The latest Economist has a lengthy analysis reflecting US and Israeli concerns 
about Iran's capacity to produce nuclear weapons in short order if it wishes to 
do so, and suggesting there is little they can do to stop it. "The challenge 
for Western policymakers may be less about stopping Iran than managing the 
consequences of it having a nuclear weapon", it concludes. 

Although the Iranian clerics have issued a fatwa against nuclear weapons, "what 
matters most is the relentless pace at which Iran is adding to its enrichment 
capabilities and thus the speed at which it can produce the fissile material" 
needed for a bomb. Despite repeated attempts to sabotage the country's nuclear 
program, Iran has already allegedly crossed several "red lines" which the 
Netanyahu and Obama governments have warned would trigger a war. The Economist 
suggests the red lines are deliberately "ambiguous" because the Israelis are 
hesitant, and the US is unwilling, to launch air strikes which the Iranians 
could "absorb...and then, using a still largely intact Fordow or a clandestine 
plant, move quickly to fissile material production." The report does entertain 
the possibility that an unsuccessful bombing campaign initiated by Israel could 
lead to a wider war involving the large-scale use of American ground forces, 
although that is "the last thing that Mr Obama wants for his war-weary, 
financially drained country." 

IMO, the greater likelihood is that stalemate will continue and the new Rohani 
government will seek an end to sanctions in exchange for dropping Iran's active 
support for Islamist movements and regimes opposed to Western interests in the 
region. That was the basis for peaceful coexistence with the USSR and Maoist 
China in an earlier historical period. 

*       *       *

Iran’s nuclear programme
Breakout beckons
Neither Iran’s election, nor sanctions nor military threats are likely to 
divert it from the path it is on to getting nuclear weapons
The Economist
June 22 2013

THE resounding victory of Hassan Rohani, the most moderate and outward-looking 
of the presidential candidates deemed fit to contest the election by the 
supreme leader, Ayatollah Ali Khamenei, has raised hopes for a nuclear deal 
between Iran and the international community. As the Islamic Republic’s nuclear 
negotiator for nearly two years from October 2003, he showed a degree of 
flexibility that was depressingly absent in the most recent talks between Iran 
and the UN Security Council’s five permanent members plus Germany (P5+1).

Mr Rohani seems pragmatic enough to know that Iran needs relief from sanctions 
to revive its economy, and that a more constructive negotiating stance on the 
nuclear programme will be needed to get that. Nevertheless, the change in 
Iran’s top civilian office is unlikely to bring an end to the interminable 
Iranian nuclear crisis.

Even if Mr Rohani wanted to do the kind of deal that would be acceptable to the 
West (and there is nothing in his past to suggest that he might), the guiding 
hand behind Iran’s nuclear policy will remain that of the supreme leader, whose 
introspective, suspicious view of the world outside Iran has not changed. The 
die is already cast: nothing is likely to stop Iran getting the bomb if and 
when it decides it wants one.

The last set of talks between the P5+1 and Iran, the fifth of the current round 
of negotiations, were in early April and ended on a downbeat note. They 
followed a proposal in February to allow a modest easing of sanctions in 
exchange for restrictions on Iran’s uranium-enrichment programme and more 
comprehensive inspections by the IAEA. Intended as a prelude to a more 
far-reaching deal, the offer represented a slight softening of the six powers’ 
position, by allowing Iran to keep a small amount of uranium enriched to 20% 
(for use in a reactor to make medical isotopes) and calling only for the 
suspension of enrichment at Fordow, a plant buried deep within a mountain, 
rather than its closure.

Iran’s negotiator, Saeed Jalili (an unsuccessful presidential candidate close 
to Mr Khamenei), replied that he wanted a suspension of all sanctions in 
exchange for only a temporary halt to 20% uranium enrichment, an impossible 
demand.

Mr Rohani’s election means the next round of negotiations will be conducted in 
a better atmosphere. But to what end? The answer is that the process serves a 
purpose for everybody. For Iran, the continuation of talks is a means of 
getting some easing of sanctions in exchange for concessions that will have 
little impact on its nuclear programme. For America and its allies, the absence 
of progress up to now has kept the international community lined up behind 
sanctions. Both sides, preferring to avoid a military confrontation, have an 
interest in demonstrating that the diplomatic path to a solution has not yet 
reached a dead-end.

