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Iran Conflict 2026
25MAY

Rosatom evacuation done; 24 volunteers remain

3 min read
13:55UTC

Lowdown Bureau / Infrastructure. Russian technicians are out of Bushehr; Peskov is still publicly offering the custody mechanism the evacuation has gutted.

ConflictDeveloping
Key takeaway

The uranium custody offer is still rhetoric; the technicians who would execute it are on an evacuation flight.

Rosatom CEO Alexei Likhachev confirmed on Monday through TASS that the evacuation of Russian personnel from the Bushehr Nuclear Power Plant is complete. Twenty-four volunteers remain on site 'to maintain the operability of nuclear power units'. Likhachev disclosed the fuel inventory: 72 metric tonnes of fresh nuclear fuel and 210 metric tonnes of spent fuel. The main evacuation wave of 198 staff moved toward the Armenian-Iranian border after a projectile strike near the facility killed a security guard .

Kremlin spokesman Dmitry Peskov is still publicly advancing the Rosatom uranium-custody offer, the three-option proposal Moscow sketched in March through which Russia would take transfer of Iran's stockpile. The mechanism requires Russian technicians on Iranian soil handling Iranian material under a bilateral transfer architecture. Those technicians are now in Russia. The offer and the capacity to deliver on the offer are operating on different continents.

For the nuclear track, Moscow's custody offer has been the fallback ever since the Majlis voted 221-0 to suspend all cooperation with the International Atomic Energy Agency (IAEA), the UN nuclear watchdog. Rafael Grossi warned last week that any agreement without inspector access would be 'an illusion' . ANS monitoring this month confirmed Fordow remains inoperable since the June 2025 Midnight Hammer strikes . Bushehr is now the only large pre-existing fuel stockpile inside Iran, and 282 tonnes of material sit under two dozen people, no inspectors, and no Russian specialists.

Pakistan's four-country monitoring framework is the only remaining 2026 track with movement behind it. A monitoring architecture that depends on Russian technicians Moscow has withdrawn, Iranian cooperation the Majlis has revoked, and inspectors the IAEA cannot place on the ground is not a monitoring architecture. Peskov's continued public framing of the custody offer functions as rhetorical leverage, not as an operational mechanism. Whether Moscow reverses the evacuation in exchange for concessions, or lets the gap widen, is the most consequential nuclear-track decision of the next fortnight.

Deep Analysis

In plain English

The US government keeps an official website (state.gov) where it publishes formal agreements with other countries. On 20 April, the site published the text of the ceasefire between Israel and Lebanon; a proper document listing both countries as parties and the United States as broker. No equivalent Iran ceasefire document has appeared on state.gov, whitehouse.gov, or the Federal Register across 52 days of conflict. No ceasefire text has ever appeared on state.gov, the White House website, or in the government's official Federal Register in 52 days of conflict. The ceasefire between the US and Iran exists only as statements by unnamed officials quoted in news reports. This matters because a document that does not officially exist cannot be officially violated, extended, or enforced. When the ceasefire expiry passes on Wednesday with no signed document, there is nothing to lapse legally.

Deep Analysis
Root Causes

The Iran ceasefire instrument gap reflects a structural choice rooted in US executive branch incentives. A published state.gov ceasefire text requires an authorised signatory, a defined scope, and a named ceasefire area; each element creates Congressional and legal accountability that the administration has consistently avoided on the Iran file across 52 days.

The Lebanon text was published because both Israel and Lebanon are recognised government parties capable of executing a named bilateral agreement. Iran's status as a designated state sponsor of terrorism creates legal constraints on US signatories that do not apply to the Lebanon parties.

The 0 vs 1 instrument asymmetry between Iran and Lebanon, visible on the same day, exposes the Iran gap as a deliberate administrative choice rather than a capacity failure. The State Department legal team that drafted the Lebanon text operates under the same Secretary of State as the Iran portfolio; the difference is political will, not bureaucratic capacity.

What could happen next?
  • Precedent

    The Lebanon text's state.gov publication demonstrates the US government's capacity to produce a formal ceasefire instrument within the same 52-day window; making the Iran instrument gap a deliberate choice rather than an administrative oversight.

  • Risk

    Without a published Iran ceasefire instrument, any resumption of hostilities after Wednesday cannot be formally characterised as a ceasefire violation; removing a legal deterrent that a signed instrument would provide.

First Reported In

Update #75 · Ceasefire ends in the water, a day early

Moscow Times· 21 Apr 2026
Read original
Different Perspectives
Global shipping and insurance markets
Global shipping and insurance markets
Lloyd's Joint Hull Committee held Hormuz war-risk at $10-14 million per voyage on 26 May, requiring a signed government instrument or UNSC resolution before acting. Futures traders repriced Brent 1.63% on the Bandar Abbas strike; insurers did not move because no qualifying document has been produced in 87 days.
Pakistan
Pakistan
Pakistan's army-chief channel relayed the draft MOU to Tehran and backs Iran's framing that the ball is in Washington's court. Islamabad's general-officer corps now holds structural authority over the deal's critical text, having extracted the only substantive nuclear-monitoring concession of the war; legitimising this channel is itself a strategic choice Washington has not publicly affirmed.
China
China
Chinese DPI hardware arrived in Iran for a tiered censorship system, while China's NFRA ordered state banks to halt new lending to five sanctioned refiners after GL V expired. Beijing is simultaneously exporting surveillance infrastructure to Tehran and adjusting sanctions exposure to US pressure.
Saudi Arabia
Saudi Arabia
Riyadh signed the IMO letter rejecting Iran's Hormuz toll system and requested Trump stand down the 19 May strike alongside the Qatari Emir and UAE President. Saudi Aramco has already warned that Hormuz normalcy is delayed to 2027; at $87 per barrel as Riyadh's budget breakeven, every month of war-risk insurance premium erodes the fiscal cushion the crown prince requires.
Qatar
Qatar
Doha hosted Iranian negotiators, holds $12 billion in frozen Iranian assets Tehran has named as a Hormuz precondition, and signed the five-Gulf-state IMO letter rejecting Iran's PGSA transit route on the same week. Qatar cannot release the assets without a Washington order and cannot credibly claim neutrality after the IMO signature; it is covering both outcomes rather than bridging them.
Israel
Israel
Prime Minister Netanyahu called Trump on 24 May to object that the Lebanon war-end clause inside the draft MOU would force Israel to wind down its campaign against Hezbollah. His objection gives Jerusalem an effective veto over text Washington and Tehran had otherwise largely settled, without Israel being a party to the deal.