New levers for green growth
Vietnam’s clean energy transition ambitions are increasingly evident in national policies. According to the Power Master Plan VIII, renewable energy will account for more than 39% of total electricity output by 2030; and Decision 876/QD-TTg of the Prime Minister has aimed for 100% of road vehicles to use electricity or green energy by 2050. These goals create momentum for growth in a key industry: lithium battery production and export.
According to a report by IMARC Group, the lithium-ion battery market in Vietnam is forecast to reach a compound annual growth rate (CAGR) of 10.1% during the period 2025 - 2033, thanks to the explosive demand from electric vehicles and energy storage systems. Responding to this trend, many large-scale battery production projects are being deployed across the country.
A typical example is the battery factory of VinES, a subsidiary of Vingroup, under construction in the Vung Ang Economic Zone (Ha Tinh), with a capacity of 5 GWh/year in phase 1 and a total investment of more than VND6,000 billion. In Bac Giang , Sunwoda Group (China) also invested in a lithium battery factory worth more than USD275 million. Meanwhile, Samsung SDI has operated a battery production complex in Thai Nguyen, supplying the electronics and electric vehicle industries globally.
Along with the FDI investment momentum, Vietnam is forming battery industrial clusters in the northern region such as Ha Tinh , Bac Giang, Thai Nguyen and Hai Phong. This model is expected to replicate the success of Shandong (China), where the lithium battery supply chain is integrated from mining, manufacturing to final assembly with a total investment of more than 14 billion USD.
In particular, Resolution No. 68-NQ/TW has created a favorable legal corridor for the development of clean industry and logistics by emphasizing the role of the private economic sector, expanding industrial zones and upgrading infrastructure. From there, Vietnam is gradually building the foundation to become a strategic manufacturing destination in the global battery value chain.
However, to realize the goal of leading, Vietnam's lithium battery industry not only needs capital, technology and human resources but also another crucial factor: a specialized logistics system with the capacity to handle sensitive and dangerous items such as lithium batteries.
Upgrading logistics to catch the export wave
Ms. Ee-Hui Tan, Operations Director of FedEx Vietnam and Cambodia, said that lithium batteries are classified as Dangerous Goods (DG) due to their flammable and explosive properties if not handled properly. Therefore, the transportation of this type of goods must strictly comply with international regulations such as IATA (International Air Transport Association) and ICAO (International Civil Aviation Organization). From UN-standard packaging, identification labeling to transportation documents, every process requires absolute precision and safety.
In Vietnam, the logistics ecosystem is gradually adapting to new standards. International players such as FedEx, DHL Express, and specialized international freight forwarders and carriers such as Dimerco are now providing end-to-end logistics solutions for lithium batteries.
For example, FedEx ships millions of battery packages each year, offering UN-certified packaging solutions, real-time tracking tools, and dedicated DG shipping services. Meanwhile, DHL Express only ships lithium batteries to customers who have been approved as DG-qualified, ensuring safety according to IATA standards.
In addition, in Vietnam, domestic logistics units such as IPO Logistics, HDG Logistics, Ai Logistics also participate in providing transportation and customs declaration services for lithium batteries. These companies support HS Code classification, prepare UN38.3 certificates, carry out customs clearance procedures and safe domestic transportation.
In the context of ASEAN being a hot spot for investment in the battery supply chain, logistics will be the decisive factor in the ability to “catch up and surpass”. To compete, according to Ms. Ee-Hui Tan, Vietnam needs to accelerate the development of specialized logistics, from training human resources to handle DG, applying technology to track bills of lading to simplifying customs procedures. More importantly, localizing part of the logistics process will help reduce costs, speed up delivery and increase initiative in the global supply chain.
Vietnam has the right conditions to become the lithium battery manufacturing hub of Southeast Asia. However, to turn potential into reality, economists say that logistics needs to be seen as a strategic pillar on par with technology, investment capital, and policy. When the logistics ecosystem is strong enough, Vietnam will not only export batteries but also export confidence in a global value chain that is betting on clean energy.
Source: https://doanhnghiepvn.vn/cong-nghe/logistics-manh-ghep-chien-luoc-trong-chuoi-pin-lithium-viet-nam/20250722081649074
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