Announces the second tranche of a $550 billion investment against the United States, with plans to build next-generation small modular reactors (SMR) and two natural gas-fired plants in the U.S.

Japan promised under the U.S.-Japan tariff agreement5500billion dollars (about87 trillion yen) in U.S. investments, the U.S.-Japan governments announced on19 (Japan time20), the second phase of the project. The plan includes the construction of small modular reactors (SMR) and two natural gas-fired plants in the United States, with total investments exceeding11 trillion yen. After the long weekend, related stocks are likely to be lively.

 

Hitachi, Ltd.(6501):SMR project’s core (led by a GE Bernova joint venture building in Tennessee). Direct benefits from a maximum investment scale of up to400 billion dollars. Electricity and nuclear systems revitalized.

 

Mitsubishi Heavy Industries(7011): Major supplier of nuclear equipment and plants.SMR related, with expectations for component supply and engineering from U.S. projects such as Westinghouse. Representative of heavy industries.

 

Toshiba(6502): Nuclear business (Westinghouse-related) withSMR parts and equipment supply expected. The article notes that Toshiba, Hitachi, and Mitsubishi Electric will play important roles.

 

Mitsubishi Electric(6503): Strength in power equipment and control systems. Related to natural gas-fired facilities andSMR peripheral equipment supply. Mentioned as a components supplier.

 

Chiyoda Corporation(6366): Major EPC contractor. In the U.S., severalLNG projects (liquefaction and power infrastructure) with abundant experience. In the first round of U.S. investment, gas-fired power related stock price reaction was observed. In the second round, expectations for EPC orders for the construction of natural gas-fired plants (to meet AI-powered electricity demand growth) are rising.

 

Japan Gear Company(6356): Valves actuators for nuclear power andSMR domestic share exceeds 90%. Rich delivery history to Hitachi, Mitsubishi Heavy Industries, and Toshiba, with direct component supply prospects. There are many reports of stock price surges in the second round of U.S. investments.

 

Kimura Koki(6378): Major supplier of nuclear special equipment (nuclear fuel transport containers, radioactive waste treatment equipment, shielding facilities, etc.).SMR related fuel and waste processing expectations are strong.

Okano Valve Manufacturing(6492): Leading high-temperature, high-pressure valves for nuclear and thermal power generation.SMR development valves supply plus piping facilities for natural gas-fired plants are expected to benefit on both sides. Market reacts strongly.

 

IHI (7013):SMR related cooperation with U.S.NuScale Power and other entities. Potential benefits from containment system equipment development.

 

Japan Steel Works(5631): Specialist in large forged steels and components for nuclear power.SMR component orders have been received; expansion of supply to the U.S. expected.

 

JGC Holdings(1963):EPC major player. Investments in U.S. NuScale SMR and involvement in plant construction. Strong in natural gas-fired power also. In the first round, anticipated and stock reacted accordingly.

 

These are related stocks based on reports and market interpretations, and especially small-cap stocks tend to be theme plays as niche players supplying SMR components and power plant equipment. Stock price impact is supported by energy security andAI power demand growth, but please verify direct orders with the latest news yourself. Invest at your own risk.