U.S. Treasury Secretary Bessent said Washington will launch an "economic isolation operation" to cut off all remaining options for the Iranian regime.

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.

Refinitiv sources say the U.S. Treasury is expected to announce an expansion of secondary sanctions targeting countries and entities that conduct commercial transactions with Iran.