{"id":15681,"date":"2026-03-24T10:05:00","date_gmt":"2026-03-24T03:05:00","guid":{"rendered":"https:\/\/www.phfm.vn\/?p=15681"},"modified":"2026-03-24T10:37:29","modified_gmt":"2026-03-24T03:37:29","slug":"the-power-sector-is-entering-a-new-investment-cycle","status":"publish","type":"post","link":"https:\/\/www.phfm.vn\/vi\/the-power-sector-is-entering-a-new-investment-cycle\/","title":{"rendered":"NG\u00c0NH \u0110I\u1ec6N VI\u1ec6T NAM B\u01af\u1edaC V\u00c0O CHU K\u1ef2 \u0110\u1ea6U T\u01af M\u1edaI"},"content":{"rendered":"<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-15695\" src=\"https:\/\/www.phfm.vn\/wp-content\/uploads\/MNAP_-Website-Linkedin-Article_Kien-thuc-dau-tu-4-1.png\" alt=\"\" width=\"1920\" height=\"1080\" srcset=\"https:\/\/www.phfm.vn\/wp-content\/uploads\/MNAP_-Website-Linkedin-Article_Kien-thuc-dau-tu-4-1.png 1920w, https:\/\/www.phfm.vn\/wp-content\/uploads\/MNAP_-Website-Linkedin-Article_Kien-thuc-dau-tu-4-1-768x432.png 768w, https:\/\/www.phfm.vn\/wp-content\/uploads\/MNAP_-Website-Linkedin-Article_Kien-thuc-dau-tu-4-1-1536x864.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<h1 style=\"text-align: center;  color: #c0972d; font-size:30px\"><strong>NG\u00c0NH \u0110I\u1ec6N VI\u1ec6T NAM B\u01af\u1edaC V\u00c0O CHU K\u1ef2 \u0110\u1ea6U T\u01af M\u1edaI<\/strong><\/h1>\n<h2><strong>T\u0103ng tr\u01b0\u1edfng ti\u00eau th\u1ee5 \u0111i\u1ec7n duy tr\u00ec \u1edf m\u1ee9c cao<\/strong><\/h2>\n<p>Nhu c\u1ea7u \u0111i\u1ec7n t\u1ea1i Vi\u1ec7t Nam ti\u1ebfp t\u1ee5c t\u0103ng tr\u01b0\u1edfng, tuy nhi\u00ean t\u1ed1c \u0111\u1ed9 t\u0103ng \u0111\u00e3 ch\u1eadm l\u1ea1i so v\u1edbi t\u1ed1c \u0111\u1ed9 m\u1edf r\u1ed9ng c\u1ee7a n\u1ec1n kinh t\u1ebf. Xu h\u01b0\u1edbng n\u00e0y \u0111\u01b0\u1ee3c ph\u1ea3n \u00e1nh qua \u201ch\u1ec7 s\u1ed1 \u0111\u00e0n h\u1ed3i \u0111i\u1ec7n n\u0103ng theo GDP\u201d \u2013 th\u1ec3 hi\u1ec7n m\u1ed1i quan h\u1ec7 gi\u1eefa t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng ti\u00eau th\u1ee5 \u0111i\u1ec7n (\u0394E%) v\u00e0 t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng GDP (\u0394GDP%). T\u1ea1i Vi\u1ec7t Nam, h\u1ec7 s\u1ed1 n\u00e0y \u1edf m\u1ee9c kho\u1ea3ng 2 trong giai \u0111o\u1ea1n 2000-2010, h\u00e0m \u00fd nhu c\u1ea7u \u0111i\u1ec7n t\u0103ng g\u1ea5p \u0111\u00f4i t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng GDP. Sau \u0111\u00f3, h\u1ec7 s\u1ed1 gi\u1ea3m xu\u1ed1ng 