# [WARNING] Iran Vows to Keep Enriched Nuclear Stock, Claims Ability to Hijack US Drones *Wednesday, November 11, 2026 at 10:10 AM UTC — Hamer Intelligence Services Desk* **Detected**: 2026-11-11T10:10:18.008Z (50m ago) **Tags**: Iran, Nuclear, ElectronicWarfare, US-Iran, GulfSecurity, EnergyMarkets **Sources**: OSINT **Permalink**: https://hamerintel.com/data/alerts/29978.md **Source**: https://hamerintel.com/summaries --- **Summary**: At 09:21–09:22 UTC, Iran’s Supreme National Security Council secretary publicly ruled out removing enriched nuclear material from Iranian soil and tied its use to future nuclear-powered ships and submarines, while separately claiming Tehran can seize control of US drones and land them intact. The statements harden Iran’s nuclear and military-tech posture, raising stakes for US, Gulf monarchies, Israel, and energy markets already on edge over shipping and missile risks. ## Detail Iran has drawn a sharper line on its nuclear and electronic warfare posture, in a pair of statements that signal reduced room for compromise on the nuclear file and heightened confidence in its ability to contest US military technology. At around 09:21–09:22 UTC on 11 November, Mohsen Rezaei, secretary of Iran’s Supreme National Security Council, was quoted asserting that Iran "will not remove even a single particle of enriched nuclear material" from the country. He said Tehran has informed its “Russian friends” that all enriched material will remain inside Iran and would be used domestically, specifically citing plans to design nuclear‑powered ships and submarines. In a separate but contemporaneous remark, Rezaei claimed Iran has reached an “advanced level” in electronic warfare that allows it to take control of American drones and land them intact. These are declaratory statements rather than verified capabilities, and no new enrichment levels, sites, or deployments were announced. But Rezaei’s role and the explicit rejection of removing enriched stockpiles cut directly against the core mechanism of past nuclear deals, which relied on shipping out enriched uranium or diluting it to lengthen Iran’s breakout time. Explicitly tying the stockpile to naval nuclear propulsion complicates any future negotiations, as Iran can now frame retention of significant quantities of enriched material as a “civilian” strategic necessity. The reference to having notified Russia also hints at Moscow’s role as both diplomatic partner and potential technology or fuel-cycle interlocutor. For regional militaries and US forces operating around the Gulf, the drone-control claim reinforces longstanding concerns about Iranian electronic warfare and signals Tehran’s intent to deter or disrupt ISR and strike platforms. Whether or not Iran can reliably seize control of advanced US or allied UAVs at scale, the statement alone will pressure planners to assume higher EW threat levels around the Strait of Hormuz, Iraq/Syria, and the Red Sea approaches. Insurers and shipowners already nervous about unmanned systems near oil and gas infrastructure will read this as another data point of elevated risk in a crowded airspace. Human and economic stakes run through three channels. First, a harder Iranian line on enriched material raises the risk that nuclear talks stall or collapse, sustaining or tightening sanctions that depress Iranian living standards and limit medicine, food, and energy imports. Second, any escalation tied to contested drones—whether a downing incident or miscalculated electronic attack—could quickly lead to strikes on Iranian facilities or proxy assets, with civilians at risk around air defense and EW sites. Third, sustained nuclear tension typically supports higher geopolitical risk premia on crude; consumers globally, particularly in energy-import-dependent Asia and Europe, are indirectly exposed. Markets will initially treat this as rhetorical but directionally hawkish. Oil and refined products may see a modest bid as traders reassess tail risks of an Iran–US or Iran–Israel confrontation that could threaten Gulf exports. Gold tends to catch flows on renewed nuclear and great-power friction. Defense equities, especially in EW, missile defense, and naval segments, stand to benefit from any follow-on procurement or posture changes by Gulf monarchies and Israel. In the next 24–48 hours, watch for: (1) any US, EU, or IAEA response—especially references to safeguards access or enrichment levels; (2) statements from Israel and Gulf states that might hint at red lines or contingency planning; (3) Russian commentary that could clarify whether Moscow is being positioned as a partner in Iran’s naval nuclear ambitions; and (4) any unusual drone activity or EW incidents reported in the Gulf, Iraq/Syria, or near US bases. A move from rhetoric to concrete steps—such as new enrichment milestones, declared naval reactor projects, or a high-profile drone confrontation—would materially lift both security and market risk. **MARKET IMPACT ASSESSMENT:** Headline risk skew is mildly risk-off: potential support for oil and gold on renewed Iran nuclear tension and Gulf security concerns; limited immediate move expected absent kinetic follow-through, but options pricing around Gulf energy infrastructure and US defense names could see incremental bid.