{"id":24407,"date":"2026-04-29T16:14:29","date_gmt":"2026-04-29T09:14:29","guid":{"rendered":"https:\/\/b-company.jp\/?p=24407"},"modified":"2026-04-29T16:14:29","modified_gmt":"2026-04-29T09:14:29","slug":"from-fuel-inflation-to-green-transition-southeast-asia-after-the-oil-shock","status":"publish","type":"post","link":"https:\/\/b-company.jp\/vi\/from-fuel-inflation-to-green-transition-southeast-asia-after-the-oil-shock\/","title":{"rendered":"T\u1eeb l\u1ea1m ph\u00e1t nhi\u00ean li\u1ec7u \u0111\u1ebfn chuy\u1ec3n \u0111\u1ed5i xanh: \u0110\u00f4ng Nam \u00c1 sau c\u00fa s\u1ed1c d\u1ea7u m\u1ecf"},"content":{"rendered":"
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C\u00f4ng ty nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng c\u1ee7a Nh\u1eadt B\u1ea3n \u0111\u1ea7u ti\u00ean t\u1ea1i Vi\u1ec7t Nam t\u1eeb n\u0103m 2008. Ch\u00fang t\u00f4i cung c\u1ea5p \u0111a d\u1ea1ng nh\u1eefng d\u1ecbch v\u1ee5 bao g\u1ed3m nh\u01b0 b\u00e1o c\u00e1o ng\u00e0nh, kh\u1ea3o s\u00e1t ng\u01b0\u1eddi ti\u00eau d\u00f9ng, k\u1ebft n\u1ed1i kinh doanh.<\/em><\/p>\n

Trong chuy\u00ean m\u1ee5c \u201cB\u1ea3n tin Vi\u1ec7t Nam\u201d n\u00e0y, c\u00e1c nh\u00e0 nghi\u00ean c\u1ee9u tr\u1ebb c\u1ee7a B&Company s\u1ebd cung c\u1ea5p th\u00f4ng tin c\u1eadp nh\u1eadt v\u1ec1 xu h\u01b0\u1edbng c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p, xu h\u01b0\u1edbng ti\u00eau d\u00f9ng v\u00e0 x\u00e3 h\u1ed9i Vi\u1ec7t Nam. Nh\u1eefng di\u1ec5n gi\u1ea3i v\u00e0 tri\u1ec3n v\u1ecdng trong t\u01b0\u01a1ng lai l\u00e0 \u00fd ki\u1ebfn c\u00e1 nh\u00e2n c\u1ee7a m\u1ed7i nh\u00e0 nghi\u00ean c\u1ee9u.<\/em><\/p>\n

B\u00e0i vi\u1ebft n\u00e0y \u0111\u01b0\u1ee3c vi\u1ebft b\u1eb1ng ti\u1ebfng Anh v\u00e0 b\u1ea3n d\u1ecbch t\u1ef1 \u0111\u1ed9ng \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng cho c\u00e1c phi\u00ean b\u1ea3n ng\u00f4n ng\u1eef kh\u00e1c. Vui l\u00f2ng tham kh\u1ea3o phi\u00ean b\u1ea3n ti\u1ebfng Anh \u0111\u1ec3 bi\u1ebft n\u1ed9i dung ch\u00ednh x\u00e1c. <\/em><\/p>\n<\/div>\n\t

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Nh\u1eefng th\u00e1ng \u0111\u1ea7u n\u0103m 2026 \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ed9t ph\u00e9p th\u1eed c\u0103ng th\u1eb3ng \u0111\u1ed1i v\u1edbi khu v\u1ef1c \u0110\u00f4ng Nam \u00c1. S\u1ef1 leo thang m\u1ea1nh m\u1ebd trong c\u0103ng th\u1eb3ng \u1edf Trung \u0110\u00f4ng, d\u1eabn \u0111\u1ebfn vi\u1ec7c \u0111\u00f3ng c\u1eeda eo bi\u1ec3n Hormuz, \u0111\u00e3 l\u00e0m gi\u00e1n \u0111o\u1ea1n d\u00f2ng ch\u1ea3y nh\u1eadp kh\u1ea9u kho\u1ea3ng 80% kh\u00ed \u0111\u1ed1t t\u1ef1 nhi\u00ean h\u00f3a l\u1ecfng (LNG) v\u00e0 d\u1ea7u th\u00f4 c\u1ee7a khu v\u1ef1c.1<\/sup> C\u00fa s\u1ed1c d\u1ea7u m\u1ecf n\u00e0y kh\u00f4ng ch\u1ec9 l\u00e0m t\u0103ng gi\u00e1 nhi\u00ean li\u1ec7u m\u00e0 c\u00f2n ph\u01a1i b\u00e0y s\u1ef1 mong manh v\u1ec1 c\u1ea5u tr\u00fac c\u1ee7a c\u00e1c n\u1ec1n kinh t\u1ebf ph\u1ee5 thu\u1ed9c v\u00e0o th\u1ecb tr\u01b0\u1eddng nhi\u00ean li\u1ec7u h\u00f3a th\u1ea1ch to\u00e0n c\u1ea7u.3<\/sup><\/p>\n

M\u1eb7c d\u00f9 cu\u1ed9c kh\u1ee7ng ho\u1ea3ng mang t\u00ednh khu v\u1ef1c, nh\u01b0ng ph\u1ea3n \u1ee9ng l\u1ea1i ng\u00e0y c\u00e0ng r\u1eddi r\u1ea1c. L\u1ed9 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i kh\u00e1c nhau \u0111\u00e1ng k\u1ec3 gi\u1eefa c\u00e1c qu\u1ed1c gia th\u00e0nh vi\u00ean: m\u1ed9t s\u1ed1 t\u0103ng c\u01b0\u1eddng tr\u1ee3 c\u1ea5p b\u1ea3o h\u1ed9, trong khi nh\u1eefng n\u01b0\u1edbc kh\u00e1c, \u0111\u00e1ng ch\u00fa \u00fd nh\u1ea5t l\u00e0 th\u00f4ng qua qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i xanh c\u1ee7a Vi\u1ec7t Nam, \u0111\u00e3 \u0111\u1ea9y nhanh vi\u1ec7c chuy\u1ec3n h\u01b0\u1edbng sang n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o s\u1ea3n xu\u1ea5t trong n\u01b0\u1edbc nh\u01b0 m\u1ed9t c\u00f4ng c\u1ee5 \u0111\u1ec3 t\u1ed3n t\u1ea1i n\u1ec1n kinh t\u1ebf qu\u1ed1c gia.<\/p>\n

M\u1ee9c \u0111\u1ed9 \u1ea3nh h\u01b0\u1edfng c\u1ee7a bi\u1ebfn \u0111\u1ed9ng gi\u00e1 d\u1ea7u: N\u01b0\u1edbc nh\u1eadp kh\u1ea9u so v\u1edbi n\u01b0\u1edbc xu\u1ea5t kh\u1ea9u<\/strong><\/h3>\n

