July 31, 2026 | Washington Examiner
The Saudis want a nuclear arsenal. Trump’s new deal might just give it to them
July 31, 2026 | Washington Examiner
The Saudis want a nuclear arsenal. Trump’s new deal might just give it to them
President Donald Trump made waves the day after his administration announced a bilateral nuclear cooperation agreement with Saudi Arabia. He conditioned the deal on Riyadh joining the Abraham Accords and normalizing relations with Israel, while insisting there would be no uranium enrichment on Saudi soil — a stance also reiterated by his U.N. ambassador, Michael Waltz.
But confusion persists in light of the deal’s provision that Washington could allow a U.S.-built uranium enrichment plant in Saudi Arabia in the future. Enrichment and plutonium reprocessing are the key dual-use pathways for fueling both peaceful nuclear reactors and nuclear weapons. For decades, Washington has worked to prevent the proliferation of enrichment and reprocessing technology.
Congress, which has 30 days of consultation and 60 more to review the bilateral agreement once submitted, must get clear answers from the administration. Republicans should avoid a midterm fight by privately pressing the president to renegotiate the deal before submission, bringing it in line with long-standing U.S. nonproliferation objectives.
Under the reported terms of the “123” agreement, which specifies legal terms for nuclear cooperation between the United States and foreign countries under Section 123 of the 1954 Atomic Energy Act, the U.S. would gain an edge in securing contracts to build Saudi Arabia’s nuclear sector, including reactors. However, that commercial opportunity appears linked to eventual American authorization of uranium enrichment in the kingdom. Washington and Riyadh would spend two years studying whether an American-built uranium enrichment plant on Saudi soil is economically viable.
Yet what sounds like due diligence is really a door left ajar: If the study concludes that enrichment is economically desirable, the restriction would lapse and centrifuges could operate on Saudi territory. Little would stop Riyadh from later nationalizing the enrichment plant, as it did with the American-owned Arabian-American Oil Company in 1980 — forcing a future American president to consider military action to stop the Saudis from using the plant as a source of nuclear weapons fuel.
Absent a strict “black-box” restriction preventing Saudi scientists from working at the facility, Riyadh could also acquire the knowledge needed to build a covert enrichment plant of its own, exactly as A.Q. Khan did while working at the Dutch Urenco facility — part of a European enrichment consortium — in the 1970s. Khan learned centrifuge technology, stole blueprints, and enabled Pakistan’s uranium pathway to nuclear weapons, along with those of Libya, Iran, and North Korea.
Worse, the reported 123 agreement would not bind Riyadh to the International Atomic Energy Agency’s enhanced inspections agreement known as the Additional Protocol, denying U.N. inspectors the short-notice access to undeclared sites required to detect covert activity. The administration claims a bilateral inspection agreement can close this gap, yet it is doubtful such an arrangement would grant American access to every site of concern. Once Saudi Arabia possesses the means to produce nuclear weapons fuel via uranium enrichment, Riyadh could more easily conceal subsequent steps toward weaponizing it. Thus, any deal without the Additional Protocol amounts to tacit U.S. acceptance that Riyadh prefers the world to be blind to its activities.
This is not an isolated policy. Last year, Washington authorized future enrichment and reprocessing for South Korea, abandoning decades of bipartisan resistance to spreading fuel-cycle technology. By contrast, the United Arab Emirates accepted a binding “gold standard” ban on enrichment and reprocessing in its 2009 nuclear agreement with Washington and has built a peaceful program.
That is the precedent to reinforce, especially given Riyadh’s past statements that it will acquire nuclear weapons if Iran does, and Washington’s elimination of Iranian enrichment and simultaneous demand that Tehran abandon the activity for good.
With a Saudi precedent set, Turkey, Egypt, and possibly Qatar, Oman, and even the UAE would likely press similar requests for U.S.-built enrichment plants on their soil. If refused, they may pursue enrichment or reprocessing independently.
Saudi officials warn that if Washington refuses enrichment, Riyadh will turn to China, Russia, or even Pakistan. That threat is no reason to acquiesce. Washington should remind Riyadh of the advanced U.S. defense systems, military assistance, and security partnership against Iran — benefits keenly demonstrated over the past year during the conflict with the Islamic Republic — that the Saudis would put at risk. At the same time, the U.S. can offer competitive reactor deals and non-enrichment fuel-cycle assistance while insisting that enrichment and reactor fuel fabrication remain on U.S. soil.
If Saudi Arabia is determined to acquire proliferation-relevant capabilities, the wiser course is to constrain that ambition — not hand over the technology that enables a weapon.