1,8 trong giai \u0111o\u1ea1n 2011-2015, 1,4 trong giai \u0111o\u1ea1n 2016-2020, v\u00e0 c\u00f2n 1,1 trong giai \u0111o\u1ea1n 2021-2025 \u2013 giai \u0111o\u1ea1n ch\u1ecbu \u1ea3nh h\u01b0\u1edfng b\u1edfi \u0111\u1ea1i d\u1ecbch COVID-19. Xu h\u01b0\u1edbng chung cho th\u1ea5y h\u1ec7 s\u1ed1 \u0111\u00e0n h\u1ed3i \u0111i\u1ec7n\/GDP \u0111ang gi\u1ea3m d\u1ea7n, t\u01b0\u01a1ng t\u1ef1 c\u00e1c qu\u1ed1c gia kh\u00e1c khi n\u1ec1n kinh t\u1ebf ph\u00e1t tri\u1ec3n, ch\u1ec9 s\u1ed1 n\u00e0y c\u00f3 xu h\u01b0\u1edbng gi\u1ea3m v\u1ec1 d\u01b0\u1edbi 1.<img decoding=\"async\" loading=\"lazy\" class=\"wp-image-15685 aligncenter\" src=\"https:\/\/www.phfm.vn\/wp-content\/uploads\/3-12.png\" alt=\"\" width=\"881\" height=\"495\" srcset=\"https:\/\/www.phfm.vn\/wp-content\/uploads\/3-12.png 1280w, https:\/\/www.phfm.vn\/wp-content\/uploads\/3-12-768x432.png 768w\" sizes=\"(max-width: 881px) 100vw, 881px\" \/><\/p>\n<p style=\"text-align: center;\">(Ngu\u1ed3n: EVN, PHFM)<\/p>\n<p>T\u1ea1i Vi\u1ec7t Nam, khu v\u1ef1c c\u00f4ng nghi\u1ec7p l\u00e0 \u0111\u1ed9ng l\u1ef1c ch\u00ednh c\u1ee7a t\u0103ng tr\u01b0\u1edfng ti\u00eau th\u1ee5 \u0111i\u1ec7n, chi\u1ebfm g\u1ea7n 55% t\u1ed5ng s\u1ea3n l\u01b0\u1ee3ng \u0111i\u1ec7n ti\u00eau th\u1ee5 \u2013 m\u1ee9c cao nh\u1ea5t trong c\u00e1c nh\u00f3m ng\u00e0nh. Tuy nhi\u00ean, t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng c\u1ee7a khu v\u1ef1c n\u00e0y \u0111\u00e3 ch\u1eadm l\u1ea1i trong 5 n\u0103m g\u1ea7n \u0111\u00e2y so v\u1edbi c\u00e1c nh\u00f3m kh\u00e1c. Ti\u00eau d\u00f9ng \u0111i\u1ec7n sinh ho\u1ea1t chi\u1ebfm kho\u1ea3ng 35% t\u1ed5ng s\u1ea3n l\u01b0\u1ee3ng, trong khi th\u01b0\u01a1ng m\u1ea1i, d\u1ecbch v\u1ee5 v\u00e0 nh\u00e0 h\u00e0ng chi\u1ebfm h\u01a1n 7%. \u0110i\u1ec7n n\u0103ng cho khu v\u1ef1c n\u00f4ng nghi\u1ec7p ch\u1ec9 chi\u1ebfm t\u1ef7 tr\u1ecdng nh\u1ecf, kho\u1ea3ng 3%. Ch\u00fang t\u00f4i cho r\u1eb1ng nhu c\u1ea7u \u0111i\u1ec7n t\u1ea1i Vi\u1ec7t Nam s\u1ebd ti\u1ebfp t\u1ee5c duy tr\u00ec m\u1ee9c t\u0103ng tr\u01b0\u1edfng cao trong b\u1ed1i c\u1ea3nh qu\u1ed1c gia \u0111\u1ecbnh h\u01b0\u1edbng ph\u00e1t tri\u1ec3n c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p c\u00f3 c\u01b0\u1eddng \u0111\u1ed9 s\u1eed d\u1ee5ng n\u0103ng l\u01b0\u1ee3ng l\u1edbn nh\u01b0 luy\u1ec7n kim, c\u01a1 kh\u00ed v\u00e0 trung t\u00e2m d\u1eef li\u1ec7u nh\u1eb1m ho\u00e0n thi\u1ec7n chu\u1ed7i cung \u1ee9ng s\u1ea3n xu\u1ea5t trong n\u01b0\u1edbc.