--- title: "Trump's $550B Japan Deal Puts LNG, GE Vernova, And Rare Earth Stocks In Focus" description: "Trump's $550 billion investment deal with Japan focuses on LNG exports, power generation, and critical minerals, benefiting U.S. companies like Cheniere Energy, GE Vernova, and MP Materials. The deal " type: "news" locale: "en" url: "https://longbridge.com/en/news/276262368.md" published_at: "2026-02-18T18:51:12.000Z" --- # Trump's $550B Japan Deal Puts LNG, GE Vernova, And Rare Earth Stocks In Focus > Trump's $550 billion investment deal with Japan focuses on LNG exports, power generation, and critical minerals, benefiting U.S. companies like Cheniere Energy, GE Vernova, and MP Materials. The deal aims to enhance America's energy dominance and reduce reliance on foreign minerals, drawing investor attention to key sectors in the U.S. energy and infrastructure markets. The announcement includes plans for a new LNG facility in Texas and the largest gas-fired power plant in Ohio, reinforcing bullish sentiment in these industries. A massive new investment wave from Japan is putting key corners of the U.S. energy and industrial markets back in the spotlight. President **Donald Trump** announced that Japan has begun deploying the first projects under its $550 billion investment commitment to the U.S. — targeting LNG exports, power generation, and critical minerals. The scale and strategic focus of the projects are already drawing investor attention to companies positioned at the center of America's energy and infrastructure supply chain. ## LNG Exporters Gain Strategic Tailwind One of the most immediate beneficiaries could be U.S. liquefied natural gas exporters. In his post on Truth Social, Trump highlighted a new LNG facility in Texas designed to expand export capacity and strengthen America's energy dominance. That puts companies like **Cheniere Energy Inc** (NYSE:LNG), the largest U.S. LNG exporter, directly in focus. LNG infrastructure operators such as **Energy Transfer LP** (NYSE:ET) and **Williams Companies Inc** (NYSE:WMB) could also benefit from increased demand for pipeline transport and export services. Japan remains one of the world's largest LNG importers, making long-term supply agreements with U.S. exporters a critical component of the broader investment strategy. ## GE Vernova Positioned for Power Infrastructure Growth Trump also announced plans for what he described as the largest gas-fired power plant in history, to be built in Ohio. Projects of that scale typically require advanced turbine technology — a core specialty of **GE Vernova Inc** (NYSE:GEV). The company, which specializes in power generation equipment and energy infrastructure, stands to benefit from rising global demand for reliable gas-based electricity generation. ## Rare Earth And Critical Mineral Stocks Back In Focus The deal's emphasis on building a critical minerals facility in Georgia is particularly significant for domestic rare earth producers. Companies like **MP Materials Corp** (NYSE:MP), the leading U.S.-based rare earth supplier, could see long-term tailwinds as the U.S. accelerates efforts to reduce reliance on foreign mineral sources. Critical minerals are essential for defense systems, energy infrastructure, and advanced manufacturing, making domestic production a growing national priority. With foreign capital now flowing directly into strategic U.S. industries, the investment wave is reinforcing bullish sentiment across LNG exporters, power infrastructure providers, and rare earth producers — sectors increasingly seen as central to America's economic and energy future. *Photo: Shutterstock* ### Related Stocks - [MP.US - MP Materials](https://longbridge.com/en/quote/MP.US.md) - [USAR.US - USA Rare Earth](https://longbridge.com/en/quote/USAR.US.md) - [CQP.US - Cheniere Energy Partners LP](https://longbridge.com/en/quote/CQP.US.md) - [GEV.US - GE Vernova LLC](https://longbridge.com/en/quote/GEV.US.md) - [LNG.US - Cheniere Energy](https://longbridge.com/en/quote/LNG.US.md) - [PICK.US - ISHRS MSCI Glb Slct Met & Mining](https://longbridge.com/en/quote/PICK.US.md) - [ENFR.US - Alerian Energy Infrastructure ETF](https://longbridge.com/en/quote/ENFR.US.md) - [XOP.US - SPDR O&G Ex & Prd](https://longbridge.com/en/quote/XOP.US.md) - [XLE.US - SPDR Energy Select](https://longbridge.com/en/quote/XLE.US.md) - [UNG.US - Us Natural Gas](https://longbridge.com/en/quote/UNG.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 稀土价格飙升至 MP Materials 设定的价格底线以上 | 关键稀土的价格因强劲需求和供应瓶颈而飙升，超出了美国为 MP Materials 设定的价格底线。钕和镨的价格已上涨至每公斤 123 美元，减轻了对政府补贴的需求。这一涨幅归因于强劲的磁铁需求和中国的供应管理，尽管分析师警告称，价格上涨可能 | [Link](https://longbridge.com/en/news/276249533.md) | | MP Materials 获得 110 美元的国防部价格底线支持，摩根大通预计其股价有 33% 的上涨空间 | MP Materials Corp（纽约证券交易所代码：MP）得到了国防部每公斤 110 美元的价格底线支持，这在稀土价格上涨的情况下提供了收益保护。摩根大通的比尔·彼得森维持 “增持” 评级，并将目标价格上调至 76 美元，表示有 33% | [Link](https://longbridge.com/en/news/275933286.md) | | Cheniere Energy, Inc. $LNG 的股票被 HighTower Advisors LLC 收购 | HighTower Advisors LLC 在第三季度将其在 Cheniere Energy, Inc. 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