⛳️ Trust as the Driver: The investment package is the centerpiece of the July deal in which Trump cut auto tariffs from 27.5% to 15%. Tokyo, in return, pledged $550 billion by 2029 — through equity, loans, and state-backed guarantees. As a symbolic gesture, Takaichi brought the golf club of her late mentor Shinzo Abe as a gift.
đź’° Big Money, Bigger Plans: A total of 21 projects are on the table, with an estimated combined value of nearly $400 billion across energy, AI, and critical minerals.
⚙️ Energy in Focus: US firm Westinghouse plans to build nuclear and small modular reactors (SMRs) worth up to $100 billion, with Japanese partners including Mitsubishi Heavy, Toshiba, and IHI. Another SMR project led by Hitachi GE Vernova is expected to reach a similar scale.
🔋 Tech Meets Infrastructure: SoftBank is planning $25 billion in major power grid projects. Mitsubishi Electric is allocating up to $30 billion for data center equipment, and Panasonic is investing $15 billion in energy storage and supply chain technology.
⚗️ More in the Pipeline: Up to $3 billion will go toward a US ammonia and urea plant, another $500 million into LFP battery material production, and $600 million into port and waterway upgrades in the southern United States.
Big Picture:
This $550 billion package is no golf tournament, but geopolitics with industrial grip: energy security, tech expansion, and a diplomatic handshake in one swing. Japan is no longer playing caddie — it’s stepping up as co-captain on America’s economic and security fairway.
The China Survival Guide for Western Businesses
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