<\/p>\n<p>&nbsp;<\/p>\n<h2><strong>M\u1ea5t c\u00e2n \u0111\u1ed1i cung \u2013 c\u1ea7u v\u00f9ng mi\u1ec1n<\/strong><\/h2>\n<p>S\u1ef1 m\u1ea5t c\u00e2n \u0111\u1ed1i cung \u2013 c\u1ea7u \u0111i\u1ec7n gi\u1eefa c\u00e1c v\u00f9ng, \u0111\u1eb7c bi\u1ec7t l\u00e0 nguy c\u01a1 thi\u1ebfu \u0111i\u1ec7n nghi\u00eam tr\u1ecdng \u1edf mi\u1ec1n B\u1eafc, khi\u1ebfn h\u1ec7 th\u1ed1ng truy\u1ec1n t\u1ea3i \u0111i\u1ec7n qu\u1ed1c gia \u0111ang ch\u1ecbu \u00e1p l\u1ef1c l\u1edbn t\u1eeb l\u01b0\u1ee3ng \u0111i\u1ec7n \u0111\u01b0\u1ee3c truy\u1ec1n t\u1ea3i kh\u1ed5ng l\u1ed3 t\u1eeb mi\u1ec1n Trung v\u00e0 mi\u1ec1n Nam ra B\u1eafc.<\/p>\n<p>Khu v\u1ef1c mi\u1ec1n B\u1eafc \u0111\u1ed1i m\u1eb7t v\u1edbi r\u1ee7i ro thi\u1ebfu \u0111i\u1ec7n khi d\u1ef1 ph\u00f2ng c\u00f4ng su\u1ea5t ch\u1ec9 \u0111\u1ea1t kho\u1ea3ng 14%, th\u1ea5p h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi m\u1ee9c 70% t\u1ea1i mi\u1ec1n Trung v\u00e0 40% t\u1ea1i mi\u1ec1n Nam. Nguy\u00ean nh\u00e2n \u0111\u1ebfn t\u1eeb vi\u1ec7c nhu c\u1ea7u ti\u00eau th\u1ee5 t\u0103ng m\u1ea1nh trong giai \u0111o\u1ea1n 2021-2025 (CAGR +12%\/n\u0103m), cao h\u01a1n m\u1ee9c trung b\u00ecnh to\u00e0n qu\u1ed1c, trong khi ngu\u1ed3n cung \u0111i\u1ec7n t\u0103ng ch\u1eadm do:<\/p>\n<p>1. Giai \u0111o\u1ea1n 2019-2021: t\u1ed5ng c\u00f4ng su\u1ea5t to\u00e0n ng\u00e0nh t\u0103ng m\u1ea1nh nh\u1edd c\u01a1 ch\u1ebf gi\u00e1 FiT cho n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o, tuy nhi\u00ean ph\u00e1t tri\u1ec3n n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o t\u1ea1i mi\u1ec1n B\u1eafc h\u1ea1n ch\u1ebf h\u01a1n so v\u1edbi mi\u1ec1n Trung v\u00e0 mi\u1ec1n Nam do \u0111i\u1ec1u ki\u1ec7n t\u1ef1 nhi\u00ean k\u00e9m thu\u1eadn l\u1ee3i.<\/p>\n<p>2. Giai \u0111o\u1ea1n 2021-2025: c\u00f4ng su\u1ea5t t\u0103ng th\u00eam ch\u1ee7 y\u1ebfu \u0111\u1ebfn t\u1eeb c\u00e1c d\u1ef1 \u00e1n chuy\u1ec3n ti\u1ebfp (bao g\u1ed3m c\u00e1c d\u1ef1 \u00e1n ch\u1eadm ti\u1ebfn \u0111\u1ed9, ch\u01b0a k\u1ecbp v\u1eadn h\u00e0nh th\u01b0\u01a1ng m\u1ea1i \u2013 COD trong th\u1eddi k\u1ef3 \u00e1p d\u1ee5ng gi\u00e1 FiT). \u0110\u1ed3ng th\u1eddi, nhi\u1ec1u d\u1ef1 \u00e1n m\u1edbi b\u1ecb \u0111\u00ecnh tr\u1ec7 do thi\u1ebfu c\u01a1 s\u1edf ph\u00e1p l\u00fd \u0111\u1ec3 k\u00fd h\u1ee3p \u0111\u1ed3ng mua b\u00e1n \u0111i\u1ec7n (PPA) v\u1edbi EVN, trong b\u1ed1i c\u1ea3nh B\u1ed9 C\u00f4ng Th\u01b0\u01a1ng ch\u1eadm ban h\u00e0nh khung gi\u00e1 m\u1edbi.