Power - In-depth - [NEUTRAL] - Positioning for the next cycle

In 2H26F, Vietnam's total installed power capacity is expected to reach approximately 88GW, while newly added capacity is projected at only 703MW compared with 1H26, reflecting the continued slow pace of capacity expansion. Overall, power capacity additions remain limited as many projects continue to face delays due to regulatory, policy, and legal bottlenecks, reducing the attractiveness of the sector to private investors.