⬅️ Official Shift in Tehran's Stance: Abbas Araqchi's statements regarding negotiating on uranium completely contradict what Foreign Ministry Spokesperson Esmaeil Baghaei announced 10 days ago. This indicates the failure of the "de-linking files" strategy (separating the war file from the nuclear file), forcing Iran to accept nuclear compromise.
Deadlock Over the "Price": Postponing the uranium file to later stages means that both parties have not reached an agreement regarding the "scale of mutual concessions." Trump demands a 20-year suspension, while Iran conditions it on the complete lifting of the blockade and sanctions.
The Russian Role: Confirming talks with Putin regarding uranium reinforces the long-standing "stockpile outsourcing" hypothesis. It is likely that Russia proposed transferring the 60% enriched uranium stockpile to its territory to dispel Washington's concerns without forcing Iran to destroy it. Araqchi's gratitude for the Russian proposal shows that Tehran is considering this option as an "honorable diplomatic exit."
White_circle Absence of National Oversight: These fateful decisions are being made behind closed doors at a time when the Iranian Parliament has not effectively convened since the outbreak of the war, meaning a total absence of oversight or transparency before the public and its representatives.
Vital Point (The Issue of Deterrence):
Everyone realizes that removing the uranium stockpile from the country will significantly increase the probability of a nuclear strike on Iran in the next phase of the war (the occurrence of which is highly probable). The enriched uranium stockpile is the most critical tool for deterring threats and ensuring state survival; if Iran loses this stockpile, the opposing side will move with greater audacity to launch harsher, or even nuclear, attacks without fear of a proportional Iranian response.
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