Yet the inconvenient truth is that while the talks seem destined to continue, 
Iran is close to what is known as “critical capability”—the point at which it 
could make a dash to produce enough weapons-grade uranium for one or more bombs 
before the IAEA or Western intelligence agencies would even know it had done 
so. Despite the severe economic pain that the tightening of sanctions has 
inflicted on Iran’s people and their evident desire for change, Iran’s 
strategic calculus has not shifted. The nuclear programme is worth almost any 
sacrifice because it guarantees the regime’s survival against external threats, 
as America’s differing policies towards Libya and North Korea illustrate.

Speeding up

How close is Iran to critical capability? British and American intelligence 
sources think it is about a year away from having enough fissile material to 
make a bomb and further still from mastering the technologies to make a nuclear 
warhead small enough to fit onto one of its Shabab-3 ballistic missiles and 
carry out the tests needed to be confident that the system works.

But two of the most respected independent analysts—David Albright, a former UN 
weapons inspector who is president of the Institute for Science and 
International Security and Greg Jones, a RAND Corporation researcher who writes 
on Iran for the Non-proliferation Policy Education Centre (NPEC)—believe that 
time is running out more quickly. Mr Albright thinks that by mid-2014 Iran will 
be able from a standing start to produce enough fissile material for a single 
bomb in one or two weeks. Mr Jones reckons that later this year Iran will be 
able to produce within about ten weeks enough weapons-grade uranium for a 
couple of nuclear weapons.

If Iran has a small clandestine enrichment facility designed to enrich uranium 
from 20% to 90% (highly enriched weapons-grade uranium, or HEU) it could quite 
soon be able to manufacture enough material for five bombs in about 14 weeks 
using a new generation of advanced centrifuges it has already begun to install 
in its main enrichment site at Natanz. Mr Jones, in a recent report for NPEC, 
says that although a secret facility would put Iran in breach of IAEA 
safeguards “the time needed for Iran to produce HEU by this method is becoming 
so short as to make it doubtful that any effective action could be taken before 
Iran obtained a nuclear weapon.”

For both Mr Albright and Mr Jones, what matters most is the relentless pace at 
which Iran is adding to its enrichment capabilities and thus the speed at which 
it can produce the fissile material needed for an implosion device, the most 
common form of nuclear bomb. As Mr Albright puts it, the critical component for 
“a fissile-material dash” is the quantity and quality of Iran’s centrifuges. 
Despite wide-ranging attempts by the West and Israel to delay or sabotage the 
nuclear programme, Iran has installed around 9,000 new centrifuges at Natanz 
and Fordow in less than two years, more than doubling its previous enrichment 
capacity. Reflecting this surge in capacity, Iran’s stockpile of 3.5% or 
low-enriched uranium has gone from about 2,500kg to around 4,300kg in the same 
period. In March, Iran announced that it was also building 3,000 of the new, 
more advanced centrifuges (known as the IR-2m) that are said to be up to five 
times more efficient than the older IR-1 design. Nearly 700 of the new 
centrifuges have already been installed. Iran is also making progress with its 
heavy-water reactor at Arak. Capable of producing plutonium, it could provide 
an alternative route to a bomb at the end of next year.

Paradoxically, these developments are proceeding without Iran appearing to risk 
crossing either the red line announced by Barack Obama or the most recent limit 
set by Israel’s prime minister, Binyamin Netanyahu. Both men have threatened 
that the consequence of Iran crossing their respective lines would be attacks 
on Iran’s nuclear infrastructure, but neither line has been drawn clearly. In 
Israel’s case, the ultimatum set by Mr Netanyahu in September last year was 
that Iran must be prevented from having enough 20% or medium-enriched uranium 
(MEU) to allow it to produce the 20 or so kg of HEU required for a nuclear 
weapon. But how much is that?

