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Can LNG really save Vietnam-US trade?
Key Challenges in Vietnam-US Trade Negotiations: Unpacked
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Vietnam’s Economy in 2024: A Brief Recap
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Tag: us-vietnam-trade-tariffs
Content related to US tariffs on Vietnamese goods and Vietnam’s trade policy responses. This includes analysis of tariff impacts, supply chain shifts, government statements, industry reactions, and trade negotiation developments between the US and Vietnam. Suitable for advertisers targeting manufacturers, exporters, logistics providers, or trade policy professionals.
Real estate: Trump Organization eyes Vietnam skyscraper, amid tariff talks
The Trump Organization, in partnership with Kinhbac City, is exploring a skyscraper project in central Ho Chi Minh City, with Eric Trump expected to survey the site and meet city officials this week, Reuters has reported.
Vietnam Trade Barriers 2025: USTR Trade Estimates Report Key Findings
The United States Trade Representative’s (USTR) 2025 National Trade Estimate (NTE) Report highlights persistent trade barriers and market access concerns in Vietnam. It has also been cited as a basis for the “reciprocal” tariffs announced by the Trump administration at the start of April and therefore warrants a deeper look. This article breaks down the key details.
The “Existential” Tariff Threat to US Footwear Brands & What That Means for Vietnam
The Footwear Distributors and Retailers of America has warned that the “reciprocal” tariffs announced last month pose an existential threat to American footwear businesses. This article explores how that threat could play out in Vietnam.
Trade: Vietnam pushes domestic firms to pressure US policy makers on tariffs
Vietnam’s Ministry of Industry and Trade, in a conference last week, urged businesses to send letters of protest to US agencies with respect to the “reciprocal tariffs” announced last month to help put pressure on the Trump administration. This is part of a series of broader moves to see those tariffs reduced to a more manageable level.
Footwear: Crocs warns Vietnam tariffs could pose major disruption to global sourcing strategy
Tariffs on Vietnam would be more disruptive than those on China for Crocs due to its deep reliance on Vietnam for manufacturing, Crocs CEO Andrew Rees has told an investor call.
Can LNG really save Vietnam-US trade?
There has been a lot said about Vietnam buying more LNG in order to reduce its trade surplus with the United States. There has even been some suggestion that Vietnam could buy as much as US$35 billion worth a year and store it offshore. But is buying more LNG really a realistic option?
Trade: US-Vietnam trade grows in April post-US tariff announcement
Vietnam’s exports to the United States in April reached US$12.02 billion, up 1.5 percent from US$11.85 billion in March, according to the latest data from Vietnam Customs. Imports from the US were also up, reaching US$1.57 billion, an increase 4.3 percent from US$1.50 billion in March.
Economy: Vietnam PM holds steady on 8 percent growth target despite US tariff threat
In a report delivered to the National Assembly, Prime Minister Pham Minh Chinh has outlined a sweeping economic agenda centred on sustaining growth, diversifying markets, and negotiating a resolution to the proposed US “reciprocal” tariffs. He has said the government intends to maintain its growth target of 8 percent for 2025, even as it faces rising trade tensions with the United States.
Manufacturing: Vietnam April PMI sees sector contract sharply as US tariffs hit
Vietnam’s manufacturing sector shrank in April as newly announced US tariffs triggered a sharp drop in orders, production, and sentiment, according to a press release from S&P Global Vietnam Manufacturing Purchasing Managers’ Index. Vietnam’s PMI fell to 45.6, down from 50.5 in March, signalling the steepest monthly contraction since May 2023, largely as a result of the US tariffs announced at the start of the month, the press release says.
Footwear: Nike, Adidas warn Trump tariffs threaten Vietnam-made US shoe supplies
A coalition of 76 brands including Nike, Adidas, Skechers, and Under Armour has warned the White House that recently announced import tariffs are an “existential threat” to their businesses. In a letter penned by the Footwear Distributors and Retailers of America, the brands have claimed that many firms cannot absorb or pass on the new costs, particularly those selling to low- and middle-income consumers, CNBC has reported.
