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Will there come a day when Vietnam will have to "depend on imported electricity" when electricity demand increases faster than the speed of building new factories?
Laos has just officially signed a BOT agreement for the Xekaman 4 hydropower project in Sekong with a capacity of about 80MW and the most notable thing is that all of the electricity output will be sold to Vietnam.
This is no longer a simple story of energy cooperation but shows the huge thirst for electricity in Vietnam during the period of industrialization and AI boom.
⚡ Noteworthy points
• 100% of electricity is exported to Vietnam
• Vietnam continues to increase electricity purchases from Laos
• Clean hydroelectricity helps reduce pressure from coal thermal power
• Central and southern industrial zones are experiencing extremely strong demand growth
• AI Data Center and semiconductor factories cause electricity consumption to increase faster than forecast
Xekaman 4 project quick table
Category Information
Laos Country
Sekong province
Type of Hydropower
Capacity 80MW
BOT form
Main customers Vietnam
Export rate 100%
Why does Vietnam have to increase electricity imports?
Cause Impact
AI and Data Center explode. Electricity consumption increases dramatically
FDI factory expansion Increases industrial load
Prolonged hot weather Electricity increases
Slow progress on electrification Lack of additional sources
Demand for electric vehicles increases. Pressure on the grid
What surprises many experts is that Laos is gradually becoming the "energy battery" of Southeast Asia while Vietnam is gradually becoming the "energy battery" of Southeast Asia.Am from a country that once had surplus electricity in some areas and now has to consider long-term imports.
Compared to Thailand, Vietnam is having one of the fastest electricity demand growth rates in ASEAN. While Thailand's electricity growth is more stable, Vietnam continuously faces pressure from lack of peak power sources during the hot season
⚔️ Quickly compare areas
National Energy Direction
Vietnam Increases electricity imports
Laos Exports hydroelectricity
Thailand Gas and LNG
Indonesia Coal and geothermal
Malaysia LNG and energy mix
The thing causing the strongest debate today
Should Vietnam continue to import cheap electricity from Laos or must it accelerate nuclear power, LNG and renewable energy for long-term self-reliance?
Many opinions believe that if AI, electric vehicles and data centers develop at the predicted speed, Vietnam's electricity demand in the period 2027–2035 may increase even more dramatically than at present.
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