# Vietnam Type: country Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/vietnam-country Canonical HTML page: https://getsupplybrief.com/entity/vietnam-country ## Timeline - **2030**: Capacity Milestone — Posco aims to reach its global target of 370,000 tons of anode capacity. - **2028**: Initial Production — Target date for the first phase of artificial graphite anode output. - **2026-06-16**: IEA releases report on SE Asia energy security — The report warns that the Iran war has exposed major risks, with energy import bills possibly tripling to $245 billion by 2035 without diversification. - **2026-Q2**: Implementation Phase — Expected timeframe for the formal revision of U.S. export control regulations for Vietnam. - **2026-03-16T11:39:44Z**: Site Preparation — Expected commencement of ground clearing and infrastructure development in Vietnam. - **2026-03-16**: Investment Announcement — Posco officially announces the plan to build an artificial graphite plant in Vietnam. - **2026-02-21**: Hanoi Announcement — Vietnam officials confirm Trump's commitment to remove the country from the restricted tech list. - **2026-02-21**: Market Reaction — Analysts highlight Boeing as a primary beneficiary of eased export controls. - **2026-02**: Project abandoned — Jasan cancels the Thanh Hoa factory, citing land acquisition delays and uncertain export prospects amid shifting US trade policy. - **2025-09**: New factory announced — Jasan unveils a 180 million yuan (US$26.6M) investment in Thanh Hoa, Vietnam, to produce 60 million pairs of socks annually for the US market. - **2018-07**: US-China trade war escalates — Trump imposes sweeping tariffs on Chinese goods, accelerating a wave of Chinese manufacturing migration to Vietnam. - **2017**: Jasan relocates to Vietnam — Jasan Group shifts its primary textile production base from China to Vietnam’s Hung Yen province to pre-empt Trump administration tariffs. ## Recent coverage (6 stories) ### $180B coal investment surge as Iran war disrupts Asian energy supply chains 2026-07-12 12:04:49 · Sentiment: Bearish · Impact: 7/10 · Sources: 3 Geopolitical shocks from the Iran war are reshaping Asian energy procurement strategies, with companies scrambling to secure coal supplies as the Strait of Hormuz closure chokes off oil and gas. This shift threatens to raise logistics costs, create new supply chain bottlenecks, and reorder long-term energy contracts. Full story: https://getsupplybrief.com/story/iran-war-180b-coal-investment-asia-energy-supply-chains ### Jasan’s $26.6M Vietnam exit signals end of tariff-avoidance era 2026-06-25 01:39:30 · Sentiment: Bearish · Impact: 6/10 · Sources: 2 Vietnamese manufacturing was a go-to tariff hedge for Chinese exporters, but Jasan Group’s abrupt withdrawal from a $26.6M sock factory reveals growing risks. Delayed land deals, trade probes, and a potential US-China detente are making circumvention strategies unreliable, forcing supply chain planners to rethink geographic risk. Full story: https://getsupplybrief.com/story/jasan-vietnam-exit-supply-chain-risk ### SE Asia’s energy import bill could hit $245B, upending supply chains from Strait of Hormuz 2026-06-17 01:31:32 · Sentiment: Bearish · Impact: 7/10 · Sources: 4 The IEA warns that Southeast Asia’s heavy dependence on oil and gas shipped through the Strait of Hormuz could triple energy import costs to $245 billion by 2035, directly threatening logistics and manufacturing. Supply chain managers must brace for sustained fuel price volatility and potential physical disruptions, while accelerating diversification of energy sources and routes. Full story: https://getsupplybrief.com/story/iran-war-energy-supply-chain-disruption-se-asia ### Asian Rice Prices Shift: Vietnamese Rates Up 7% Amid Supply Tightness 2026-04-03 06:08:56 · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Fluctuations in Asian rice export prices highlight vulnerabilities in global supply chains, with Vietnamese and Thai rates rising due to tighter supplies and costs, while Indian prices remain steady. This could force logistics managers to rethink procurement strategies and reroute shipments, potentially increasing operational costs for supply chain networks. For the supply sector, these dynamics underscore the need for resilient inventory planning to mitigate risks from agricultural disruptions. Full story: https://getsupplybrief.com/story/asia-rice-supply-chain-shifts ### Posco to Establish Artificial Graphite Anode Production Hub in Vietnam 2026-03-16 11:39:44 · Sentiment: Bullish · Impact: 7/10 · Sources: 2 South Korean industrial giant Posco has announced a major investment to build an artificial graphite anode plant in Vietnam, marking its first overseas production base for this critical EV battery component. This strategic move aims to diversify supply chains away from China and capitalize on Vietnam's growing role in the global automotive manufacturing ecosystem. Full story: https://getsupplybrief.com/story/posco-vietnam-graphite-anode-investment ### Trump to Remove Vietnam from US Restricted Tech List in Major Trade Pivot 2026-02-21 09:29:41 · Sentiment: Bullish · Impact: 6/10 · Sources: 2 The Trump administration has announced plans to remove Vietnam from its restricted technology list, signaling a significant shift in U.S.-Vietnam trade relations. This move is expected to facilitate high-tech exports and strengthen supply chain ties as Vietnam emerges as a critical alternative to Chinese manufacturing. Full story: https://getsupplybrief.com/story/trump-vietnam-tech-list-removal --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getsupplybrief.com/guides/methodology for the full editorial methodology.