Imagine for the moment Iran had the capability to build a nuclear device in 2005, but no delivery system. So, they focused on the latter. Now, they pretty much have the latter in hand, so they choose to enrich to 60% NOW, not then, because it's a fairly quick step to 90%. Now, they are "months" away, should they choose, to having enough enriched uranium (or Pu) to make a deliverable nuclear weapon. It becomes an OPTION for them, even if they don't take it.
Being in the brink of making one is almost as good as having one.