Fact Sheets

# Fact Sheet: President Donald J. Trump Drives Forward Billions in Investments from Japan

The White House
October 28, 2025

EXPANDING THE U.S. INDUSTRIAL BASE AND SECURING OUR SUPPLY CHAINS: Today in Tokyo, President Donald J. Trump announced major projects advancing Japan’s previous $550 billion investment commitment to the United States to further revitalize the U.S. industrial base, signed a landmark critical minerals agreement with Japan, secured historic purchases of U.S. energy, and deepened U.S.-Japan cooperation in combatting illegal drug trafficking.

STRENGTHENING U.S. MANUFACTURING AND EXPORTS: President Trump and Japan’s Prime Minister Sanae Takaichi conducted a signing ceremony memorializing the U.S.-Japan Framework Agreement. As part of this agreement, Japan and various Japanese companies have outlined their commitments to pursuing the following investments.

- Critical Energy Infrastructure Investments:
  - Up to $332 billion to support critical energy infrastructure in the United States, including the construction of AP1000 and small modular reactors (SMRs), in partnership with Westinghouse; construction of SMRs in collaboration with GE Vernova and Hitachi; the supply of large-scale baseload power infrastructure from ENTRA1 Energy; engineering, procurement, and other services to build critical power plants, substations, and transmission systems in collaboration with Bechtel and Kiewit; other services for design, procurement, and maintenance of large-scale power infrastructure in collaboration with SoftBank Group Corp.; and natural gas transmission and power infrastructure services in collaboration with Kinder Morgan.
  - Up to $25 billion to supply large-scale power equipment such as gas turbines, steam turbines, and generators for grid electrification and stabilization systems, including high-voltage direct current and substation solutions for mission-critical facilities in partnership with GE Vernova.
  - Up to $25 billion to supply electrical power modules, transformers, and other power-generation substation equipment in collaboration with Toshiba.
  - Up to $20 billion to supply thermal cooling systems and solutions, including chillers, air handling systems, and coolant distribution units essential for power infrastructure in partnership with Carrier.
- AI Infrastructure Investments:
  - Up to $30 billion in partnership with Mitsubishi Electric to supply power station systems and equipment for data centers, up to $25 billion in collaboration with TDK for advanced electronic components and power modules, and up to $20 billion with Fujikura to supply optical fiber cables.
- Electronics and Supply Chain Investments:
  - Up to $15 billion to produce advanced electronic components, including multilayer ceramic capacitors, inductors, and electromagnetic interference suppression filters, in partnership with Murata Manufacturing.
  - Up to $15 billion to supply energy storage systems and electronic devices and components in collaboration with Panasonic.
- Critical Minerals Investments:
  - Up to $3 billion to construct an ammonia and urea fertilizer facility in the United States and $2 billion to construct a copper smelting and refining facility in the western United States.
- Manufacturing and Logistics Investments:
  - $600 million to upgrade ports and waterways across the southern United States to facilitate the export of U.S. crude oil; $500 million to establish a high-pressure, high-temperature diamond grit manufacturing facility in the United States; and $350 million to construct a lithium-iron-phosphate production facility in the United States.
- Japan committed to further expand opportunities for U.S. exports, including:
  - Toyota plans to export its U.S.-made vehicles to Japan and open its distribution platform in Japan to U.S. automakers, as a result of Japan’s commitment to accept for sale in Japan U.S. manufactured and U.S. safety-certified vehicles without additional testing.
  - Japan will implement its Mobile Software Competition Act in a way that does not discriminate against U.S. companies, balances the need for fair and free competition with user safety and convenience, and respects the legitimate exercise of intellectual property rights.
- The United States and Japan signed a Memorandum of Cooperation (MOC) to expand shipbuilding capacity in both nations by aligning investment, procurement, workforce, and technology initiatives.

