Iran Nuclear Program
Iran's nuclear activities, including uranium enrichment to 60% U-235, under IAEA scrutiny for non-proliferation concerns.
Began 1950s with US aid; post-1979 focused on enrichment at Natanz/Fordow. Stockpile exceeds JCPOA limits by 30x as of 2024. Centrifuges number ~14,000 IR-1 equivalents.
Why it matters now
Heightens 2025-2026 supply risks if escalates, overlapping HALEU bottlenecks; investors monitor for secondary sanctions on global enrichment.
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