More than enough for a bomb

Mr Netanyahu has since suggested that if Iran had 250kg of MEU it would have 
crossed his red line. But that seems a very high figure for a single nuclear 
device (see chart). He may have been referring to MEU in the form of uranium 
hexafluoride that Iran’s enrichment process produces rather than the amount of 
20% enriched uranium itself. That is because 250kg of hexafluoride would 
produce about 165kg of MEU, which is about right for one bomb. Mr Jones reckons 
the amount of MEU needed for a single bomb could be between 94kg and 210kg 
depending on how the enrichment to HEU is carried out. Since Iran started 
producing MEU just over three years ago it has produced 219kg of 20% enriched 
uranium, of which over 40% has been converted to uranium oxide, some of which 
has been made into fuel rods for a research reactor in Tehran.

However, that still leaves a 123kg stockpile of MEU, enough for a bomb if Mr 
Jones is right and therefore already well across Mr Netanyahu’s red line. In 
the last quarter Iran converted 67% of its MEU production into oxide, but still 
increased the stockpile by 10kg. Even though Iran is managing its MEU stockpile 
carefully to keep the negotiations going and preserve ambiguity, on any 
reckoning it is likely to be well over the line set by Israel before the end of 
this year. Does that suggest that Israel will carry out a military attack on 
Iran’s nuclear facilities some time in the next six months? Probably not. 
Israeli red lines have come and gone in the past.

A while ago, Israel wanted it to be thought that Iran would face attack if it 
gained the capability to build a nuclear weapon. That point was probably passed 
some years ago. Making a bomb depends on Iran’s ability to convert HEU into a 
metal sphere for the weapon’s core, to make a reliable detonator and then to 
create a warhead small enough to put on a ballistic missile, a process known as 
“weaponisation”. Mastery of the techniques required is not beyond Iran’s 
engineering capacity.

Western intelligence agencies used to reckon that Iran had suspended work on 
weaponisation in 2004. But after the IAEA published a report in November 2011, 
since when Iran has refused to allow the agency’s inspectors into the Parchin 
military research complex facility, that assumption has been challenged. In 
December 2011 Mr Jones estimated that Iran could produce an implosion-type 
device within two to six months, thanks in part to the help it is thought to 
have received from Vyacheslav Danilenko, a former Soviet nuclear weapons 
designer. North Korea is also believed to have given substantial technical help.

Israel subsequently came up with another red line that its then-defence 
minister, Ehud Barak, called the “zone of immunity”. This referred to the 
moment when Iran had enough centrifuges in the Fordow facility, which is 
impregnable to Israeli conventional weapons, to continue enrichment even after 
an attack. That line was probably crossed a year or more ago.

As Iran’s nuclear programme has advanced, Israel has become less confident of 
its ability, acting alone, to do more than temporary damage to it. Michael 
O’Hanlon of the Brookings Institution says that Israel might have attacked 
three or four years ago, but that it is less likely to do so now. Until last 
year Mr Netanyahu appeared to hope that if Israel struck first, America would 
be forced, whatever its initial reservations, to step in and use its greater 
military resources to finish the job. After being warned unmistakably by Mr 
Obama that he could not count on any such thing and that America would not be 
“complicit” in such an attack, Mr Netanyahu came perilously close to trying to 
influence the presidential election in favour of his friend, the more hawkish 
Mitt Romney.

Clear enough?

Since then Israel’s prime minister has concentrated on keeping up the pressure 
on Mr Obama to honour his commitments on Iran. When the president visited 
Israel in March, both leaders said they shared a “common assessment” of how 
close Iran was to getting a bomb and were equally determined to prevent it from 
doing so. Mr Netanyahu said his red line might be crossed before Mr Obama’s and 
Mr Obama ceded Israel’s right to defend itself as it saw fit. But the reality 
is that Israel will contemplate a unilateral strike on Iran only if it comes to 
believe that America has betrayed it by ruling one out. Even then, suggests Mr 
O’Hanlon, the intention might be to signal to Tehran that Israel “had not gone 
soft” rather than out of any conviction that it could delay Iran’s progress to 
a bomb by more than a year or two.

What could prompt Mr Obama to order an attack? In March last year he said that 
“Iran’s leaders should understand that I do not have a policy of containment; I 
have a policy to prevent Iran from obtaining a nuclear weapon” and that a 
“military effort” might be required to divert it from that course. The former 
defence secretary, Leon Panetta, went further, saying that if America received 
intelligence that Iran was “proceeding with developing a nuclear weapon” or 
that a decision had been taken to that end, America would “take the necessary 
action to stop [it]”. Moreover, the Obama administration has repeatedly claimed 
that it would know when such a decision had been taken and would have time to 
respond. So, not much ambiguity there, then? Well, actually, quite a lot.

