Here’s Why Iran’s Unaccounted for Uranium Worries Experts - podcast episode cover

Here’s Why Iran’s Unaccounted for Uranium Worries Experts

Jun 27, 20259 min
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Episode description

Iran’s highly enriched uranium was last seen by UN nuclear monitors a few days before the start of Israel’s bombing campaign on June 13. Its whereabouts are unknown for now, a major cause of concern for experts at the International Atomic Energy Agency. How dangerous is this uranium, and how does nuclear diplomacy proceed from here? Our reporter Jonathan Tirone joins host Stephen Carroll to discuss.

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Transcript

Speaker 1

Bloomberg Audio Studios, Podcasts, radio news. I'm Stephen Carroll and this is Here's Why, where we take one new story and explain it in just a few minutes with our experts here at Bloomberg.

Speaker 2

Our objective was the destruction of Arrange nuclear and richimid capacity and a stop to the nuclear threat posed by the world's number one stage sponsor of terror. Tonight, I can report to the world that the strikes were a spectacular military success.

Speaker 1

It was an unprecedented series of strikes against Iran's nuclear ambitions. The United States targeted facilities at four dough, Natanz and Isfahan in a thirty seven hour operation that included one hundred and twenty five aircraft, submarine launched Tomahawk missiles, and fourteen thousand kilogram bombs. While the effectiveness of those strikes as still being assessed, they've compounded another problem. The UN's nuclear inspectors don't know where Iran's highly enriched uranium is now.

Speaker 3

I'm not so sure. At a time of war, all nuclear sites are closed, so our inspectors who are still i must say still in Iran, although they are in a protected place. As you can imagine, no inspection, normal activity can take place.

Speaker 1

That's the head of the International Atomic Energy Agency, Raphael Mariano Grossi. So here's why Iran's unaccounted for uranium worries experts. Jonathan Turne, who covers nuclear diplomacy for Bloomberg, joins me. Now for more, Jonathan, First of all, how much uranium does Iran have and how dangerous is it?

Speaker 4

Uran has various stockpiles. The most concerning is the four hundred and nine kilograms of highly enriched uranium. That material is equivalent to the amount needed to make about ten nuclear weapons if it was further enriched to ninety percent. That material was last seen a few days before Israel's bombing commenced on June thirteenth. It was stored in underground tunnels at Isfahan complex. However, Rafael Mariano Grussi, the IEA Director General, told us on June eighteenth that his inspectors

had lost track of that material. They were no longer to verify its location. The concerns compounded because even before the bombing began, Iranian diplomats had told the IAEA that if Israel and he did attack, they would move that material to an undeclared location. So at this point we don't have any visibility on the inventory of nuclear material

that was existing at the site before. But we're looking at about ten days now of that material being out of contact with international verification measures.

Speaker 1

Why is it that we don't know more about where it is?

Speaker 4

Well before the bombing began, International Aconomic Energy Agency monitors were in Iran every day. The IAEA has two hundred and seventy four monitors that are going in and out of Iran constantly, So all of that material was under

what's called safeguards. They're under seal of the IAEA. The International community and inspectors were going in and out of those facilities inspecting an average at one point four a day last year once the bombing began, for obvious reasons, because you know, the IAEA is not going to be entering onto a site under active attack. You know, once the attacks began, you eliminated the ability to verify the

location of that material. Compounding that problem is that Iran had informed the IAEA that if Israel did begin to attack, it would remove that material to an undisclosed location, and as of yesterday, the Iranians still had not told the IAEA where they had put it, and you know, just to go a step further, Iranians are also making a

move to restrict IAEA movements and country going forward. They're talking about leaving the Nuclear Non Proliferation Treaty, which is the bedrock legal arrangement that imposes IAEA inspections in Iran. If Iran bars IAEA or leaves the treaty, then we face the potential of losing sight of that four hundred and kilograms of highly iriched material that could be quickly turned into bomb material for a long time, and that

questions the metrics of success for the attacks. So while there's no doubt that there was a grave damage dealt to the above ground facilities, perhaps some of the underground in Richmond's facilities, the attacks did not take account of the existing inventory of Iran's nuclear material.

Speaker 1

I want to come box the framework in a moment that underpins all of this that you mentioned, But how far could this uranium have been moved? In theory? How easily transport able is.

Speaker 4

This There's a vast body of scientific literature about the amount of material that be packed to into a canister when it's at that enrichment level because there are safety concerns about criticality incidents. Basically, that material is limited to a canister about the side of a scuba tank that can carry about twenty five kilograms of this highly enriched uranium. That means, for all practical purposes, an individual or a small vehicle, could you know, carry that out and spirit

it away to an undisclosed location. The handling requirements of enriched uranium are not that complicated. It's only after the fuel has been irradiated instead of a reactor or in a bomb, that you know you're facing a real radiological risk. So this is not a complicated task to bring those canisters out and put them into a place that has not been declared.

Speaker 1

Let's return to the monitoring that was possible before this war erupted. How effective was that system thought to have been beforehand.

Speaker 4

There's a very dispute about the declared nuclear material in Iran. The IAEA has been keeping track to gram levels of this vast volume of enriched material that Iran has and less I forget it's not just the four hundred nine kilograms of highly enriched uranium. They also have thousands of kilograms of lower enriched uranium, So that was never the dispute.

What was the dispute, and the reason that Iran on June twelfth was found in non compliance of its safeguards agreements was because the agency had detected trace elements of uranium at several locations that had not been declared. Now, these trace isotopes that were detected were decades of years old, I mean they go back to the early two thousands, so this was not a smoking gun, so to speak.

But the standards of verification are so high at the IAEA, not just in Iran but in every country that any anomaly prompts an investigation, and the Iranians were not cooperating

in this investigation. The Iranians considered that their cooperation leading into the twenty fifteen nuclear agreement that the US left in twenty eighteen had sufficed that it was under no obligation to continue cooperating in these old investigations, and they were basically stonewalling the IAEA, which then resulted earlier this month in this finding give non compliance. But in terms of the actual enriched uranium, we've always had a good bead on what that inventory actually looks like.

Speaker 1

Okay, well, then I suppose what does the future of the Nuclear Non Proliferation Treaty, the structure that underpins all of this inspection system, What does the future of that framework look like?

Speaker 4

Now, well, that's the good question. And frankly, IAEID Director General Raphael Mariano Grossi has been warning about this four months because it's been a slow motion train wreck in the eyes of people who are paying close attention to this.

The Iranians have been warning, you know, for at least the last year that if this escalates diplomatically, never mind militarily, they were prepared to trigger their so called Article ten rights under the NPT that would give the IAEA three month notice that they were going to be withdrawing from that treaty. If they withdraw, that essentially ends IAEA inspections, and that is a massively escalatory move in light of

the conflict we've just witnessed. And let's not forget I mean, even in the best case scenario where Iran remains within the treaty and inspections continue, it is going to take years for the IAEA to re establish a material accountancy baseline. There's so much localized chemical and radiological hazards it's going to take a while for them even to get back on site doing investigations, doing inspections, and once they're in there, they're going to have to basically start from point zero

and rebuilding their data on Iran stockpile. This has caused a massively complex challenge to the non proliferation regime.

Speaker 1

Okay and run our nuclear diplomacy reporter. Thank you. For more explanations like this from our team of three thousand journalists and analysts around the world, go to Bloomberg dot com slash explainers. I'm Stephen Carroll. This is Here's why. I'll be back next week with more. Thanks for listening.

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