C\u00fa s\u1ed1c chia c\u1eaft \u0110\u00f4ng Nam \u00c1 d\u1ecdc theo m\u1ed9t \u0111\u01b0\u1eddng \u0111\u1ee9t g\u00e3y: v\u1ecb th\u1ebf d\u1ea7u m\u1ecf r\u00f2ngC\u00e1c n\u01b0\u1edbc nh\u1eadp kh\u1ea9u: Philippines, Th\u00e1i Lan, Vi\u1ec7t Nam v\u00e0 Singapore.<\/em> \u0110\u1ed1i m\u1eb7t v\u1edbi \u00e1p l\u1ef1c l\u1ea1m ph\u00e1t \u0111\u00ecnh tr\u1ec7 ngay l\u1eadp t\u1ee9c khi chi ph\u00ed n\u0103ng l\u01b0\u1ee3ng lan r\u1ed9ng kh\u1eafp chu\u1ed7i cung \u1ee9ng v\u00e0 h\u1eadu c\u1ea7n. Philippines (ph\u1ee5 thu\u1ed9c v\u00e0o v\u00f9ng V\u1ecbnh v\u1edbi n\u0103ng l\u01b0\u1ee3ng 90%) \u0111\u00e3 tuy\u00ean b\u1ed1 t\u00ecnh tr\u1ea1ng kh\u1ea9n c\u1ea5p n\u0103ng l\u01b0\u1ee3ng qu\u1ed1c gia v\u00e0o th\u00e1ng 3 n\u0103m 2026; Th\u00e1i Lan \u0111\u00e3 \u00e1p gi\u00e1 tr\u1ea7n d\u1ea7u diesel; Singapore \u0111\u00e3 \u0111i\u1ec1u ch\u1ec9nh d\u1ef1 b\u00e1o l\u1ea1m ph\u00e1t n\u0103m 2026 t\u0103ng l\u00ean m\u1eb7c d\u00f9 n\u1eafm gi\u1eef h\u01a1n 200 ng\u00e0y d\u1ef1 tr\u1eef chi\u1ebfn l\u01b0\u1ee3c.[1]<\/strong><\/a>.<\/p>\n

Nh\u00e0 xu\u1ea5t kh\u1ea9u Indonesia v\u00e0 Malaysia<\/em> \u0110\u00e3 c\u00f3 s\u1ef1 gia t\u0103ng doanh thu, nh\u01b0ng con s\u1ed1 n\u00e0y \u0111ang nhanh ch\u00f3ng b\u1ecb gi\u1ea3m s\u00fat. Indonesia \u0111\u00e3 \u0111\u1eb7t to\u00e0n b\u1ed9 ng\u00e2n s\u00e1ch tr\u1ee3 c\u1ea5p nhi\u00ean li\u1ec7u tr\u1ecb gi\u00e1 22,5 t\u1ef7 USD \u1edf m\u1ee9c 70 USD\/th\u00f9ng; trong khi gi\u00e1 d\u1ea7u Brent (\u0111\u01b0\u1ee3c d\u00f9ng l\u00e0m chu\u1ea9n m\u1ef1c ch\u00ednh cho gi\u00e1 d\u1ea7u to\u00e0n c\u1ea7u) \u1edf m\u1ee9c g\u1ea7n 104 USD.[2]<\/a>Th\u00e2m h\u1ee5t ng\u00e2n s\u00e1ch \u0111ang ng\u00e0y c\u00e0ng gia t\u0103ng v\u00e0 g\u00e2y \u00e1p l\u1ef1c l\u00ean \u0111\u1ed3ng rupiah. Malaysia c\u00f3 kh\u1ea3 n\u0103ng ch\u1ed1ng ch\u1ecbu t\u1ed1t h\u01a1n - c\u00e1c c\u1ea3i c\u00e1ch t\u00e0i ch\u00ednh g\u1ea7n \u0111\u00e2y cho ph\u00e9p n\u01b0\u1edbc n\u00e0y duy tr\u00ec tr\u1ee3 c\u1ea5p BUDI95 - nh\u01b0ng kh\u00f4ng ho\u00e0n to\u00e0n mi\u1ec5n nhi\u1ec5m, v\u00ec n\u01b0\u1edbc n\u00e0y v\u1eabn nh\u1eadp kh\u1ea9u d\u1ea7u th\u00f4 n\u1eb7ng \u0111\u1ec3 l\u1ecdc d\u1ea7u trong n\u01b0\u1edbc v\u00e0 v\u1eabn ch\u1ecbu \u1ea3nh h\u01b0\u1edfng b\u1edfi s\u1ef1 bi\u1ebfn \u0111\u1ed9ng gi\u00e1 d\u1ea7u chu\u1ea9n.<\/p>\n

B\u1ea3ng 1: M\u1ee9c \u0111\u1ed9 d\u1ec5 b\u1ecb t\u1ed5n th\u01b0\u01a1ng tr\u01b0\u1edbc c\u00fa s\u1ed1c d\u1ea7u m\u1ecf \u1edf c\u1ea5p qu\u1ed1c gia \u2014 \u0110\u00f4ng Nam \u00c1<\/em><\/p>\n

*L\u01b0u \u00fd: PH: Philippines, VN: Vi\u1ec7t Nam, TH: Th\u00e1i Lan, SG: Singapore, ID: Indonesia, MY: Malaysia<\/em><\/p>\n\n\n\n\n\n\n\n\n\n\n\n
S\u1ed1 li\u1ec7u<\/strong><\/td>\nC\u00e1c n\u01b0\u1edbc nh\u1eadp kh\u1ea9u r\u00f2ng: PH, VN, TH, SG<\/strong><\/td>\nC\u00e1c n\u01b0\u1edbc xu\u1ea5t kh\u1ea9u r\u00f2ng \u2014 ID, MY<\/strong><\/td>\n<\/tr>\n<\/thead>\n
V\u1ecb th\u1ebf giao d\u1ecbch<\/strong><\/td>\nPh\u1ee5 thu\u1ed9c v\u00e0o d\u1ea7u th\u00f4 v\u00e0\/ho\u1eb7c s\u1ea3n ph\u1ea9m tinh ch\u1ebf nh\u1eadp kh\u1ea9u.<\/td>\nC\u00e1c n\u01b0\u1edbc xu\u1ea5t kh\u1ea9u r\u00f2ng hydrocarbon; m\u1ed9t ph\u1ea7n \u0111\u01b0\u1ee3c b\u00f9 \u0111\u1eafp b\u1edfi c\u00e1c ngh\u0129a v\u1ee5 tr\u1ee3 c\u1ea5p trong n\u01b0\u1edbc.<\/td>\n<\/tr>\n
S\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o d\u1ea7u th\u00f4 c\u1ee7a Trung \u0110\u00f4ng[3]<\/a><\/strong><\/td>\n\u2022 VN: ~85%<\/p>\n

\u2022 SG: ~77%<\/p>\n

\u2022 TH: ~70%<\/p>\n

\u2022 \u0110\u1ed9 pH: ~52%<\/td>\n

\u2022 ID: ~35% d\u1ea7u th\u00f4 t\u1eeb v\u00f9ng V\u1ecbnh (tr\u1ee3 c\u1ea5p v\u1eabn l\u00e0m t\u0103ng chi ph\u00ed tr\u1ee3 c\u1ea5p)<\/p>\n

\u2022 MY: ~25% (t\u00e1i nh\u1eadp kh\u1ea9u d\u1ea7u th\u00f4 n\u1eb7ng v\u00f9ng V\u1ecbnh \u0111\u1ec3 pha tr\u1ed9n v\u1edbi ngu\u1ed3n cung trong n\u01b0\u1edbc)<\/td>\n<\/tr>\n

d\u1ef1 tr\u1eef chi\u1ebfn l\u01b0\u1ee3c[4]<\/a><\/strong><\/td>\n\u2022 SG: H\u01a1n 200 ng\u00e0y<\/p>\n

\u2022 TH & PH: 40~60 ng\u00e0y<\/p>\n

\u2022 VN: ~65 ng\u00e0y<\/td>\n

\u2022 MY: ~60 ng\u00e0y<\/p>\n

\u2022 ID: ~20\u201330 ng\u00e0y
\nC\u1ea3 hai \u0111\u1ec1u \u0111\u1ed1i m\u1eb7t v\u1edbi c\u0103ng th\u1eb3ng n\u1ebfu s\u1ef1 gi\u00e1n \u0111o\u1ea1n \u1edf eo bi\u1ec3n Hormuz k\u00e9o d\u00e0i.<\/td>\n<\/tr>\n

