Japan and the US are reportedly working to include nuclear power, copper smelting and refining facility projects in the second round of deals under the USD 500bln investment package

The reported collaboration between Japan and the US on nuclear power and copper smelting projects suggests a strategic alliance that could enhance energy security and supply chain resilience. This could have significant implications for commodities like copper, potentially tightening supply and supporting prices, while also influencing the forex markets with possible shifts in currency valuations depending on investment flows.