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\" wp-image-15684 aligncenter\" src=\"https:\/\/www.phfm.vn\/wp-content\/uploads\/2-9.png\" alt=\"\" width=\"884\" height=\"497\" srcset=\"https:\/\/www.phfm.vn\/wp-content\/uploads\/2-9.png 1280w, https:\/\/www.phfm.vn\/wp-content\/uploads\/2-9-768x432.png 768w\" sizes=\"(max-width: 884px) 100vw, 884px\" \/><\/p>\n<p style=\"text-align: center;\">(Ngu\u1ed3n: EVN, PHFM)<\/p>\n<p>H\u1ec7 th\u1ed1ng truy\u1ec1n t\u1ea3i \u0111i\u1ec7n \u0111ang ch\u1ecbu \u00e1p l\u1ef1c l\u1edbn do gia t\u0103ng truy\u1ec1n t\u1ea3i \u0111i\u1ec7n t\u1eeb mi\u1ec1n Trung v\u00e0 mi\u1ec1n Nam ra mi\u1ec1n B\u1eafc, xu\u1ea5t ph\u00e1t t\u1eeb s\u1ef1 m\u1ea5t c\u00e2n \u0111\u1ed1i cung \u2013 c\u1ea7u gi\u1eefa c\u00e1c v\u00f9ng. \u0110\u1ec3 \u0111\u1ea3m b\u1ea3o an ninh n\u0103ng l\u01b0\u1ee3ng, \u0111\u1ea7u t\u01b0 v\u00e0o h\u1ea1 t\u1ea7ng l\u01b0\u1edbi truy\u1ec1n t\u1ea3i li\u00ean v\u00f9ng 500kV \u0111\u00e3 \u0111\u01b0\u1ee3c \u0111\u1ea9y nhanh, v\u1edbi CAGR \u0111\u1ea1t +9,0%\/n\u0103m trong giai \u0111o\u1ea1n 2021-2025. Tuy nhi\u00ean, t\u1ed5ng m\u1ee9c \u0111\u1ea7u t\u01b0 m\u1edbi ch\u1ec9 \u0111\u1ea1t g\u1ea7n 70% k\u1ebf ho\u1ea1ch \u0111\u1ec1 ra trong giai \u0111o\u1ea1n 2021-2025 theo Quy ho\u1ea1ch \u0111i\u1ec7n VIII, ch\u01b0a theo k\u1ecbp t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng ph\u1ee5 t\u1ea3i th\u1ef1c t\u1ebf t\u1ea1i mi\u1ec1n B\u1eafc (CAGR +12,0%\/n\u0103m). Nguy\u00ean nh\u00e2n ch\u1ee7 y\u1ebfu \u0111\u1ebfn t\u1eeb kh\u00f3 kh\u0103n trong vi\u1ec7c huy \u0111\u1ed9ng v\u1ed1n c\u1ee7a EVN, d\u1eabn \u0111\u1ebfn ch\u1eadm ti\u1ebfn \u0111\u1ed9 tri\u1ec3n khai c\u00e1c d\u1ef1 \u00e1n truy\u1ec1n t\u1ea3i so v\u1edbi k\u1ebf ho\u1ea1ch.<\/p>\n<p>&nbsp;<\/p>\n<h2><strong>Quy ho\u1ea1ch \u0110i\u1ec7n VIII s\u1eeda \u0111\u1ed5i v\u1edbi m\u1ee5c ti\u00eau tham v\u1ecdng<\/strong><\/h2>\n<p>Quy ho\u1ea1ch \u0110i\u1ec7n VIII s\u1eeda \u0111\u1ed5i l\u00e0 m\u1ed9t b\u01b0\u1edbc chuy\u1ec3n ch\u00ednh s\u00e1ch quan tr\u1ecdng, m\u1edf c\u1eeda cho \u0111\u1ea7u t\u01b0 t\u01b0 nh\u00e2n quay tr\u1edf l\u1ea1i sau kho\u1ea3ng th\u1eddi gian gi\u00e1n \u0111o\u1ea1n ch\u00ednh s\u00e1ch k\u00e9o d\u00e0i. M\u1ee5c ti\u00eau ch\u00ednh l\u00e0 \u0111\u1ea3m b\u1ea3o cung c\u1ea5p \u0111\u1ee7 \u0111i\u1ec7n \u0111\u1ec3 h\u1ed7 tr\u1ee3 t\u0103ng tr\u01b0\u1edfng GDP b\u00ecnh qu\u00e2n 10%\/n\u0103m trong giai \u0111o\u1ea1n 2026-2030.