Accordingly, Republican leaders should insist the president renegotiate the deal to secure the Additional Protocol and an unconditional ban on enrichment and reprocessing. Should the administration refuse, Congress should use its 30-day consultation period to advance a joint resolution of disapproval and, if necessary, override a presidential veto during the remaining 60 days.
A veto-proof two-thirds majority in both chambers would be required — difficult to achieve if the president remains committed to the current terms. Some Republican senators have voiced consternation with the agreement, but it’s unlikely a sizable portion of Republicans in the House and Senate would oppose the president. Democrats have also introduced legislation demanding sound terms, but those bills would face the same veto hurdle.
In the end, Trump will have the final say. He is well acquainted with the dangers of enrichment in Iran. And notwithstanding the terms of the Riyadh deal, his rhetoric suggests he is against Saudi enrichment. It is time he convey that judgment clearly and insist on a better deal.
Andrea Stricker is deputy director of the nonproliferation program and a research fellow at the Foundation for Defense of Democracies. Tyler Stapleton is senior director of government relations at FDD Action.
Facts Only
President Donald Trump announced a bilateral nuclear cooperation agreement with Saudi Arabia.
The deal requires Saudi Arabia to join the Abraham Accords and normalize relations with Israel.
The administration and U.N. Ambassador Michael Waltz stated there would be no uranium enrichment on Saudi soil.
The agreement includes a provision allowing for a U.S.-built uranium enrichment plant in Saudi Arabia in the future.
A two-year study will determine if an American-built enrichment plant in the kingdom is economically viable.
The agreement falls under Section 123 of the 1954 Atomic Energy Act.
The deal does not bind Saudi Arabia to the IAEA Additional Protocol.
The U.S. authorized future enrichment and reprocessing for South Korea last year.
The United Arab Emirates agreed to a ban on enrichment and reprocessing in 2009.
Congress has a 30-day consultation period and a 60-day review period for the agreement.
Executive Summary
The United States has proposed a "123" nuclear cooperation agreement with Saudi Arabia, contingent upon Riyadh normalizing relations with Israel via the Abraham Accords. While the administration publicly maintains that no uranium enrichment will occur on Saudi soil, the agreement contains a clause permitting a U.S.-built enrichment plant if a two-year economic viability study proves favorable. This creates a potential pathway for Saudi Arabia to acquire dual-use technology capable of producing nuclear weapons fuel.
Concerns exist regarding the lack of the IAEA Additional Protocol, which would limit the ability of international inspectors to detect covert nuclear activity. Proponents of a stricter deal point to the "gold standard" established with the UAE as the ideal precedent, while noting that recent concessions to South Korea have shifted U.S. policy. Saudi Arabia has suggested it may seek enrichment technology from China, Russia, or Pakistan if the U.S. refuses. The final outcome depends on whether the Trump administration renegotiates the terms or if Congress successfully passes a resolution of disapproval.
Full Take
The strongest version of this argument is that providing enrichment technology—even under U.S. supervision—creates an irreversible proliferation risk. By establishing a legal mechanism for future enrichment, the U.S. may be trading long-term strategic stability and nonproliferation norms for short-term diplomatic wins and commercial contracts.
The narrative relies on a pattern of predictive escalation, framing the "door left ajar" as an inevitable path toward nationalization or covert proliferation, drawing a direct line from current diplomacy to the historical precedent of A.Q. Khan. This creates a high-stakes binary: either accept a "gold standard" ban or risk a nuclear-armed Saudi Arabia.
Patterns detected: ARC-0026 Fear Appeal
The underlying paradigm is one of "containment through denial," assuming that technical restrictions are the only reliable barrier to weaponization. It echoes the Cold War logic of non-proliferation, where the primary goal is to prevent the "spread" of capabilities regardless of the geopolitical incentives of the partner state. The second-order consequence of a rigid U.S. stance is the potential "pivot" of Saudi Arabia toward adversarial powers like Russia or China, potentially trading a managed U.S. risk for an unmanaged foreign risk.
If this were an influence campaign, the playbook would involve citing historical "failures" (A.Q. Khan, ARAMCO) to make a specific policy shift seem like a catastrophic error, thereby pressuring decision-makers through a manufactured sense of urgency. The content aligns with standard policy advocacy; it presents a reasoned, if alarmist, critique of a specific legal framework.
Bridge Questions:
1. Does the risk of Saudi Arabia pivoting to China or Russia outweigh the risk of a U.S.-managed enrichment program?
2. Is the "gold standard" of the UAE still a viable model in a multipolar world where other superpowers offer enrichment?
3. What specific "black-box" restrictions could realistically prevent knowledge transfer while allowing economic viability?
