MORROWFLY

Import-dependence profile

Vietnam

2024 vintage · annual data, 1–2y lag9 critical dependencies across 5 commodities

Every row below is a sourced trade-structure fact: the share of Vietnam’s imports of a commodity that come from one supplier. “Critical” means ≥20% — the same threshold the scenario pages use. Coverage is the 28 monitored commodities, not all imports; where a supplier share is below the threshold it is shown as context, not exposure.

Corn

5.7% of world imports · 2 critical suppliers
  • 55.5% of Vietnam’s corn imports come from Argentina (16.4% of world exports)critical

    Shocked by: What if a severe La Niña hits South American crops?

  • 37.8% of Vietnam’s corn imports come from Brazil (34.5% of world exports)critical

  • 0.9% of Vietnam’s corn imports come from United States (6.55% of world exports)

  • 0.8% of Vietnam’s corn imports come from Ukraine (13.1% of world exports)

Cotton

14.7% of world imports · 3 critical suppliers
  • 41.2% of Vietnam’s cotton imports come from Brazil (34.5% of world exports)critical

  • 24.7% of Vietnam’s cotton imports come from Australia (4.94% of world exports)critical

  • 23.6% of Vietnam’s cotton imports come from United States (6.55% of world exports)critical

  • 2.9% of Vietnam’s cotton imports come from India (6.02% of world exports)

Rare earths

7.39% of world imports · 2 critical suppliers
  • 31.7% of Vietnam’s rare earths imports come from Malaysia (5.66% of world exports)critical

  • 24.19% of Vietnam’s rare earths imports come from Japan (12.26% of world exports)critical

  • 19.39% of Vietnam’s rare earths imports come from China (9.13% of world exports)

  • 0% of Vietnam’s rare earths imports come from Myanmar (1.8% of world exports)

  • 0% of Vietnam’s rare earths imports come from Laos (4.13% of world exports)

Semiconductors

6.89% of world imports · 2 critical suppliers
  • 26.4% of Vietnam’s semiconductors imports come from South Korea (7.31% of world exports)critical

  • 26.22% of Vietnam’s semiconductors imports come from China (9.13% of world exports)critical

  • 10.78% of Vietnam’s semiconductors imports come from Singapore (6.41% of world exports)

  • 6.91% of Vietnam’s semiconductors imports come from Taiwan (24.19% of world exports)

  • 6.49% of Vietnam’s semiconductors imports come from Malaysia (5.66% of world exports)

Rice

4.3% of world imports · 0 critical suppliers
  • 15.6% of Vietnam’s rice imports come from India (6.02% of world exports)

  • 0.4% of Vietnam’s rice imports come from Thailand (3.4% of world exports)

Illustrative exposure lens — not a prediction, not financial advice.