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Appendix R2

R2. Disagreements log

All 352 cases where sources disagree, with both claims and the position this report takes. We never average disagreeing numbers.

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On this page
  1. Protein economy and feed (14)
  2. Feed market (7)
  3. Feedstocks (13)
  4. Industrial capacity (9)
  5. Companies and ecosystem (9)
  6. Company verification (6)
  7. Retail audit and formulation (14)
  8. Regulation (14)
  9. Research and talent (11)
  10. Infrastructure and talent (4)
  11. Science (7)
  12. Capital (9)
  13. Regional position (12)
  14. Costs (7)
  15. Geography, institutions and outlook (6)
  16. Futures 2030 to 2050 (28)
  17. Demand side, v0.3 (89)
  18. Actor check and expansion waves, v0.4 (93)

When two credible sources give different values or facts, we record both and state the position we take, with reasons. We do not average them. This page is generated from disagreements.csv, grouped by the research stream that found each disagreement. Where an earlier draft of this project was simply wrong, the correction is listed in M5. Changelog instead. The disagreements that most affect the conclusions are summarised in Unknowns. Version 0.2 adds the disagreements found in the futures round (DG-143 onwards), grouped under "Futures 2030 to 2050"; the model-related ones are discussed in F4. Balance model. Version 0.4 adds the disagreements found by the actor check and expansion waves 7 to 9 (DG-260 to DG-352; see M4. Actor check and waves). Version 0.3 adds the disagreements found in the demand round (DG-171 onwards), grouped by research stream under "Demand side".

Protein economy and feed (14)

IDTopicClaim AClaim BPosition taken
DG-001Aquafeed volume 20256.5 Mt (USDA Post, 1)3.9 to 4.8 Mt (industry via ACAP, 2); 3.3 to 3.85 Mt (capacity x utilisation, same article)Report both. The ACAP species split is more transparent. Neither closes with NSO output at plausible FCRs. Do not use a single number.
Same or related disagreement: DG-120.
DG-002Shrimp output 20251,291 kt whiteleg plus black tiger (NSO, 3)"Nearly 800,000 tonnes" supported by 920 kt of feed (industry, 2)Use NSO for output. Flag that feed-based and statistical estimates diverge by about 40%.
DG-003Whiteleg shrimp 2025994.4 kt (NSO fisheries release)944.4 kt (NSO highlights page)994.4 kt: 9-month 719.7 + Q4 274.7 = 994.4.
DG-004Pig herd trend 2025+0.6% to 31.4 M (Livestock Department, 4)Herd "fell sharply" from Q3 2025 (NSO, 5)Unresolved. Possibly different reference dates. Cite both.
DG-005Pigs culled for ASF 20251.2 M (USDA)1.3 M (Livestock Department)Report 1.2 to 1.3 M.
DG-006Share of feed raw materials importedMore than 65% (Vietnam Report 2025; VietDVM)85%, about 17 Mt/yr (Livestock Department 2024, via VnEconomy); 70% to 80% (review 2024)Definitions differ (volume vs value; with or without domestic rice bran and cassava). Prefer ingredient-specific figures: corn 74%, soy protein about 99%, wheat and DDGS 100%.
DG-007Corn imports 202412.52 Mt (customs, USDA)10 Mt (Livestock Department feed-ingredient figure, 6)12.52 Mt is total imports. The lower figure is probably feed-industry-only imports.
DG-008Wheat imports 20245.5 Mt (USDA)about 5.74 Mt (derived from customs growth rates)Minor. Use 5.5 to 5.7 Mt.
DG-009Corn feed use14.4 Mt feed and residual (USDA PSD MY2024/25)9.2 Mt corn in industrial feed (USDA Table 2, CY2025)Different scope (PSD includes on-farm feed and residual). Use 9.2 Mt for compound feed and 14.4 Mt for total feed use.
DG-010Soybean meal origins 2025Argentina 69% (our reading of the table)Brazil 69% (first automated summary)Argentina, pending a direct PDF check.
DG-011Population 2025102.3 M (NSO)101.9 M (USDA)Use NSO.
Same or related disagreement: DG-125.
DG-012GDP per person 2025USD 5,026 (NSO)USD 5,048 (USDA)Use NSO.
DG-013Fisheries 20249,547 kt preliminary (NSO Feb 2025)about 9,658 kt implied by 2025 growth rateNSO revised 2024 upward. Use the revised figure for growth calculations.
DG-014Fishmeal pool350 to 450 kt (prior draft)about 80 to 270 kt (this note)Prior figure not supported by sourced inputs.
Same or related disagreement: DG-117.

Feed market (7)

IDTopicClaim AClaim BPosition taken
DG-115Fishmeal price, Nov 2025UPV executive: USD 1,600/t (7)World Bank Peru 65% CIF: USD 1,794/t (8)Both can be right. The UPV figure is probably a lower grade or Indian origin (India supplied 49% of Vietnam's import value in 2023). Use the World Bank series as the benchmark; say which grade when quoting.
Same or related disagreement: DG-084, DG-116, DG-126, DG-127.
DG-116Latest fishmeal priceWave 1: USD 1,837/t (Mar 2026) (9)Pink Sheet: USD 2,500/t (Aug 2026) (10)Not a conflict; wave 1 is superseded. Use August 2026 as latest and the 2025 average as the base case.
Same or related disagreement: DG-084, DG-115, DG-126, DG-127.
DG-117Displaceable poolPrior drafts: 350 to 450 ktMacro: 80 to 270 kt; this note: 79 to 290 kt sourced, 116 to 244 kt centralUse 120 to 245 kt as central. 350 to 450 kt requires unsourced snakehead and marine rates.
Same or related disagreement: DG-014.
DG-118Shrimp fishmeal inclusion6% projected for 2025 (Salin et al. via 11)20% to 25% in recent Chinese trial control diets (12, 13)Both are indirect. Projection is not measurement; trial controls are not market surveys. Central 10% to 20%. One call to a Vietnamese shrimp feed mill would settle it.
DG-119Vietnam fishmeal tonnageWITS: 139 kt imported, 227 kt exported (2023)Uniform unit values imply imputationQuote values, not tonnes.
Same or related disagreement: DG-089.
DG-120Aquafeed volumeUSDA 6.5 Mt (2025)Industry 3.9 to 4.8 Mt (2)Unresolved (macro agent's position stands). The pool uses industry species volumes.
Same or related disagreement: DG-001.
DG-121Feed share of costShrimp: 50% to 60% (14, 2026)Pangasius: 70% to 90% (15, 2007 to 2011 studies)Different species and years; not a conflict. Pangasius figure is dated.

Feedstocks (13)

IDTopicClaim AClaim BPosition taken
DG-015Starch factory count~100 industrial (MOIT, 2021; 16)~120 in 27 provinces (ACC, 2023; 17); 150+ (VCA, Oct 2025; 18)Unresolved. Likely different size thresholds and new builds. Use "120 to 150" and cite both.
DG-016Cassava pulp volume~4 Mt/yr; 10 to 15% of roots "= 3.8 to 5.4 Mt" (19). That arithmetic implies 38 to 54 Mt roots, so it is internally wrong1.7 to 2.1 Mt wet (prior draft, uncited)Ours: ~6.2 Mt wet (range 4 to 8), about 1.3 Mt DM, 2025, from the Thai material balance. The 1.7 to 2.1 Mt figure is rejected as too low for wet pulp.
DG-017Pulp ratio per t roots10 to 15% (20); 20 to 30% (21)40 to 60% wet (16, 22); 57% wet (23/06)Different moisture bases. Adopt 0.57 t wet (80% moisture) or 0.12 t DM per t roots.
DG-018Pulp protein0.2% (22, wet basis)1.5 to 2.6% DM (20, 24, 21)Consistent once moisture is accounted for. Use DM figures.
DG-019Cassava chip exports 2025967,460 t in 10 months (25)955,670 t in 11 months (26)Cannot both be chips-only. Probably different product definitions (all raw cassava vs dried chips). Not averaged. Use 26 for chips, flag.
DG-020Cassava area/output499,100 ha, 10.24 Mt (2025; 26)~517,000 ha, ~10.5 Mt (27, published Aug 2026)27 repeats 2024 figures. Use 26 for 2025.
DG-021Ethanol plants"6 ethanol plants" (27)3 operating, 830 m3/day (28)Both true: 6 built, 3 operating in mid-2026.
DG-022Paddy43.5 Mt (NSO, CY2025)42.96 Mt (USDA MY2024/25); prior draft 43.12 MtDifferent periods. Use NSO for calendar 2025.
DG-023Maize4.4 Mt (NSO, 2025)4.1 Mt (USDA, MY2025/26)Different periods and methods. Show both.
DG-024Rice bran volume~4.35 Mt (derived, 10%)~5 Mt (29, claim)Use derived 4.35 Mt. It is consistent with USDA use plus exports of about 4 Mt.
DG-025Bran + broken in feed730 kt (prior draft, citing an earlier USDA report)2.8 Mt local supply CY2025 (USDA VM2026-0012)Use the current USDA table. The 730 kt figure is probably a different table (imports) or outdated.
DG-026BSG price6,000 to 6,500 VND/kg fresh (30)Dry rice bran 7,300 to 7,650 VND/kg (31)The BSG quote is implausibly high per kg of DM. Treat as retail and Low.
DG-027Molasses ethanol at QNS60 M L/yr, target 2026 (32, 2024)An Khe ethanol plant 200 m3/day, Q1 2028 (28, 2026)Probably the same project, delayed. Use the 2026 government source.

