Diplomatic efforts to address Iran’s enriched uranium stockpile center on the collapsed June 2026 U.S.-Iran memorandum of understanding, which called for resolving the material’s disposition through IAEA-supervised down-blending on site as part of a final agreement. The 60-day MOU window ended without a deal after U.S. statements in July that commitments were suspended and Iranian reciprocal steps followed. As of early September 2026, the IAEA continues to lack access to key sites including Natanz, Fordow, and Isfahan, leaving the location, size, and status of the approximately 440 kilograms of 60 percent enriched uranium unverifiable following prior military strikes. Iran maintains it will not develop nuclear weapons and has signaled no immediate plans to extract or further enrich the buried stockpile, while recent IAEA board actions highlight ongoing safeguards concerns. Any shift toward verifiable surrender or dilution would require renewed bilateral talks or inspector access within the market’s resolution timeframe.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · DiperbaruiMarket prices drop sharply as Iran shows no public uranium surrender agreement
December 31 plunges to 20%18%
By late June, despite earlier reports, no public agreement by Iran to surrender enriched uranium had been confirmed, leading to a collapse in market prices for all resolution dates, reflecting widespread skepticism about a deal before deadlines.
Iran agrees to transfer part of enriched uranium stockpile, likely to China
December 31 dips to 21%1%
On June 24, reports emerged that Iran agreed to transfer part of its enriched uranium stockpile to a third country, possibly China, as part of ongoing negotiations with the US. This partial concession was seen as a potential step toward resolving disputes but did not fully restore market confidence.


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