Over $13 billion in solar, wind investment at risk in Vietnam, industry letter says
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 10 2025
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Source: Reuters
Investors' Concerns: Over two dozen foreign and Vietnamese investors, including Adani Green Energy, have expressed alarm over Vietnam's potential retroactive changes to subsidized prices for wind and solar energy, which could jeopardize over $13 billion in investments and undermine financial stability.
Impact on Renewable Projects: The proposed policy changes may lead to significant equity losses for renewable projects, with many already facing payment delays from the state-owned utility EVN, risking loan defaults and eroding confidence in Vietnam's regulatory framework.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
