Exclusive-Supreme Leader says enriched uranium must stay in Iran, Iranian sources say

Iran’s Supreme Leader has ordered that near-weapons-grade enriched uranium must remain in the country, hardening Tehran’s stance in peace talks with the U.S. and Israel. That shift reduces the likelihood of an easy diplomatic compromise over Iran’s nuclear stockpiles and raises the risk of renewed hostilities after U.S.-Israeli strikes and a fragile ceasefire. Markets sensitive to geopolitical risk — notably gold (XAUUSD) and energy markets tied to the Strait of Hormuz — may see higher safe-haven and risk premia as investors price the possibility of further escalation, U.S. attacks, or disruptions to oil flows. The IAEA previously estimated Iran held about 440.9 kg of uranium enriched to 60% before attacks, with roughly “slightly more than 200 kg” reported at Isfahan. Traders will likely watch diplomatic signals, military threats, and any moves to dilute or remove stockpiles under IAEA supervision.