<\/p>\n<p>Vi\u1ec7t Nam \u0111\u00e3 n\u00e2ng m\u1ee5c ti\u00eau t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf l\u00ean 10%\/n\u0103m trong giai \u0111o\u1ea1n 2026-2030, k\u00e9o theo nhu c\u1ea7u \u0111i\u1ec7n t\u0103ng m\u1ea1nh. \u0110\u1ec3 \u0111\u00e1p \u1ee9ng m\u1ee5c ti\u00eau n\u00e0y, Ch\u00ednh ph\u1ee7 \u0111ang t\u1eebng b\u01b0\u1edbc m\u1edf c\u1eeda \u0111\u1ea7u t\u01b0 v\u00e0o ng\u00e0nh \u0111i\u1ec7n th\u00f4ng qua m\u1ed9t lo\u1ea1t ch\u00ednh s\u00e1ch m\u1edbi v\u1edbi b\u1ed1n tr\u1ecdng t\u00e2m ch\u00ednh: (1) Ban h\u00e0nh khung gi\u00e1 ph\u00e1t \u0111i\u1ec7n m\u1edbi \u0111\u1ec3 thu h\u00fat nh\u00e0 \u0111\u1ea7u t\u01b0 t\u01b0 nh\u00e2n quay l\u1ea1i; (2) Ho\u00e0n thi\u1ec7n khung ph\u00e1p l\u00fd cho c\u01a1 ch\u1ebf mua b\u00e1n \u0111i\u1ec7n tr\u1ef1c ti\u1ebfp (DPPA) v\u00e0 c\u01a1 ch\u1ebf gi\u00e1 \u0111i\u1ec7n hai th\u00e0nh ph\u1ea7n; (3) G\u1ee1 b\u1ecf r\u00e0o c\u1ea3n ph\u00e1p l\u00fd t\u1eeb c\u00e1c d\u1ef1 \u00e1n c\u0169 \u0111\u1ec3 kh\u00f4i ph\u1ee5c ni\u1ec1m tin nh\u00e0 \u0111\u1ea7u t\u01b0; (4) Cho ph\u00e9p khu v\u1ef1c t\u01b0 nh\u00e2n tham gia \u0111\u1ea7u t\u01b0 v\u00e0o h\u1ea1 t\u1ea7ng truy\u1ec1n t\u1ea3i nh\u1eb1m gi\u1ea3m \u00e1p l\u1ef1c v\u1ed1n cho EVN v\u00e0 \u0111\u1ea9y nhanh ti\u1ebfn \u0111\u1ed9 n\u00e2ng c\u1ea5p l\u01b0\u1edbi \u0111i\u1ec7n qu\u1ed1c gia; \u0111\u1ed3ng th\u1eddi th\u00fac \u0111\u1ea9y tri\u1ec3n khai Quy ho\u1ea1ch \u0111i\u1ec7n VIII \u0111i\u1ec1u ch\u1ec9nh b\u1eb1ng c\u00e1ch x\u1eed l\u00fd c\u00e1c \u0111i\u1ec3m ngh\u1ebdn tr\u01b0\u1edbc \u0111\u00e2y.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\" wp-image-15686 aligncenter\" src=\"https:\/\/www.phfm.vn\/wp-content\/uploads\/4-10.png\" alt=\"\" width=\"880\" height=\"495\" srcset=\"https:\/\/www.phfm.vn\/wp-content\/uploads\/4-10.png 1280w, https:\/\/www.phfm.vn\/wp-content\/uploads\/4-10-768x432.png 768w\" sizes=\"(max-width: 880px) 100vw, 880px\" \/><\/p>\n<p style=\"text-align: center;\">(Ngu\u1ed3n: EVN, PHFM)<\/p>\n<p>Theo quy ho\u1ea1ch s\u1eeda \u0111\u1ed5i, t\u1ed5ng s\u1ea3n l\u01b0\u1ee3ng \u0111i\u1ec7n s\u1ea3n xu\u1ea5t v\u00e0 nh\u1eadp kh\u1ea9u d\u1ef1 ki\u1ebfn \u0111\u1ea1t 560-624 t\u1ef7 kWh v\u00e0o n\u0103m 2030, t\u0103ng