$36B Energy and Mineral Investment from Japan to the U.S.

Japan has pushed the button for the first tranche, $36B, of the $550B investment package it committed to under the trade agreement it signed with the U.S. This step is being implemented as part of the agreement between U.S. President Donald Trump and Japanese Prime Minister Sanae Takaichi.
Key Details of the Agreement:
Japan is making these investments in exchange for avoiding higher tariffs that could be applied by the Trump administration on Japanese goods (especially automobiles) and for bringing tariffs down to the 15% level.
In the first stage, the projects to be financed focus on three main regions of strategic importance:
Ohio (Energy): One of the largest natural gas power plants in U.S. history to be established to meet the increasing energy demand of AI data centers (with a SoftBank subsidiary).
Texas (Oil): A deepwater crude oil export terminal in the Gulf of Mexico.
Georgia (Critical Minerals): An industrial synthetic diamond production facility (critical for the semiconductor and aerospace industry).
Relevant stocks include $USAR, $UAMY, $CRML, $METC, $NB, $MP, $MC, $LAC, $PPTA, $NMG, $TMQ, $WWR, $ALB, $SGML, $SLI
ETFs: $REMX, $XME, $LIT, $BATT