R\u1ee7i ro ch\u00ednh<\/strong><\/td>\nL\u1ea1m ph\u00e1t do chi ph\u00ed \u0111\u1ea9y v\u00e0 \u00e1p l\u1ef1c ti\u1ec1n t\u1ec7:<\/p>\n

\u2022 IMF d\u1ef1 b\u00e1o l\u1ea1m ph\u00e1t \u1edf \u0110\u00f4ng Nam \u00c1 s\u1ebd t\u0103ng l\u00ean 2,6% v\u00e0o n\u0103m 2026.[5]<\/a>;<\/p>\n

\u2022 M\u1ed7i l\u1ea7n gi\u00e1 d\u1ea7u Brent t\u0103ng 1 b\u1ea3ng Anh\/15 b\u1ea3ng Anh\/th\u00f9ng s\u1ebd l\u00e0m t\u0103ng th\u00e2m h\u1ee5t t\u00e0i kho\u1ea3n v\u00e3ng lai c\u1ee7a Philippines kho\u1ea3ng 0,7% GDP.[6]<\/a><\/td>\n

M\u1edf r\u1ed9ng th\u00e2m h\u1ee5t ng\u00e2n s\u00e1ch th\u00f4ng qua c\u00e1c ngh\u0129a v\u1ee5 tr\u1ee3 c\u1ea5p:<\/p>\n

\u2022 Ng\u00e2n s\u00e1ch tr\u1ee3 c\u1ea5p \u0111\u01b0\u1ee3c \u0111\u1eb7t \u1edf m\u1ee9c US$70\/th\u00f9ng; gi\u00e1 d\u1ea7u Brent hi\u1ec7n \u1edf m\u1ee9c ~US$104\/th\u00f9ng2<\/sup><\/td>\n<\/tr>\n

T\u00ednh d\u1ec5 b\u1ecb t\u1ed5n th\u01b0\u01a1ng c\u1ee7a h\u1ed7n h\u1ee3p n\u0103ng l\u01b0\u1ee3ng<\/strong><\/td>\n\u0110\u1ed9 nh\u1ea1y cao \u0111\u1ed1i v\u1edbi giao d\u1ecbch LNG\/Brent t\u1ea1i ch\u1ed7:<\/p>\n

\u2022 Ngu\u1ed3n cung d\u1ea7u th\u00f4 Nghi S\u01a1n c\u1ee7a Vi\u1ec7t Nam ph\u1ee5 thu\u1ed9c v\u00e0o d\u1ea7u th\u00f4 c\u1ee7a Kuwait.[7]<\/a>;<\/p>\n

\u2022 TH ph\u1ee5 thu\u1ed9c v\u00e0o kh\u00ed \u0111\u1ed1t v\u00f9ng V\u1ecbnh \u0111\u1ec3 s\u1ea3n xu\u1ea5t \u0111i\u1ec7n.[8]<\/a><\/td>\n

\u2022 ID: Ph\u1ee5 thu\u1ed9c nhi\u1ec1u v\u00e0o than \u0111\u00e1 v\u00e0 d\u1ea7u c\u1ecd trong n\u01b0\u1edbc;<\/p>\n

\u2022 MY: M\u00f4 h\u00ecnh d\u1ea7u th\u00f4 pha tr\u1ed9n (xu\u1ea5t kh\u1ea9u d\u1ea7u th\u00f4 nh\u1eb9 ng\u1ecdt v\u00e0 nh\u1eadp kh\u1ea9u d\u1ea7u th\u00f4 n\u1eb7ng) gi\u00fap gi\u1ea3m thi\u1ec3u r\u1ee7i ro, nh\u01b0ng chi ph\u00ed tr\u1ee3 c\u1ea5p v\u1eabn b\u1ecb \u1ea3nh h\u01b0\u1edfng.<\/td>\n<\/tr>\n

Truy\u1ec1n ch\u1ea5n \u0111\u1ed9ng<\/strong><\/td>\nT\u0103ng gi\u00e1 b\u00e1n l\u1ebb v\u00e0 ph\u1ee5 ph\u00ed v\u1eadn chuy\u1ec3n[9]<\/a>:<\/p>\n

\u2022 PH: t\u00ecnh tr\u1ea1ng kh\u1ea9n c\u1ea5p n\u0103ng l\u01b0\u1ee3ng qu\u1ed1c gia;<\/p>\n

\u2022 VN: C\u00e1c chuy\u1ebfn bay n\u1ed9i \u0111\u1ecba b\u1ecb h\u1ee7y;<\/p>\n

\u2022 TH: C\u00e1c nh\u00e0 m\u00e1y h\u00f3a d\u1ea7u tr\u1ecdng \u0111i\u1ec3m ng\u1eebng ho\u1ea1t \u0111\u1ed9ng<\/td>\n

\u00c1p l\u1ef1c t\u00edn d\u1ee5ng v\u00e0 ti\u1ec1n t\u1ec7 qu\u1ed1c gia:<\/p>\n

\u2022 \u0110\u1ed3ng ti\u1ec1n c\u1ee7a Indonesia suy y\u1ebfu; ch\u00eanh l\u1ec7ch t\u1ef7 gi\u00e1 th\u1ef1c t\u1ebf so v\u1edbi USD thu h\u1eb9p; 6<\/sup><\/p>\n

\u2022 Tri\u1ec3n v\u1ecdng t\u00edn d\u1ee5ng c\u1ee7a t\u00f4i \u1ed5n \u0111\u1ecbnh nh\u1edd c\u01a1 c\u1ea5u doanh thu \u0111a d\u1ea1ng (h\u01b0\u1edfng l\u1ee3i t\u1eeb xu\u1ea5t kh\u1ea9u kh\u00ed \u0111\u1ed1t khi gi\u00e1 n\u0103ng l\u01b0\u1ee3ng t\u0103ng).<\/td>\n<\/tr>\n

Ph\u1ea3n h\u1ed3i ch\u00ednh s\u00e1ch[10]<\/a><\/strong><\/td>\n\u2022 VN: Bi\u1ec3u gi\u00e1 x\u0103ng d\u1ea7u 0% (th\u00e1ng 4 \u2013 th\u00e1ng 6 n\u0103m 2026)[11]<\/a> ; khuy\u1ebfn kh\u00edch l\u00e0m vi\u1ec7c t\u1ea1i nh\u00e0<\/p>\n

\u2022 PH: c\u1eaft gi\u1ea3m thu\u1ebf ti\u00eau th\u1ee5 \u0111\u1eb7c bi\u1ec7t, C\u00f4ng ty D\u1ea7u kh\u00ed Qu\u1ed1c gia Philippines (PNOC) nh\u1eadp kh\u1ea9u kh\u1ea9n c\u1ea5p, tu\u1ea7n l\u00e0m vi\u1ec7c 4 ng\u00e0y<\/p>\n

\u2022 TH: Gi\u1edbi h\u1ea1n gi\u00e1 d\u1ea7u diesel, l\u1ec7nh l\u00e0m vi\u1ec7c t\u1ea1i nh\u00e0<\/p>\n

\u2022 SG: C\u01a1 quan Ti\u1ec1n t\u1ec7 Singapore (MAS) th\u1eaft ch\u1eb7t ch\u00ednh s\u00e1ch; d\u1ef1 tr\u1eef t\u00e0i ch\u00ednh \u0111\u01b0\u1ee3c tri\u1ec3n khai<\/td>\n

