Iran delivered no written counter and no blend-down offer on its 440.9kg stockpile of 60%-enriched uranium against the tightened US memorandum Donald Trump hand-edited and sent via Pakistan on 1 June . Sixty-percent enrichment sits well above reactor-fuel grade and close to weapons grade, which is why the US demand centres on disposing of that stockpile. Foreign Minister Abbas Araghchi told the IRGC-linked outlet Tasnim there had been 'no tangible progress' 1, days after he rang six capitals to reopen the channel he had suspended .
Trump said on Wednesday that talks were 'going very well' and a deal 'could happen over the weekend' 2. The two statements describe the same negotiation from opposite ends. Marco Rubio's 2 June testimony had already fixed the US position, that the strait of Hormuz must reopen before anything else and that step buys Tehran no sanctions relief on its own , and Iran has not formally answered it.
Rubio also said on 2 June that Supreme Leader Mojtaba Khamenei is alive and increasingly engaging, but only in writing through intermediaries, with a 3-to-5-day courier delay on every Iranian reply 3. That timing matters. A physical response to the 1 June text could not arrive before 4 to 6 June, so a weekend signing would require Iran to answer faster than its own courier chain allows. Trump's timetable runs ahead of the channel Rubio described.
