Russia open to removing Iran’s enriched uranium stockpile, says Rosatom CEO

Rosatom CEO Aleksey Likhachev confirmed Russia remains open to removing Iran’s enriched uranium stockpile. The market for the US obtaining Iranian uranium by May 31 is now at increased by 15% YES.

Market reaction

The market for the US obtaining Iranian uranium by May 31 moved upward on the news. However, no trades have been executed in the last 24 hours, so the odds shift reflects thin liquidity rather than heavy conviction. Any meaningful repricing would require actual volume.

Why it matters

Russia’s offer creates a possible route for the US to gain access to Iran’s enriched uranium without direct bilateral negotiation. This cuts against Washington’s hardline demand for zero enrichment, because accepting a Russian-brokered transfer would implicitly acknowledge a middle path: Iran gives up material, but through Moscow rather than under US terms. If Rosatom actually moves uranium out of Iran, it would reduce Iran’s stockpile without requiring the kind of direct US intervention that has stalled past efforts.

What to watch

– Official statements from the US State Department or White House on whether they would accept Russian-mediated uranium transfers – IAEA reporting on any physical movement of enriched uranium out of Iran – Whether the US takes custody of any portion of Iran’s stockpile before the May 31 deadline – Trading volume on this market, which has been effectively zero and would need to pick up before the odds carry real signal

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