\u2022 ID: Tr\u1ee3 c\u1ea5p nhi\u00ean li\u1ec7u \u0111\u01b0\u1ee3c duy tr\u00ec; \u00e1p d\u1ee5ng h\u00ecnh th\u1ee9c l\u00e0m vi\u1ec7c t\u1eeb xa.<\/p>\n

\u2022 MY: Tr\u1ee3 c\u1ea5p BUDI95 \u0111\u01b0\u1ee3c duy tr\u00ec; \u201c\u0111\u1ee7 d\u01b0 d\u1ea3 ng\u00e2n s\u00e1ch\u201d \u0111\u1ebfn gi\u1eefa n\u0103m 2026<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

T\u1ed5ng h\u1ee3p c\u1ee7a B&Company<\/em><\/p>\n

C\u00e1c nghi\u00ean c\u1ee9u \u0111i\u1ec3n h\u00ecnh n\u1ed5i b\u1eadt: Nh\u1eefng con \u0111\u01b0\u1eddng \u0111a d\u1ea1ng d\u1eabn \u0111\u1ebfn kh\u1ea3 n\u0103ng ph\u1ee5c h\u1ed3i<\/strong><\/h3>\n

Indonesia: C\u1ea3i c\u00e1ch tr\u1ee3 c\u1ea5p v\u00e0 th\u00fac \u0111\u1ea9y nhi\u00ean li\u1ec7u sinh h\u1ecdc<\/em><\/strong><\/h4>\n

Indonesia t\u1eeb l\u00e2u \u0111\u00e3 b\u1ea3o v\u1ec7 ng\u01b0\u1eddi d\u00e2n b\u1eb1ng c\u00e1ch \u00e1p \u0111\u1eb7t gi\u00e1 tr\u1ea7n, nh\u01b0ng cu\u1ed9c kh\u1ee7ng ho\u1ea3ng n\u0103m 2026 \u0111\u00e3 \u0111\u1ea9y th\u00e2m h\u1ee5t ng\u00e2n s\u00e1ch c\u1ee7a n\u01b0\u1edbc n\u00e0y l\u00ean g\u1ea7n m\u1ee9c gi\u1edbi h\u1ea1n ph\u00e1p l\u00fd 3,5% GDP.[12]<\/a> \u0110\u1ec3 gi\u1ea3m thi\u1ec3u \u0111i\u1ec1u n\u00e0y, Jakarta \u0111\u00e3 kh\u00f4i ph\u1ee5c l\u1ea1i m\u1ee5c ti\u00eau \u0111\u1ea7y tham v\u1ecdng v\u1ec1 nhi\u00ean li\u1ec7u sinh h\u1ecdc. V\u00e0o th\u00e1ng 3 n\u0103m 2026, T\u1ed5ng th\u1ed1ng Prabowo Subianto \u0111\u00e3 c\u00f4ng b\u1ed1 k\u1ebf ho\u1ea1ch chuy\u1ec3n \u0111\u1ed5i sang h\u1ed7n h\u1ee3p nhi\u00ean li\u1ec7u sinh h\u1ecdc 50% (B50) v\u00e0o n\u1eeda cu\u1ed1i n\u0103m 2026, \u0111\u1ea9y nhanh ti\u1ebfn \u0111\u1ed9 B40 tr\u01b0\u1edbc \u0111\u00f3 nh\u1eb1m gi\u1ea3m chi ph\u00ed nh\u1eadp kh\u1ea9u d\u1ea7u diesel.<\/p>\n

Vi\u1ec7t Nam: Nhu c\u1ea7u t\u0103ng tr\u01b0\u1edfng nhanh v\u00e0 tham v\u1ecdng v\u1ec1 n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o<\/em><\/strong><\/h4>\n

Qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i xanh c\u1ee7a Vi\u1ec7t Nam \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi nhi\u1ec7m v\u1ee5 k\u00e9p \u0111\u1ed9c \u0111\u00e1o: duy tr\u00ec t\u0103ng tr\u01b0\u1edfng GDP h\u00e0ng n\u0103m \u1edf m\u1ee9c 10% \u0111\u1ed3ng th\u1eddi \u0111\u00e1p \u1ee9ng c\u00e1c cam k\u1ebft v\u1ec1 ph\u00e1t th\u1ea3i r\u00f2ng b\u1eb1ng kh\u00f4ng. Theo K\u1ebf ho\u1ea1ch Ph\u00e1t tri\u1ec3n \u0110i\u1ec7n l\u1ef1c VIII s\u1eeda \u0111\u1ed5i (PDP8), Vi\u1ec7t Nam \u0111\u1eb7t m\u1ee5c ti\u00eau t\u0103ng c\u00f4ng su\u1ea5t n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o l\u00ean g\u1ea7n 50% trong t\u1ed5ng ngu\u1ed3n cung n\u0103ng l\u01b0\u1ee3ng v\u00e0o n\u0103m 2030.[13]<\/a> M\u1ed9t s\u1ef1 thay \u0111\u1ed5i \u0111\u00e1ng k\u1ec3 l\u00e0 s\u1ef1 tr\u1ed7i d\u1eady c\u1ee7a c\u00e1c t\u1eadp \u0111o\u00e0n trong n\u01b0\u1edbc nh\u01b0 Vingroup (th\u00f4ng qua VinEnergo), \u0111ang d\u1eabn \u0111\u1ea7u d\u1ef1 \u00e1n \u0111i\u1ec7n gi\u00f3 ngo\u00e0i kh\u01a1i tr\u1ecb gi\u00e1 1.400 t\u1ef7 USD \u0111\u1ec3 thay th\u1ebf c\u00e1c nh\u00e0 m\u00e1y \u0111i\u1ec7n than \u0111\u00e3 c\u0169.[14]<\/a><\/p>\n

S\u1ef1 h\u1ee3p t\u00e1c chuy\u1ec3n giao d\u1eef li\u1ec7u \u0111i\u1ec7n gi\u00f3 ngo\u00e0i kh\u01a1i \u0111\u1ea7u ti\u00ean t\u1ea1i Vi\u1ec7t Nam l\u00e0 gi\u1eefa VinEnergo (Vingroup) v\u00e0 Trung t\u00e2m FIMO.<\/strong><\/p>\n

\"The<\/em><\/p>\n

Ngu\u1ed3n: <\/em>VinGroup<\/em><\/a><\/p>\n

Th\u00e1i Lan: Chi\u1ebfn l\u01b0\u1ee3c trung t\u00e2m xe \u0111i\u1ec7n<\/em><\/strong><\/h4>\n

Th\u00e1i Lan \u0111\u00e3 t\u1eadn d\u1ee5ng cu\u1ed9c kh\u1ee7ng ho\u1ea3ng \u0111\u1ec3 c\u1ee7ng c\u1ed1 v\u1ecb th\u1ebf c\u1ee7a m\u00ecnh nh\u01b0 l\u00e0 \"Detroit c\u1ee7a ph\u01b0\u01a1ng \u0110\u00f4ng\" v\u1ec1 xe \u0111i\u1ec7n. \u0110\u1ebfn th\u00e1ng 1 n\u0103m 2026, t\u1ef7 l\u1ec7 xe \u0111i\u1ec7n b\u00e1n ra \u0111\u1ea1t k\u1ef7 l\u1ee5c 48%, \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi ch\u01b0\u01a1ng tr\u00ecnh khuy\u1ebfn kh\u00edch EV 3.5, cung c\u1ea5p tr\u1ee3 c\u1ea5p l\u00ean \u0111\u1ebfn 100.000 THB (~1.400 t\u1ea5n\/2.700 USD) m\u1ed7i xe v\u00e0 gi\u1ea3m thu\u1ebf ti\u00eau th\u1ee5 \u0111\u1eb7c bi\u1ec7t t\u1eeb 8% xu\u1ed1ng c\u00f2n 2%.[15]<\/a> Chi\u1ebfn l\u01b0\u1ee3c n\u00e0y kh\u00f4ng ch\u1ec9 nh\u1eb1m m\u1ee5c \u0111\u00edch gi\u1ea3m ti\u00eau th\u1ee5 nhi\u00ean li\u1ec7u m\u00e0 c\u00f2n chuy\u1ec3n \u0111\u1ed5i l\u1ef1c l\u01b0\u1ee3ng lao \u0111\u1ed9ng trong ng\u00e0nh \u00f4 t\u00f4 n\u1ed9i \u0111\u1ecba sang m\u1ed9t l\u0129nh v\u1ef1c s\u1ea3n xu\u1ea5t c\u00f4ng ngh\u1ec7 cao m\u1edbi.<\/p>\n

