NEWS 1
Vietnam Eyes $100 Billion in Farm Exports by 2030: When FDI and Local Firms Share One Vision
Vietnam is targeting $100 billion in agricultural exports by 2030, a major leap from $62.5 billion in 2024 and a projected $70 billion in 2025. To reach this goal, stronger links between foreign-invested (FDI) and domestic enterprises will be key to boosting productivity, competitiveness, and building a greener, more sustainable value chain.
On November 6, 2025, Minister of Agriculture and Environment Trần Đức Thắng met with executives from De Heus, Hùng Nhơn, and Heineken to discuss development strategies in Vietnam. The meeting focused not only on economic cooperation but also on green growth and sustainable value-chain initiatives.
“With more than 100 million people and a per-capita income of around $5,000 a year, Vietnam is a promising market. From 2026, the economy is expected to post double-digit growth, opening ample room for investment, production, and exports”, Minister Thắng said.
De Heus, a Dutch agribusiness giant, has operated in Vietnam since 2008, following a model that integrates production with local partnerships to form a closed agricultural value chain. Its collaboration with Hùng Nhơn Group has delivered notable results in breeding, feed manufacturing, and modern farm development.
The company is expanding across the region, including Indonesia, South Korea, the Philippines, and Cambodia, while ramping up operations in Vietnam. A flagship project in Tây Ninh Province focuses on large-scale poultry farming and processing, intending to export chicken meat to Europe, a market importing around 800,000 tons annually.
De Heus is also investing in domestic raw material production, working with cooperatives and local governments in the Central Highlands to expand corn cultivation, targeting 100,000 tons of local corn purchases this year.
Hùng Nhơn, De Heus’s local partner, has built a fully integrated agricultural ecosystem, covering breeding, feed, livestock, and processing. Its Grade A wastewater treatment system meets export standards, showcasing a model of sustainable agriculture that allows Vietnamese farmers to join global value chains.
Minister Thắng praised both companies for their contributions and reaffirmed the government’s commitment to policy reforms that promote resource efficiency and reduce waste. He urged De Heus to increase local sourcing and assist farmers through better prices, seed supply, and farming techniques. “Even if local procurement costs slightly more than imports, establishing a sustainable domestic supply chain is still the right direction,” he said.
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Source: Hoàng Thanh
(https://vneconomy.vn/hien-thuc-hoa-muc-tieu-100-ty-usd-nong-san-khi-doanh-nghiep-fdi-va-viet-nam-chung-mot-tam-nhin.htm)
NEWS 2
NEWS 2
Is Brazil Becoming America’s New Option as China Tightens Rare-Earth Exports?
China’s recent move to restrict rare-earth exports has prompted the U.S. and several major economies to urgently seek alternative supply sources to avoid disruptions in industrial production chains. In response, the U.S. has swiftly signed cooperation agreements with Australia and several Southeast Asian countries, while also negotiating with Beijing in an attempt to ease the restrictions.
According to Rest of World, Brazil is now viewed as a potential alternative to China for the United States. The South American nation possesses the world’s second-largest rare-earth reserves. However, Brazil’s mining and processing industries remain underdeveloped. This poses a major challenge for Brazil if it aims to become a true counterbalance to China in this sector.
U.S. data shows that China currently holds about half of the world’s rare-earth reserves, while Brazil accounts for nearly one-quarter. Australia, Russia, India, and Vietnam also possess significant deposits. Notably, part of Brazil’s reserves lies in ion-adsorption clay deposits, which are easier and cheaper to mine, cause less environmental impact compared to hard-rock deposits, and contain higher concentrations of rare-earth elements.
Currently, the U.S. imports roughly 80% of its rare-earth supply from China, Malaysia, and several other countries, highlighting its deep dependence on a supply chain dominated by China.
Discussing Brazil’s potential in rare-earth exports, Francisco Valdir Silveira, Director of Geology and Mineral Resources at the Brazilian Geological Survey, said that Brazil was once one of the most advanced countries in the rare-earth value chain during the 1990s.
“Our challenge today is not a shortage of minerals but a lack of technology and processing capacity. Brazil can significantly scale up its mining activities if the right investments are made in research and development. The country needs to build processing plants, create jobs, and develop universities, technology centers, and a highly skilled workforce,” Silveira stated.