Industrial capacity (9)

IDTopicClaim AClaim BPosition taken
DG-028Fuel ethanol total capacityAbout 600,000 m3/yr, 6 plants (prior lead)450,000 m3/yr (33, September 2025); 41,000 m3/month, about 492,000/yr (34, March 2026); 480,000 m3/yr with 7 plants (35, July 2026)Use 450,000 to 490,000 m3/yr. The 600,000 figure probably assumed 6 plants of 100 million L each, but actual nameplates range from 72 to 125 million L and some are much smaller.
DG-029E10 start dateNationwide from 1 January 2026 (33)From 1 June 2026 under Circular 50/2025/TT-BCT (36)Not in this agent's scope. Passed to the regulation agent. The later source cites a specific circular, so it is more likely right.
Same or related disagreement: DG-122.
DG-030C.P. Vietnam plant count9 plants (37, 2023)21 plants (38, 2026)Both may be right on different bases (feed mills only vs all facilities). Record both. Verify with C.P.
DG-031Vinasoy market shareAbout 80% of soy milk (company, 2025, 39)84.2% (2017, 40); over 90% of boxed soy milk (2022, 41)Segment definitions differ. Use "about 80% of soy milk" as the conservative figure.
Same or related disagreement: DG-041.
DG-032VNVC plant investmentVND 2,000 bn (42, May 2025)VND 2,500 bn (43, July 2026)Probably a revised budget. Use the later figure with its date.
DG-033Daesang plant locationsBac Giang MSG plant, Thai Nguyen starch (44, Korean press)Viet Tri (Phu Tho) MSG plant, Tay Ninh starch (45, Daesang Vietnam)Trust the company page. The Korean press translation is garbled, so its 35,000 t/yr figure is also Low confidence.
DG-034Dong Nai statusVedan website gives addresses as "Dong Nai City" (46)Wikipedia snapshot: Dong Nai remains a province after merging with Binh Phuoc (47)We use "Dong Nai". The status should be checked by the regulation or ecosystem agent.
DG-035Carlsberg Phu Bai investmentVND 3,406 bn, about USD 169 million (48)About USD 90 million (49)Different scopes or phases. Capacity (600 million L/yr) agrees across both.
DG-036De Heus and CJ feedDe Heus has 17 plants from buying CJ Feed & Care in early 2026 (38)No second sourceUnverified. Low confidence. Ask De Heus or CJ.
Same or related disagreement: DG-129.

Companies and ecosystem (9)

IDTopicClaim AClaim BPosition taken
DG-037Entobel fundingUSD 33 m Series B (company PR, 2023; 50, 51)Series B USD 30 m (Mekong USD 25 m + Dragon USD 5 m) plus IFC USD 2.5 m = USD 32.5 m project cost (IFC disclosure; 52)Use IFC's breakdown (primary DFI document). "USD 33 m" is rounded and includes IFC. Prior lead "about USD 36 m" not supported. One trade article's "about USD 10 m from IFC" is wrong (53 paraphrase).
Same or related disagreement: DG-062, DG-063.
DG-038Entobel capacity"12x since 2022" (54)1,000 + 10,000 = 11,000 t/yr design (52)Consistent within rounding. All are design capacity, not output.
DG-039Cricket One volumeMore than 100 million crickets/month (2020)About 100 t fresh/month at full capacity (Feb 2023); about 150 t live/month (Oct 2024); 1,000 t/yr processing (Oct 2023)Units differ and all are company claims. Use "1,000 t/yr processing capacity (2023, claimed)" as the scale anchor.
DG-040Vinh Hao spirulina area5,000 m2 (prior lead)More than 12,000 m2 (company page, undated)Prefer the company figure as more recent, but it is unaudited. Output figure (17 t/yr) is from 2013.
DG-041Vinasoy share82.7% (Dec 2014, 55)About 80% (2024, 56)Not a conflict: stable share over time. Both company-sourced.
Same or related disagreement: DG-031.
DG-042BewinaImports Taiwan and US brands, founder Ho Thanh Nhien (57)Sells "Romania" products (58)Possibly both (the Romanian brand Verdino plus others). Low confidence.
DG-043Market sizeAbout VND 1,000 bn (2022, 57, 58)USD 500 m "within several years" (59); USD 500 m by 2025 (60)Reject both for decisions: no traceable method.
DG-044"Xuan Hong"Industrial do chay maker (prior lead)Cassava starch processor, Tay Ninh (61)The lead is probably wrong; another Xuan Hong may exist but was not found.
DG-045TH true NUT as plant-basedSold in the plant-milk aisleContains fresh cow's milk (62, 63)Classify as hybrid.

Company verification (6)

IDTopicClaim AClaim BPosition taken
DG-128De Heus Vinh Long marine mill capacity84,000 t/yr (wave-1 trade press)168,000 t/yr (De Heus global release, 22 Jul 2026; 64)Use 168,000 t/yr as the company-stated design capacity. 84,000 may be phase 1. Unresolved.
DG-129CJ deal scope"De Heus has 17 plants from CJ" (wave 1, implied Vietnam)17 mills across five countries (65, 66)Claim B. Vietnam mill count unknown.
Same or related disagreement: DG-036.
DG-130Vedan GA capacity36,000 t/yr (1995; used in wave 1)180,000 t/yr (2004; 67)Claim B is the later nameplate. Neither is confirmed current.
DG-131VISSAN founding year1970 (company homepage, 68)1974 (Vietstock, 69)Not material. Keep the company figure.
DG-132De Heus in Vietnam"Since 2009" (66)"18+ years" (70, 2026, i.e. about 2008)Rounding. Not material.
DG-133Pham Gia Phat registrationBrand founded late 2014; tax code 0312857463 fits a 2014 HCMC registrationPage states 28 May 2019The 2019 date is probably a change of registration. Low.

Retail audit and formulation (14)

IDTopicClaim AClaim BPosition taken
DG-090CJ acquisition of Cầu TreCollector notes: CJ bought Cầu Tre in 2006 (71)Analyst recollection: CJ CheilJedang took a majority stake in 2016Unresolved. Lean to 2016 (Low). Not verified this wave; web search budget exhausted.
DG-091Ông Chà Và / NOSA canned soy meat originNha Trang OSINT: made in China, imported (71)HCMC log row: Vietnam (local) (71)Unresolved. Brand owner may be Vietnamese with contract manufacture in China. Check "Xuất xứ" on the can.
DG-092137 Degrees originNha Trang rows: Vietnam (local)HCMC rows: imported; brand site is Simple Foods (believed Thailand) (72)Imported (Thailand), Medium-Low.
DG-093Veyo ownershipOne log row: NutifoodQNS site lists VEYO as its nut-milk brand (73)Vinasoy/QNS, High.
DG-094An Nhiên dried-slice pricesField log online reference: VND 49,000/150 gAEON eShop 23 Sep 2026: VND 60,000 to 65,000/150 g (74)Both recorded. Calculations use the field value; with AEON prices, price per 100 g protein is 22 to 33% higher (still the cheapest non-tofu protein).
DG-095An Nhiên gà viên chay recipeLabel: soy protein concentrate, from Serbia (71)Retailer listing: SPI, corn starch, wheat fiber, soybean oil (75)Prefer the photographed label; listing may be an older or different recipe.
DG-096Vissan bò nấu đậu chayNha Trang (brand site): vegan beef slices 55%, white beans 17%HCMC label photo: slices 30%, beans 20%Prefer the HCMC label (primary, current). Possible reformulation.
DG-097Cầu Tre chả giò bánh rế chay đặc biệtNha Trang listing: contains tàu hũ kyCJ site 2026: mung bean only, no tofu skin (76)Prefer CJ site as current; possible reformulation away from soy.
DG-098HS 2106.10 China to Vietnam, 2023 tonnageVietnam-reported 1,551 t (77)China-reported 7,957 t (78)China figure. Vietnam-side quantities are imputed (uniform unit value). Values agree more closely (USD 9.1 million vs 12.6 million).
Same or related disagreement: DG-075.
DG-099Wheat gluten imports 2023Vietnam-reported 12,337 t total, 7,314 t from China (79)China-reported 10,338 t to Vietnam (80)China figure for China tonnage; total imports are probably above 12,000 t.
DG-100Soybean importsPrior lead: about 3.2 MtUSDA GAIN VM2025-0011: 2.5 Mt MY2024/25, 2.8 Mt MY2025/26 (81)Not averaged. Different marketing years and report editions; GAIN VM2025-0011 used here. Macro agent should reconcile.
DG-101Thoại An đậu hũ hải sản chay 500 g priceCo.opmart Nha Trang: VND 71,500Co.opmart Nguyễn Kiệm: VND 43,700One read is probably wrong; the HCMC tag is a clear read.
DG-102Same-SKU price spread across storesbibigo Healthy Mandu Chay 300 g: VND 43,000 (promotion) to 56,700; Vissan chả giò chay: VND 44,900 to 60,000n/aReal price variation plus low-confidence reads. Do not use single-store prices as market prices.
DG-103Chay cheaper than meatField notes: 17 to 38% cheaperThis analysis: only the Vissan pair (-38%) is high confidence; others -52% to +19% on low-confidence readsDirectionally supported for spring rolls; not established across categories.

