US and Iranian negotiators reached a tentative October 2026 agreement to extend their ceasefire by 60 days while launching fresh nuclear talks, placing the disposition of Iran’s roughly 440 kg stockpile of 60% enriched uranium—enough for multiple weapons if further processed—at the center of discussions. US officials, including Vice President JD Vance, have emphasized the need for a meaningful cut in enrichment capacity and removal or destruction of the material, much of which is believed buried under damaged sites at Isfahan and Natanz following 2025–2026 strikes. Iran has not publicly committed to surrendering the stockpile and has resisted IAEA inspector access to the affected facilities. Trader-implied probabilities remain low for US acquisition by year-end because no binding transfer terms have been finalized, third-party custody options such as Russia or China are under discussion, and verification gaps persist amid stalled follow-on negotiations.