Fact Sheet — President Trump Drives Forward Billions in Investments from Japan

• Date/Source: October 28, 2025 — Fact Sheets
• Theme: Major U.S.–Japan economic, energy, security, and tech initiatives advancing Japan’s prior $550B U.S. investment commitment.

Headlines

• Massive U.S. industrial investments:

  • Energy infrastructure: Up to $332B for nuclear (AP1000 and SMRs with Westinghouse, GE Vernova, Hitachi), baseload power (ENTRA1), EPC (Bechtel, Kiewit), design/maintenance (SoftBank), gas transmission (Kinder Morgan).
  • Grid equipment: Up to $25B (GE Vernova) and up to $25B (Toshiba) for turbines, generators, HVDC, transformers, substations.
  • Thermal cooling: Up to $20B with Carrier.
  • AI/data center stack: Up to $30B (Mitsubishi Electric), $25B (TDK), $20B (Fujikura).
  • Electronics/supply chain: Up to $15B (Murata), $15B (Panasonic).
  • Critical minerals: $3B ammonia/urea facility; $2B copper smelting/refining in western U.S.
  • Manufacturing/logistics: $600M port upgrades; $500M diamond grit facility; $350M LFP battery materials plant.
  • Shipbuilding MOC to expand capacity via aligned investment, procurement, workforce, tech.

• Export and market access commitments:

  • Toyota to export U.S.-made vehicles to Japan and open its Japanese distribution to U.S. automakers; Japan to accept U.S.-certified vehicles without extra testing.
  • Implementation of Mobile Software Competition Act without discrimination against U.S. firms; respect for IP.

• Energy deals:

  • LOIs by Tokyo Gas and JERA for LNG offtake from an Alaska pipeline (>10% of capacity).
  • JERA $1.5B in Haynesville Shale (total U.S. investments >$6B).

  • $100M multi-year U.S. thermal coal deal with Tohoku Electric.

  • U.S. participation encouraged in Japan’s nuclear decommissioning market.

• Supply chain and security measures:

  • U.S.–Japan critical minerals agreement to diversify and strengthen resilience.
  • Stronger inbound/outbound investment screening; Japan to pursue sanctions targeting “shadow fleets.”

• Defense and law enforcement:

  • Japan to significantly increase defense capabilities; U.S. accelerates AMRAAM deliveries for Japan’s F-35s (first tranche delivered).
  • Enhanced intel-sharing, risk profiling; plan to amend the CMAA to combat customs violations and synthetic drug trafficking.

• Advanced technology cooperation:

  • Technology Prosperity Deal MOC: collaboration on AI, research security, 6G/Open RAN/AI-RAN, bio/pharma supply chains, quantum, fusion, space.
  • New U.S.–Japan working group on secure/sovereign cloud standards and requirements.

• Context:

  • Builds on July landmark economic/trade agreement ($550B investment, 15% baseline tariff) and September EO implementing the framework; complements recent Malaysia agreements.