Philippines: Nh\u1eefng th\u00e1ch th\u1ee9c v\u1ec1 an ninh n\u0103ng l\u01b0\u1ee3ng<\/em><\/strong><\/h4>\n

Philippines v\u1eabn l\u00e0 m\u1ed9t trong nh\u1eefng th\u1ecb tr\u01b0\u1eddng nh\u1ea1y c\u1ea3m nh\u1ea5t v\u1ec1 gi\u00e1 c\u1ea3. V\u00e0o th\u00e1ng 3 n\u0103m 2026, T\u1ed5ng th\u1ed1ng Marcos Jr. \u0111\u00e3 k\u00fd ban h\u00e0nh Lu\u1eadt C\u1ed9ng h\u00f2a s\u1ed1 12316, trao quy\u1ec1n kh\u1ea9n c\u1ea5p \u0111\u1ec3 \u0111\u00ecnh ch\u1ec9 thu\u1ebf ti\u00eau th\u1ee5 \u0111\u1eb7c bi\u1ec7t \u0111\u1ed1i v\u1edbi nhi\u00ean li\u1ec7u m\u1ed9t khi gi\u00e1 d\u1ea7u to\u00e0n c\u1ea7u \u0111\u1ea1t m\u1ee9c 1.480 USD\/th\u00f9ng.[16]<\/a> Kh\u00e1c v\u1edbi Th\u00e1i Lan hay Vi\u1ec7t Nam, qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i c\u1ee7a Philippines b\u1ecb c\u1ea3n tr\u1edf b\u1edfi s\u1ef1 thi\u1ebfu h\u1ee5t c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng, d\u1eabn \u0111\u1ebfn vi\u1ec7c ph\u1ee5 thu\u1ed9c nhi\u1ec1u v\u00e0o tr\u1ee3 c\u1ea5p kh\u1ea9n c\u1ea5p cho ng\u01b0\u1eddi lao \u0111\u1ed9ng trong ng\u00e0nh v\u1eadn t\u1ea3i.<\/p>\n

So s\u00e1nh ch\u00ednh s\u00e1ch: T\u00ednh b\u1ec1n v\u1eefng t\u00e0i ch\u00ednh so v\u1edbi c\u1ea3i c\u00e1ch<\/strong><\/h3>\n

Cu\u1ed9c kh\u1ee7ng ho\u1ea3ng n\u0103m 2026 \u0111\u00e3 l\u00e0m n\u1ed5i b\u1eadt s\u1ef1 kh\u00e1c bi\u1ec7t trong tri\u1ebft l\u00fd qu\u1ea3n l\u00fd. C\u00e1c n\u1ec1n kinh t\u1ebf "th\u00fac \u0111\u1ea9y b\u1edfi th\u1ecb tr\u01b0\u1eddng" (Vi\u1ec7t Nam, Philippines) cho ph\u00e9p gi\u00e1 c\u1ea3 ph\u1ea3n \u00e1nh xu h\u01b0\u1edbng to\u00e0n c\u1ea7u nh\u01b0ng \u00e1p d\u1ee5ng c\u00e1c k\u1ef3 ngh\u1ec9 thu\u1ebf t\u1ea1m th\u1eddi, trong khi c\u00e1c n\u1ec1n kinh t\u1ebf "tr\u1ee3 c\u1ea5p" (Indonesia, Malaysia) \u01b0u ti\u00ean \u1ed5n \u0111\u1ecbnh x\u00e3 h\u1ed9i h\u01a1n l\u00e0 s\u1ee9c kh\u1ecfe t\u00e0i ch\u00ednh.<\/p>\n\n\n\n\n\n\n\n
Danh m\u1ee5c ch\u00ednh s\u00e1ch<\/strong><\/td>\nV\u00ed d\u1ee5 th\u1ef1c hi\u1ec7n (2026)<\/strong><\/td>\nHi\u1ec7u qu\u1ea3 \/ R\u1ee7i ro<\/strong><\/td>\n<\/tr>\n
can thi\u1ec7p thu\u1ebf<\/strong><\/td>\nVi\u1ec7t Nam\/Philippines: Thu\u1ebf m\u00f4i tr\u01b0\u1eddng\/thu\u1ebf ti\u00eau th\u1ee5 \u0111\u1eb7c bi\u1ec7t 0%<\/td>\nT\u00ednh linh ho\u1ea1t cao; b\u1ea3o v\u1ec7 bi\u00ean l\u1ee3i nhu\u1eadn kinh doanh nh\u01b0ng l\u00e0m gi\u1ea3m doanh thu.<\/td>\n<\/tr>\n
M\u1ee9c gi\u00e1 tr\u1ea7n<\/strong><\/td>\nIndonesia\/Th\u00e1i Lan: Gi\u00e1 d\u1ea7u diesel \u0111\u01b0\u1ee3c gi\u1edbi h\u1ea1n \u1edf m\u1ee9c c\u1ee5 th\u1ec3.<\/td>\nT\u00ednh \u1ed5n \u0111\u1ecbnh x\u00e3 h\u1ed9i cao; nguy c\u01a1 t\u00edch tr\u1eef h\u00e0ng h\u00f3a v\u00e0 n\u1ee3 c\u00f4ng kh\u1ed5ng l\u1ed3.<\/td>\n<\/tr>\n
Ph\u00eda c\u1ea7u<\/strong><\/td>\nPhilippines: Tu\u1ea7n l\u00e0m vi\u1ec7c 4 ng\u00e0y trong khu v\u1ef1c c\u00f4ng<\/td>\nChi ph\u00ed th\u1ea5p; th\u1ec3 hi\u1ec7n hi\u1ec7u qu\u1ea3 vi\u1ec7c ti\u1ebft ki\u1ec7m nh\u01b0ng h\u1ea1n ch\u1ebf n\u0103ng su\u1ea5t.<\/td>\n<\/tr>\n
Chuy\u1ec3n \u0111\u1ed5i nhi\u00ean li\u1ec7u<\/strong><\/td>\nVi\u1ec7t Nam: Tri\u1ec3n khai E10 tr\u00ean to\u00e0n qu\u1ed1c v\u00e0o ng\u00e0y 1 th\u00e1ng 6 n\u0103m 2026.<\/td>\nKh\u1ea3 n\u0103ng ph\u1ee5c h\u1ed3i c\u1ea5u tr\u00fac; \u0111\u00f2i h\u1ecfi s\u1ef1 tin t\u01b0\u1edfng c\u1ee7a ng\u01b0\u1eddi ti\u00eau d\u00f9ng v\u00e0 kh\u1ea3 n\u0103ng t\u01b0\u01a1ng th\u00edch c\u1ee7a \u0111\u1ed9ng c\u01a1.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

