US Officials Release Text of Imminent Iran Deal — Uranium Stays in Iran, Analysts Warn

The release of the draft text marks a critical juncture in the 'Islamabad Agreement' negotiations between Washington and Tehran. While the U.S. administration frames the deal as a necessary step toward regional stability, the specific provision regarding Iran's nuclear stockpile has become a flashpoint for security concerns. According to material reviewed by The Zioneer Intelligence Desk, the agreement reportedly allows enriched uranium to stay in Iran, potentially under a dilution mechanism rather than total removal.

Strategic Friction and Israeli Warnings

Israeli analyst Chaim Cohen issued a sharp warning following the disclosure, stating that leaving the material in Iranian hands is a fundamental problem for Jerusalem's security. Cohen argued that if the uranium remains in Iran, Israel will be forced to take independent action — either through a direct military strike within months or by arranging for the material's removal through alternative, unspecified means. This assessment reflects a growing skepticism in Israel regarding the efficacy of the proposed oversight.

Competing Accounts of Uranium Disposal

The terms of the deal appear to have shifted during the final stages of negotiation. Earlier reports suggested that the U.S. would receive all enriched uranium or that the material would be destroyed. However, the latest text suggests a concession where the material is diluted in situ under IAEA supervision. This shift aligns with concerns previously voiced by officials close to Prime Minister Netanyahu, who feared the Trump administration might settle for dilution over removal, mirroring aspects of the 2015 nuclear deal.

Outlook for Jerusalem

As the White House prepares for a formal signing, the strategic friction between the U.S. and Israel is expected to intensify. While Washington has pledged that Israel retains the right to self-defense, the presence of enriched uranium in Iran remains a 'red line' for Israeli defense planners. The coming days will determine if the memorandum is finalized and how Israel will calibrate its response to a deal that leaves the nuclear threat within Iranian borders.