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1、 Executive summary Vietnam is entering a pivotal stage in its economic development and energy transition.The country now has a unique opportunity to position itself as a regional hub in the lithium-ion battery(LIB)supply chain,contributing significantly to its national net-zero emissions target by 2

2、050 and responding to an anticipated 70%global battery undersupply by 2035.The Enhancing Batteries Supply Chain for Electric Vehicles,Energy Storage Systems,and Renewable Energy initiative,a collaboration between Vietnams Ministry of Finance and the Southeast Asia Energy Transition Partnership(ETP)U

3、nited Nations Office for Project Services(UNOPS),focuses on promoting investment,bolstering innovation,and providing policy recommendations to strengthen Vietnams position in the battery supply chain.This report is the fourth deliverable under the scope of the collaboration.It provides a comprehensi

4、ve analysis of Vietnams battery supply chain,evaluating its current state,identifying opportunities and challenges,and proposing strategic interventions to enhance technological capabilities,attract investment,and build a sustainable ecosystem.The analysis is grounded in a wide range of data sources

5、including primary interviews and focus groups with industry stakeholders and governmental entities,global benchmarks from the International Energy Agency(IEA)and BloombergNEF,and Vietnams evolving national policy frameworks.Based on this analysis,Vietnams domestic battery demand is projected to reac

6、h 46.9 GWh by 2030.This demand is expected to be driven by the uptake of approximately 1.55 million electric two-wheelers(E-2Ws),171,000 passenger electric vehicles(PEVs),and deployment of 10,000 megawatts(MW)of battery energy storage systems(BESS).To meet this projected demand,Vietnam will require