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U.S. and Japan Unveil $73 Billion Tranche for SMRs and Gas Plants Under Trade Pledge

The new projects are pitched as bolstering power for data centers and industrial growth.

Overview

  • Following a White House meeting, the countries announced up to $73 billion in new U.S. energy projects financed under Japan’s $550 billion commitment.
  • Up to $40 billion will back GE Vernova and Hitachi BWRX-300 small modular reactor plants in Tennessee and Alabama.
  • Up to $33 billion is slated for natural-gas generation in Pennsylvania and Texas, with expected offtake to include data centers.
  • The governments also deepened critical-minerals cooperation and signed a memorandum to advance joint deep-sea mineral development.
  • Timelines and approvals for the reactor projects remain unclear, with most SMR designs still awaiting U.S. regulatory clearance.