1️⃣ OVERALL PICTURE – VIETNAM IS "SPEEDING UP"
In recent years, Vietnam's electricity industry has recorded almost vertical growth:
* Vietnam: 309.99 TWh (2025)
* Actual EVN system is estimated to reach: ~322.8 billion kWh
Notable points:
* Surpass Thailand and Malaysia
* Close to Indonesia - the largest economy in ASEAN
This is a clear sign of:
* Industrialization accelerated
* FDI poured heavily into production
* Electricity demand for factories and industrial parks exploded
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2️⃣ ASEAN – ELECTRICITY RACE
Country Output
Indonesia 371.54 TWh
Vietnam 309.99 TWh
Malaysia 201.09 TWh
Thailand 188.24 TWh
Philippines 123.12 TWh
Singapore 60.15 TWh
Laos 52.31 TWh
Myanmar 21.71 TWh
Cambodia 17.76 TWh
Brunei 5.56 TWh
East Timor 0.51 TWh
Important insights:
* Vietnam has risen to the top 2 in ASEAN
* The gap with Indonesia is narrowing rapidly
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3️⃣ NORTH EAST ASIA – “ANOTHER LEVEL” ⚡️
Country Output
China 10,583.36 TWh
Japan 1,029.86 TWh
South Korea 624.66 TWh
Taiwan 288.39 TWh
Hong Kong 37.44 TWh
North Korea 27.10 TWh
Mongolia 9.69 TWh
"Shocking" comparison:
* Korea (population ~50 million) is twice as big as Vietnam in terms of electricity
* NhJapan is more than 3 times higher
* China = “another planet”
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4️⃣ STRATEGIC SIGNIFICANCE
Electricity output is not just a number – it is a measure of industrial strength
✔ Increased electricity = increased production
✔ Increased electricity = increased exports
✔ Electricity increases = FDI flows in
Vietnam is shifting strongly:
* From labor economy → industry + large-scale production
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5️⃣ FUTURE PRESSURE
Despite strong growth, Vietnam still faces:
* ⚠️ Risk of electricity shortage when demand increases too quickly
* ⚠️ Pressure to convert clean energy
* ⚠️ Dependent on coal & imported electricity
If you want to "turn into a dragon":
* Must extend the power source
* Promote renewable energy
* Upgrading transmission grid
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CONCLUSION
Vietnam is in an energy boom period
But there is still a big gap with industrial powers
Electricity = the foundation of growth
Whoever controls energy well → controls the economic future
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#diennang #Vietnam #ASEAN # Kinhte #nangluong #FDI #congnghiep #phattrien
