Q1 2013 www.businessmonitor.com VIETNAM INFRASTRUCTURE REPORT INCLUDES BMI'S FORECASTS ISSN 1750-5593 Published by Business Monitor International Ltd. VIETNAM INFRASTRUCTURE REPORT Q1 2013 INCLUDES 10-YEAR FORECASTS TO 2021 Part of BMI's Industry Report & Forecasts Series Published by: Business Monitor International Copy deadline: October 2012 Business Monitor International © 2012 Business Monitor International. 85 Queen Victoria Street All rights reserved. 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Vietnam Infrastructure Report Q1 2013 © Business Monitor International Ltd Page 2 Vietnam Infrastructure Report Q1 2013 CONTENTS BMI Industry View ............................................................................................................................................ 5 SWOT Analysis ................................................................................................................................................. 6 Vietnam Infrastructure SWOT ............................................................................................................................................................................... 6 Market Overview ............................................................................................................................................... 7 Vietnam ....................................................................................................................................................................................................................... 7 Competitive Landscape ............................................................................................................................................................................................... 9 Table: Vietnam EQS Data ..................................................................................................................................................................................... 9 Building Materials .......................................................................................................................................... 10 Asia ........................................................................................................................................................................................................................... 10 Cement Forecasts ..................................................................................................................................................................................................... 16 Table: Vietnam Cement Production and Consumption Data, 2010 – 2016 .......................................................................................................... 16 Table: Vietnam Cement Production and Consumption Long Term Forecast, 2017 – 2021 ................................................................................. 16 Industry Forecast Scenario ........................................................................................................................... 17 Table: Vietnam Construction And Infrastructure Industry Data, 2010 – 2016 .................................................................................................... 17 Table: Vietnam Construction And Infrastructure Long Term Forecast, 2015 – 2021 .......................................................................................... 18 Construction And Infrastructure Forecast Scenario ................................................................................................................................................. 20 Transport Infrastructure ................................................................................................................................ 26 Table: Vietnam Transport Infrastructure Industry Data, 2010 – 2016 ................................................................................................................ 26 Table: Vietnam Transport Infrastructure Long Term Forecasts, 2015-2021 ....................................................................................................... 28 Transport Infrastructure Outlook and Overview ....................................................................................................................................................... 30 Title: Competitiveness Of Vietnam's Infrastructure ............................................................................................................................................. 30 Table: Vietnam Railway Corporation’s Main Targets ......................................................................................................................................... 34 Major Projects Table – Transport ............................................................................................................................................................................ 39 Table: Major Projects – Transport ...................................................................................................................................................................... 39 Energy And Utilities Infrastructure ............................................................................................................... 54 Table: Vietnam Energy and Utilities Infrastructure Industry Data, 2010 – 2016 ................................................................................................ 54 Table: Vietnam Energy and Utilities Infrastructure Industry Long Term Forecast, 2015-2021 .......................................................................... 56 Energy And Utilities Infrastructure Outlook and Overview ...................................................................................................................................... 58 Major Projects Table – Energy And Utilities ............................................................................................................................................................ 68 Table: Major Projects – Energy and Utilities ...................................................................................................................................................... 68 Residential/Non-Residential Construction and Social Infrastructure ...................................................... 80 Table: Vietnam Residential and Non-residential Building Industry Data, 2010 – 2016 ...................................................................................... 80 Table: Vietnam Residential and Non-residential Building Long Term Forecasts, 2015 – 2021 ........................................................................... 80 Residential/Non-Residential Building Outlook and Overview ................................................................................................................................... 81 Major Projects Table – Residential/Non-Residential Construction And Social Infrastructure ................................................................................. 84 Table: Major Projects – Residential/Non-Residential Construction And Social Infrastructure ........................................................................... 84 Risk/Reward Ratings ...................................................................................................................................... 86 Vietnam’s Risk/Reward Ratings ................................................................................................................................................................................ 86 Rewards ............................................................................................................................................................................................................... 86 Risks .................................................................................................................................................................................................................... 86 Regional Overview .................................................................................................................................................................................................... 87 Asia Pacific Infrastructure Risk/Reward Ratings ................................................................................................................................................