Regulation (14)

IDTopicClaim AClaim BPosition taken
DG-046Status of Decree 15/2018thuvienphapluat compendium page lists it as "expired 16/4/2026" (82, via extraction)Resolution 15/2026/NQ-CP says Decree 15/2018 "continues to have effect" until the new law and decree (83, government press)Decree 15/2018 applies. Government resolution text beats a database status tag.
DG-047Status of Resolution 66.13/2026thuvienphapluat page extraction: "in effect" until replaced, no later than 28 Feb 2027 (84)Resolution 15/2026 suspends it with Decree 46/2026 (83; Nhân Dân headline)Suspended.
DG-048Decree 46/2026: replace or amend Decree 15/2018Several sources say "replaces" (85, 86)thuvienphapluat title fragment says "sửa đổi" (amends)Designed as a replacement. Moot while suspended.
DG-049GMO certificate timelinesUSDA: 45 working days (5-country route) and 90 (standard) (87)thuvienphapluat Q&A: 5 + 17 + 5 = 27 and 5 + 67 + 5 = 77 working days of agency steps (88)Both may be right: the USDA figure likely includes the 20-day public comment. Use 27/77 for agency steps and about 45/90 end to end.
DG-050Refined GM products excludedUSDA and ISAAA: explicitly excluded (87, 89)Decree text extraction: no explicit exclusion visible (90)Excluded in effect, through the definition (no GM DNA or protein). Precision-fermented proteins are not excluded.
DG-051Feed trial article and durationPrior lead: Decree 13/2020 Art 11 requires a trial; 12 to 18 monthsArt 11 is factory assessment; trials are Law Art 37 and Circular 94/2025 Ch. III; agency time about 40 working days, trial length case by casePrior lead wrong on the article. Duration undocumented; our estimate is 6 to 18 months.
DG-052Feed "5 working days" recognitionDecree 32/2026 extraction mentions 5 working days for recognition under Art 31 (91)Art 31 of Decree 13/2020 covers livestock waste-treatment products, not feedThe 5-day figure is not a feed figure. Use Circular 94/2025 (15 + 5).
DG-053Decree 182/2024 thresholdsPrior lead: VND 12,000 bn / 20,000 bn; 3,000 bn R&DPrimary text: same, plus 1,000 bn within 3 years for R&D, and a semiconductor/AI tierConfirmed.
DG-054Carbon inventory scopeDecree 119/2025 extraction: agriculture and food processing not in mandatory inventoryBackground: inventory facility lists (Decision 13/2024/QĐ-TTg) may include some large facilities across sectorsUnresolved. Pilot quotas are clearly limited to power, steel and cement.
DG-055ISAAA authority nameISAAA says MARD handles notificationsMARD no longer exists; MAE since 1 Mar 2025MAE.
DG-111Who issues the closed-production GMO certificateDecree 43/2026 Art 37a: MAE issues, re-issues, revokes (92)Decision 375/QĐ-BNNMT extract places the procedure in a provincial-level section (93)MAE, per the decree. The listing may reflect delegation or an extraction error. Ask MAE
DG-112Aquafeed trial triggerFisheries Law Art 35(1): trial for any raw material not on the list (94)Appendix II lists no raw materials at all, yet conventional feeds are sold without trials (95)The law is literally broader than practice. Unresolved; treat as a risk for new ingredients
DG-113Draft law product declarationWave 1: MOH 2025 submission proposed three risk tiers (low, medium, high) (96)July 2026 press describes two groups: register or declare applied standard, and no declaration (97, 98)The July 2026 description is later and is used here. The tiers may survive inside the "declare" group
DG-114Soybean meal MFN before March 2025Extract: "1 to 2%" for 2304.00.29 (99)Wave 1 prior leads did not give a rateMinor. The 2025 rate of 0% is what matters

Research and talent (11)

IDTopicClaim AClaim BPosition taken
DG-056Vietnamese studies on RNA reduction, mycotoxin testing and amino-acid digestibilityPrior drafts (100): "No Vietnamese study has reported RNA reduction protocols, mycotoxin testing or amino acid digestibility"HUST 2018 nucleic acid reduction in spent-yeast hydrolysate (101); aflatoxin in 38 tương samples, 2025 (102); in vitro digestibility of rice DDG protein 77.1%, 2025 (103)Prior claim is too strong. Correct version: such methods exist in Vietnam for yeast, traditional soy and rice DDG, but not for any novel fungal or bacterial biomass, and no DIAAS/PDCAAS study was found
DG-057Number of Vietnamese fishmeal-replacement papers (Scite affiliation filter vs term search)Scite affiliation filter: 3 Vietnamese fishmeal-replacement papersTerm search: at least 10 Vietnamese fishmeal/SBM replacement papersUse the higher, manually screened count, and label all counts as lower bounds. The affiliation metadata is incomplete
Same or related disagreement: DG-140.
DG-058Outcome of the FiBL duckweed project with Binca SeafoodsPrior lead: FiBL duckweed project with Binca Seafoods (2019), "outcome unpublished"Scite: 9 Stadtlander duckweed records, none from Vietnam (104)Consistent. The outcome is still unpublished in indexed literature. Ask FiBL directly
DG-059Southeast Asian grantees on the GFI grants pageGFI grants page shows no Southeast Asian grantee (105)The page may be paginated or filtered"No Vietnam grantee found" is held at Medium confidence, not High
DG-060Effective date of Law 93/2025/QH15Law 93/2025/QH15 effective date: not shown on the fetched page (106)Widely reported as 1 October 2025 (agent knowledge)Record the issue date (27 June 2025) as verified and the effective date as unverified
DG-061FIRI Pichia enzyme-expression capabilityPrior lead: FIRI does Pichia enzyme expressionFIRI site confirms an Enzyme and Protein Technology department but not Pichia work. Pichia outputs found are from VNU-HCM US and IBT VASTTreat FIRI Pichia capability as unconfirmed
DG-138Plant-based meat papers with a VN author2 papers (Scite, 107)9 raw, about 6 on-topic (OpenAIRE)Use "about 6 (2015 to 2026), including 2 reviews". Both sources are lower bounds.
DG-139VN work on extrusion or texturisation"None"1 VN-tagged extrudate texture study, 2025 (10.1093/ijfood/vvae080); VN affiliation not verifiedSoften to "at most one study found". Verify the affiliation.
DG-140VN fishmeal-replacement papersAbout 20 by term search (Scite)10 (OpenAIRE country tag)Keep about 20 as the better floor. OpenAIRE's country tagging misses Vietnamese journals and some affiliations.
Same or related disagreement: DG-057.
DG-141Scite versus OpenAIRE for country countsScite used in wave 1Scite gave Thailand 1 cultivated-meat paper, OpenAIRE gave 49Do not use Scite affiliation counts for benchmarking.
DG-142Most-cited VN plant-based meat paperNot reported10.1007/s00217-021-03810-1 (240 citations) is VN-taggedTreat it as a probable false positive until the affiliation is checked.

Infrastructure and talent (4)

IDTopicClaim AClaim BPosition taken
DG-134CTU 2026 total quota11,850 (CTU official table, 108)"About 12,000, up about 1,400 on 2025" (tuyensinh247 aggregator, 109)Use 11,850 from the primary source. The aggregator probably rounded or used a draft plan
DG-135HCMC Biotechnology Center roleWave 1: "claimed pilot-scale fermentation and incubation services" (107, Low)Its own service pages list agri and aqua transfers and lab design only (110)No published pilot fermentation service. Keep as a lead to verify by phone
DG-136Hoa Lac managing body and locationWave 1 and common knowledge: park in Thach That, managed by MOSTBoard office in Ha Dong ward under a Hanoi board for hi-tech and industrial parks (111)The office address is not the park site. Management appears to have moved to Hanoi. Transfer date not verified
DG-137Hoa Lac areaCommon figure about 1,586 ha (agent knowledge)Listed zones sum to 941.79 ha without the education zone (111)Report the zone figures. Treat the total as unverified

Science (7)

IDTopicClaim AClaim BPosition taken
DG-104Growth-factor share of media costUp to 95% of serum-free medium cost (112, current prices)USD 3 to 4/kg wet cells at 100 kt/yr (113, scaled prices)Both valid; report both with their price assumptions.
DG-105Karimi A. oryzae biomass118.5 g DM/L as printed (114)Mass balance on 21 g/L CODTreat as per litre of undiluted vinasse (about 5.9 g/L broth).
DG-106Karimi medium COD21 g/L stated for 5% vinasse835 g/L x 5% = 42 g/LInternal inconsistency in the paper; unresolved.
DG-107Mycoprotein RNA target"about 2%" of DW (115)"less than 1% to be considered safe" (116)Use 115 (primary study text); 116 is a secondary review.
DG-108Wolffia EU statusSafety not established, 2021 (117)Authorised by Reg. (EU) 2022/2223 (118, review)Unresolved; check EUR-Lex / Union list.
DG-109Duckweed productivity~30 t DM/ha/yr average (119)up to 100 t DM/ha/yr (120)Use 10 to 30 for planning; 100 is an extrapolated ceiling.
DG-110Mung bean protein qualityPig DIAAS 86 (older pattern) (121)Human ileal digestibility about 20% lower than pigs (122)Prefer human data for food claims.

