Dr. Jeffrey Lewis Profile picture
Jun 2 14 tweets 3 min read Read on X
Trump's offer to Iran, as reported by @BarakRavid, is a dollar-store-JCPOA.

The JCPOA -- which Trump abandoned -- had all of these provisions, usually in ways that were stronger or more carefully constructed.

He's trying to put Humpty Dumpty back together again. A thread. Image
@BarakRavid Here is the original story. The proposal was "described to Axios by two sources with direct knowledge — one of whom provided a point-by-point breakdown." This is a paraphrase, so sometimes its hard to know what they are getting at.
axios.com/2025/06/02/ira…
@BarakRavid Here is the text of the JCPOA. You don't have to take my word for it; you can look it up yourself.
europarl.europa.eu/cmsdata/122460…
1. "Under the proposal, Iran would not be allowed to build any new enrichment facilities ..."

The JCPOA also limited Iran to enrichment at Natanz. See: Annex. F¶31.

"For 15 years, Iran will install gas centrifuge machines, or enrichment-related infrastructure, whether suitable for uranium enrichment, research and development, or stable isotope enrichment, exclusively at the locations and for the activities specified under this JCPOA."
2. "... must "dismantle critical infrastructure for conversion and processing of uranium."

This one is a little unclear because "conversion" can refer to different activities, some of which Iran would need to continue enriching as envisaged in the rest of the proposal.

Annex. E¶24 ruled out uranium metal.

"For 15 years, Iran will not engage in producing or acquiring plutonium or uranium metals or their alloys, or conducting R&D on plutonium or uranium (or their alloys) metallurgy, or casting, forming, or machining plutonium or uranium metal."
Annex E¶24 had a possible exemption for future work on TRR fuel assemblies, but that's pretty limited.

"If Iran seeks to initiate R&D on uranium metal based TRR fuel in small agreed quantities after 10 years and before 15 years, Iran will present its plan to, and seek approval by, the Joint Commission."
This is the one place that the offer might improve on the JCPOA, if Iran dismantled its ability to produce uranium metal. But I am skeptical about that.
3. "halt new research and development on centrifuges."

Note: "new" R&D ≠ "all" R&D.

Annex A¶3 also limited Iran's R&D to existing centrifuge types on an agreed schedule. That mattered because the much more capable IR-6, which is now mature, was still under development.
4. "Iran won't be allowed to develop domestic enrichment capabilities beyond those necessary for civilian purposes."

This is literally the whole JCPOA. That's how they calculated the enrichment level, LEU stockpile size and every other limit. Read the preamble.
5. "Iran will have to temporarily reduce its enrichment concentration to 3%."

The JCPOA annex contains 13 references limiting enrichment levels to 3.67%. That's just the level for nuclear fuel.
6. "underground enrichment facilities will have to become 'non-operational' for a period of time ..."

Annex, A¶5 required that Iran "refrain from any uranium enrichment and uranium enrichment R&D and from keeping any nuclear material" at the underground Fordow site and A¶6 required that Iran convert the FFEP to stable isotope separation.
7. "The enrichment activity in Iran's above-ground facilities will temporarily be limited to the level needed for nuclear reactor fuel ..."

Again this is the JCPOA. That's where 3.67% enrichment, the size of the stockpile of LEU, and the limit on centrifuge numbers came from.
8. "strong system for monitoring and verification including immediate approval of the IAEA's additional protocol."

The JCPOA also applied the Additional Protocol. (C¶13)

Also, Witkoff forgot Modified Code 3.1. That's a BIG oversight to be honest.
I would note that the JCPOA created elaborate series of @iaea safeguards -- what I called the Additional Protocol Plus -- that clarified some ambiguities in the AP and extended to areas like uranium milling and centrifuge production.

This agreement doesn't do that,.

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More from @ArmsControlWonk

Dec 12, 2024
A bunch of tankie accounts are reposting this claim that Russia can produce 25 Oreshnik IRBMs a month.

