Iranian security chief Mohsen Rezaei declared this week that “even a particle of enriched uranium will not exit Iran at all,” the semi-official Fars news agency reported. His statement hardened Tehran’s position on the stockpile, which has again become the main obstacle to ending the war. Meanwhile, Pakistan’s army chief Asim Munir, a key negotiator, sat in Tehran for talks.
Rezaei said negotiations wouldn’t start until Washington met trust-building measures and Iran’s latest conditions. They’re specific: lift the U.S. naval blockade of Iranian ports, waive sanctions and release frozen Iranian assets. In return, Iran has promised to reopen the Strait of Hormuz.
The Threat Picture
Tehran isn’t just negotiating. It’s advertising what it will do if talks fail. Former IRGC commander Hossein Kanani Moghaddam said any response to a new attack would exceed the reciprocal strikes of earlier rounds, potentially hitting U.S. bases and Israeli positions across the region. He named Haifa, Tel Aviv and the Dimona nuclear facility as possible targets, and mentioned weapons Iran hasn’t previously deployed, including electromagnetic bombs and a missile called Rastakhiz, or Resurrection. Those claims haven’t been independently verified.
Iranian military chief Ali Abdollahi claimed Tehran had developed missiles that couldn’t be detected or intercepted. Rezaei said Iran had prepared a plan more destructive than those used in the previous two wars, but offered no details. IRGC spokesman Hossein Mohebi suggested Iran could target seven major undersea internet cables through the Strait of Hormuz. He warned that even a limited U.S. operation could trigger a serious global energy crisis.
Iranian military expert Mohammad Sadegh Alizadeh told The New Arab that lessons from the 12-day war in June 2025 and the 40-day war that began February 28 had changed IRGC aerospace and naval tactics. He said Iran had converted some missiles capable of reaching Israel into modular systems, which can be activated faster with fewer logistical requirements, and had improved its coastal anti-ship missiles. He also cited reports of possible purchases of hypersonic anti-ship missiles from allied countries.
New defense minister Mehrdad Akhlaghi said he’s prioritizing air defenses “with new technologies.” He didn’t explain what they are. The United Nations sanctioned him 19 years ago, in 2007, over his involvement in Iran’s ballistic missile programme.
Diplomatic Dead End
The June 17 Memorandum of Understanding said Iran “shall not procure or develop nuclear weapons,” but left the stockpile’s fate to later talks. It named downblending under International Atomic Energy Agency supervision as the minimum approach, without setting a quantity, target enrichment level or timetable. The 60-day window closed in mid-August without a comprehensive deal; analysts said differing interpretations of its clauses caused it to fall apart.
Tehran says enrichment is a right under the Non-Proliferation Treaty. President Donald Trump has demanded “zero uranium enrichment.” Vice President JD Vance, who appeared earlier in the week to offer concessions on nuclear doctrine, told Reuters last month that Iran needs a “meaningful” reduction in capacity. “If you don’t want a nuclear weapon, then why do you need 60 percent enriched fuel?” he asked. At a CBS News town hall, he said Washington wants a “long-term” and “verifiable commitment” that Iran won’t rebuild. Secretary of State Marco Rubio said the U.S. “will not support any deal that creates a pathway for Iran to have a nuclear weapon.”
Iranian lawmaker Alaeddin Boroujerdi said Iran isn’t seeking nuclear weapons and that its enrichment is “unrelated to the US.” Iranian analyst Mostafa Najafi argued that lifting the blockade and releasing assets is “no longer a noteworthy concession for Tehran.”
Israel’s Shelved Strike Plan
The New Arab reported that Israel had prepared a multi-day bombing campaign for the weekend of October 10. The plan targeted Iranian power plants, nuclear facilities and sites tied to the government. Trump opposed reigniting the conflict before the November 3 midterms, and Israel shelved the campaign. The White House said the U.S. won’t attack Iran before the elections. A person familiar with Prime Minister Benjamin Netanyahu’s plans said renewed strikes in coming weeks were “not an unreasonable scenario,” adding: “There will either be a deal or an attack.”
Netanyahu reiterated Sunday his pledge to topple the Iranian government, calling that key to preventing nuclear weapons. He and his ministers also warned Lebanon of serious consequences if Hezbollah joins the war. The group had refrained from striking Israel for months but was preparing for escalation. The Houthis are already fighting Saudi Arabia, and Iraqi militias could enter the fray.
Why This Matters: Eight months into a war that has produced a global energy crisis, neither side has found terms that survive contact with the other’s red lines. Iran treats the stockpile as a national asset while threatening Israeli cities, a nuclear site and global shipping if attacked. That combination explains Israeli skepticism about any arrangement lacking verification. It also shows why mediators in Qatar and Pakistan face such a narrow path: the same Iranian network of Houthi, Hezbollah and Iraqi militia partners that could widen a renewed war gives Tehran leverage at the table. For Israel and the Gulf states, the question is whether a deal can hold when Iran’s commitments rest on its own interpretation.
- iran
- united states
- uranium enrichment
- nuclear negotiations
- israel
- military escalation
- defense modernization
- strait of hormuz