Centrifuges; an alternate explanation

Parisa Hafezi,  Reuters Bureau chief in Tehran, has written “Iran election tactics drive nuclear deal timetable

The discipline of predicting requires that one hold all possibilities in the mind at once. Favoritism towards one’s own  theory is deadly to the process.

Hafezi says Khamenei’s speech is viewed by Iranian analysts as an election tactic, to prevent Rouhani from being perceived, just before the election,  as saving the country. She says this is important to Khamenei to prevent the moderates from gaining too much political power.

So now we have two explanations. Hafezi’s is political/tactical. Mine has a strategic, geopolitical flavor.

Which is right? Could Khamenei have in mind a mix of strategy and tactics, in an as yet undecided, fuzzy-logic kind of way? I know that’s how I decide about what snack to eat.