That's probably wrong. 🧵
militarywatchmagazine.com/article/ukrain…
The claim of 25 missiles a month is falsely attributed to the @DI_Ukraine. What @DI_Ukraine says, according to other news outlets, is 25 IRBMs per YEAR, not per MONTH.
babel.ua/news/113282-ro…
Oreshnik is the first two stages of the Yars missile. Oreshnik production rates should be similar to Yars production rates, which the Russians claim is "about 20 launchers and their supporting systems per year."
web.archive.org/web/2021041112…
Read 7 tweets
Nov 20, 2024
Russia has issued a new (2024) "Fundamentals of the State Policy of the Russian Federation in the Field of Nuclear Deterrence" (основы Государственной Политики Российской Федерации В Области Ядерного Сдерживания). Same wine, new bottle. 🧵.
static.kremlin.ru/media/events/f…
BLUF/TLDR: Four significant changes from 2020 but these changes are all (1) at the margin, (2) consistent with past Soviet/Russian policy, and (3) stuff that I believed was the policy in fact, even if it had been unstated.
It's also exactly what Putin foreshadowed last month.
kremlin.ru/events/preside…
Read 23 tweets
Nov 14, 2024
No, it probably can't. At least not anytime soon. A short 🧵.
1. The report was written by a think tank, not technical experts from the 🇺🇦 gov't.
2. 🇺🇦 has ~7 tons of reactor Pu, enough for several hundred simple-fission weapons.
3. The Pu is sitting in spent fuel. To use it, 🇺🇦 would have to build a separation plant, which would take years and cost hundreds of billions.
web.archive.org/web/2024111318…
First, some context. The document is just a report prepared by a think tank that will be presented at a conference. This very much stretches the definition of "news."👇 Image
Read 20 tweets
Nov 8, 2024
This is a great idea! If North Korea tests the Hwasan-31 "tactical" nuclear warhead, this is what we'll see. A short 🧵.
According to Kim Yo Jong, the explosive power or "yield" of the Hwasan-31, pictured below, is the same as 900 tons of TNT -- that's much smaller than the bombs dropped on Hiroshima (15,000 tons) or Nagasaki (21,000 tons). Image
Image
The first indication will be a statement from @USGS_Quakes. Some time after that, the @CTBTO will also issue a statement. Here is what those looked like for the last test. Image
Image
Read 7 tweets
Oct 4, 2024
I am coming around to the idea that Israel's stocks of Arrow-2 and -3 interceptors are either depleted from April or are being saved for more sensitive targets. A little thread on cost effectiveness at the margins.
The US fired 12 interceptors during this engagement from the destroyers Bulkeley and Cole. Assuming they were SM-3 interceptors, that represents the production run for an entire year, at a cost of about $400 million total. (Each interceptor is about $30 million.) Image
Image
Arrow-2 and -3 production rates are classified, but Arrow-3 is more expensive than SM-3 at about $50 million per interceptor. You can see lots of Israeli officials talking about the need to reduce the cost of interceptors and increase production rates.
defensedaily.com/israeli-arrow-…
Read 5 tweets
Sep 13, 2024
I think the three big takeaways are:
1. That's likely Kangson. It *is* an enrichment plant.
2. The centrifuges are more advanced than the ones Hecker described in 2010.
3. KCNA did not to show the plant staff or the control room. Someone read about STUXNET.
🧵
As @ColinZwirko reported, the @JamesMartinCNS OSINT team concluded last night that this facility was most likely the presumed uranium enrichment plant at Kangson. I spent the morning quadruple-checking. I think they're right.
nknews.org/pro/north-kore…
Here is the team's reasoning. North Korea released 5 images -- 4 inside the "big" hall and 1 inside the annex that @ColinZwirko first noticed under construction in March of this year.
nknews.org/pro/north-kore…
Read 18 tweets

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