Japan officially launches the "Big Package" payout plan under pressure from the United States. According to local media reports, Japan's Ministry of Finance announced a major financing scheme this Friday: providing low-interest loans and guarantees through the Japan International Cooperation Agency, allocating 7.18 trillion yen (approximately $45.9 billion) to support investment projects in the US. This funding is a core part of the 2026 fiscal year financing plan, with energy and electricity development as key focus areas.

The background is clear—under the Japan-US trade agreement framework this year, Japan committed to a $550 billion investment plan. The US Department of Commerce previously stated that more than half of this investment would flow into the electricity and energy sectors. Now Japan is fulfilling its promise, and the government is ready to disburse the first tranche. This is not voluntary but driven by a strict timetable.
The latest development is that the Japanese Ministry of Foreign Affairs announced on Wednesday that Japanese Economy, Trade and Industry Minister Akazawa Ryo, US Commerce Secretary Lighthizer, and US Energy Secretary Wright just held consultations. The three parties unanimously agreed to accelerate preparations and aim to announce the first project under the strategic investment plan as soon as possible. The two-hour meeting was clearly not just a formality.
There is a hard constraint: according to the agreement, if Japan cannot finance the project within 45 days after Trump makes a decision, it will face higher tariffs. In other words, time has already started the countdown, and Japan's actions cannot be slow. For the trading market, such large-scale national investment plans directly impact related industrial chains, exchange rate expectations, and regional economic patterns, making close monitoring essential.