Regarding environmental regulations, Brazil is considered to have some of the strictest mining policies in the world, with rigorous monitoring mechanisms at the city, state, and federal levels.
Julie Michelle Klinger, Associate Professor of Geography and Spatial Sciences at the University of Delaware, also believes that Latin America can play an important role in the global strategic mineral supply chain. She suggests that countries in the region should reinvest in research, refining technology, and recycling, while ensuring that value is created locally.
“This means building partnerships based on technology cooperation and knowledge transfer, rather than simply extracting and exporting raw materials,” Klinger emphasized. “This is a genuine opportunity to link rare-earth development with national goals such as renewable energy, high-tech manufacturing, and scientific innovation, instead of merely chasing another wave of raw-material extraction,” she added.
“It is time for the region to move beyond the role of a ‘backup supplier’ for major economies. Latin America’s potential is far greater—not only to fill gaps in the global supply chain but to become a proactive force shaping the future of the strategic minerals industry,” Klinger concluded, stressing the importance of responsible political leadership in diversifying and stabilizing the global rare-earth supply chain.
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Source: Bạch Dương
(https://vneconomy.vn/trung-quoc-siet-xuat-khau-dat-hiem-brazil-tro-thanh-lua-chon-moi-cua-my.htm)
NEWS 3
News 3
Bitcoin breaks the $100,000 mark
After lingering around the 110,000-120,000 USD range for a month, Bitcoin (BTC) gradually fell to lower price levels from the beginning of November. From late night on November 4 to the morning of November 5 (Hanoi time), the world's largest cryptocurrency experienced a sharp price drop, at times falling below 100,000 USD per unit. Around 9 a.m., BTC dropped close to 98,962 USD. This is the lowest price level since the end of June, over four months ago.
According to the derivatives market tracking platform CoinGlass, over $2 billion worth of futures contracts have been liquidated in the past 24 hours. Among them, long traders (i.e., those expecting prices to rise) accounted for nearly 80% of the losses, amounting to $1.6 billion. This is the largest deleveraging event across the market since September. Liquidation occurs when an exchange closes a leveraged position due to the investor not having enough funds to cover the losses on that position, resulting in the partial or total loss of the margin. Large liquidation events often mark local peaks or bottoms in asset prices.
Gerry O'Shea, a spokesperson at the cryptocurrency management company Hashdex, stated that Bitcoin was trading around $100,000 today as risk sentiment dominated the financial markets, affecting a range of digital assets, stocks, and commodities. "Recent speculation that the Federal Open Market Committee (FOMC), which makes interest rate decisions, might reject another rate cut this year, as well as concerns about tariffs and risks in the capital markets, have helped push the market lower," the analyst said.
Earlier, Federal Reserve Chairman Jerome Powell hinted that investors should not expect an interest rate cut in December. Following this statement, investors priced in a 71% probability of a rate cut in December, down from 90% previously. Typically, interest rate cuts help boost the prices of risk assets, including cryptocurrencies. In addition, experts also believe that Bitcoin's recent price trajectory has been influenced by sell-offs from long-term holders. According to data from analytics firm CryptoQuant, long-term investors sold about 405,000 BTC in October, equivalent to over 43 billion USD.
Despite the volatility, analysts still believe that cryptocurrencies have a lot of potential. According to O'Shea, $100,000 could be an important psychological support level, but he does not see this as a sign of weakness for Bitcoin. Traders predict that the next few sessions will help test whether Bitcoin's recovery can be sustainable. If not, the market will turn its attention to whether a broad sell-off might occur.
Regarding the net selling trend by 'shark' investors with long-term holdings, analysts believe it is not necessarily a bearish signal. Credible Crypto notes that long-term investors are merely transferring their digital assets into the hands of traditional financial investors and institutions, many of whom buy on behalf of retail groups.
Bitcoin’s price from the beginning of the year until now (Image: CoinMarketCap)
Source: Tiểu Gu
(https://vnexpress.net/gia-bitcoin-hom-nay-btc-thung-moc-100-000-usd-4960298.htm)