Japan-US Summit: Paying for the "U.S. Nuclear Power Mega Deal," Koizumi Successfully Pleases Trump
``` According to a Tuesday report by China News Service, on the morning of the 28th local time, Japanese Prime Minister Sanae Takaichi and visiting U.S. President Donald Trump held talks at the State Guest House in Tokyo. Media reports said the two immediately engaged in a "mutual praise session" upon meeting—Trump thanked Japan for "investing heavily in the U.S.," while Takaichi stated that U.S.-Japan relations have "entered a golden era." Behind this high-profile mutual flattery, however, the real focus is on the exchange of interests between the U.S. and Japan. According to media reports, the two sides signed two agreements that day, focusing respectively on trade investment and the security of critical mineral supply chains. The first agreement clearly states that both parties will promote the implementation of Japan’s $550 billion investment plan in the U.S., focusing on energy, AI, and critical minerals—one of the core elements of the July trade agreement. According to a previous report by CCTV News, the U.S. and Japan reached an agreement on tariffs in July, with the U.S. imposing a 15% tariff on Japan—lower than the 25% previously threatened by Trump. The second agreement focuses on cooperation in the mining and processing of rare earths and other critical minerals, aiming to secure supply chains and reduce reliance on a single source. The agreement framework emphasizes that both parties will jointly promote the development and utilization of mineral resources, support relevant technological innovation, and improve the industry chain. $550 Billion Investment List Exposed: Energy, AI, Critical Minerals as Key Focus Japan’s Ministry of Economy, Trade and Industry published a list of potential investment projects that day, providing the first directions for the funds. The list shows that participating companies include SoftBank Group, Toshiba, Mitsubishi Heavy Industries, Hitachi-GE, etc., covering key areas such as energy, artificial intelligence, and critical minerals. Individual project sizes range from $350 million to $100 billion. Energy projects are a major focus: Westinghouse plans to work with Japanese companies to build AP1000 nuclear power units and small modular reactors, with a total amount expected to reach $100 billion; Mitsubishi Heavy Industries, Toshiba Group, IHI Corporation, and others may participate. Another small reactor project involving GE Vernova and Hitachi is also expected to reach $100 billion in scale. The U.S. side will make the final decision on which projects are selected, while Japan retains a certain degree of influence. If investments do not proceed as designated by the U.S., Trump can still raise tariffs again. “I want to thank Japan because they are making large-scale investments in the United States,” Trump said Tuesday on the George Washington aircraft carrier in Yokosuka, south of Tokyo. “They are major investors in our country, and we welcome this,” Trump added. Takaichi told him that Toyota Motor Corporation will build factories across the U.S. “with total investments exceeding $10 billion.” The fact sheet from the U.S. Department of Commerce did not mention Toyota, but U.S. Commerce Secretary Lutnick met with executives from several companies on the list later Tuesday. Takaichi "Successfully Managed" Trump? Some analysts pointed out that Trump did not publicly pressure Japan on this occasion, suggesting that Takaichi successfully managed the U.S. president. Previously, Washington had urged Tokyo to accelerate defense budget growth and expand purchases of U.S.-made arms. In her policy speech last week, Takaichi pledged to raise defense spending to 2% of GDP and to reach the target a year ahead of schedule, earning White House approval. This made the atmosphere at the meeting particularly "smooth"—not only was economic cooperation preserved, but political conflict was also avoided. However, analysts believe that despite the high-profile announcement of a "new golden era," the real test still lies in whether the $550 billion investment list can be implemented, and whether Japanese companies are willing to bear the political and commercial risks involved. Risk Warning and Disclaimer The market involves risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific situation. Investment based on this information is at your own risk. ```