Capital (9)

IDTopicClaim AClaim BPosition taken
DG-062Entobel total raised~USD 36M (prior lead, no source)USD 33M Series B (Entobel, 123); USD 32.5M project cost (IFC via EWS, 124); USD 30M (Mekong/The Investor, 125, 126)USD 32.5M to 33M = USD 30M (Mekong + Dragon) + USD 2.5M (IFC). Earlier rounds undisclosed. Reject USD 36M.
Same or related disagreement: DG-037, DG-063.
DG-063IFC ticket in Entobel~USD 10M (Petfood Industry, 127); USD 10M equity proposed (IFC 45769, 128)USD 2.5M (IFC 46903, 124)USD 2.5M. The USD 10M proposal (January 2022) predates the final round, and the company's USD 33M total leaves room for only about USD 3M from IFC.
Same or related disagreement: DG-062, DG-037.
DG-064Vietnam VC deal count 2024118 (2025 report, 129)122 (2026 report, per TNGlobal, 130)Use 122 (later revision); totals unchanged at USD 398M.
DG-065Climate tech VC 2024USD 23M in 10 deals (Do Ventures, 129)~USD 98M to 100M in 55 deals (CT-FE 2025, 131, 132)Definitional. CT-FE counts Techcoop (USD 70M including debt) as climate; Do Ventures counts it as agriculture. Always name the source.
DG-066Techcoop yearAnnounced 28 February 2025 (133)Counted in 2024 data (129)Probably closed in late 2024 and announced in 2025. Year-on-year agritech swings (USD 74M to USD 1M) reflect this one deal.
DG-067GFI H1 2026 totalUSD 359M (134, first sentence)USD 197M "in H1 2026" (134, later sentence)H1 = USD 359M; USD 197M is almost certainly Q2 2026 (the Q2 pillar figures add up to USD 198M).
DG-068Coefficient Giving RFP size"up to $10 million" (fund page, 135)"up to $30 million across two rounds" (RFP page, 136)USD 30M (the RFP page is specific and was updated when Round 2 was added in July 2026).
DG-069Shiok Meats round"Series B ~USD 18M" (VN press, 137, 138)not checked against primaryUnresolved; Low confidence.
DG-070Vietnam VC 2026 YTDUSD 13.7M to March (Tracxn, 139)>USD 273.78M (StartupBlink via blog, 140)No position. Wait for the NIC/Do Ventures mid-year data.

Regional position (12)

IDTopicClaim AClaim BPosition taken
DG-071Aleph Farms Singapore approval date22 Jul 2026 (SFA list, 141)4 Aug 2026 (press, 142, 143, 144)SFA date is the approval; 4 Aug is the announcement
DG-072Aleph Farms Thailand filing5 Dec 2024 (company release, 145)2025 (GFI India, 146)Company release
DG-073Malaysia frameworkNo novel food framework, score 0 (Hawkwood, 147)Novel food provision exists (Reg. 3A, GFI State of Play, 148)A general provision exists, but there is no fermentation or cultivated guidance. Hawkwood's 0 overstates the gap. Not verified at source (FSQD site unreachable)
DG-074Solein category"Precision fermentation" (Green Queen, 149)Bacterial protein powder from Xanthobacter (SFA, 141)Biomass (gas fermentation)
DG-075Vietnam protein-ingredient import tonnage2,421 t (3504) and 5,763 t (2106.10) in 2023, Vietnam-reported via WITSChina alone shipped 10,028 t (3504) and 7,957 t (2106.10) to Vietnam in 2023Vietnam weights are WITS estimates (uniform unit value). Use China's mirror for tonnage. Values also differ (VN USD 10.1 M vs CN USD 16.3 M for 3504 from China); cause unknown (classification, valuation, timing)
Same or related disagreement: DG-098.
DG-076Hawkwood cost structureRepresentative model: feedstock 10% (biomass) and 18% (PF) of costText: feedstock ~35-65% (biomass) and ~30-45% (PF) across other TEAsBoth printed in the same report. For Vietnam, the point stands either way: labour and utilities are a minor share
DG-077Angel Yeast expansion20,000 t planned (GFI China report, 150)30,000+ t (GFI article, 151)Unresolved; record both
DG-078Vow ANZ approval7 Apr 2025 (152)June 2025 (153)Approval by FSANZ in April; in force about June
DG-079Singapore fundingS$144 M (2019 programme, 154)S$165 M "Food Story 2.0" (148); S$42 M for 11 projects (155)Different programmes and calls, not a conflict; do not add them
DG-080China's share of world fermentation capacity"70%" (widely repeated)GFI China report author: source "hard to locate and verify" (150)Do not use the 70% figure
DG-081Hawkwood scores for other countriesFirst machine read: Indonesia sugar 100, Australia sugar 0Verbatim Figure 18 read: Indonesia 14, Australia 60Verbatim read used; it matches the text (Australia 'strong sugar'; Indonesia a large importer)
DG-082Vietnam sugar in HawkwoodImports 110 kt, exports 0; "region's highest sugar yield per hectare" 2024Not cross-checked against USDA Vietnam Sugar AnnualTreat as unverified; feedstock agent to check

Costs (7)

IDTopicClaim AClaim BPosition taken
DG-083Minimum wage 2026Prior lead: 4.96 M VND (Region I)Decree 293/2025: 5.31 M VND from 1 Jan 2026Use 5.31 M. 4.96 M was the 2024 to 2025 level.
DG-084Fishmeal price, Nov 2025Prior lead: USD 1,600/t (unsourced)World Bank Peru 65% CIF: USD 1,794/tUse the World Bank figure for 65% CIF. The lead may be a lower-grade or domestic price; unverified.
Same or related disagreement: DG-115, DG-116, DG-126, DG-127.
DG-085Blended 22 kV EVN priceConsultancy example: about 2,128 VND/kWhMy calculation from the tariff and the April 2026 windows: 1,952 VND/kWh for 24/7 loadBoth can be right for different load profiles (the consultancy may assume more peak-hour use). For continuous plants use 1,952. The claimed DPPA saving shrinks if the baseline is 1,952.
DG-086World urea, March 2026CafeF: USD 674/tWorld Bank series: USD 726/tDifferent series and origins. Record both; the direction (a sharp rise) agrees.
DG-087Capex per m3 of fermentationVlaeminck: about USD 51,000/m3Risner: about USD 350,000/m3Not averaged. They reflect different designs, grades and estimation methods. Use equipment-level estimates.
DG-088Cooling "offsets" the power advantage (prior draft)Prior draft implied a large offsetMy estimate: USD 70 to 180/t, about 2 to 4% of feed-SCP costPartly true, but the offset is modest and avoidable with thermotolerant strains.
DG-089Comtrade unit values for protein ingredients2.52 to 9.16 USD/kgIdentical unit values across all partners suggest imputed quantitiesValues are usable; unit values are Low confidence.
Same or related disagreement: DG-119.

Geography, institutions and outlook (6)

IDTopicClaim AClaim BPosition taken
DG-122E10 nationwide date1 January 2026 (brief)1 June 2026 (Circular 50/2025 text; 156 press)1 June 2026. 1 January 2026 is the circular's effective date. 157 read directly.
Same or related disagreement: DG-029.
DG-123Long AnMerged into HCMC (brief option)Merged into Tay Ninh (Resolution 202 Art 1(18))Tay Ninh, with its capital in former Long An.
DG-124Number of municipalitiesWikipedia summary said "8 municipalities" (fetch-model summary)Resolution 202 and the Wikipedia table list 66 cities, 28 provinces. The "8" is a summarisation artefact.
DG-125Vietnam population 2025UN WPP 2024: 101.6 MGSO 2025 estimate: 102.3 M (158)Use GSO for 2025 facts and UN for projections, and note the gap of about 0.7 M. Do not mix the two in growth rates.
Same or related disagreement: DG-011.
DG-126Fishmeal price levelPrior leads: USD 1,600/t (November 2025) and 1,825 laterWB series: Q4 2025 average 1,796; August 2026 2,500WB series (159) for benchmarks. The different origins (Peru FOB vs c&f Europe vs Vietnam delivered) explain part of the gap.
Same or related disagreement: DG-084, DG-115, DG-116, DG-127.
DG-127Pink Sheet month labelsFirst extraction put 2,045 as the June fishmeal priceSecond, verbatim extraction: 2,045 = Q2 2026 average; June 2,145; July 2,103; August 2,500Second extraction used.
Same or related disagreement: DG-084, DG-115, DG-116, DG-126.