ENHANCING SUPPLY CHAIN RESILIENCE AND ECONOMIC SECURITY:

- President Trump and Prime Minister Takaichi signed a historic critical minerals agreement to further diversify our critical minerals supply chain. Today’s critical minerals agreement builds on similar deals President Trump has secured with foreign partners to strengthen America’s mineral supply chain resilience.
- The U.S. and Japan committed to strengthening and applying comprehensive mechanisms for reviewing inbound investment and addressing risks from outbound investments based on national security.
- Japan will pursue new sanctions frameworks to target vessels linked to shadow fleets and disrupt shadow fleet activity in close coordination with the United States and G7 partners.

FURTHERING AMERICA’S ENERGY OPPORTUNITY AND SECURITY: The United States and Japan announced record purchases of U.S. energy by Japan.

- Tokyo Gas and JERA, respectively, announced letters of intent with Glenfarne for LNG offtake from a pipeline proposed to be constructed in Alaska. Japanese companies’ total offtake now represents more than 10% of the project’s export capacity.
- JERA announced a $1.5 billion investment in Louisiana’s Haynesville Shale basin—bringing its total U.S. investments to more than $6 billion.
- Global Coal Sales Group, LLC, announced a multi-year deal valued at over $100 million with Tohoku Electric Power for U.S.-sourced thermal coal.

- The United States welcomed Japan’s intention to promote early engagement among officials, regulators, utilities, and suppliers to ensure transparent and competitive procurement processes that create meaningful opportunities for U.S. industry participation in Japan’s nuclear decommissioning market.

STRENGTHENING DETERRENCE AND COMBATTING ILLEGAL DRUG TRAFFICKING President Trump and Prime Minister Takaichi committed to deepening the U.S.-Japan defense relationship and expanding efforts to address the global synthetic drug crisis.

- The United States welcomed Japan’s commitment to significantly increase defense capabilities. This commitment supports the U.S.-Japan Alliance’s goal of peace through strength by rapidly strengthening deterrence in the Indo-Pacific.
- The United States accelerated deliveries of Advanced Medium-Range Air-to-Air Missiles for Japan’s F-35 fighter jets, enhancing deterrence and burden sharing in the First Island Chain. The first tranche of accelerated missile deliveries occurred earlier this week.
- Both nations agreed to enhance cooperation through intelligence-sharing, risk profiling, and operational collaboration, and announced plans to amend their Customs Mutual Assistance Agreement (CMAA) to prevent, investigate, and repress customs law violations.

PROMOTING AMERICAN LEADERSHIP IN ADVANCED TECHNOLOGY: The United States and Japan committed to major agreements in science and technology.

- The United States and Japan signed an MOC for the U.S.-Japan Technology Prosperity Deal.
  - Both nations will cooperate to accelerate AI adoption and innovation by driving innovative research for applications in science, industry, and society, advancing pro-innovation AI policy frameworks, and promoting export.
  - Additional areas of collaboration include research security, 6G, pharmaceutical and biotechnology supply chains, quantum information science and technology, fusion energy, and space.

- Both countries affirmed the benefits of cloud technology for storing sensitive data and enabling modern cybersecurity tools. The two sides will launch a working group composed of relevant government agencies to deepen mutual understanding on technical standards and requirements, including sharing U.S. experience and knowledge for secure and sovereign cloud development. The working group will invite Japanese and American firms, when necessary, to seek their expertise.

THE DEALMAKER IN CHIEF: Today’s announcements reflect the strong and enduring relationship between the United States and Japan, while advancing the economic and national security interests of the American people.

- President Trump recognizes that Japan is one of America’s closest allies and most important trading partners, and he has worked to deepen this relationship.
- In July, President Trump announced a landmark economic and trade agreement with Japan, in which Japan agreed to invest $550 billion into American industries and pay a baseline 15% tariff rate.
- In September, President Trump signed an Executive Order implementing this framework agreement announced in July.
- Today’s Japan deals build on President Trump’s prior successes with Japan and Sunday’s Malaysia agreements, securing strong deals that benefit the American people.
- With this Asia trip, President Trump is fostering broader regional cooperation, strengthening alliances, and expanding economic opportunities for American workers.

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