Sources say US commerce secretary Lutnick's last‑minute pressure collapsed US‑Canada trade talks, prompting President Trump to announce new tariffs on Canadian goods and Canadian prime minister Carney to vow retaliation. Insiders say Lutnick viewed the draft framework as too lenient toward Canada and acted on behalf of US metals producers seeking to claw back concessions; some Canadian officials accused him of shifting negotiating aims, while some business leaders credited him with blocking what

Guojin Securities deputy head and utilities/coal & environmental chief analyst Jiang Tao says a clear 2030 capacity target and steady approval cadence should keep the nuclear sector on a stable-to-improving trajectory through the 15th Five-Year period. Construction has moved into batch, continuous execution, which should expand orderbooks and raise capacity utilization across the supply chain. Orders for nuclear-island and conventional-island core equipment are likely to show the improvement first, with supplier earnings to release as production, delivery and acceptance progress. On the operating side, fleet scale-up and gradual tariff-mechanism improvement should boost operators’ cash flow and earnings stability; asset depreciation roll-off, lower finance costs and higher dividends should further reinforce nuclear operators’ utility-like profile.

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