Futures 2030 to 2050 (28)

IDTopicClaim AClaim BPosition taken
DG-143Gas-route electricity per kg of protein41 kWh per kg (balance model; lower-efficiency published case, 160, 161)About 69 kWh per kg (2030 plant design, 162)Keep 41 in the model and report the 69 kWh case: break-even grid intensity about 12 g instead of 21 g CO2 per kWh; S-ALT 2050 electricity about 19 TWh instead of 11.7. The conclusion (dedicated clean power is a precondition) holds either way.
Version 0.2 (futures round).
DG-144Maize imports, 203513.9 Mt (balance model)16.6 Mt (OECD-FAO, 163)Report both. OECD-FAO has 4.4 Mt of non-feed use by 2035 against our 1.6 Mt, and rising domestic output.
Version 0.2 (futures round).
DG-145Fishmeal feed use, 2035274 kt (balance model)339 kt (OECD-FAO, 163)Report both. Our inclusion rates fall 1.5% a year; OECD-FAO use rises.
Version 0.2 (futures round).
DG-146Meat output against the 2030 targetAbout 6.0 Mt carcass weight in 2025 on NSO data (164), already inside the 2030 rangeTarget 6.0 to 6.5 Mt for 2030 (Decision 1520, 165)Report both. Either the target is conservative or NSO live weights run high.
Version 0.2 (futures round).
DG-147Soybean-meal supply, MY2026/27About 9 Mt of meal supply implied by USDA import forecasts (166)7.8 Mt of feed use (USDA Post, 167); 7.7 Mt in the modelLogged. USDA imports imply stock building, exports or higher use than its own feed forecast.
Version 0.2 (futures round).
DG-148Maize imports, MY2026/2715 Mt (USDA Post, 1)About 12.3 Mt (model, 2027 interpolation)Report both; the model is calibrated on 2025 customs imports (11.9 Mt).
Version 0.2 (futures round).
DG-149Alternative-protein research intensity against Thailand0.37 against 1.58 plant-based or cultivated meat records per 10,000 publications, about 23% (OpenAIRE, v0.1, 168)4.1 against 13.4 core-basket works per 10,000 national publications, 2015 to 2025, about 31% (OpenAlex, 169)Say "about a quarter to a third of Thailand's".
Version 0.2 (futures round).
DG-150Rice land, 20303.56 Mha, keep stable (Decision 1748)3,252.63 thousand ha (Decision 1177, 170)Use Decision 1177: later, and it adjusts the national land plan.
Version 0.2 (futures round).
DG-151Renewables in primary energy, 203015 to 20% (green growth strategy, Decision 1658)25 to 30% (Resolution 70, 171)Use Resolution 70: later and higher-ranking.
Version 0.2 (futures round).
DG-152GDP per person, 2050USD 27,000 to 32,000 (Resolution 81, 172)About USD 38,000 (Resolution 252, 173)Use Resolution 252, which amends Resolution 81.
Version 0.2 (futures round).
DG-153Power-sector emissions cap, 2030197 to 199 MtCO2e (Decision 768, 174)At most 170 MtCO2e (Decision 458, press summary)Unresolved; Decision 768 used in calculations.
Version 0.2 (futures round).
DG-154Mekong hydrogen project sizesAbout 30 kt of H2 a year each (175)24, 24, 70 and 5.3 kt (176)Totals agree (about 120 to 123 kt); use 176.
Version 0.2 (futures round).
DG-155Ca Mau farmed shrimp, 2025594,851 t (177)577,000 t (178)Use 594,851 t; the gap is 3%.
Version 0.2 (futures round).
DG-156Capture fisheries, 20302.8 Mt target (Decision 339, 179)3.50 Mt (OECD-FAO, 180)Report both; OECD-FAO does not model the fleet cut.
Version 0.2 (futures round).
DG-157Domestic soybean area and yieldUnder 20 thousand ha; 1.62 t per ha (181)39 thousand ha; 1.28 t per ha (OECD-FAO, 180)Area 20 to 39 thousand ha; yield unresolved.
Version 0.2 (futures round).
DG-158Vietnamese fishmeal output325 kt (OECD-FAO, 2025, 180)About 500 kt a year, 2005 to 2016 (secondary, 182)Use OECD-FAO; the 500 kt may include fish powder.
Version 0.2 (futures round).
DG-159Marine finfish feed conversion on trash fish2 to 2.5 (183)Grouper 5.9, wet weight (184)Use 5 to 8 on a wet-weight basis.
Version 0.2 (futures round).
DG-160Marine feed volume, 202518 kt (our base, aquaculture paths)80 to 100 kt (industry, 2; Appendix S6)Unresolved; open question logged. It affects species-level marine-feed estimates, not the national soybean-meal total.
Version 0.2 (futures round).
DG-161Approved GE events for food and feed60 in total (185)52 when summed by crop in the same summaryReport 60 as stated; breakdown incomplete.
Version 0.2 (futures round).
DG-162Khanh Hoa offshore mariculture pilot area440 ha (Decision 231, 186)Phases in the same summary add up to 240 haReport 440 ha as the headline and flag the gap.
Version 0.2 (futures round).
DG-163National rice strawAbout 52 to 54 Mt a year at a straw-to-grain ratio of 1.19 (187; 188)About 97 Mt at a ratio of 2.2 (189)Use the 1.19 ratio.
Version 0.2 (futures round).
DG-164Cellulosic sugar costUSD 342 to 467 per t (mature-plant models, 190, 191)USD 1,320 per t (lab-optimised Indian bagasse process, 192)Report both; first-of-a-kind plants cost far more per tonne of capacity.
Version 0.2 (futures round).
DG-165Carbon footprint of Argentine soybean meal0.72 t CO2e per t (193)4.09 t CO2e per t with country-level land-use change (194)Report both; the accounting method acts as the carbon price.
Version 0.2 (futures round).
DG-166Cultivated-meat volume forecastsConsultancy forecasts: 35% of "meat" by 2040 (Kearney, 2019); 1.5 Mt by 2030 (McKinsey, 2021) (195 to 196)Expert panel: 54% chance world output stays below 100,000 t a year through 2051 (197)Use the probabilistic panel; only 9 of 84 resolved timeline predictions made before 2021 were right (198).
Version 0.2 (futures round).
DG-167US tariff changes on Vietnam, 2025 to 2026"Four regimes in 16 months" (199 to 200)The 46% rate was announced but never applied; three rates were applied: 20%, 10% and 12.5% (201)Say "changed four times in 16 months, with three different rates applied".
Version 0.2 (futures round).
DG-168African swine fever counts952 to 3,029 outbreaks a year (2020 to 2024)2019 counted by communes (8,553 of 10,614), not outbreaks (202)Report outbreaks for 2020 to 2024 only; describe 2019 separately.
Version 0.2 (futures round).
DG-169Value of cheaper capital for fermentation protein"Worth a decade of learning" (early ECF draft)Script output: USD 3,613 per t with no learning at a 9% charge, close to the central learning case in 2030 (USD 3,557), not 2040 (USD 3,176)Say "does as much as the learning expected by 2030".
Version 0.2 (futures round).
DG-170Methane target base year, 205040% below 2020 by 205040% below 2030 by 2050 (NTS reading of Decision 896)Read the 2050 base as 2030 (Medium); open question logged.
Version 0.2 (futures round).

Demand side, v0.3 (89)

Diet and prices (15)

IDTopicClaim AClaim BPosition taken
DG-171Meat eaten per person, level (supply vs intake)FAOSTAT food supply: 60.5 kg of meat per person in 2023, carcass weight, plus 7.0 kg offal (DIE-07)NIN General Nutrition Survey: 136.4 g per person per day in 2020, about 49.8 kg a year as eaten (DIE-01; DIE-02)Use NIN for intake and nutrition claims, FAO for international comparison and trends. Do not average.
DG-172Meat eaten per person, household survey vs nutrition surveyVHLSS: 2.60 kg per person per month for home use in 2024, 31.2 kg a year (DIE-05)NIN: 136.4 g per day, 49.8 kg a year (2020) (DIE-01)Treat VHLSS as home consumption only. The difference is roughly the meat eaten away from home plus basis differences.
DG-173Meat per person, OECD-FAO vs FAOSTATOECD-FAO: 45.5 kg per person in 2023 (pork, poultry, beef, sheep) (DIE-11)FAOSTAT: 60.5 kg per person in 2023 (all meat) (DIE-07)Both usable within their own series. OECD-FAO for projections, FAOSTAT for levels and neighbours.
DG-174Eggs eaten per personFAOSTAT: 3.96 kg per person in 2023, roughly 66 to 72 eggs (our conversion at 55 to 60 g) (DIE-07)NSO production of 21.4 billion eggs in 2025 implies about 211 eggs per person (our division; supply study MI-010); VHLSS home use is 61 eggs a year (DIE-05)Prefer VHLSS for household consumption (61 eggs at home). Flag FAO egg supply as probably too low.
DG-175Milk supply per personFAOSTAT: 53.9 kg per person in 2021FAOSTAT: 37.4 kg per person in 2023 (same series) (DIE-07)Do not read the fall as a real drop in dairy consumption.
DG-176FAOSTAT series breakHistoric food balance sheet: Vietnam meat supply 51.5 kg per person in 2010 (DIE-08)New food balance sheet: 41.0 kg per person in 2010 (DIE-07)Use the new series from 2010 and the historic series only before 2010, and never join them without a note.
DG-177Protein content of tofuVietnamese Food Composition Table: 10.9 g protein per 100 g (DIE-12)Retail labels in the supply study audit: 3.8 to 9.3 g per 100 g (FORM-01)Report both. Use the FCT for the standard comparison and flag that some commercial tofu is much wetter.
DG-178Protein content of pangasius filletCommercial frozen fillets 12.5 to 15.7 g per 100 g (DIE-13)Untreated fillets 18 g or more (DIE-14)Use 15 g central with a 12.5 to 18 g range.
DG-179Peak live hog price, 2020Press: the 2020 peak reached about 100,000 VND per kg live weight (DIE-27, press, secondary)FAOSTAT producer price: annual average 78,138 VND per kg in 2020 (DIE-25)Both can be true (monthly peak vs annual average). Use the FAO annual figure for comparisons.
DG-180Is protein intake adequate?Average intake is about 73 to 80 g per person per day (DIE-32; derived from DIE-01), 1.5 times the 50 g label reference (DIE-04)35.5% of adults in the Hanoi and Thai Binh study were below the recommended protein intake (DIE-32)Adequate on average for adults; do not claim a general protein gap. Undernutrition is concentrated in children in poorer, mountainous areas.
DG-181Willingness to pay for safer porkDiscrete choice experiment: 70% premium for certified-abattoir pork, up to 102% for hormone- and drug-free pork (DIE-29)Incentive-compatible auction: 20% premium for pork from upgraded shops (DIE-30)Plan on the auction figure (about 20%) as the realistic ceiling for a safety premium in fresh protein.
DG-182Meat intake reported at the survey launch136.4 g per person per day (DIE-01; DIE-02)134 g per person per day (DIE-03)Use 136.4 g, reported by two outlets with the full launch data.
DG-183Beef per person in OECD-FAO historyOECD-FAO: 8.3 kg (2015) and 7.1 kg (2019) (DIE-11)OECD-FAO: 3.6 kg (2020); FAOSTAT 2.7 to 3.9 kg over 2015 to 2020 (DIE-07)Use FAOSTAT for beef history; use OECD-FAO beef only from 2020 on.
DG-184Fish eaten at homeVHLSS: 1.50 kg per person per month (2020) falling to 1.13 kg (2022) in every region (DIE-05)FAOSTAT fish supply flat at 40 to 41 kg per person over 2020 to 2023 (DIE-07)Treat the VHLSS drop as a possible questionnaire change until NSO explains it.
DG-185Overweight in children under 5NIN General Nutrition Survey: 7.4% (2020) (DIE-03)UNICEF/WHO/World Bank modelled estimate: 8.0% (2020), 10.5% (2024) (DIE-28)Use the survey value for 2020 and the modelled series for the trend.

