Contents
Introduction
On June 12, 2025, the IAEA Board of Governors formally declared Iran in breach of its 1974 Comprehensive Safeguards Agreement. This resolution marks a pivotal development in global nuclear governance, with potential escalation to the UN Security Council. The move carries significant implications for nuclear non-proliferation, Middle East stability, and global diplomatic dynamics.
Implications for Nuclear Non-Proliferation
- Breakdown of Safeguards Mechanisms: The IAEA found Iran non-compliant with its obligation to disclose nuclear materials and facilities, undermining confidence in the effectiveness of the Nuclear Non-Proliferation Treaty (NPT) and its verification regime. Iran, an NPT signatory, is accused of secretly enriching uranium to near-weapons grade at undeclared sites (e.g., Lavisan-Shian, Turquzabad).
- Setback to JCPOA Framework: The 2015 Joint Comprehensive Plan of Action (JCPOA), aimed at limiting Iran’s nuclear capabilities, is on the verge of collapse. Snapback sanctions under UN Resolution 2231 could be triggered post-October 2025, effectively nullifying the deal.
- Erosion of IAEA Authority: Repeated Iranian defiance, such as denying access to sites and not installing surveillance devices, weakens the credibility of the IAEA as a nuclear watchdog. Past similar non-compliance by North Korea led to its withdrawal from the NPT and eventual nuclear armament.
Impact on Regional Stability
- Heightened Israel-Iran Tensions: Israel’s preemptive strikes on Iranian nuclear facilities post-resolution reflect the region’s volatility. Tel Aviv considers a nuclear Iran an existential threat; this pre-emptive doctrine could provoke regional war.
- Gulf State Reactions: While several Gulf states backed the IAEA resolution, they also risk becoming frontlines in a broader Iran-Israel confrontation. Iran’s drone mobilization and missile systems targeting U.S. and Gulf bases could destabilize maritime trade and energy supplies.
- Risk of Proxy Escalation: Iran could activate regional proxies like Hezbollah (Lebanon) or Houthis (Yemen), widening the conflict arc. This would jeopardize regional security corridors such as the Strait of Hormuz, through which 20% of global oil flows.
Consequences for International Diplomacy
- UNSC Gridlock Possible: While the IAEA can escalate non-compliance under Article XII.C, veto-wielding members like Russia and China—who voted against the resolution—may block punitive action in the Security Council. This mirrors past divisions during Syria and North Korea crises.
- Backchannel Diplomacy Under Strain: Parallel negotiations hosted by Oman have stalled. A formal Security Council referral could harden Iran’s position and derail diplomatic engagement. Iran has announced plans to construct deeper underground enrichment sites in response.
- U.S.-Europe vs. China-Russia Polarization: The resolution further entrenches global bloc politics, with Western nations demanding inspections and compliance, while others accuse the West of politicising IAEA safeguards.
Conclusion
The IAEA resolution against Iran represents a critical juncture for global nuclear governance. While intended to uphold the sanctity of non-proliferation, it risks geopolitical polarization, regional military escalation, and diplomatic gridlock. A balance between enforcement and engagement is essential to prevent another nuclear crisis and ensure a stable, rules-based international order.


