Vietnam’s Rare Earth Ambition in a Fragmenting World

March 11, 2026

Vietnam holds the world’s sixth-largest rare earth reserves, but reserve size alone doesn’t make a viable investment destination.

This article by Tractus Vietnam Consulting Manager Duc Le breaks down where Vietnam actually stands in the ASEAN rare earth landscape, what’s driving renewed interest from South Korean and other foreign investors, and what site selectors need to weigh before committing to a project with a 1-to-10-year horizon.


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