Chay (10)

IDTopicClaim AClaim BPosition taken
DG-186Number of Buddhists2019 census: 4.6 million Buddhists (CHY-08)2023 White Paper: more than 14 million registered Buddhists (CHY-07); Pew 2023: 38% of adults identify as Buddhist (CHY-06)Use Pew 38% for self-identification; none measures chay practice
DG-187Vu Lan 2026 demandHanoi sellers: volume 2 to 3 times normal (CHY-20)Hai Phong restaurant: orders down 20 to 30% on 2025 (CHY-21); Ho Chi Minh City: buying 'slightly up' (CHY-19)Both true: the seasonal multiple held, but year-on-year volume softened as costs rose
DG-188Direction of chay taste: mock meat versus naturalHo Chi Minh City 2024: mock meats were best sellers (CHY-26); periodic eaters prefer processed chay (CHY-09)Hanoi 2026: buyers prefer mushrooms, lotus, beans, vegetables over industrial chay (CHY-20; CHY-21)Treat as regional plus segment difference: southern periodic mass market buys mock meat; northern and strict buyers lean natural
DG-189Tofu consumption volumeUSSEC: tofu 11% of 286,000 t soy food in 2023, about 31,500 t (CHY-46)Craft village evidence: Hong Ha commune alone processes 20 to 30 t beans a day (CHY-48); Vong La over 80% of households at 150 kg beans a day (CHY-49)Prefer USDA 550,000 t soybean food use as the anchor; treat USSEC tofu figure as industrial tofu only
DG-190Foody chay listing countsB-Company: 2,737 stores in 51 provinces, May 2024 (CHY-14)Our read: at least 3,275 in 23 former provinces, September 2026 (CHY-31)Use our direct read with caveats; do not infer outlet growth
DG-191Buddhist view of mock meatThich Thanh Huan and Thich Minh Thanh: acceptable skilful means that reduces killing (CHY-53; CHY-55)Duong Lu Dien: mock meat damages compassion and keeps attachment to meat (CHY-54)Permissive on balance; no binding Sangha ruling found
DG-192Whether the five pungent plants rule applies to chay eatersGiac Ngo advisory: binds Bodhisattva precept holders, not lay lunar-day observers (CHY-52)Academic paper: Buddhist vegetarian diet excludes the five pungent plants (CHY-10)Follow Giac Ngo for lay practice; mainstream products already use alliums (FORM-01)
DG-193Rakuten 2024 weekly consumption shareB-Company article 1: 45% several times a week (CHY-13)B-Company article 2: 44% several times a week (CHY-14)Use neither as verified; underlying Statista values are paywalled; 2021 value is 44% (CHY-02)
DG-194Chay price versus meatStreet chay and supermarket đồ chay are cheaper than meat (CHY-38; FORM-01)Famous chay restaurants are more expensive than meat restaurants (CHY-37)Both true by segment: mass chay below meat, premium chay above
DG-195Vietnamese vegetarian share of populationVTV and VnEconomy: about 10% (CHY-15; CHY-18)Rakuten 2021: 10% 'only consume plant-based food' in an online panel (CHY-02); no probability survey existsReject the 10% population claim; treat Rakuten as a panel figure

Consumers (12)

IDTopicClaim AClaim BPosition taken
DG-196What the GFI 5% to 63% figure meansGFI SOTIR 2023 and 10-charts page: share who would eat plant-based meat rises from 5% who eat it regularly now to 63% who would eat it always (15%) or often (48%) if all concerns were resolved (ECO-23; ECO-24)GFI press release Feb 2024: if cost and other challenges are resolved, three-quarters of Southeast Asian consumers say they would regularly consume plant-based meat (CON-02)Use 63% always or often, as charted with n=5,971. The three-quarters wording seems to count a broader group and is not shown in any chart we could read
DG-197Vinasoy share of soy milkAbout 80% of soy milk (brief context, ECO-41, press from QNS filings, 2024)90.6% of branded soy milk in 2024, up 1 point (Bao Viet Securities via CON-27; Mirae Asset CON-26)Use 90.6% of branded (packaged) soy milk for 2024; treat 80% as an older or broader-base figure
DG-198How many Vietnamese have tried plant-based productsRakuten Insight 2025: 92% have tried plant-based alternatives (CON-07)GFI 2023: 42% have ever tried plant-based meat (CON-02)Both hold: Rakuten counts any plant-based alternative (89% of triers had plant milk); GFI counts plant-based meat only. Use GFI for meat analogues
DG-199Regular consumptionRakuten 2025: 43% consume plant-based alternatives several times a week (CON-07)GFI 2023: 3% eat plant-based meat one or more times a week (CON-02)Both hold; different categories. For product design use GFI for meat analogues and Rakuten for plant milk
DG-200Awareness of novel alternative protein among Hanoi youthNguyen M.Q. et al. 2025 text: 84% aware but not used (CON-12); RD-32 reports the same 84%Same paper: 202 of 288 respondents (70%) were aware but had not usedUse 70% if anything, rated Low; the identical 84% in two samples suggests reuse
DG-201Plant-based dairy trend in 2023Euromonitor: plant-based dairy retail value fell strongly in 2023 (CON-30)Google Trends: search interest in sữa hạt peaked in 2023 (index 82 against 44 in 2022) (CON-37)Prefer Euromonitor for sales; search interest is not sales and is driven by home nut-milk machines
DG-202Who the early adopters are by ageGFI 2023: 18 to 24 year olds are the least aware; about two-thirds of Enthusiasts are over 35 (CON-02)Vietnamese academic studies focus on 18 to 25 students and report high willingness (CON-12; CON-13; RD-32)Prefer GFI: target 25 to 44 urban earners; student intentions are cheap talk with low incomes
DG-203Income and meat reductionGFI 2023: plant-based meat Expanders tend to be higher income; Rejectors lower (ECO-23)Delley et al. 2024: Vietnamese proactive meat reducers skew to the two lowest income bands (CON-08)Both hold: premium plant-based meat skews rich; meat reduction for health or money skews poorer and will use cheap chay and tofu, not premium analogues
DG-204Role of environmental concernNguyen M.Q. et al. 2025: environmental and sustainability concern raises attitude to novel protein (CON-12)Ly and Ly 2025: environmental concern has a small negative effect on intention (CON-13); Rakuten: environment ranks 6th of 7 reasons in Vietnam (CON-07)Treat environment as a weak and unstable driver in Vietnam; lead with health, safety and value
DG-205Role of religionNguyen T.L. et al. 2020 (spirituality) and Nguyen T.Q.N. et al. 2025 (religious values) find positive effects; Rakuten: 35% cite following a vegetarian diet (CON-11; CON-16; CON-07)Ly and Ly 2025: religious beliefs not significant among Hanoi students (CON-13)Religion drives chay and periodic vegetarian demand among the general population, less so among students choosing modern products
DG-206Share of Vietnamese who eat vegetarianUnnamed 2019 survey in CafeF: 55% eat chay (CON-20)Delley et al. 2024: 4% of urban meat eaters call themselves flexitarian (CON-08)Reject the 55% (no source; arithmetic does not reconcile). The 4% excludes non-meat eaters and is urban only
DG-207Size of Vietnam plant-based marketsPress and consultancy figures: VND 1,000 billion plant-based meat (ECO-17), USD 500 million (ECO-18), USD 112 million vegan food 2025 (IMARC via CON-38)Revealed evidence: no Mintel launches 2022 to Q2 2023 (ECO-23); one imported analogue brand in 186 audited SKUs (FORM-01)Do not use the market-size claims; no method is traceable

Frontier categories (9)

