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

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.