IAEA warns Iran may hide enriched uranium at Isfahan amid stalled diplomacy
IAEA warns Iran may conceal enriched uranium at Isfahan. Surrender by April 30, 2026 at 0.1% YES, by December 31, 2026 at 40.5% YES.
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## Market Snapshot Iran’s enriched uranium surrender market shows a 0.1% YES probability for April 30, 2026, unchanged from the previous day, but down from 5% a week ago. The US obtaining Iranian uranium market indicates a 9.5% YES probability for May 31, up from 8% a day ago. ## Key Takeaways – The IAEA’s warning appears to suggest unresolved proliferation risks, impacting expectations for Iran’s uranium surrender. – Current pricing suggests market participants view the likelihood of the US obtaining Iranian uranium by May 31 as low. – Limited diplomatic progress appears consistent with decreased probabilities in uranium transfer markets.
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