IDTopicClaim AClaim BPosition taken
DG-208Chinese consumer acceptance of cultivated meat59.3 percent of an urban online sample were very or extremely likely to buy clean meat (2018 fieldwork; NOV-28)In a 2020 discrete choice experiment in five cities, willingness to pay for cultivated meat was below farm-raised meat, and below plant-based meat (NOV-29)Prefer the choice experiment for pricing and demand design; treat the 59.3 percent as an upper bound on stated openness
DG-209Purchase intent for blended products in the 2025 Singapore blind test22 percent would buy blended versus 16 percent plant-based (vegconomist, NOV-39)58 percent would likely buy blended versus 38 percent plant-based and 95 percent conventional (Green Queen, NOV-38)Use the ratio (blends 1.4 to 1.5 times plant-based) and the gap to conventional meat, not either level
DG-210How blends compare with conventional meat on likingBest blends matched or beat conventional (a 30 to 50 percent plant chicken mince beat 100 percent chicken; others within 0.5 points on a 7-point scale) (NOV-37, NOV-38)On average animal meat was liked by more tasters: 60 percent versus 37 percent for blends (NOV-40); or 81 percent versus 59 percent for blends and 44 percent for plant-based (NOV-38); animal protein ranks top, blends second, plant-based lastBoth are true: the best blends reach parity, the average blend does not. Design to the best-blend standard
DG-211Share of young Hanoi respondents aware of but not using novel alternative proteins (NOV-02)84 percent, as stated in the text202 of 288 respondents, which is 70 percentUse 70 percent, computed from the reported counts
DG-212Vietnam edible mushroom productionAbout 250,000 t per year and US$25 to 30 million exports (citing SGGP 2019, in NOV-78)About 24,780 t in 2021, forecast 26,620 t in 2026 (citing Reportlinker, in NOV-78)No position; both are secondary and cited in the same paper
DG-213What GOOD Meat 3 isA cultivated meat product, 'exceptional in taste', sales to exceed prior years (company, NOV-10)With 97 percent plant ingredients it is effectively a plant-based product (Monash University professor, NOV-11)Treat it as a hybrid plant product with a small cultivated ingredient; its sales say little about demand for cultivated meat as such
DG-214Vow's scaleMore than 5000 kg per week production and 35,000 litres capacity (company, NOV-16)About 25,000 dishes served in 16 months in Singapore and staff cuts of 30 percent in 2025 (NOV-14, NOV-16)Capacity is not demand; we rely on dishes served and restaurant counts
DG-215Stated share of Southeast Asians who would regularly eat plant-based meat if barriers were removed (Decoding Demand)About 63 percent, from 5 percent now (project document citing ECO-24)'Three-quarters' would regularly consume; 50 percent often plus 15 percent always (GFI APAC press release, NOV-35)Report 'about two-thirds would often or always choose it', flag as a hypothetical stated measure
DG-216Openness of Vietnamese consumers to cultivated meatVietnam is where the most open segment is concentrated (five-country study, NOV-01)Only about a quarter of young Vietnamese are 'optimists' about in vitro meat (NOV-03)Not a contradiction: Vietnam can be relatively open compared with Japan or Korea while most individuals are not optimists. Use both

Channels and institutions (13)

IDTopicClaim AClaim BPosition taken
DG-217Modern trade share of food retailUSDA GAIN 2024 (CHN-02): modern trade 15% of retail value in 2023 (bar chart, Euromonitor)USDA GAIN 2025 (CHN-01): modern retail 13% in 2024 (pie excludes food and drink specialists)Use 13% (2024) for supermarkets, hypermarkets and convenience; the 15% includes specialists. Like-for-like the share rose from 12% (2023) to 13% (2024)
DG-218Modern trade share in 2025WinCommerce CEO (CHN-15): 12% to 14% of grocery, 2024 to 2025Euromonitor via USDA (CHN-01): 13% in 2024Report both; treat 14% for 2025 as a company claim (Low)
DG-219Foodservice market size 2024USDA HRI 2025 (CHN-03): USD 26.6 billion (Euromonitor)USDA Retail 2025 (CHN-01): Food Service-HRI USD 27.3 billionPrefer USD 26.6 billion from the dedicated HRI report
DG-220Number of foodservice outletsEuromonitor via CHN-03: over 323,000 outlets in 2024iPOS via CHN-04: 304,700 operators in mid-2024 after 30,000 closures; over 50,000 more closed in H1 2025 (CHN-03)Report both; different definitions (outlets vs operators) and dates
DG-221KFC store countUSDA HRI 2024 (CHN-04): over 200 storesQ&Me enumeration March 2025 (CHN-06): 172Prefer 172 (store enumeration)
DG-222Circle K store countQ&Me March 2025 (CHN-06): 499SHS via CafeF, Nov 2025 (CHN-08): about 447Report both; cannot tell whether closures or method explain the gap
DG-223Share of fresh meat through traditional channelsEuromonitor via B&Company (CHN-18): around 80% of fresh meat marketSystematic review (CHN-19): over 95% of pork retailers sell at wet marketsBoth hold: one is value share, the other a share of retailers. Use about 80% of value as the working figure (Low)
DG-224Industrial catering market sizeSaigon Times 2024 (CHN-41) and B&Company via CafeF 2026 (CHN-35): about USD 2 billion a yearCong Thuong 2019 (CHN-42): about VND 1,000 billion a day (about USD 14 billion a year)Use USD 2 billion; reject the 2019 figure
DG-225Caterer marginsSaigon Times (CHN-41): margins 20% to 35% after commissionsSame source: food is 60% to 80% of meal valueDowngrade the margin claim to Low
DG-226Bach Hoa Xanh store forecastVietcap via CafeF, Dec 2024 (CHN-13): over 2,100 stores by end-2026Actual: 2,180 in May 2025 (CHN-09); 3,612 in Aug 2026 (CHN-12)Use actuals; the forecast is superseded
DG-227US arrivals Jan to Aug 2026VietnamPlus (CHN-51): USA 887,000, up 20.4%NSO (CHN-45): Americas 887,400, up 20.7%Use NSO; the VietnamPlus label is likely wrong
DG-228Date of Decision 1340/QD-TTgOfficial portal (CHN-33): 8 July 2016Tool summary of LuatVietnam page: 8 August 2016Use 8 July 2016
DG-229Canteen meal price levelCong Thuong 2019 (CHN-42): VND 15,000 to 20,000Hai Phong 2026 (CHN-39): VND 25,000 to 35,000; Saigon Times 2024 (CHN-41): VND 29,000 standardUse 2026 figures; the gap is inflation and upgrading, not a contradiction

Business buyers (8)

IDTopicClaim AClaim BPosition taken
DG-230HS 3504 imports from China, 2023Vietnam reports imports from China of about USD 10.1 million [RGN-45] and from all partners USD 22.18 million CIF with imputed quantity [BUY-01]China reports exports to Vietnam of USD 16.31 million and 10,028 t (all partners report USD 32.08 million FOB) [BUY-02]Prefer partner-reported data for China tonnage and values because Vietnam's quantities are imputed; report both
DG-231HS 2106.10 imports, 2023Vietnam-reported USD 33.98 million CIF [BUY-01]Partner-reported USD 40.33 million FOB [BUY-02]Report both; use partner data for trend to 2025 because Vietnam has not reported 2024 or 2025
DG-232Wheat gluten tonnage, 2023Vietnam-reported 12,337 t (imputed) [BUY-01]Partner-reported 16,664 t (China 10,338 t) [BUY-02]Prefer partner-reported tonnage
DG-233Tariff classification of soy protein isolateSupply study: SPI is often classified in HS 3504 (tariff table note)Commercial shipment samples declare SPI under HS 2106.10.00 (2025) [BUY-07]Treat SPI as split across both codes; do not read either code as 'SPI'
DG-234Next Fi Vietnam editionUSDA recommends the 'Food Ingredients Trade Show (May 2027)' [MAC-31]Organiser site lists the next Fi Vietnam as 17 to 19 May 2028 [BUY-32]Use the organiser date for Fi Vietnam; USDA may mean another show
DG-235Vissan 2025 processed food volume2025 plan: 21,460 t [BUY-04]2025 actual: 18,547 t; 2026 plan 20,350 t [BUY-04]Use actual 18,547 t for 2025 and treat 20,350 t as a target
DG-236Egg white powder unit valueIndia to Vietnam 2023: USD 11.51/kg [BUY-02]India to Vietnam 2025: USD 5.90/kg [BUY-02]Use 2025 as the current benchmark; note volatility
DG-237Caseinates and casein derivatives (HS 3501.90), 2023Vietnam-reported imports USD 27.83 million CIF [BUY-01]Partner-reported exports to Vietnam USD 9.87 million FOB [BUY-02]Report both; do not use either as a caseinate demand figure until declarations are checked

Export (8)

