According to the data released by the official website of Vietnam Cement Association, in the third quarter of 2025, Vietnam's domestic cement sales totaled about 18 million tons, equivalent to 79% of the sales in the second quarter. Several regional traders said the decline in sales was mainly due to adverse weather conditions, including typhoons and seasonal disruptions, which hampered operations and logistics. In addition, rising power, fuel and raw material costs continue to squeeze producers' margins. "Typhoons in the third quarter, such as Gaji in late August and Bulalo in late September, brought heavy rainfall, floods and wind damage, which undoubtedly affected transportation and construction activities,"
a regional trader noted. "As the cost of electricity and raw materials continues to be high, many Vietnamese cement producers are interested in scaling down production and prioritizing line maintenance," said another Southeast Asian trader. In contrast
to the decline in domestic sales, cement and clinker exports rose sharply in the third quarter, reaching nearly 9.5 million tons , surpassing not only the previous quarter, but also the same period in 2024. Several traders believe that strong demand in Africa and Eastern Europe helped offset the decline in sales in the United States, Taiwan and the Philippines. "Since the second half of 2025, West African countries such as Ghana, Senegal and Ivory Coast have stepped up their imports of Vietnamese clinker, providing producers with alternative export channels in addition to the traditional Bangladeshi market," a trader said.
However, traders also warned of a challenging outlook for Vietnam's cement exports. The United States imposes a 20% import tax on Vietnamese cement, while Taiwan's anti-dumping duties will continue until 2030, and these factors will continue to put pressure on export competitiveness and pricing strategies.
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