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Perhaps the whole scenario shall change once Mullins gets the run down from the Israeli Intel community. But the facts remain unchanged regarding their uranium enrichment program.
As their expertise increases in running long chain series/parallel gas centrifuge systems for extended periods of time with low failure rates, they will position themselves to be able to create sufficient quantities of weapon grade uranium. That is a no brainer. So regardless of what parts of the NIE report one wants to quote, ignore, support, the facts are strongly supported as to how Iran can eventually become a member of the nuclear club.
All they primarily need is the means to obtain adequate quantities of fairly pure HF6, as feed stock for the centrifuges.