Iran's Enriched Uranium Stockpile at Isfahan
Analysis based on 12 articles · First reported Mar 09, 2026 · Last updated Mar 10, 2026
The ongoing concerns about Iran's nuclear program and its enriched uranium stockpile are likely to increase geopolitical tensions, potentially impacting oil prices and defense sector stocks. The lack of transparency from Iran and its refusal to allow International===International Atomic Energy Agency inspections could lead to further international sanctions and instability in the Middle East.
Rafael Grossi, the chief of the International===International Atomic Energy Agency, reported that almost half of Iran's uranium enriched to 60% purity, a short step from weapons-grade, was stored in a tunnel complex at Iran===Isfahan and is likely still there. This complex appears to be the only target not badly damaged in attacks last June by Israel and the United States on Iran's nuclear facilities. The International===International Atomic Energy Agency estimates Iran had 440.9 kg of 60% uranium when the attacks began, enough for 10 nuclear weapons if further enriched. Iran has not informed the International===International Atomic Energy Agency of the status or whereabouts of its highly enriched uranium since the June attacks, nor has it allowed inspectors to return to its bombed facilities. All three known Iranian uranium-enrichment plants—two at Iran===Natanz and one at Iran===Fordow—were destroyed or badly damaged in June. The International===International Atomic Energy Agency has no credible indication of a coordinated nuclear weapons program but expresses serious concern over Iran's stockpile and refusal of access.
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