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EU Weighs Vietnam Ties to Diversify Critical-Mineral Supply

A June 2026 document identified Vietnam as a potential supplier, citing its rare earth and tungsten reserves. Vietnamese exports to Europe have largely included tungsten and antimony.

Tungsten ore samples sit beside cargo containers at a Vietnamese port / TokenPost.ai
Tungsten ore samples sit beside cargo containers at a Vietnamese port / TokenPost.ai

The European Union is assessing critical-mineral cooperation with Vietnam as Chinese export restrictions disrupted European supply chains in 2025 and strengthened the case for finding suppliers beyond China.

A June 2026 document prepared by the EU delegation in Hanoi identified Vietnam as a potential supplier, citing its reserves of rare earths and tungsten. Vietnam’s exports to Europe have so far consisted largely of tungsten and antimony, both used in weapons manufacturing.

The minerals also matter beyond defense. They are important to AI data centers, reindustrialization and electrification, extending supply concerns across several industries.

Vietnam’s 2025 trade totals were $475.04 billion in goods exports and $455.01 billion in imports. China was the country’s largest import source, at $186 billion.

The European Commission is exploring ways to work with Vietnam on critical minerals.

Riza Dagoc

Riza Dagoc reports on regulation, investing and the digital-asset business for TokenPost. Send corrections or tips to info@tokenpost.com.

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