{"id":31809,"date":"2026-06-03T08:55:51","date_gmt":"2026-06-03T08:55:51","guid":{"rendered":"https:\/\/morstar.vn\/?p=31809"},"modified":"2026-06-03T09:20:13","modified_gmt":"2026-06-03T09:20:13","slug":"vietnams-power-sector-in-2026-cost-pressures-and-energy-security-challenges","status":"publish","type":"post","link":"https:\/\/morstar.vn\/vi\/vietnams-power-sector-in-2026-cost-pressures-and-energy-security-challenges\/","title":{"rendered":"Ng\u00e0nh \u0111i\u1ec7n 2026: \u00c1p l\u1ef1c chi ph\u00ed v\u00e0 b\u00e0i to\u00e1n an ninh n\u0103ng l\u01b0\u1ee3ng"},"content":{"rendered":"

Ng\u00e0nh \u0111i\u1ec7n l\u1ef1c Vi\u1ec7t Nam d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd \u0111\u1ed1i m\u1eb7t v\u1edbi <\/span>nh\u1eefng th\u00e1ch th\u1ee9c \u0111\u00e1ng k\u1ec3 trong n\u0103m 2026<\/b> khi nhu c\u1ea7u \u0111i\u1ec7n ti\u1ebfp t\u1ee5c t\u0103ng nhanh, trong khi \u00e1p l\u1ef1c \u0111\u1ea3m b\u1ea3o <\/span>an ninh n\u0103ng l\u01b0\u1ee3ng<\/b> v\u00e0 ki\u1ec3m so\u00e1t chi ph\u00ed ng\u00e0y c\u00e0ng gia t\u0103ng. \u0110\u1ebfn cu\u1ed1i n\u0103m 2025, t\u1ed5ng c\u00f4ng su\u1ea5t \u0111i\u1ec7n l\u1eafp \u0111\u1eb7t c\u1ee7a c\u1ea3 n\u01b0\u1edbc d\u1ef1 ki\u1ebfn \u200b\u200b\u0111\u1ea1t <\/span>kho\u1ea3ng 87,6 GW<\/b>, ranking <\/span>\u0111\u1ee9ng th\u1ee9 hai trong ASEAN<\/b>. Tuy nhi\u00ean, h\u1ec7 th\u1ed1ng \u0111i\u1ec7n v\u1eabn \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd ho\u1ea1t \u0111\u1ed9ng trong \u0111i\u1ec1u ki\u1ec7n c\u0103ng th\u1eb3ng \u0111\u1ec3 h\u1ed7 tr\u1ee3 c\u00e1c m\u1ee5c ti\u00eau t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf \u0111\u1ea7y tham v\u1ecdng c\u1ee7a \u0111\u1ea5t n\u01b0\u1edbc.<\/span><\/p>\n

M\u1ed9t di\u1ec5n bi\u1ebfn \u0111\u00e1ng ch\u00fa \u00fd l\u00e0 s\u1ef1 xu\u1ea5t hi\u1ec7n c\u1ee7a <\/span>c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p ti\u00eau th\u1ee5 \u0111i\u1ec7n n\u0103ng cao<\/b>, bao g\u1ed3m <\/span>trung t\u00e2m d\u1eef li\u1ec7u AI, s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn v\u00e0 xe \u0111i\u1ec7n (EV)<\/b>C\u00e1c l\u0129nh v\u1ef1c n\u00e0y \u0111\u00f2i h\u1ecfi ngu\u1ed3n cung c\u1ea5p \u0111i\u1ec7n \u1ed5n \u0111\u1ecbnh v\u00e0 \u0111\u00e1ng tin c\u1eady cao v\u00e0 th\u01b0\u1eddng kh\u00f4ng th\u1ec3 gi\u1ea3m \u0111\u00e1ng k\u1ec3 m\u1ee9c ti\u00eau th\u1ee5 khi gi\u00e1 \u0111i\u1ec7n t\u0103ng. Do \u0111\u00f3, ng\u00e0nh \u0111i\u1ec7n ph\u1ea3i duy tr\u00ec c\u00f4ng su\u1ea5t d\u1ef1 tr\u1eef <\/span>cao h\u01a1n<\/b>, d\u1eabn \u0111\u1ebfn chi ph\u00ed v\u1eadn h\u00e0nh t\u0103ng l\u00ean.<\/span><\/p>\n

\"Vietnam's
Ng\u00e0nh \u0111i\u1ec7n 2026: \u00c1p l\u1ef1c chi ph\u00ed v\u00e0 b\u00e0i to\u00e1n an ninh n\u0103ng l\u01b0\u1ee3ng<\/figcaption><\/figure>\n

Ngo\u00e0i ra, m\u1eb7c d\u00f9 <\/span>n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o<\/b> c\u00f3 ti\u1ec1m n\u0103ng d\u00e0i h\u1ea1n m\u1ea1nh m\u1ebd, nh\u01b0ng v\u1eabn ch\u01b0a th\u1ec3 thay th\u1ebf ho\u00e0n to\u00e0n c\u00e1c ngu\u1ed3n n\u0103ng l\u01b0\u1ee3ng truy\u1ec1n th\u1ed1ng do nh\u1eefng h\u1ea1n ch\u1ebf v\u1ec1 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng truy\u1ec1n t\u1ea3i v\u00e0 s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o \u0111i\u1ec1u ki\u1ec7n th\u1eddi ti\u1ebft. Kh\u1ea3 n\u0103ng <\/span>El Ni\u00f1o quay tr\u1edf l\u1ea1i v\u00e0o n\u0103m 2026<\/b> c\u00f3 th\u1ec3 l\u00e0m t\u0103ng th\u00eam nguy c\u01a1 thi\u1ebfu \u0111i\u1ec7n, bu\u1ed9c ng\u00e0nh c\u00f4ng nghi\u1ec7p ph\u1ea3i chuy\u1ec3n tr\u1ecdng t\u00e2m t\u1eeb t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed sang <\/span>\u01b0u ti\u00ean an ninh n\u0103ng l\u01b0\u1ee3ng.<\/b>.<\/span><\/p>\n

