[Japan] Japan investment in US increases exponentially

As of October 28, 2025, the US signed a critical minerals agreement with Japan, and deepened US-Japan cooperation in trade, supply chain resilience, and energy security, among other areas. [1] President Trump and Prime Minister Sanae Takaichi signed the US-Japan Framework Agreement in which Japanese companies outline their investment plans In American critical energy infrastructure, AI infrastructure, electronics, and supply chain, critical minerals, manufacturing, and more. [2] The critical minerals agreement primarily aims to diversify the critical minerals supply chain and review inbound investment and address risks from outbound investments. In the way of energy security, Tokyo Gas and JERA announced letters of intent with Glenfarne for LNG offtake from a pipeline set to be constructed in Alaska. JERA also announced an investment in Louisiana’s Haynesville Shale basin. Global Coal Sales Group announced a multi-year deal with Tohoku Electric Power for US-sourced thermal coal. The US and Japan also signed an MOC for a US-Japan Technology Prosperity Deal to cooperate on AI adoption and innovation. Additional areas of collaboration include research security, quantum information science and technology, fusion energy, and more.

[1] https://www.whitehouse.gov/fact-sheets/2025/10/28195/

[2] https://www.meti.go.jp/press/2025/10/20251028002/20251028002-a.pdf