NEW: Analysis of IAEA Iran Verification and Monitoring Report isis-online.org/isis-reports/d… with @StrickerNonpro 1/
Highlights:
- Iran started to produce near 20 percent enriched uranium on January 4, 2021, in 1044 IR-1 centrifuges located at the Fordow Fuel Enrichment Plant (FFEP). 2/
- Iran produced 3.6 grams of uranium metal from natural uranium tetrafluoride (UF4) at the Fuel Plate Fabrication Plant (FPFP) at Esfahan, testing the process in preparation for a scaled up enriched uranium metal production line at the FPFP. 3/
- Iran's low enriched uranium (LEU) stock far exceeds the limit set by the JCPOA. As of February 16, 2021, Iran had a stockpile of about 4390.2 kilograms (kg) of LEU (hexafluoride mass), almost all enriched below 5 percent, or 2967.8 kg (uranium mass). 4/
- Of the 2967.8 kg LEU (uranium mass), 1025.5 kg are enriched to up to 2 percent, 1890 kg are enriched to more than 2 but less than 5 percent, and 17.6 kg are enriched to up to 20 percent. 5/
- Iran’s estimated breakout time, as of late February 2021, is as short as 3.1 months. Iran has sufficient <5% LEU to produce enough weapon-grade uranium (WGU) for a 2nd nuclear weapon .. 6/
.. where the 2nd would be produced more quickly than the first , requiring, in total, as little as five months to produce enough WGU for two nuclear weapons 7/
- Iran’s total estimated enrichment capacity at Natanz and Fordow has increased from 6963 separated work units (SWU)/yr to 8258 SWU/yr in currently enriching centrifuges; an increase of nearly 20 percent. 8/
- The current enrichment capacity at the Natanz Fuel Enrichment Plant (FEP) and Fordow plant, ignoring the Natanz Pilot Fuel Enrichment Plant (PFEP), is 6744 SWU per year. 9/
- If Iran installs all cascades of advanced centrifuges it is currently installing and firmly planning (a total of six), the total capacity increases to almost 12,900 SWU per year. This enrichment capacity is almost three times larger than allowed under the JCPOA. 10/
- Iran’s stock of heavy water as of February 15, 2021 was 131.4 metric tonnes, above the JCPOA’s limit of 130 metric tonnes. Iran also shipped out 5.4 metric tonnes. 11/
- Iran has not pursued the construction of the Arak heavy water research reactor (IR-40 Reactor) based on its original design. It also has not produced or tested natural uranium pellets, fuel pins or fuel assemblies for the original reactor design. 12/12

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More from @TheGoodISIS

11 Jan
NEW Institute satellite imagery analysis: Update on Natanz: Construction Progresses Towards Large-scale Tunnel Complex isis-online.org/isis-reports/d… 1/
Since our October 30, 2020, report on the construction of a new centrifuge assembly facility in the mountains near the Natanz enrichment plant, construction has progressed and tunnel entrance locations can now be identified with certainty. 2/
Most importantly, newly available high resolution satellite imagery confirms that construction is progressing rapidly at the largest mountain in the area, the most likely future location for the new underground assembly facility. 3/
Read 15 tweets
4 Jan
A few tweets in response to breakout questions now that Iran is enriching uranium to near 20 %. (Side note: The law does not require the production of 120 kg within two months, it requires an annual production of 120 kg.) 1/
We do not know how many centrifuges at Fordow are currently dedicated to 20 % enrichment, although reports are that its approximately 1000 IR-1 centrifuges in six cascades connected as tandem cascades will be used, at least initially. 2/
The law includes a requirement to install one cascade of IR-6 centrifuges, which is reportedly slated for Fordow, followed by the installation of a total of 1000 IR-6's over a year.  3/
Read 7 tweets
7 Aug 20
IMPORTANT UPDATE: 1. As we are looking further into the reporting of a possible yellowcake production facility near Al Ula, Saudi Arabia, we keep in mind lessons were learned from Syria, both Al Kibar and Marj as Sultan.
2. The former, a nuclear reactor in a nondescript box, with minimum visible security barriers; the latter, a uranium conversion facility with no outward signatures.
3. Two days ago, we identified a suspect site south of Al Ula as a follow-up to a WSJ report. This morning, we discovered an identical site, constructed about the same time, that appears to be associated with bulk waste disposal.
Read 6 tweets
31 Jul 20
1. US media should not jump on the recent, false claims by Iranian news agencies on Iran's Nour-1 satellite imaging capabilities. The images circulating in Iranian media provide no basis to claim that Nour-1 has the capability to take high resolution electro-optical spy images.
2. The electro-optical images as published by Tasnim News and others were not taken by the Nour-1 satellite, but are commercially available satellite images as shown in our own analysis and others, @AuroraIntel, @inbarspace.
2 (cont'd) In fact, at least some of the electro-optical images claimed to be Nour-1 satellite imagery is datable to PRIOR the Nour-1 launch of 22 April 2020.
Read 8 tweets
3 Mar 20
As of Feb 19, 2020, Iran's enriched uranium stockpile of up to 4.5 % is 1020.9 kg in uranium mass, or 1510 kg in uranium hexafluoride mass. This is up significantly from 372.3 kg uranium mass ( 550.7 kg UF6 mass) on Nov 3, 2019.
However, a relatively large quantity of that amount is enriched to less than 2%. 268.5 kg uranium mass (397.2 hex mass) out of the total 1020.9 kg (1510 kg hex mass)  is enriched to less than 2 %.
The 3.67 % stock remained constant, while the 4.5 % LEU stock went up from to 129.2 kg to 537.8 kg uranium mass ( from 191 to 796 kg hex mass).
Read 6 tweets
10 Jul 19
NEW from @TheGoodISIS: Conversion of Fordow: Another Unfulfilled Hope of the Iran Nuclear Deal: Fordow now includes semi-indigenous nuclear equipment production

Read here: isis-online.org/isis-reports/d…
Our latest report contains four key findings:

1) The Fordow uranium enrichment facility has never been repurposed, as promised in the JCPOA. Everything required to enrich uranium to weapons grade could be quickly reconstituted in the underground portion of the facility.
2) Fordow is potentially part of Iran’s current threats to progressively go to higher enrichment levels and increase its stocks of enriched uranium, and if conducted there, Fordow’s underground tunnel complex is fortified to withstand aerial bombardment.
Read 12 tweets

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