\u0110\u1ec3 gi\u1ea3i quy\u1ebft nh\u1eefng th\u00e1ch th\u1ee9c v\u1ec1 ngu\u1ed3n cung \u0111i\u1ec7n trong t\u01b0\u01a1ng lai, c\u00e1c d\u1ef1 \u00e1n l\u1edbn nh\u01b0 <\/span>Nh\u00e0 m\u00e1y \u0111i\u1ec7n kh\u00ed h\u00f3a l\u1ecfng Quang Tr\u1ea1ch II<\/b> v\u00e0 <\/span>c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng truy\u1ec1n t\u1ea3i 500 kV<\/b> \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ea9y nhanh ti\u1ebfn \u0111\u1ed9. \u0110\u1ed3ng th\u1eddi, c\u00e1c ch\u00ednh s\u00e1ch m\u1edbi nh\u01b0 <\/span>c\u01a1 ch\u1ebf Th\u1ecfa thu\u1eadn mua b\u00e1n \u0111i\u1ec7n tr\u1ef1c ti\u1ebfp (DPPA)<\/b> v\u00e0 k\u1ebf ho\u1ea1ch <\/span>ph\u00e1t tri\u1ec3n \u0111i\u1ec7n h\u1ea1t nh\u00e2n<\/b> \u0111ang t\u1ea1o ra c\u01a1 h\u1ed9i thu h\u00fat \u0111\u1ea7u t\u01b0 t\u1eeb khu v\u1ef1c t\u01b0 nh\u00e2n.<\/span><\/p>\n

Tuy nhi\u00ean, <\/span>s\u1ef1 bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nhi\u00ean li\u1ec7u, t\u00e1c \u0111\u1ed9ng c\u1ee7a bi\u1ebfn \u0111\u1ed5i kh\u00ed h\u1eadu v\u00e0 \u00e1p l\u1ef1c t\u00e0i ch\u00ednh<\/b> v\u1eabn l\u00e0 nh\u1eefng r\u1ee7i ro \u0111\u00e1ng k\u1ec3. Trong b\u1ed1i c\u1ea3nh n\u00e0y, c\u00e1c c\u00f4ng ty c\u00f3 <\/span>danh m\u1ee5c s\u1ea3n xu\u1ea5t \u0111i\u1ec7n \u0111a d\u1ea1ng, n\u0103ng l\u1ef1c qu\u1ea3n l\u00fd m\u1ea1nh m\u1ebd v\u00e0 chi\u1ebfn l\u01b0\u1ee3c ph\u00e1t tri\u1ec3n b\u1ec1n v\u1eefng<\/b> \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd c\u00f3 l\u1ee3i th\u1ebf c\u1ea1nh tranh l\u00e2u d\u00e0i.<\/span><\/p>\n

Cre: <\/span>Ng\u00e0nh \u0111i\u1ec7n 2026: \u00c1p l\u1ef1c chi ph\u00ed v\u00e0 b\u00e0i to\u00e1n an ninh n\u0103ng l\u01b0\u1ee3ng<\/span><\/a>\u00a0<\/span><\/p>","protected":false},"excerpt":{"rendered":"

Vietnam\u2019s power sector is expected to face significant challenges in 2026 as electricity demand continues to grow rapidly, while pressure to ensure energy security and control costs becomes increasingly intense. By the end of 2025, the country\u2019s total installed power capacity is projected to reach approximately 87.6 GW, ranking second in ASEAN. However, the power…<\/p>","protected":false},"author":9,"featured_media":31811,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"gallery","meta":{"inline_featured_image":false,"footnotes":""},"categories":[364],"tags":[],"class_list":["post-31809","post","type-post","status-publish","format-gallery","has-post-thumbnail","hentry","category-asian-electricity","post_format-post-format-gallery"],"_links":{"self":[{"href":"https:\/\/morstar.vn\/vi\/wp-json\/wp\/v2\/posts\/31809","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/morstar.vn\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/morstar.vn\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/morstar.vn\/vi\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/morstar.vn\/vi\/wp-json\/wp\/v2\/comments?post=31809"}],"version-history":[{"count":2,"href":"https:\/\/morstar.vn\/vi\/wp-json\/wp\/v2\/posts\/31809\/revisions"}],"predecessor-version":[{"id":31813,"href":"https:\/\/morstar.vn\/vi\/wp-json\/wp\/v2\/posts\/31809\/revisions\/31813"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/morstar.vn\/vi\/wp-json\/wp\/v2\/media\/31811"}],"wp:attachment":[{"href":"https:\/\/morstar.vn\/vi\/wp-json\/wp\/v2\/media?parent=31809"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/morstar.vn\/vi\/wp-json\/wp\/v2\/categories?post=31809"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/morstar.vn\/vi\/wp-json\/wp\/v2\/tags?post=31809"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}