≈01
Water
US$2.5bnSecure freshwater, industrial water, desalination, smart networks and reuse.
Strategic investment proposal
Vietnam National
Infrastructure &
Sustainable Development
Investment Masterplan
EIG Global Trust + Aqua Lemna Group
Explore investment portfolio →$US$10.5bnIndicative programme value
▥7Strategic sectors
⚑30Flagship projects
♙~53,000Construction jobs
The strategic case
An integrated programme for resilient national growth.
Vietnam’s continued growth will require coordinated investment in essential infrastructure. This masterplan brings water, energy, food, industry, climate resilience and logistics into one investable national portfolio.
Review status Draft consolidated edition · Confidential discussion document · All values and outcomes are indicative.
Portfolio composition
Seven connected investment sectors
Indicative allocation: US$10.5bn
◉02
Energy
US$2.3bnFloating solar, southern wind, battery storage and grid modernisation.
◇03
Food
US$1.4bnSustainable aquaculture, protein production, processing and cold chain.
▦04
Industry
US$1.8bnGreen manufacturing corridors, technology parks and circular economy zones.
⌁05
Climate
US$1.0bnCoastal protection, flood management, mangroves and urban adaptation.
↗06
Logistics
US$1.3bnExport corridors, green ports, industrial logistics parks and smart platforms.
✦07
Innovation
US$0.2bnResearch, skills development and technology demonstration.
Flagship portfolio
Explore 30 priority projects
30 projects shown
RefProjectSectorRegionStatusIndicative
A1Mekong Delta Water Security ProgrammeWaterMekong DeltaPriority$850m
A2National Industrial Water ProgrammeWaterNationalFlagship$450m
A3Coastal Desalination ProgrammeWaterCentral CoastFlagship$350m
A4Smart Urban Water NetworksWaterMajor citiesEnabling$300m
A5Wastewater Reuse ProgrammeWaterNationalEnabling$250m
B1Floating Solar InitiativeEnergyMekong DeltaPriority$650m
B2Southern Wind DevelopmentEnergySouthern CoastFlagship$550m
B3National Battery Storage ProgrammeEnergyNationalEnabling$350m
B4Renewable Energy for Water InfrastructureEnergyNationalFlagship$250m
B5Smart Grid ModernisationEnergyNationalEnabling$300m
C1Mekong Aquaculture ZoneFoodMekong DeltaPriority$420m
C2National Tilapia ProgrammeFoodNationalFlagship$180m
C3Protein Pellet ManufacturingFoodSouthern RegionFlagship$220m
C4National Processing FacilitiesFoodNationalEnabling$260m
C5Aquaculture Innovation CentreFoodCentral VietnamEnabling$120m
D1Mekong Coastal ProtectionClimateMekong DeltaPriority$350m
D2National Flood ManagementClimateNationalFlagship$250m
D3Mangrove RestorationClimateCoastal VietnamFlagship$150m
D4Urban Climate AdaptationClimateMajor citiesEnabling$180m
D5Climate Monitoring NetworkClimateNationalEnabling$70m
E1Southern Green Manufacturing CorridorIndustrySouthern RegionPriority$520m
E2Northern Technology ParksIndustryNorthern CorridorFlagship$420m
E3Central Innovation ParkIndustryCentral VietnamFlagship$280m
E4Industrial Water InfrastructureIndustryIndustrial zonesEnabling$330m
E5Circular Economy ZonesIndustryNationalEnabling$250m
F1Mekong Logistics CorridorLogisticsMekong DeltaPriority$350m
F2National Cold ChainLogisticsNationalFlagship$220m
F3Green Port InfrastructureLogisticsCoastal VietnamFlagship$280m
F4Industrial Logistics ParksLogisticsEconomic corridorsEnabling$300m
F5Smart Logistics PlatformLogisticsNationalEnabling$150m
Project-level figures are working estimates compiled from the draft and require feasibility validation. The sector totals, rather than individual project estimates, govern the consolidated programme value.
Geographic priorities
Investment aligned to regional need
Four priority regions
Mekong Delta
$3–4bnWater security · aquaculture · climate adaptation · coastal protection
Southern Economic Region
$2–3bnIndustrial water · renewable energy · green industrial parks
Northern Economic Corridor
$2–3bnIndustrial infrastructure · clean energy · logistics
Central Vietnam
$1–2bnSmart cities · water infrastructure · coastal resilience
Delivery roadmap
From strategic dialogue to operation
Programme horizon 2027–2032
Mobilise
Government review, joint working group and programme governance.
Define
Priority selection, pre-feasibility and strategic assessments.
Structure
Detailed feasibility, ESIA, procurement and financial close.
Deliver
Construction, commissioning, monitoring and capacity building.
Operate
Operations, optimisation, evaluation and expansion.
Economic & delivery framework
Capital, impact and governance
Illustrative capital structure
25–35%Equity55–65%Senior debt5–15%Contingency / otherEmployment potential
45–55kConstruction18–25kPermanent operations70–100kIndirect employmentProgramme assurance
- National Steering Committee
- Programme Management Office
- Technical & Commercial Committees
- ESG, risk and independent assurance
Recommended immediate action
Establish a Joint Working Group.
Government review can be followed by a joint EIG–ALG–Government working group to prioritise projects, establish governance and commission pre-feasibility studies.