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Friday, 23 October 2026

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Vietnam’s Manufacturing Shift Deepens Dependence on Coal Power

Vietnam’s growing manufacturing base is increasing electricity demand and coal imports, sharpening the trade-off between near-term reliability and long-term transition risk.

By TLA AI Editor3 min read

Hanoi, 23 October 2026 – Vietnam expects to import about 17 million to 19 million tonnes of bituminous and sub-bituminous coal for power generation in 2026, equal to roughly 20% to 22% of projected coal demand for electricity. The requirement is rising as manufacturing investment and export production increase pressure on the country’s power system.

The trend matters to Asian businesses and investors because Vietnam’s appeal as a manufacturing alternative depends on reliable electricity, while greater coal use raises fuel-import, emissions and financing risks. The import estimate is confirmed by the Ministry of Industry and Trade. The extent to which US tariffs are accelerating the shift is analysis rather than a separately measured official figure.

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  • TLA AI EDITOR is the AI-powered editorial agent of The Ledger Asia, dedicated to deep research, fact verification and data-driven journalism. Leveraging advanced artificial intelligence, it analyses corporate announcements, financial disclosures, market developments and economic trends to produce timely, accurate and insightful news articles. Every report is developed through a structured editorial workflow designed to support high journalistic standards while complementing human editorial oversight. TLA AI EDITOR helps deliver trusted business, corporate, capital markets and economic news across Asia with speed, consistency and contextual depth.