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"Russia treats its nuclear industry as a national resource and it is aware that the uranium cupboard—at least as it pertains to HEU and other legacy stocks—will be bare in ten to fifteen years. As a matter of prudence, economics, and national security, it is making plans for the future (link)."
"The future includes an expected spike in uranium ore prices from $55 to $70-$80 a pound as the price of commercially-mined ore is no longer depressed by a steady stream of government-owned HEU downblends into the marketplace."
"It also includes a spike in demand, even though much of Europe and Japan have bailed out on nuclear power (even in nuke-friendly France, denuclearization has muscled its way onto the political agenda). This spike assumes that South Korea, India, and China among others decide that a $64 billion nightmare like the Fukushima cleanup will never happen to them, and they continue with their programs to build nuclear power plants…with the encouragement of the senior nuclear states."
1970s The Shah approved plans to construct, with U.S. help, up to 23 nuclear power stations by 2000
Post-revolution, 1979–1989 Following the 1979 Revolution, most of the international nuclear cooperation with Iran was cut off.The United States cut off the supply of highly enriched uranium (HEU) fuel for the Tehran Nuclear Research Center, which forced the reactor to shut down for a number of years, until Argentina's National Atomic Energy Commission in 1987–88 signed an agreement with Iran to help in converting the reactor from highly enriched uranium fuel to 19.75% low-enriched uranium, and to supply the low-enriched uranium to Iran. The uranium was delivered in 1993. However, the U.S. government "directly intervened" to discourage IAEA assistance in Iranian production
In April 1984, West German intelligence reported that Iran might have a nuclear bomb within two years with uranium from Pakistan.