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In late February 2026, United States and Israel initiated major combat operations against Iran in an operation the U.S. government describes as aimed at eliminating Iran’s offensive missile capability and ensuring Iran “will never have nuclear weapons.” Official briefings from Marco Rubio and Pete Hegseth emphasised missiles, missile production, naval forces, and preventing a nuclear weapon; they did not frame the war as a formal regime-change campaign.
At the same time, U.S. messaging has been inconsistent enough that many observers interpret “regime change” as at least an implied (and sometimes explicit) objective. Public reporting indicates Donald Trump spoke of “freedom” for Iranians as a goal immediately after the strikes began, while later public justifications focused on Iran’s nuclear and missile programmes. This ambiguity matters for nuclear incentives: when leaders believe an outside power seeks to remove them, the perceived value of a nuclear deterrent rises sharply (security-driven proliferation logic).
The war has also coincided with a profound leadership shock. Supreme Leader Ali Khamenei was killed during strikes, and his son Mojtaba Khamenei was selected as Supreme Leader by a clerical body amid strong pressure and backing from the Islamic Revolutionary Guard Corps. Reuters reporting describes the succession as being driven by the IRGC’s urgency and leverage, overriding resistance inside the clerical-political establishment.
The immediate implication for nuclear decision-making is not that “Mojtaba personally wants a bomb”, but that the wartime balance of power can shift further toward the security apparatus that controls strategic programmes (missiles, drones, intelligence, and many coercive tools of internal control). External war plus internal militarisation is a classic environment in which nuclear choices become more permissive—particularly if leadership believes survival is at stake.
What “getting the bomb” would require in practice
Nuclear weapons are not “one thing.” A state needs (1) weapons-usable fissile material (typically highly enriched uranium or plutonium), (2) a workable weapon design and manufacturing capability (“weaponisation”), and (3) a credible delivery option (aircraft or missiles). Military strikes can damage physical infrastructure, but they cannot erase accumulated expertise—and they often cannot reliably account for material already produced.
On the material side, “highly enriched uranium” is commonly defined as uranium enriched above 20% U‑235, and 60% enriched uranium is close to weapons grade (roughly 90% U‑235). For safeguards purposes (not a bomb blueprint), a widely used benchmark is the International Atomic Energy Agency “significant quantity” for HEU—often cited as 25 kg of contained U‑235—used in designing detection timeliness goals.
The most important current uncertainty is not whether Iran knows how to enrich uranium—it does—but whether the international community can verify where Iran’s stockpiles and key equipment are, and whether damaged facilities can be reconstituted quickly. In a February 2026 report to the IAEA Board, the Agency described how, after attacks on Iranian nuclear sites in June 2025, it stopped verification activities at the start of the attacks and withdrew inspectors for safety by the end of that month; Iran then signed a law suspending cooperation with the Agency. The same IAEA report says Iran has not provided declarations, reports, or access regarding facilities affected by attacks, and the Agency therefore cannot fulfil safeguards obligations at those locations or verify whether activities there have been suspended.
The IAEA also reported observing “regular vehicular activity” around the entrance to the Isfahan tunnel complex where uranium hexafluoride enriched up to 20% and 60% U‑235 was stored for multiple declared facilities—an observation that underscores why material-accounting and inspection access are central to risk. Separate reporting in early March 2026 cites IAEA estimates that Iran’s last verified stockpile included ~440.9 kg of uranium enriched up to 60%, and that a substantial portion likely remained stored in the Isfahan tunnel complex; the same reporting notes that if further enriched, that amount could be sufficient for roughly ten nuclear weapons by common IAEA yardsticks.
Even with ample enriched uranium, making a deliverable weapon is not instantaneous, and assessments vary about how quickly Iran could produce a crude device versus a reliable, missile-deliverable warhead. Analyses since the current fighting began stress that conventional strikes may not be able to guarantee elimination of Iran’s nuclear capability, especially when stockpiles and deeply buried structures are involved.
At the same time, U.S. messaging has been inconsistent enough that many observers interpret “regime change” as at least an implied (and sometimes explicit) objective. Public reporting indicates Donald Trump spoke of “freedom” for Iranians as a goal immediately after the strikes began, while later public justifications focused on Iran’s nuclear and missile programmes. This ambiguity matters for nuclear incentives: when leaders believe an outside power seeks to remove them, the perceived value of a nuclear deterrent rises sharply (security-driven proliferation logic).
The war has also coincided with a profound leadership shock. Supreme Leader Ali Khamenei was killed during strikes, and his son Mojtaba Khamenei was selected as Supreme Leader by a clerical body amid strong pressure and backing from the Islamic Revolutionary Guard Corps. Reuters reporting describes the succession as being driven by the IRGC’s urgency and leverage, overriding resistance inside the clerical-political establishment.
The immediate implication for nuclear decision-making is not that “Mojtaba personally wants a bomb”, but that the wartime balance of power can shift further toward the security apparatus that controls strategic programmes (missiles, drones, intelligence, and many coercive tools of internal control). External war plus internal militarisation is a classic environment in which nuclear choices become more permissive—particularly if leadership believes survival is at stake.
What “getting the bomb” would require in practice
Nuclear weapons are not “one thing.” A state needs (1) weapons-usable fissile material (typically highly enriched uranium or plutonium), (2) a workable weapon design and manufacturing capability (“weaponisation”), and (3) a credible delivery option (aircraft or missiles). Military strikes can damage physical infrastructure, but they cannot erase accumulated expertise—and they often cannot reliably account for material already produced.
On the material side, “highly enriched uranium” is commonly defined as uranium enriched above 20% U‑235, and 60% enriched uranium is close to weapons grade (roughly 90% U‑235). For safeguards purposes (not a bomb blueprint), a widely used benchmark is the International Atomic Energy Agency “significant quantity” for HEU—often cited as 25 kg of contained U‑235—used in designing detection timeliness goals.
The most important current uncertainty is not whether Iran knows how to enrich uranium—it does—but whether the international community can verify where Iran’s stockpiles and key equipment are, and whether damaged facilities can be reconstituted quickly. In a February 2026 report to the IAEA Board, the Agency described how, after attacks on Iranian nuclear sites in June 2025, it stopped verification activities at the start of the attacks and withdrew inspectors for safety by the end of that month; Iran then signed a law suspending cooperation with the Agency. The same IAEA report says Iran has not provided declarations, reports, or access regarding facilities affected by attacks, and the Agency therefore cannot fulfil safeguards obligations at those locations or verify whether activities there have been suspended.
The IAEA also reported observing “regular vehicular activity” around the entrance to the Isfahan tunnel complex where uranium hexafluoride enriched up to 20% and 60% U‑235 was stored for multiple declared facilities—an observation that underscores why material-accounting and inspection access are central to risk. Separate reporting in early March 2026 cites IAEA estimates that Iran’s last verified stockpile included ~440.9 kg of uranium enriched up to 60%, and that a substantial portion likely remained stored in the Isfahan tunnel complex; the same reporting notes that if further enriched, that amount could be sufficient for roughly ten nuclear weapons by common IAEA yardsticks.
Even with ample enriched uranium, making a deliverable weapon is not instantaneous, and assessments vary about how quickly Iran could produce a crude device versus a reliable, missile-deliverable warhead. Analyses since the current fighting began stress that conventional strikes may not be able to guarantee elimination of Iran’s nuclear capability, especially when stockpiles and deeply buried structures are involved.

