U.S. President Trump, Japan PM sign critical minerals-trade pact

Tuesday, October 28, 2025 at 07:00 UTC+01:00 (+0100), United States / Japan, Tokyo

News category : Geopolitical Events

On October 28, U.S. President Donald Trump held a high-profile meeting with Japan’s newly inaugurated Prime Minister, Sanae Takaichi, during which the two leaders reached a strategic agreement on critical-minerals trade. The deal aims to deepen collaboration on minerals crucial for batteries, electric vehicles, and high-tech manufacturing, signaling a mutual commitment to secure supply chains outside of China’s dominance. Market observers saw the pact as a significant structural development: it could support the growth of the EV industry, foster diversification in critical-mineral supply, and reduce geopolitical risks in the technology value chain. The announcement buoyed stocks tied to mining, battery technology, and strategic materials, while also reinforcing risk appetite in related industrial sectors.

Overall market impact

Light bullish market impact - strength score : 65/100

Detailed breakdown of market impact over instruments, sectors, and asset classes

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Impacted instruments :

Critical minerals equities

Battery tech companies

EV supply chain stocks

Japanese and U.S. equities

Mining and materials ETFs

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