Vietnam

Rare Earth Sector Overview

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National Rare Earth Strategy (Jan 2026)

As of January 1, 2026, Vietnam has moved all rare earth resources under the National Strategic Asset classification. This includes a total ban on raw ore exports and a mandate for domestic midstream integration.

🚫 EXPORT BAN

🛡️ NKN ALIGNMENT

Read Official Gazette Analysis→

Current Focus

NKN Midstream Hub

Vietnam is being positioned as the primary non-Chinese alternative for HREE metallization (Dy/Tb).

Integration ReadinessHigh

📋 Administrative & Policy Notes

Jan 2026 Raw Ore Export Ban active; National Strategic Asset status.

Mining Projects in Vietnam

Dong Pao Rare Earth Mine

LavrecoStatus: Reactivating 2026Type: Carbonatite/Clays

Yen Phu Rare Earth Mine

Thai Duong GroupStatus: Operational / State OversightType: Heavy Rare Earths (HREE) / Ionic Clays

Processing Facilities in Vietnam

Vietnam Rare Earth JSC (VTRE)

Vietnam Rare Earth JSCType: Separation

Shin-Etsu Quảng Ninh

Shin-EtsuType: Magnet Manufacturing

LS Metallization Hub (LSCV)

LS Eco EnergyType: Refining

SGI Vina Magnet Factory

Star GroupType: Manufacturing

Sumitomo Hanoi Pulse Center

SumitomoType: Logistics & Strategic Distribution

🇻🇳 Official 2026 Mineral Law Breakdown

Review the full text of the Geology and Minerals Law that went into effect on Jan 1, 2026. This legislation formally establishes Vietnam's NKN Hub status and specifies the domestic processing requirements for Bastnäsite and Ionic Clay projects.

View Legal Analysis: Law No. 2026/GMLP