h\u01a1n g\u1ea5p \u0111\u00f4i so v\u1edbi n\u0103m 2025, nh\u1eb1m h\u1ed7 tr\u1ee3 m\u1ee5c ti\u00eau t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf. T\u1ed5ng c\u00f4ng su\u1ea5t l\u1eafp \u0111\u1eb7t d\u1ef1 ki\u1ebfn \u0111\u1ea1t 183-236 GW v\u00e0o n\u0103m 2030, t\u0103ng 100-168% so v\u1edbi n\u0103m 2025 v\u00e0 cao h\u01a1n 50 GW so v\u1edbi quy ho\u1ea1ch tr\u01b0\u1edbc \u0111\u00f3, ch\u1ee7 y\u1ebfu nh\u1edd c\u00e1c ngu\u1ed3n \u0111i\u1ec7n m\u1eb7t tr\u1eddi, gi\u00f3 v\u00e0 LNG. Quy ho\u1ea1ch c\u0169ng \u01b0u ti\u00ean m\u1edf r\u1ed9ng m\u1ea1nh h\u1ec7 th\u1ed1ng truy\u1ec1n t\u1ea3i nh\u1eb1m gi\u1ea3m \u00e1p l\u1ef1c l\u00ean \u0111\u01b0\u1eddng d\u00e2y 500 kV B\u1eafc \u2013 Nam, gi\u1ea3i t\u1ecfa c\u00f4ng su\u1ea5t n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o d\u01b0 th\u1eeba t\u1ea1i khu v\u1ef1c Nam Trung B\u1ed9 v\u00e0 mi\u1ec1n Nam, \u0111\u1ed3ng th\u1eddi \u0111\u1ea3m b\u1ea3o cung \u1ee9ng \u1ed5n \u0111\u1ecbnh cho mi\u1ec1n B\u1eafc, khu v\u1ef1c c\u00f3 nguy c\u01a1 thi\u1ebfu \u0111i\u1ec7n. Tri\u1ec3n v\u1ecdng \u0111\u1ea7u t\u01b0 v\u00e0o h\u1ea1 t\u1ea7ng truy\u1ec1n t\u1ea3i \u0111\u01b0\u1ee3c c\u1ee7ng c\u1ed1 nh\u1edd kh\u1ea3 n\u0103ng huy \u0111\u1ed9ng v\u1ed1n c\u1ee7a EVN c\u1ea3i thi\u1ec7n trong giai \u0111o\u1ea1n 2025-2030, sau khi Ch\u00ednh ph\u1ee7 ph\u00ea duy\u1ec7t \u0111i\u1ec1u ch\u1ec9nh gi\u00e1 b\u00e1n l\u1ebb \u0111i\u1ec7n. Theo \u01b0\u1edbc t\u00ednh, Vi\u1ec7t Nam c\u1ea7n kho\u1ea3ng 136 t\u1ef7 USD v\u1ed1n \u0111\u1ea7u t\u01b0 cho ph\u00e1t tri\u1ec3n ngu\u1ed3n \u0111i\u1ec7n trong giai \u0111o\u1ea1n 2026-2030.<\/p>\n<p>&nbsp;<\/p>\n<h2><strong>\u0110i\u1ec7n kh\u00ed LNG \u2013 \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng ch\u00ednh trong 5 n\u0103m t\u1edbi<\/strong><\/h2>\n<p>Quy ho\u1ea1ch \u0111i\u1ec7n VIII \u0111\u1eb7t m\u1ee5c ti\u00eau m\u1edf r\u1ed9ng m\u1ea1nh c\u00f4ng su\u1ea5t nhi\u1ec7t \u0111i\u1ec7n kh\u00ed. C\u00f4ng su\u1ea5t \u0111i\u1ec7n kh\u00ed n\u1ed9i \u0111\u1ecba d\u1ef1 ki\u1ebfn t\u0103ng t\u1eeb 7 GW l\u00ean 15 GW v\u00e0o n\u0103m 2030, ch\u1ee7 y\u1ebfu nh\u1edd ngu\u1ed3n kh\u00ed t\u1eeb d\u1ef1 \u00e1n L\u00f4 B, trong khi c\u00f4ng su\u1ea5t \u0111i\u1ec7n kh\u00ed LNG \u0111\u01b0\u1ee3c \u0111\u1eb7t m\u1ee5c ti\u00eau \u0111\u1ea1t 23 GW. Tuy nhi\u00ean, \u0111\u1ebfn cu\u1ed1i n\u0103m 2025, m\u1edbi ch\u1ec9 