U.S. and Japan Sign Landmark Critical Minerals and Energy Investment Agreements

by | Oct 28, 2025

President Trump and Japanese Prime Minister Sanae Takaichi signed a major series of agreements in Tokyo, strengthening U.S.–Japan cooperation across critical minerals, energy, technology, and defense. The deals expand Japan’s record $550 billion investment commitment in the United States and establish a framework to secure vital supply chains.

 

The centerpiece, the U.S.–Japan Framework for Securing the Supply of Critical Minerals and Rare Earths, commits both nations to building resilient mining and processing networks, coordinating financing, and creating a Critical Minerals Supply Security Rapid Response Group led by both governments. A new Mining and Metals Investment Ministerial will convene within 180 days to advance shared priorities.

Japan’s public and private sectors will invest over $450 billion in American energy and technology projects, including $332 billion for power infrastructure with Westinghouse and GE Vernova, and major commitments in semiconductors, batteries, and AI with Mitsubishi Electric and Panasonic. Additional investments include $3 billion for fertilizer production, $2 billion for a copper refinery, and expanded port facilities for U.S. oil exports.

The nations also expanded coal and nuclear cooperation and reaffirmed their defense and intelligence partnership. Tokyo Gas and JERA announced LNG purchases covering more than 10% of Alaska pipeline capacity and a $1.5 billion JERA investment in Louisiana’s Haynesville Shale.

The two leaders also signed a U.S.–Japan Technology Prosperity Deal to promote joint research in AI, quantum computing, biotechnology, fusion energy, and 6G networks. President Trump called the agreements “proof that peace through strength and fair trade delivers prosperity for both nations.”

 

Read the Fact Sheets: Critical Minerals / Investments

 

 

 

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