Iran’s Enriched Uranium: A Potential Flashpoint for A Renewed Conflict
Programmes
13 Jul 2025

Iran’s Enriched Uranium: A Potential Flashpoint for A Renewed Conflict

Recent military strikes on Iranian nuclear facilities have reignited global concerns over Tehran’s nuclear ambitions. Over 12 days, the region witnessed a direct military confrontation between Iran and Israel, accompanied by U.S. airstrikes on critical sites in Natanz, Fordow, and Isfahan. Iran responded by launching retaliatory attacks on the Al Udeid Air Base in Qatar.   While Washington declared the “complete destruction” of Iran’s nuclear infrastructure, subsequent assessments suggest these operations fell short of their strategic goals. Key elements of the Fordow facility, including vital centrifuge systems, remained partially operational, preserving a significant portion of Iran’s nuclear capability.   Growing uncertainty surrounds the fate of Iran’s highly enriched uranium, particularly after the International Atomic Energy Agency reported that approximately 400 kilograms of uranium enriched to 60% are unaccounted for—a volume theoretically sufficient to produce multiple nuclear warheads. Iranian authorities acknowledged relocating this material to “secure locations” ahead of the strikes. However, Western intelligence sources indicate that locating and neutralising these hidden stockpiles through military means remains exceedingly difficult.   This ambiguity intensifies the risks of nuclear proliferation and grants Tehran a potent strategic asset in any future diplomatic negotiations, while keeping the spectre of renewed military escalation ever-present.   Given these circumstances, Iran’s nuclear programme appears to have endured only a temporary disruption. Tehran retains the technical expertise and human infrastructure necessary to reconstruct its facilities and resume enrichment efforts. As such, the unknown status of the enriched uranium now emerges as a critical variable that could shape the region’s security landscape. Should Iran revive its nuclear activities—or should external actors attempt to strike these undisclosed caches—the result could be a new flashpoint in the ongoing confrontation between Iran and Israel.   This analysis examines the disparity between political declarations proclaiming the end of Iran’s nuclear threat and the ground realities that suggest its persistence. It explores the strategic implications of enriched uranium remaining outside international oversight, as well as the broader consequences for regional stability and the evolution of conflict in the Middle East.
Truce and Tactic: The Political Calculus of Ceasefires
Publications
22 Apr 2025

Truce and Tactic: The Political Calculus of Ceasefires

In today’s volatile political landscape, ceasefires are becoming increasingly relevant. While they are not designed to bring an immediate end to conflicts, they aim to provide a temporary respite in which opposing parties can engage in dialogue and work toward a resolution. Ideally, ceasefires function as transitional phases within ongoing wars, offering the opportunity for negotiation and compromise. However, as a political tool, ceasefires often fail to meet their objectives. Their effectiveness is not simply determined by military action, but by the political will and complex considerations of the parties involved. Ceasefires are heavily influenced by the intentions of the signatories, as not all parties are genuinely committed to ending hostilities. This raises important questions about how we define the success or failure of a ceasefire. If the stated goal is to end the war, yet political agendas remain hidden, the resumption of conflict may not necessarily mean that the ceasefire has failed—it could indicate that one party's objectives were unfulfilled, while the other may have achieved its goals.    Additionally, each ceasefire agreement is unique, shaped by the specific political dynamics at play, including the roles of mediators, guarantees, and the structure of the agreement itself. The Israel-Hamas ceasefire is a striking example of this complexity. While it may appear to be a failure from a broader, collective perspective, it could represent a significant political and military opportunity for Israeli Prime Minister Benjamin Netanyahu. The influence of external actors, such as U.S. President Donald Trump, must also be considered as part of the equation. Ultimately, the fragile truce between Hamas and Israel raises a critical question: Is it merely a political process, or does it reflect a deeper, more strategic calculation that extends beyond the immediate cessation of hostilities?