The United States and Saudi Arabia have finalized a new agreement that could grant the kingdom the capacity for uranium enrichment within its civilian nuclear program.
U.S. Energy Secretary Chris Wright and Saudi Minister of Energy Abdulaziz bin Salman formally signed the nuclear cooperation pact, a 123 agreement, alongside what the administration at the time characterized as a “bilateral safeguards agreement.”
The U.S. administration offered scant details, but the framework paves the way for a uranium enrichment facility in Saudi Arabia after a joint U.S.-Saudi study, according to two anonymous sources familiar with the matter.
In a statement, Secretary Wright asserted: “These agreements reflect our two nations’ shared commitment to strengthening U.S.-Saudi commercial relations, delivering prosperity at home and security to our allies abroad. Rest assured, these agreements uphold the highest standards of nuclear safety and nonproliferation, while relying on the world’s best nuclear technology and scientists, designed right here in the United States.”
Earlier, Secretary of State Marco Rubio sought to head off criticism, addressing reporters’ questions about the risk that helping Saudi Arabia fulfill its long-standing desire to enrich uranium could trigger new rounds of nuclear proliferation and competition in a volatile region.
“The U.S. is not going to reach any agreement with any country in the world that leads to the risk of proliferation,” said Rubio, who was traveling in the Philippines on Wednesday.
The agreement does not include the International Atomic Energy Agency ‘s Additional Protocol, which would allow for more monitoring, inspections and verification, according to one of the people familiar with the decision.
The deal is expected to last 30 years and involve U.S. firms in developing the program. The Energy Department in a statement said it will be submitted for review to Congress, where it could face opposition.
The announcement comes during the war against Iran launched by the U.S. and Israel, in part, to wipe out Tehran’s ability to develop a nuclear weapon. Iran has insisted its nuclear enrichment program is peaceful.
Ahead of the announcement, Alexander Bollfrass, a nuclear expert at the International Institute for Strategic Studies in London, called the deal “a revolutionary new approach” to nuclear nonproliferation policy.
“The revolutionary aspect of this agreement is that the United States is not asking Saudi Arabia to abide by the highest possible safeguards, internationally monitored safeguards that are standard and are available today, but instead is willing to at least theoretically transfer highly sensitive technology without the same level of oversight that one would expect,” Bollfrass said.
Both President Donald Trump and former President Joe Biden tried to reach a nuclear deal with the kingdom to share American technology.
Enrichment could open the door to weaponization
Nonproliferation experts warn any spinning centrifuges within Saudi Arabia could open the door to a possible weapons program for the kingdom, something its assertive de facto leader, Crown Prince Mohammed bin Salman, has suggested he could pursue if Tehran obtains an atomic bomb.
Wright traveled to Saudi Arabia last year shortly before Trump visited and discussed building out the kingdom’s commercial nuclear power industry with his Saudi counterpart. The U.S. Department of Energy has not responded to multiple requests for comment.
Already, Saudi Arabia and nuclear-armed Pakistan signed a mutual defense pact after Israel launched an attack on Qatar targeting Hamas officials. Pakistan’s defense minister then said his nation’s nuclear program “will be made available” to Saudi Arabia if needed, something seen as a warning for Israel, long believed to be the Middle East’s only nuclear-armed state.
Some lawmakers are hesitant about giving Saudis enrichment capability
Enrichment isn’t an automatic path to a nuclear weapon — a nation also must master other steps, including the use of synchronized high explosives, for instance. But it does open the door to weaponization, which has fueled the West’s concerns over Iran’s program.
The United Arab Emirates, a neighbor to Saudi Arabia, signed what is referred to as a “123 agreement” with the U.S. to build its Barakah nuclear power plant with South Korean assistance. But the UAE did so without seeking enrichment, something nonproliferation experts have held up as the “gold standard” for nations wanting atomic power.
Rubio, as a Republican senator representing Florida, backed a bipartisan 2018 proposal that called for requiring Congress to approve any 123 agreement with Saudi Arabia. The bill was reintroduced by a group of Democratic lawmakers in March but has not passed into law.
Typically, 123 agreements — which authorize U.S. companies to sell nuclear technology abroad — go into effect unless veto-proof majorities of Congress pass joint resolutions of disapproval.
Rosemary Kelanic, the Middle East director at Defense Priorities, a Washington think tank, said that uranium enrichment capability could give Saudi Arabia “a potent source of leverage to extract future concessions from Washington, including new security guarantees, by threatening to weaponize its program unless the United States promises enhanced military protection.”
“Giving Riyadh uranium enrichment could functionally enmesh the United States with the Kingdom of Saudi Arabia forever,” Kelanic added.
US firms could be winners in expected deal
Rep. Brad Sherman, a California Democrat, predicted the deal would benefit U.S. nuclear giant Westinghouse, which builds the large light-water reactors Saudi Arabia is seeking.
The Trump administration said last month it is providing $17.5 billion in loans to speed development of 10 new large nuclear reactors designed by Westinghouse to meet skyrocketing power demand from massive data centers. The new reactors could use the same design, Westinghouse’s AP1000, in the planned Saudi deal.
Sherman said the U.S. military is “bombing Iran because they insist upon enriching and reprocessing” nuclear material.
Now it appears that U.S. officials “are entering into an agreement with Saudi Arabia, giving them the green light to reprocess and to enrich, and the only difference I see here is that Westinghouse stands to make an awful lot of money on this deal, whereas the Iranians were not enriching American companies,” Sherman said at a House Foreign Affairs Committee hearing Wednesday.