c\u00f3 hai d\u1ef1 \u00e1n \u0111i\u1ec7n kh\u00ed LNG l\u00e0 Nh\u01a1n Tr\u1ea1ch 3 v\u00e0 4 \u0111i v\u00e0o v\u1eadn h\u00e0nh, trong khi ph\u1ea7n l\u1edbn c\u00e1c d\u1ef1 \u00e1n kh\u00e1c nh\u01b0 \u00d4 M\u00f4n 4 v\u1eabn \u0111ang \u1edf giai \u0111o\u1ea1n \u0111\u1ea7u tri\u1ec3n khai. S\u1ef1 ch\u1eadm tr\u1ec5 n\u00e0y t\u1ea1o ra r\u1ee7i ro \u0111\u1ed1i v\u1edbi m\u1ee5c ti\u00eau t\u1ed5ng th\u1ec3 c\u1ee7a Quy ho\u1ea1ch \u0111i\u1ec7n VIII. Trong b\u1ed1i c\u1ea3nh \u0111i\u1ec7n than d\u1ef1 ki\u1ebfn d\u1eebng ph\u00e1t tri\u1ec3n sau n\u0103m 2030 v\u00e0 th\u1ee7y \u0111i\u1ec7n kh\u00f4ng c\u00f2n d\u01b0 \u0111\u1ecba m\u1edf r\u1ed9ng, ngu\u1ed3n cung \u0111i\u1ec7n trong t\u01b0\u01a1ng lai c\u1ee7a Vi\u1ec7t Nam s\u1ebd ph\u1ee5 thu\u1ed9c v\u00e0o n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o v\u00e0 \u0111i\u1ec7n kh\u00ed. Tuy nhi\u00ean, c\u00e1c ngu\u1ed3n n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o nh\u01b0 \u0111i\u1ec7n gi\u00f3 v\u00e0 \u0111i\u1ec7n m\u1eb7t tr\u1eddi c\u00f3 t\u00ednh bi\u1ebfn \u0111\u1ed9ng, c\u1ea7n c\u00f3 ngu\u1ed3n \u0111i\u1ec7n n\u1ec1n h\u1ed7 tr\u1ee3. Do \u0111\u00f3, \u0111i\u1ec7n kh\u00ed \u0111\u00f3ng vai tr\u00f2 quan tr\u1ecdng trong vi\u1ec7c cung c\u1ea5p c\u00f4ng su\u1ea5t n\u1ec1n linh ho\u1ea1t, b\u1ed5 sung cho h\u1ec7 th\u1ed1ng n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\" wp-image-15693 aligncenter\" src=\"https:\/\/www.phfm.vn\/wp-content\/uploads\/Screenshot-2026-03-23-164628.png\" alt=\"\" width=\"874\" height=\"732\" srcset=\"https:\/\/www.phfm.vn\/wp-content\/uploads\/Screenshot-2026-03-23-164628.png 956w, https:\/\/www.phfm.vn\/wp-content\/uploads\/Screenshot-2026-03-23-164628-768x643.png 768w\" sizes=\"(max-width: 874px) 100vw, 874px\" \/><\/p>\n<p style=\"text-align: center;\">(Ngu\u1ed3n: EVN, PHFM)<\/p>\n<p>Nh\u00ecn chung, ng\u00e0nh \u0111i\u1ec7n Vi\u1ec7t Nam \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n t\u0103ng tr\u01b0\u1edfng nhanh v\u1edbi ba xu h\u01b0\u1edbng c\u1ea5u tr\u00fac ch\u00ednh: (1) \u0110\u1ea9y m\u1ea1nh ph\u00e1t tri\u1ec3n nhi\u1ec7t \u0111i\u1ec7n kh\u00ed LNG nh\u1eb1m b\u00f9 \u0111\u1eafp t\u00ednh gi\u00e1n \u0111o\u1ea1n c\u1ee7a n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o; (2) M\u1edf r\u1ed9ng h\u1ec7 th\u1ed1ng truy\u1ec1n t\u1ea3i \u0111\u1ec3 gi\u1ea3m t\u1ef7 l\u1ec7 c\u1eaft gi\u1ea3m c\u00f4ng