next 15 years. Iran’s import of such high levels of uranium suggests it may be stockpiling uranium to reach nuclear breakout before the deal’s initial limitations expire in 2031.

The JCPOA permits Iran to buy natural uranium to “replenish” its stocks as it sells enriched uranium on the international market. To date, Iran has had difficulties locating a buyer for its enriched uranium stocks – unsurprising, given the current excess of commercially available enriched uranium. This, however, has not stopped Iran from buying and stockpiling more yellowcake.

The current global nuclear order is extremely fragile, and the three most urgent challenges to it are North Korea, Iran, and Pakistan. If North Korea and Iran become established nuclear weapons states over the next several years, the nonproliferation regime will have been hollowed out. If Pakistan were to lose control of even one nuclear weapon that was ultimately used by terrorists, that would change the world. It would transform life in cities, shrink what are now regarded as essential civil liberties, and alter conceptions of a viable nuclear order.