T\u1ed5ng h\u1ee3p c\u1ee7a B&Company<\/em><\/p>\n

Ch\u1ec9 s\u1ed1 s\u1eb5n s\u00e0ng chuy\u1ec3n \u0111\u1ed5i xanh n\u0103m 2026<\/strong><\/h3>\n

C\u00fa s\u1ed1c d\u1ea7u m\u1ecf kh\u00f4ng ph\u1ea3i l\u00e0 nguy\u00ean nh\u00e2n t\u1ea1o ra nhu c\u1ea7u n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch \u1edf \u0110\u00f4ng Nam \u00c1 \u2014 m\u00e0 n\u00f3 ch\u1ec9 th\u00fac \u0111\u1ea9y m\u1ed9t nhu c\u1ea7u v\u1ed1n \u0111\u00e3 t\u1ed3n t\u1ea1i. Tuy nhi\u00ean, m\u1ee9c \u0111\u1ed9 s\u1eb5n s\u00e0ng l\u1ea1i r\u1ea5t kh\u00e1c nhau gi\u1eefa c\u00e1c khu v\u1ef1c trong khu v\u1ef1c.<\/p>\n

Singapore v\u00e0 Malaysia d\u1eabn \u0111\u1ea7u v\u1ec1 ki\u1ebfn tr\u00fac t\u00e0i ch\u00ednh xanh: Singapore \u0111\u00e3 thi\u1ebft l\u1eadp thu\u1ebf carbon v\u00e0 khung giao d\u1ecbch, trong khi Malaysia ti\u00ean phong trong l\u0129nh v\u1ef1c tr\u00e1i phi\u1ebfu li\u00ean k\u1ebft b\u1ec1n v\u1eefng v\u00e0 Ti\u00eau chu\u1ea9n Tr\u00e1i phi\u1ebfu Xanh ASEAN.[17]<\/a> Vi\u1ec7t Nam l\u00e0 qu\u1ed1c gia n\u1ed5i b\u1eadt trong khu v\u1ef1c v\u1ec1 tri\u1ec3n khai n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o, v\u1edbi t\u1ed5ng c\u00f4ng su\u1ea5t c\u00e1c ngu\u1ed3n n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o (gi\u00f3, m\u1eb7t tr\u1eddi, sinh kh\u1ed1i) \u0111\u1ea1t kho\u1ea3ng 24.453 MW v\u00e0o cu\u1ed1i n\u0103m 2025.[18]<\/a> Cu\u1ed9c kh\u1ee7ng ho\u1ea3ng hi\u1ec7n nay c\u00e0ng th\u00fac \u0111\u1ea9y \u0111\u00e0 ph\u00e1t tri\u1ec3n \u0111\u00f3: vi\u1ec7c \u00e1p d\u1ee5ng c\u00e1c th\u1ecfa thu\u1eadn mua b\u00e1n \u0111i\u1ec7n tr\u1ef1c ti\u1ebfp cho ph\u00e9p c\u00e1c c\u00f4ng ty l\u1edbn nh\u01b0 LEGO v\u00e0 Samsung mua \u0111i\u1ec7n tr\u1ef1c ti\u1ebfp t\u1eeb c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0111i\u1ec7n gi\u00f3 v\u00e0 \u0111i\u1ec7n m\u1eb7t tr\u1eddi, c\u00f3 kh\u1ea3 n\u0103ng t\u0103ng g\u1ea5p \u0111\u00f4i t\u1ef7 l\u1ec7 n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o trong c\u01a1 c\u1ea5u n\u0103ng l\u01b0\u1ee3ng c\u1ee7a Vi\u1ec7t Nam. Vi\u1ec7t Nam x\u1ebfp th\u1ee9 2 trong s\u1ed1 c\u00e1c n\u1ec1n kinh t\u1ebf \u0111ang ph\u00e1t tri\u1ec3n thu h\u00fat nhi\u1ec1u v\u1ed1n FDI nh\u1ea5t v\u00e0o n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o trong giai \u0111o\u1ea1n 2015-2022, v\u1edbi kho\u1ea3ng 106,8 t\u1ef7 USD.[19]<\/a><\/p>\n

Philippines c\u0169ng \u0111ang \u0111i theo con \u0111\u01b0\u1eddng \u0111\u00f3, khi \u0111\u00e3 ho\u00e0n to\u00e0n m\u1edf c\u1eeda c\u00e1c l\u0129nh v\u1ef1c n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi, n\u0103ng l\u01b0\u1ee3ng gi\u00f3, n\u0103ng l\u01b0\u1ee3ng sinh h\u1ecdc v\u00e0 n\u0103ng l\u01b0\u1ee3ng th\u1ee7y tri\u1ec1u cho s\u1edf h\u1eefu n\u01b0\u1edbc ngo\u00e0i v\u00e0 \u0111\u00e3 ph\u00ea duy\u1ec7t h\u01a1n 100 d\u1ef1 \u00e1n n\u0103ng l\u01b0\u1ee3ng tr\u1ecdng \u0111i\u1ec3m, bao g\u1ed3m \u0111i\u1ec7n gi\u00f3 ngo\u00e0i kh\u01a1i, th\u1ee7y \u0111i\u1ec7n v\u00e0 m\u1edf r\u1ed9ng c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng.[20]<\/a> Tuy nhi\u00ean, Indonesia v\u1eabn c\u00f2n nhi\u1ec1u h\u1ea1n ch\u1ebf. Qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i n\u0103ng l\u01b0\u1ee3ng c\u1ee7a n\u01b0\u1edbc n\u00e0y b\u1ecb c\u1ea3n tr\u1edf b\u1edfi th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n l\u1ef1c do nh\u00e0 n\u01b0\u1edbc chi ph\u1ed1i, qu\u1ea3n tr\u1ecb ph\u00e2n t\u00e1n v\u00e0 kh\u1ea3 n\u0103ng s\u1eb5n s\u00e0ng c\u1ee7a l\u01b0\u1edbi \u0111i\u1ec7n c\u00f2n y\u1ebfu k\u00e9m, c\u00f9ng v\u1edbi c\u00e1c quy \u0111\u1ecbnh b\u1ea3o h\u1ed9 ti\u1ebfp t\u1ee5c h\u1ea1n ch\u1ebf quy\u1ec1n s\u1edf h\u1eefu n\u01b0\u1edbc ngo\u00e0i trong l\u0129nh v\u1ef1c n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o.[21]<\/a> Kho\u1ea3ng c\u00e1ch gi\u1eefa Vi\u1ec7t Nam v\u00e0 Indonesia v\u1ec1 kh\u1ea3 n\u0103ng s\u1eb5n s\u00e0ng chuy\u1ec3n \u0111\u1ed5i c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c xem l\u00e0 s\u1ef1 kh\u00e1c bi\u1ec7t quan tr\u1ecdng nh\u1ea5t trong khu v\u1ef1c khi b\u01b0\u1edbc v\u00e0o th\u1eadp k\u1ef7 t\u1edbi.<\/p>\n

Tr\u00ean t\u1ea5t c\u1ea3 c\u00e1c th\u1ecb tr\u01b0\u1eddng, s\u1ef1 thi\u1ebfu h\u1ee5t ngu\u1ed3n t\u00e0i ch\u00ednh mang t\u00ednh c\u1ea5u tr\u00fac. C\u01a1 quan N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c t\u1ebf (IEA) \u01b0\u1edbc t\u00ednh \u0111\u1ea7u t\u01b0 h\u00e0ng n\u0103m v\u00e0o n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch \u1edf \u0110\u00f4ng Nam \u00c1 c\u1ea7n t\u0103ng g\u1ea5p n\u0103m l\u1ea7n, l\u00ean 1.400.000 USD v\u00e0o n\u0103m 2035, \u0111\u1ec3 khu v\u1ef1c n\u00e0y \u0111\u1ea1t \u0111\u01b0\u1ee3c c\u00e1c m\u1ee5c ti\u00eau c\u1ee7a m\u00ecnh.[22]<\/a><\/p>\n