su\u1ea5t v\u00e0 t\u1ed1i \u01b0u h\u00f3a \u0111i\u1ec1u ph\u1ed1i \u0111i\u1ec7n li\u00ean v\u00f9ng; v\u00e0 (3) Ph\u00e1t tri\u1ec3n \u0111i\u1ec7n gi\u00f3 ngo\u00e0i kh\u01a1i trong d\u00e0i h\u1ea1n. C\u00e1c doanh nghi\u1ec7p \u0111i\u1ec7n ni\u00eam y\u1ebft n\u00f3i ri\u00eang v\u00e0 to\u00e0n ng\u00e0nh n\u00f3i chung c\u00f3 c\u01a1 h\u1ed9i h\u01b0\u1edfng l\u1ee3i t\u1eeb c\u00e1c xu h\u01b0\u1edbng n\u00e0y th\u00f4ng qua vi\u1ec7c t\u1eadn d\u1ee5ng l\u1ee3i th\u1ebf trong tri\u1ec3n khai d\u1ef1 \u00e1n LNG, t\u1ed5ng th\u1ea7u EPC, v\u1eadn h\u00e0nh nh\u00e0 m\u00e1y nhi\u1ec7t \u0111i\u1ec7n kh\u00ed v\u00e0 ph\u00e1t tri\u1ec3n n\u1ec1n t\u1ea3ng n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o s\u1eb5n s\u00e0ng cho c\u01a1 ch\u1ebf DPPA.<\/p>\n<p style=\"text-align: right;\"><em>Ph\u00f9ng Minh Ho\u00e0ng &#8211; Ph\u00f2ng \u0111\u1ea7u t\u01b0, PHFM<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>NG\u00c0NH \u0110I\u1ec6N VI\u1ec6T NAM B\u01af\u1edaC V\u00c0O CHU K\u1ef2 \u0110\u1ea6U T\u01af M\u1edaI T\u0103ng tr\u01b0\u1edfng ti\u00eau th\u1ee5 \u0111i\u1ec7n duy tr\u00ec \u1edf m\u1ee9c cao Nhu c\u1ea7u \u0111i\u1ec7n t\u1ea1i Vi\u1ec7t Nam ti\u1ebfp t\u1ee5c t\u0103ng tr\u01b0\u1edfng, tuy nhi\u00ean t\u1ed1c \u0111\u1ed9 t\u0103ng \u0111\u00e3 ch\u1eadm l\u1ea1i so v\u1edbi t\u1ed1c \u0111\u1ed9 m\u1edf r\u1ed9ng c\u1ee7a n\u1ec1n kinh t\u1ebf. Xu h\u01b0\u1edbng n\u00e0y \u0111\u01b0\u1ee3c ph\u1ea3n \u00e1nh&#8230;<\/p>\n","protected":false},"author":10,"featured_media":15695,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[103,107],"tags":[175,173,174,176,177,178],"_links":{"self":[{"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/posts\/15681"}],"collection":[{"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/comments?post=15681"}],"version-history":[{"count":11,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/posts\/15681\/revisions"}],"predecessor-version":[{"id":15708,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/posts\/15681\/revisions\/15708"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/media\/15695"}],"wp:attachment":[{"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/media?parent=15681"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/categories?post=15681"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/tags?post=15681"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}