Vietnam’s energy landscape is entering a new era of potential growth. While an offshore oil discovery signals upstream potential, declining domestic production, maturing gas fields, and rising LNG needs are converging with rapidly expanding electricity demand driven by industrial growth. Under the revised PDP8, energy demand is projected to grow ~10% annually through 2030, underscoring the urgency of infrastructure expansion and long-term supply security. Our Vietnam Energy I

Vingroup’s VinSpeed has secured approval for a USD 3.9B private-led high-speed rail line, reducing Bến Thành-Cần Giờ travel to 20 minutes, alongside accelerating metro and freight projects across Vietnam.

Vietnam is set to have 33 airports by 2030, supporting up to 300 million passengers annually. This comes as Vietnam Airlines, VietJet, and others expand their fleet and route network all to be supported by infrastructure like the upcoming Long Thanh Airport and new Tan Son Nhat Terminal 3.