US Iranian Bombing Attack…Update 6/22/2025…Questions?

The Iranians have made it clear they are not interested in having conversations with the United States, accusing Washington of deceiving Tehran during the last set of negotiations while planning the air attack. Moreover, that stockpile of fuel is now one of the few nuclear bargaining chips in Iranian hands.

In a briefing for reporters on Sunday, Defense Secretary Pete Hegseth and the new chairman of the Joint Chiefs of Staff, Dan Caine, avoided Mr. Trump’s maximalist claims of success. They said an initial battle-damage assessment of all three sites struck by Air Force B-2 bombers and Navy Tomahawk missiles showed “severe damage and destruction.”

Satellite photographs of the primary target, the Fordo uranium enrichment plant that Iran built under a mountain, showed several holes where a dozen 30,000-pound Massive Ordnance Penetrators — one of the largest conventional bombs in the U.S. arsenal — punched deep holes in the rock. The Israeli military’s initial analysis concluded that the site, the target of American and Israeli military planners for more than 26 years, sustained serious damage from the strike but had not been completely destroyed.

But there was also evidence, according to two Israeli officials with knowledge of the intelligence, that Iran had moved equipment and uranium from the site in recent days. And there was growing evidence that the Iranians, attuned to Mr. Trump’s repeated threats to take military action, had removed 400 kilograms, or roughly 880 pounds, of uranium enriched to 60 percent purity. That is just below the 90 percent that is usually used in nuclear weapons.

The 60-percent enriched fuel had been stored deep inside another nuclear complex, near the ancient capital of Isfahan. Rafael Mariano Grossi, the director general of the International Atomic Energy Agency, said by text that the fuel had last been seen by his teams of United Nations inspectors about a week before Israel began its attacks on Iran. In an interview on CNN on Sunday he added that “Iran has made no secret that they have protected this material.”

Asked by text later in the day whether he meant that the fuel stockpile — which is stored in special casks small enough to fit in the trunks of about 10 cars — had been moved, he replied, “I do.” That appeared to be the mystery about the fuel’s fate that Mr. Vance was discussing.

If so, Isfahan would not be the only place where the custodians of the Iranian nuclear program — a subject of nationalistic pride and the symbol of Iran’s ability to defend itself — were trying to move equipment and material out of sight, and harden the Fordo plant to protect what had to stay in place.

Satellite images released by Maxar Technologies at the tunnels leading into the Fordo mountain, taken in the days before the American strike, show 16 cargo trucks positioned near an entrance. An analysis by the Open Source Centre in London suggested that Iran may have been preparing the site for a strike.

It is unclear exactly what, if anything, was removed from the facility.

In fact, there was only so much the Iranians could save. The giant centrifuges that spin at supersonic speeds, purifying uranium, are piped together and bolted to the cement floor. One U.S. official said it would have been unrealistic to completely move equipment out of Fordo after the conflict with Israel began.

The official added that historical documents about the nuclear program were buried in the bowels of the site, likely complicating any efforts in reconstituting it. In coming days, both the Iranians and intelligence agencies expect to learn more about the Natanz enrichment site, which is older, larger and less well protected than Fordo. It was struck by the Israelis repeatedly, and they destroyed an aboveground enrichment center and disrupted the electrical system. Mr. Grossi later said he believed the interruption of the electrical supply could have sent the centrifuges spinning out of control, probably destroying all of them.

How long it would take the Iranians to repair and replace that equipment is unknown; it would probably stretch for years. But Iran is also building a new, deep replacement for Natanz in the south of the city. Officials in Tehran have told the I.A.E. A. that they have not yet opened the plant, so there is nothing to see.

If Iran is truly pursuing a nuclear weapon — which it officially denies — it is taking more time than any nuclear-armed nation in history. The United States developed the Manhattan Project in four years or so, developing the bombs dropped at Hiroshima and Nagasaki to end the war in the Pacific. The Soviet Union conducted its first test in 1949, only four years later. India, Pakistan and Israel all sped the process….

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Update….

Closing the Strait of Hormuz?

Iran’s parliament has endorsed closing the Strait of Hormuz, a vital oil transit pointoff its coast, but analysts are skeptical about the threat from a body without authority to close the strait.

Why it matters: Impeding the strait would likely bring a massive spike in oil prices that would flow through to U.S. consumers.

• The narrow channel between Iran and Oman is the chokepoint for a quarter of the world’s seaborne oil trade — and around one-fifth of all oil movements.
• Without diplomatic concessions from Tehran, the front-month Brent crude oil price could open “meaningfully above its $77.01/bbl Friday close,” ClearView Energy Partners said in a Sunday note….

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• “Their entire economy runs through the Strait of Hormuz. If they want to destroy their own economy and cause disruptions in the world, I think that would be their decision,” he told NBC’s “Meet the Press.”

What we’re watching: Traders’ moves when markets open tonight will be a quick sign of how seriously the market hive-mind is taking the threat….

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ISW…Iran Update Special Report, June 22, 2025, Evening Edition

• Iranian leaders uncharacteristically gave no explicit vow of retaliation against the United States. The closest was an IRGC statement warning of “regrettable responses.” This absence of coordinated threats may reflect the extent to which Iranian leaders are struggling to communicate with one another, as they isolate themselves to evade Israeli strikes.
• Iranian Foreign Affairs Minister Abbas Araghchi will travel to Moscow and meet with Russian President Vladimir Putin on June 23. The Kremlin condemned the US strikes and issued veiled threats that are likely meant to stoke panic among Western audiences, including key decision makers.
• Israel continued its strike campaign against Iran, targeting missile, drone, and air defense capabilities. One of the strikes targeted equipment that Iran uses to produce solid fuel for ballistic missiles, which will likely disrupt further the Iranian ability to reconstitute its degraded missile forces.