Mr Obama’s red line rests on at least three questionable assumptions. The first 
is that the evidence that Iran has taken the political decision to become a 
nuclear weapons state will be sufficiently compelling to allow for no other 
interpretation. The second is that there will be a significant interval between 
such evidence presenting itself and Iran actually having a weapon that it might 
be willing to use to deter an attack. The third is that a strike or series of 
strikes bringing America’s military might to bear on Iran’s nuclear facilities 
would achieve its aims.

Mr O’Hanlon believes that Mr Obama is “locked in” to taking military action if 
Iran signals its intentions, for example by renouncing the Non-Proliferation 
Treaty and throwing out the IAEA’s inspectors. Kenneth Pollack, of the Saban 
Centre for Middle East Policy at Brookings and author of “Unthinkable: Iran, 
the Bomb, and American Strategy” (to be published in September), is less 
convinced that the “US will get a clean shot” of that kind. If Iran left the 
NPT, it would say it was doing so because it regards the agency’s inspectors as 
spies, not because it wants a nuclear weapon. Moreover, he believes that Mr 
Obama will demand a very high standard of proof following the intelligence 
debacle over Iraq’s weapons of mass destruction.

The idea that there will be plenty of time between Iran making the decision to 
build nuclear weapons and actually getting them is a comforting conceit that 
Western intelligence agencies have clung to. The implication is that there will 
be opportunities for careful alliance-building and diplomatic ultimatums before 
any strike has to take place. But with Iran approaching critical capability 
that may not be true. As time goes on, the period that Iran needs to produce 
not one or two but several devices undetected shrinks, increasing the chances 
of Iran being treated in much the same way as other aspirant nuclear states 
that have crossed the threshold, such as Pakistan and North Korea.

The third questionable assumption is that air strikes on Iran’s nuclear 
facilities would achieve their objective. If Iran, after leaving the NPT, had 
stockpiled sufficient MEU for several bombs and hidden it well, the chances of 
finding and destroying it would be small. It could decide to absorb an attack 
and then, using a still largely intact Fordow or a clandestine plant, move 
quickly to fissile material production.

No good options

Mr Obama may well conclude that if his military planners cannot be confident of 
delaying Iran’s progress to nuclear weapons for a long time—at least five to 
ten years—or changing Iranian behaviour, it is not worth trying. Just as 
troubling, if bombing was tried and it failed, Mr Pollack thinks Mr Obama would 
have to follow up with a full-scale invasion. “No American president would or 
could say, we gave it our best shot, but we can’t finish the job,” he says. Mr 
Jones has similar fears. He says that such is the scale of the country’s 
centrifuge enrichment programme that a prolonged bombing campaign would be 
required to halt it and that “would run a serious risk of turning into a 
large-scale war with Iran”. America could hammer Iran, but having brought 
American forces home from Iraq and Afghanistan this is the last thing that Mr 
Obama wants for his war-weary, financially drained country.

Anthony Cordesman, of the Centre for Strategic and International Studies in 
Washington, DC says that one choice is containment and the other military 
strikes—followed by containment. Given that sanctions and diplomacy are 
unlikely to alter Iran’s course and that force will not achieve a lasting 
solution, he thinks America and its allies must start thinking through what 
containment and deterrence of a nuclear Iran will require.

What nobody knows, quite possibly not even the supreme leader himself, is when 
and how Iran will step across the nuclear threshold. Pakistan waited nearly 12 
years between acquiring enough fissile material for a bomb in 1986 and carrying 
out a succession of nuclear tests in 1998. Iran might be similarly patient, a 
course Mr Rohani may advocate. On the other hand, if he fails to win softer 
sanctions Iran could try to bring things to a head more quickly. What is 
increasingly hard to believe is that it can be dissuaded or prevented from 
getting the bomb by force. The challenge for Western policymakers may be less 
about stopping Iran than managing the consequences of it having a nuclear 
weapon, which include the unravelling of the entire non-proliferation system.
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