Markets: Vietnam stocks among worst global performers in April amid tariff shock
Vietnam’s VN-Index dropped 6.2 percent in April, falling from 1,306 to 1,226 points, according to IndexQ, marking the steepest monthly decline in a year, VN Express has reported. This placed Vietnam second on the list of the world’s worst-performing stock markets, behind only Argentina, which saw a 10.8 percent drop.
Steel: Hoa Phat says U.S. tariffs unlikely to impact Vietnam exports directly
US Section 232 tariffs already apply to Vietnamese steel and will not be expanded, Hoa Phat CEO Nguyen Viet Thang has told Financial Street as reported by The Investor.
Energy: Vietnam PM pushes for US$6 billion gas deal with US to stabilise trade
Vietnam’s Prime Minister has ordered urgent negotiations to finalise a US$6 billion methanol gas import agreement with the United States, framing it as a cornerstone of efforts to balance trade and defuse tariff tensions. The PM has said he expects a deal to be finalised in May, according to Cafe F.
US tariffs: insights from US-based Vietnam Trade Counselor
The US will prioritize negotiations with several countries, including Vietnam, India, the UK, Japan, South Korea, and Indonesia in tariff talks, Do Ngoc Hung, Trade Counselor at the Vietnam Trade Office in the US has told a conference, as reported by Cafe F. This comes as the end of a 90-day pause on a 46 percent import tariff on Vietnamese goods draws uncomfortably nearer.
Retail: Mobile World confident of growth in Vietnam despite tariff headwinds
Vietnamese retail giant Mobile World Investment Corporation (MWG) expects to continue growing even if the market stagnates or retreats, chairman Nguyen Duc Tai told shareholders at the company’s 2025 AGM on Saturday, English language news site, The Investor has reported.
Banking: BIDV flags risk to US$11.6 billion credit portfolio from US tariffs
At its 2025 annual general meeting, BIDV Chairman Phan Duc Tu warned that US “reciprocal” tariffs could affect around VND 300 trillion (US$11.58 billion) of the bank’s outstanding loans, representing 15 percent of its total credit balance. Industries most at risk include steel, plastics, seafood, textiles, and electronics, Cafe F is reporting.
Beer: Vietnam’s Sabeco to double down on local market amid tariff risks
Sabeco will focus its strategy on the domestic Vietnamese market rather than export markets, CEO Lester Tan Teck Chuan told shareholders at the company’s 2025 annual general meeting. Exports currently account for just 1 percent of Sabeco’s revenue, and rising global risks, including potential U.S. reciprocal tariffs on aluminum, have reinforced the brewer’s domestic focus, English news site The Investor is reporting.
Trade: Vietnamese exporters warn of collapse if US tariffs return: “We could not survive”
Two Vietnamese entrepreneurs, whose firms depend almost entirely on exports to the United States, have voiced grave concern about the impact of the proposed 46 percent US tariff. Speaking to BBC News, SHDC Electronics founder Le Song Hao and KPY Interior CEO Hoang Thi Nhu Yen said their businesses are already under pressure and may not survive if punitive tariffs are reinstated after the current 90-day suspension.
US tariffs prompt LG to pause Vietnam expansion plans
LG Electronics has suspended expansion plans for its microwave and refrigerator production lines in Hai Phong, northern Vietnam, citing the rising cost burden from new US tariffs. The decision comes despite strong financial performance in 2024 and highlights the growing impact of tariff-driven trade tensions on foreign-invested manufacturers in Vietnam, The Investor is reporting.
Key Challenges in Vietnam-US Trade Negotiations: Unpacked
The US-China tit-for-tat trade war has seen tariffs on China rise to 145 percent and tariffs on the US reach 125 percent. As a key link between these two economies, this puts Vietnam in a tricky situation entering trade negotiations with the United States. Add to that the often contradictory objectives of its foreign-invested and domestically owned sectors and this should make for some very interesting negotiations.
April 2025
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Q1 2025
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