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Vietnam’s cement sales just hit a record high
Vietnam sold 112 million tons of cement in 2025, the highest level on record. Domestic consumption alone crossed 75 million tons for the first time, while exports recovered to nearly 37 million tons, lifting total sales 16% year on year. Despite higher electricity costs, policy support — including a clinker export tax cut from 10% to 5% through end-2026 — has helped keep the industry competitive.
Why does this matter?
Cement doesn’t move unless things are being built. Rising sales point directly to accelerating construction activity — from expressways and airports to industrial parks and urban projects. This is not just a rebound; it reflects real execution of public investment and a pickup in private sector development.
Looking ahead to 2026, the picture becomes even more compelling. With multiple mega projects set to kick off, construction intensity is likely to move into a higher gear.
Bottom line: cement figures are telling a broader story — Vietnam is building at scale, and the infrastructure cycle is still unfolding.
Original post from TheInvestor
