Only a few paragraphs later was it made clear that the lead was misleading, because the IAEA had found that Iran had "converted much of the new material to metal form for use in a nuclear research reactor." It even quoted an unnamed Barack Obama administration official who said it could not be "further enriched to weapons-grade material."...
In fact the IAEA data showed that it had converted all of the uranium enriched to 20 percent during the quarter to fuel plates, and had converted some of the production from previous quarters as well.
The media reports of a doubling of the number of centrifuges at the underground facility at Fordow were also misleading. When the information is examined more carefully, it actually provides further evidence that Iran is not striving to amass the higher level uranium needed for a breakout capability but is maneuvering to prepare for a later negotiated settlement.
Although the IAEA report shows that the number of centrifuges in place in Fordow has increased from 696 to 2,140 over the past six months, it also makes it clear that the number of centrifuges actually operating has not changed during that period.
The reason for that striking anomaly in the deployment at Fordow does not appear to be technical problems with the centrifuges. The 1,444 centrifuges that are not operating were never even connected by pipes, as the Institute for Science and International Security (ISIS) observed in its Aug. 30 commentary on the report.
The noncommittal character of the deployment of centrifuges at Fordow suggests that Iran has not decided whether those 1,444 centrifuges are to be committed to 3.5-percent enrichment or to 20-percent enrichment.
The Obama administration appears to understand that this uncertainty about the purpose of the centrifuges is aimed at strengthening Iran's diplomatic hand in future negotiations. "They have been very strategic about it," a senior U.S. official told the New York Times just before the report was made public. "They are creating tremendous capacity, but they are not using it."
The official added, "That gives them leverage, but they think it also stops short of creating the pretext for an attack."
Cirincione agrees with that senior official's analysis. "The Iranians are excellent chess players. They are moving their pieces very carefully," he said. "They are continuing to enhance the value of their bargaining chips."
The implication of the IAEA report, Cirincione believes, is that Iran is still maneuvering to position itself for a more advantageous agreement in future negotiations. "If you were the Iranians, why would you negotiate right now?" asked Cirincione. "You would want to wait for a better deal."
In previous rounds of negotiations with Iran in 2012, the United States demanded an end to all 20-percent enrichment and even the closure of the Fordow facility but offered no alleviation of the harsh financial sanctions now being imposed on Iran.
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