Xu h\u01b0\u1edbng khu v\u1ef1c v\u00e0 h\u1ed9i nh\u1eadp: h\u01b0\u1edbng t\u1edbi s\u1ef1 th\u1ed1ng nh\u1ea5t<\/strong><\/h4>\n

C\u00fa s\u1ed1c n\u00e0y \u0111\u00e3 t\u1ea1o th\u00eam \u0111\u1ed9ng l\u1ef1c c\u1ea5p thi\u1ebft cho d\u1ef1 \u00e1n L\u01b0\u1edbi \u0111i\u1ec7n ASEAN (APG) v\u1ed1n b\u1ecb \u0111\u00ecnh tr\u1ec7 t\u1eeb l\u00e2u. N\u0103m 2026 \u0111\u00e1nh d\u1ea5u s\u1ef1 kh\u1edfi \u0111\u1ea7u c\u1ee7a chu k\u1ef3 th\u1ef1c hi\u1ec7n K\u1ebf ho\u1ea1ch H\u00e0nh \u0111\u1ed9ng ASEAN hay H\u1ee3p t\u00e1c N\u0103ng l\u01b0\u1ee3ng 2026\u20132030 (APAEC), b\u00e1o hi\u1ec7u APG \u0111ang chuy\u1ec3n t\u1eeb giai \u0111o\u1ea1n l\u1eadp k\u1ebf ho\u1ea1ch chi\u1ebfn l\u01b0\u1ee3c sang ph\u00e1t tri\u1ec3n c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng ph\u1ed1i h\u1ee3p. Philippines, v\u1edbi t\u01b0 c\u00e1ch l\u00e0 Ch\u1ee7 t\u1ecbch ASEAN n\u0103m 2026, \u0111\u00e3 \u01b0u ti\u00ean h\u1ed9i nh\u1eadp APG v\u00e0 kh\u1edfi x\u01b0\u1edbng c\u00e1c cu\u1ed9c \u0111\u00e0m ph\u00e1n k\u1ebft n\u1ed1i l\u01b0\u1edbi \u0111i\u1ec7n v\u1edbi Malaysia. Tuy nhi\u00ean, nh\u1eefng h\u1ea1n ch\u1ebf kh\u00f3 kh\u0103n v\u1eabn c\u00f2n t\u1ed3n t\u1ea1i.<\/p>\n

\u201cT\u1ea7m nh\u00ecn so v\u1edbi \u0111i\u1ec7n \u00e1p\u201d v\u1eabn l\u00e0 m\u1ed9t th\u00e1ch th\u1ee9c. T\u00ednh \u0111\u1ebfn cu\u1ed1i n\u0103m 2024, khu v\u1ef1c n\u00e0y ch\u1ec9 c\u00f3 7,7 GW c\u00f4ng su\u1ea5t k\u1ebft n\u1ed1i li\u00ean v\u00f9ng tr\u1ea3i r\u1ed9ng tr\u00ean 9 d\u1ef1 \u00e1n \u01b0u ti\u00ean.[23]<\/a> S\u1ef1 ti\u1ebfn b\u1ed9 \u0111ang \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi C\u01a1 ch\u1ebf T\u00e0i ch\u00ednh L\u01b0\u1edbi \u0111i\u1ec7n ASEAN (APGF), nh\u1eb1m m\u1ee5c \u0111\u00edch h\u00e0i h\u00f2a c\u00e1c ti\u00eau chu\u1ea9n k\u1ef9 thu\u1eadt v\u00e0 gi\u1ea3i quy\u1ebft tranh ch\u1ea5p tr\u01b0\u1edbc khi Singapore \u0111\u1ea3m nhi\u1ec7m ch\u1ee9c ch\u1ee7 t\u1ecbch lu\u00e2n phi\u00ean v\u00e0o n\u0103m 2027.<\/p>\n

\u00dd ngh\u0129a \u0111\u1ed1i v\u1edbi nh\u00e0 \u0111\u1ea7u t\u01b0: th\u1ecb tr\u01b0\u1eddng ti\u1ec1m n\u0103ng cao<\/strong><\/h3>\n

\u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0, c\u00fa s\u1ed1c n\u0103m 2026 \u0111\u00f3ng vai tr\u00f2 v\u1eeba l\u00e0 m\u1ed9t b\u00e0i ki\u1ec3m tra s\u1ee9c ch\u1ecbu \u0111\u1ef1ng v\u1eeba l\u00e0 m\u1ed9t t\u00edn hi\u1ec7u. Ba ch\u1ee7 \u0111\u1ec1 n\u1ed5i b\u1eadt.<\/p>\n

1. Vi\u1ec7t Nam, Indonesia v\u00e0 Philippines c\u00f3 ti\u1ec1m n\u0103ng l\u1edbn nh\u1ea5t trong ng\u1eafn h\u1ea1n \u0111\u1ec3 ti\u1ebfp c\u1eadn l\u0129nh v\u1ef1c n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch.<\/em><\/h4>\n

L\u1ee3i nhu\u1eadn c\u1ee7a c\u00e1c d\u1ef1 \u00e1n n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi t\u1ea1i 3 qu\u1ed1c gia n\u00e0y c\u00f3 th\u1ec3 t\u0103ng t\u1edbi 9 \u0111i\u1ec3m ph\u1ea7n tr\u0103m, nh\u1edd v\u00e0o vi\u1ec7c t\u00edch h\u1ee3p pin l\u01b0u tr\u1eef gi\u00fap cho vi\u1ec7c s\u1ea3n xu\u1ea5t \u0111i\u1ec7n m\u1eb7t tr\u1eddi theo h\u00ecnh th\u1ee9c ph\u00e2n ph\u1ed1i linh ho\u1ea1t tr\u1edf n\u00ean kh\u1ea3 thi v\u1ec1 m\u1eb7t kinh t\u1ebf.[24]<\/a> V\u00e0 c\u1ea3 hai th\u1ecb tr\u01b0\u1eddng hi\u1ec7n \u0111\u1ec1u c\u00f3 khu\u00f4n kh\u1ed5 Th\u1ecfa thu\u1eadn Mua b\u00e1n \u0110i\u1ec7n Tr\u1ef1c ti\u1ebfp (DPPA) \u0111\u1ec3 th\u01b0\u01a1ng m\u1ea1i h\u00f3a n\u00f3. Vi\u1ec7t Nam, Philippines v\u00e0 Indonesia c\u00f9ng nhau thu h\u00fat 1.400 t\u1ef7 USD \u0111\u1ea7u t\u01b0 v\u00e0o n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch trong n\u0103m 2024, v\u1edbi Brookfield Asset Management cam k\u1ebft v\u1ed1n \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ea3 ba qu\u1ed1c gia n\u00e0y.[25]<\/a><\/p>\n

2. Kho\u00e1ng s\u1ea3n quan tr\u1ecdng c\u1ee7a Indonesia v\u00e0 Philippines \u0111\u1ea1i di\u1ec7n cho m\u1ed9t c\u01a1 h\u1ed9i d\u00e0i h\u1ea1n.<\/em><\/h4>\n

