Japan Pledges to Invest $36 Billion in U.S. Oil, Gas, and Mineral Projects. Here Are 2 Stocks That Could Soar as a Result.

2026-03-01 11:22:00 ET

People can argue over where the artificial intelligence (AI) trend is headed , but there's no denying it's currently driving a surge in electricity demand and reshaping the nation's energy grid.

We're seeing some of those effects through a pledge from Japan, which plans to invest roughly $36 billion in the U.S. in the opening phase of a broader $550 billion deal.

That $36 billion is going to be spread among three projects, but the bulk of it is expected to go toward a proposed natural gas-fueled power plant in Ohio.

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