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U.S. and Japan Unveil $73 Billion Package for SMRs, Gas Plants, Minerals Pact

The package signals a drive to link allied financing with new energy capacity plus critical‑minerals access.

Overview

  • At their White House summit, President Donald Trump and Prime Minister Sanae Takaichi announced a second tranche of up to $73 billion under Japan’s $550 billion commitment.
  • Plans include up to $40 billion for GE Vernova and Hitachi BWRX-300 small modular reactors in Tennessee and Alabama, plus up to $33 billion for natural gas generation in Pennsylvania and Texas.
  • Officials say the new power will stabilize prices and help meet surging demand from data centers, though SMR timelines remain unspecified and designs still require U.S. regulatory approvals.
  • The governments also signed a critical‑minerals memorandum, expanding cooperation on supply chains and deep‑sea resources, including rare‑earth deposits near Minamitorishima.
  • Trade and legal uncertainty persists following a Supreme Court ruling against prior tariff authority and new U.S. investigations, even as the leaders reaffirmed Taiwan Strait stability and navigated Iran‑war pressures on the alliance.