Indonesia v\u00e0 Philippines c\u00f3 ti\u1ec1m n\u0103ng tr\u1edf th\u00e0nh \u0111i\u1ec3m t\u1ef1a cho chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u v\u1ec1 c\u00e1c kho\u00e1ng s\u1ea3n quan tr\u1ecdng th\u00fac \u0111\u1ea9y qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i n\u0103ng l\u01b0\u1ee3ng, nh\u01b0ng hi\u1ec7n \u0111ang thi\u1ebfu n\u0103ng l\u1ef1c ch\u1ebf bi\u1ebfn trong n\u01b0\u1edbc.[26]<\/a> X\u00e2y d\u1ef1ng lu\u1eadn \u0111i\u1ec3m \u0111\u1ea7u t\u01b0 m\u1edbi r\u00f5 r\u00e0ng cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 chu\u1ed7i cung \u1ee9ng pin.<\/p>\n

3. C\u01a1 s\u1edf h\u1ea1 t\u1ea7ng l\u01b0\u1edbi \u0111i\u1ec7n l\u00e0 lo\u1ea1i t\u00e0i s\u1ea3n thi\u1ebfu h\u1ee5t nh\u1ea5t trong khu v\u1ef1c.<\/em><\/h4>\n

Vi\u1ec7c ho\u00e0n thi\u1ec7n APAEC 2026\u20132030 v\u00e0 gia h\u1ea1n Bi\u00ean b\u1ea3n ghi nh\u1edb n\u00e2ng cao APG \u0111\u00e1nh d\u1ea5u m\u1ed9t c\u01a1 h\u1ed9i quan tr\u1ecdng \u0111\u1ec3 chuy\u1ec3n \u0111\u1ed5i c\u00e1c cam k\u1ebft l\u00e2u d\u00e0i th\u00e0nh s\u1ef1 h\u1ed9i nh\u1eadp n\u0103ng l\u01b0\u1ee3ng khu v\u1ef1c c\u00f3 \u00fd ngh\u0129a, v\u00e0 nh\u1eefng ng\u01b0\u1eddi ti\u00ean phong trong t\u00e0i ch\u00ednh truy\u1ec1n t\u1ea3i xuy\u00ean bi\u00ean gi\u1edbi s\u1ebd \u0111\u1ecbnh h\u00ecnh c\u1ea5u tr\u00fac n\u0103ng l\u01b0\u1ee3ng c\u1ee7a khu v\u1ef1c trong nhi\u1ec1u th\u1eadp k\u1ef7 t\u1edbi.<\/p>\n

Qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i t\u1eeb ph\u1ee5 thu\u1ed9c v\u00e0o d\u1ea7u m\u1ecf sang n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o quy m\u00f4 l\u1edbn s\u1ebd kh\u00f4ng di\u1ec5n ra theo \u0111\u01b0\u1eddng th\u1eb3ng. Nh\u01b0ng c\u00fa s\u1ed1c n\u0103m 2026 \u0111\u00e3 r\u00fat ng\u1eafn th\u1eddi gian bi\u1ec3u, v\u00e0 \u0111\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 \u0111\u1ee7 ki\u00ean nh\u1eabn v\u00e0 ki\u1ebfn th\u1ee9c \u0111\u1ecba ph\u01b0\u01a1ng \u0111\u1ec3 v\u01b0\u1ee3t qua s\u1ef1 kh\u00e1c bi\u1ec7t v\u1ec1 quy \u0111\u1ecbnh, s\u1ef1 t\u00e1i c\u1ea5u tr\u00fac n\u0103ng l\u01b0\u1ee3ng \u1edf \u0110\u00f4ng Nam \u00c1 \u043f\u0440\u0435\u0434\u0441\u0442\u0430\u0432\u043b\u044f\u0435\u0442 m\u1ed9t trong nh\u1eefng c\u01a1 h\u1ed9i ph\u00e2n b\u1ed5 v\u1ed1n quan tr\u1ecdng nh\u1ea5t th\u1eadp k\u1ef7 n\u00e0y.<\/p>\n

K\u1ebft lu\u1eadn<\/strong><\/h3>\n

Cu\u1ed9c kh\u1ee7ng ho\u1ea3ng d\u1ea7u m\u1ecf n\u0103m 2026 \u0111\u00e3 ch\u1ee9ng minh r\u1eb1ng kh\u00f4ng c\u00f3 m\u1ed9t gi\u1ea3i ph\u00e1p chuy\u1ec3n \u0111\u1ed5i n\u00e0o ph\u00f9 h\u1ee3p v\u1edbi t\u1ea5t c\u1ea3. Indonesia \u0111ang \u0111\u1eb7t c\u01b0\u1ee3c v\u00e0o s\u1ef1 \u0111\u1ed9c l\u1eadp n\u0103ng l\u01b0\u1ee3ng t\u1eeb d\u1ea7u c\u1ecd, Th\u00e1i Lan h\u01b0\u1edbng t\u1edbi vi\u1ec7c tr\u1edf th\u00e0nh trung t\u00e2m s\u1ea3n xu\u1ea5t xe \u0111i\u1ec7n, v\u00e0 qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i xanh c\u1ee7a Vi\u1ec7t Nam d\u1ef1a tr\u00ean m\u1ed9t cu\u1ed9c \u0111\u1ea1i tu quy m\u00f4 l\u1edbn v\u1ec1 n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o tr\u00ean to\u00e0n l\u01b0\u1edbi \u0111i\u1ec7n, \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi ngu\u1ed3n t\u00e0i ch\u00ednh qu\u1ed1c t\u1ebf.<\/p>\n

M\u1eb7c d\u00f9 c\u00f3 nh\u1eefng con \u0111\u01b0\u1eddng kh\u00e1c nhau, m\u1ed9t \u0111\u1ed9ng l\u1ef1c chung \u0111\u00e3 xu\u1ea5t hi\u1ec7n. An ninh n\u0103ng l\u01b0\u1ee3ng kh\u00f4ng c\u00f2n \u0111\u01b0\u1ee3c xem l\u00e0 v\u1ea5n \u0111\u1ec1 \u0111\u1ea3m b\u1ea3o ngu\u1ed3n cung, m\u00e0 l\u00e0 s\u1ef1 chuy\u1ec3n \u0111\u1ed5i c\u1ea5u tr\u00fac h\u01b0\u1edbng t\u1edbi s\u1ea3n xu\u1ea5t \u0111i\u1ec7n trong n\u01b0\u1edbc, \u00edt ph\u00e1t th\u1ea3i carbon. Khi c\u00e1c ti\u00eau chu\u1ea9n to\u00e0n c\u1ea7u nh\u01b0 C\u01a1 ch\u1ebf \u0110i\u1ec1u ch\u1ec9nh Bi\u00ean gi\u1edbi Carbon (CBAM) c\u1ee7a EU c\u00f3 hi\u1ec7u l\u1ef1c, "t\u00ednh xanh" c\u1ee7a l\u01b0\u1edbi \u0111i\u1ec7n qu\u1ed1c gia s\u1ebd tr\u1edf th\u00e0nh y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh cu\u1ed1i c\u00f9ng \u0111\u1ebfn kh\u1ea3 n\u0103ng c\u1ea1nh tranh c\u00f4ng nghi\u1ec7p c\u1ee7a qu\u1ed1c gia \u0111\u00f3 trong k\u1ef7 nguy\u00ean h\u1eadu kh\u1ee7ng ho\u1ea3ng d\u1ea7u m\u1ecf.<\/p>\n

\u0110\u1ecdc th\u00eam<\/strong><\/h3>\n

Xung \u0111\u1ed9t Trung \u0110\u00f4ng: G\u00f3c nh\u00ecn v\u1ec1 ch\u00ednh tr\u1ecb v\u00e0 n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch \u2013 Th\u1eddi \u0111i\u1ec3m v\u00e0ng cho n\u0103ng l\u01b0\u1ee3ng sinh h\u1ecdc t\u1ea1i Vi\u1ec7t Nam<\/a><\/p><\/blockquote>\n