Vietnam Investment Review (VIR)

E Vehicle Infrastructure Financing for High Growth

Vietnam aims to host one million electric vehicles by 2030, rising to 3.5 million by 2040, creating a clear need for 100,000‑350,000 public chargers. The paper argues that a shift from a single‑operator, brand‑specific network to an open, interoperable ecosystem will lower demand risk and attract both domestic and foreign capital. Blended finance, guarantees and public‑private partnerships are proposed to bridge fiscal constraints while ensuring commercial viability. Integrating charging rollout with grid planning and renewable‑aligned tariffs can boost energy security and balance‑of‑payments benefits.