IDTopicClaim AClaim BPosition taken
DG-238Global plant-based meat and seafood retail sales, 2025USD 6.6 billion (GFI resource page and GFI Euromonitor analysis; EXP-03, EXP-10)USD 6.8 billion (vegconomist summary of the same GFI report; EXP-04)Use USD 6.6 billion
DG-239US plant-based milk retail sales, 2025USD 2.7 billion, down 2% (GFI US retail insights; EXP-02)USD 2.5 billion, down 2% (Green Queen summary; EXP-01)Use USD 2.7 billion
DG-240Korea alternative meat market sizeEuromonitor: KRW 21.2 billion in 2022, forecast KRW 32.1 billion in 2025 (EXP-09)aT: about KRW 25.2 billion in 2023, forecast KRW 29.5 billion in 2025 (EXP-08)Report both; both place the market at roughly KRW 20 to 30 billion (under USD 25 million)
DG-241Vietnam exports of HS 2106.10 to the USVietnam-reported: USD 0.14 million to the US in 2023 (EXP-39)US-reported: USD 1.45 million imports from Vietnam in 2024 (EXP-40)Report both; the US mirror figure better reflects what reaches US shelves
DG-242Scope of the EU restriction on meat namesvegconomist: 'EU banned meat terminology for alternative protein products (March 2026)' (EXP-04)GFI Europe: 32 specific terms restricted from 19 August 2026; burger, sausage and nuggets still allowed; new amendments pending (EXP-25)Use GFI Europe's detailed account
DG-243Thailand alternative protein exportsMGR Online (TPSO): THB 4.5 billion in 2021, projected THB 5.67 billion in 2024 (EXP-15)The Nation (Thai Future Food Trade Association): THB 384 million in January 2025 alone, about THB 4.6 billion a year if sustained (EXP-12)Report both as an order of magnitude (about THB 4.5 to 5.7 billion a year); low confidence
DG-244Six-country European plant-based sales volume change, 2024 to 2025Automated summary of GFI Europe page: down 1.7% (total 1,600.4 million kg in 2024)Our sum of GFI Europe's country table: 1,500.4 to 1,572.8 million kg, up 4.8% (EXP-05)Use up 4.8%
DG-245US tariff status of Vietnamese cashewsNhan Dan: 'US removed import tariffs November 14, 2025' on cashews (EXP-19)Law-firm summary of the 14 November 2025 order lists coffee, tea, tropical fruit and juices, cocoa, spices, bananas, oranges, tomatoes and beef, not nuts explicitly (EXP-20); USTR's July 2026 Section 301 notice explicitly exempts cashews (EXP-22)Cashews are exempt from the July 2026 Section 301 tariff (primary source); the November 2025 status is not needed for current decisions

Global benchmarks (13)

IDTopicClaim AClaim BPosition taken
DG-246Price parity in GermanyPlant-based meat was 45% more expensive per kg than animal meat in 2024 (sales-weighted Circana, GLB-09)Meat substitutes had reached price parity in German supermarkets (unweighted shelf sample, GLB-15)Use the sales-weighted premium (+45%) for demand modelling; parity applies to the cheapest private-label items, not to what people actually buy on average
DG-247Price parity in the NetherlandsA basket of the cheapest plant-based versions of 12 products was cheaper than the animal basket in most Dutch supermarkets (ProVeg, cited in GLB-10)Plant-based meat averaged 35% more per kg than animal meat in 2024 (Circana, GLB-10)Prefer the sales-weighted average for sizing; note that even where cheap parity options exist, volume fell
DG-248Sign of plant-based meat own-price elasticityUS scanner studies find negative, elastic demand: -0.84 to -1.55 (GLB-16) and -1.23 for plant-based beef (GLB-03)Dutch store-level scanner study finds a positive own-price elasticity of +1.52 (GLB-21)Use -0.8 to -1.6 as the working range; treat the Dutch positive sign as an artefact of rapid variety and quality growth in 2015 to 2018, as its authors suggest
DG-249Is plant-based meat a substitute or complement for meat?Substitute for chicken, turkey, fish (GLB-16); plant-based beef patties substitute for beef patties (GLB-20)Complement for beef and pork (GLB-16); complement for beef, poultry and fish in the Netherlands (GLB-21); cross-price effects small (GLB-24; GLB-26)No firm sign; assume cross-price effects on meat are small and do not assume one-for-one displacement
DG-250US plant-based meat household penetration in 202119% of households bought plant-based meat in 2021 (GLB-02)The 2025 release gives a 2021 high of 20% (GLB-01)Quote 19 to 20% for the 2021 peak and use the current release (20% to 11%) for the trend because both ends share one method
DG-251US natural-channel share of plant-based meat14% of natural-channel meat dollar sales in 2021 (GLB-02)About 3% in 2025 (GLB-01)Do not interpret as a collapse; channel definitions probably changed. Not used in headline findings
DG-252Effect of Lidl Germany's price parityVegan sales rose more than 30% in six months after October 2023 parity (company claim, GLB-13; GLB-14)German plant-based meat market volume rose 6.2% in 2024 and fell 1.7% in 2025 (GLB-09; GLB-08)Price parity by one retailer may mainly shift share between retailers; the national category did not take off
DG-253Stated versus revealed demand in Southeast Asia76% of interested consumers say they would buy plant-based meat at price parity (GLB-48, stated)In the Netherlands, widespread private-label parity coincided with falling plant-based meat volumes and a flat protein split (GLB-10; GLB-12; GLB-08, revealed)Weight revealed evidence; treat stated parity intent as an upper bound for trial, not repeat purchase
DG-254Stated versus revealed demand in China60.1% of an age and gender matched online sample said they had eaten plant-based meat (GLB-51)Beyond Meat sold under 600 units a month on Tmall and several startups closed by 2023 (GLB-50)Stated trial figures from online panels overstate the market; use revealed evidence
DG-255Blind-taste 'parity' of blended productsIn blind tastings, US consumers favoured a 70% beef and 30% mushroom blend over plant-based alternatives (GLB-30)When told the ingredients, demand for the blend fell (GLB-30); Dutch hybrid products are too small to move the protein split (GLB-12)Hybrids can win on taste but should not be sold on a 'less meat' message alone
DG-256Thai meat substitute premium over processed meat'Around 40% more' (GLB-53 text)736 vs 430 THB per kg, which is 71% more (GLB-53 figures)Report the THB figures and the 71% arithmetic; flag the source's rounding
DG-257Vegetarian default effect sizeDefaults move vegetarian choice from 2 to 12% to 86 to 89% (GLB-37) and triple plant-based choice (GLB-38)Randomised trials with at least one day of follow-up show a pooled effect of SMD 0.07 across all meat-reduction interventions (GLB-39)Defaults reliably change the meal served; lasting net reduction in meat eaten is not shown. Size institutional channels by meals served, not by diet change
DG-258Long-range market forecastsAlternative proteins 10% of meat by 2025 (GLB-45), USD 140 billion by 2029 (GLB-44), USD 162 billion plant-based by 2030 (GLB-43), 11% of protein by 2035 (GLB-42)Global plant-based meat and seafood retail USD 6.6 billion in 2025, about 0.5% of meat value (GLB-05)Do not use these forecasts as base cases; label Part III scenarios as exploratory and anchor them on observed ceilings

Cross-stream (1)

IDTopicClaim AClaim BPosition taken
DG-259GFI APAC survey: Vietnam sample frameOnline panel in Hanoi and Ho Chi Minh City (CONSUMER stream, from chart images and CON-03)Ho Chi Minh City as the Vietnam sample (NOVEL stream, from the press release and NOV-36)Faunalytics describes the frame as capital-city regions plus Ho Chi Minh City; we describe the Vietnam sample as the Hanoi region and Ho Chi Minh City (Medium).

Actor check and expansion waves, v0.4 (93)

Public meals (wave 7) (7)

IDTopicClaim AClaim BPosition taken
DG-260Is there an animal-share target in school meals?Part III: school meals are guided by a target to raise animal protein above 40% of protein (Decision 1340/QĐ-TTg) [CHN-33]Actor check: current guidance (Decision 3958/QĐ-BYT) has no animal share [AIB-39; APR-04]Both partly right: national guidance has no animal share and the 1340 targets ended in 2020, but the MOET, Ajinomoto and NIN menu software prints an animal-protein standard of at least 48%, which 9 of 25 published days miss [PMR-26]
DG-261Content of Decision 973/QĐ-TTgPress: the programme scales a MOET, NIN and TH Group model with 400 standard menus and one carton of fresh milk a day [AFN-45]Decision text: scale up the school meal model with menus meeting the preschool programme and MOH guidance; no company, menu count or milk named [PMR-01]Attribute the menu count and milk to the press report, not to the decision
DG-262Date of Hanoi Resolution 84/2026/NQ-HĐNDBo De ward Notice 979/TB-UBND: 9 July 2025 [PMR-05]Ngoc Lam school Notice 04/TB-THNL: 15 July 2026 [PMR-06]Use 2026 (the number series and the school year point to 2026); the day is uncertain
DG-263Year of MOET Decision 2195/QĐ-BGDĐTNgoc Lam school notice: 10 August 2025 [PMR-06]Legal database: 10 August 2022 [PMR-03]Use 2022
DG-264Share of daily energy in a primary school lunchDecision 3958/QĐ-BYT: 30 to 40% [AIB-39]; menu software 532.5 to 710 kcal [PMR-26]Hai Phong school tender: 35 to 40%, 560 to 720 kcal [PMR-07]Report both; local tenders can be tighter than national guidance
DG-265Union shift-meal floors (Conclusion 03/KL-TLĐ)VND 20,000 (self-organised) or 25,000 (hired caterer) in regions I and II; VND 18,000 or 22,000 in regions III and IV [AIB-43]Re-read of the same page: VND 20,000 and above (regions I and II) and VND 18,000 and above (regions III and IV) [AIB-43, re-read]Keep the 20,000 and 18,000 floors as confirmed; treat the hired-caterer floors as unconfirmed
DG-266Protein in pangasius filletPart III ladder: 15 g per 100 g (literature on commercial fillets) [DIE-13; DIE-14]Decision 3958 food table: 9.7 g per 100 g [AIB-39]Report both; menu software built on the lower value shows low protein and low animal share on fish days

Fiscal and tariff rules (wave 7) (6)

IDTopicClaim AClaim BPosition taken
DG-267Duty on Chinese protein ingredients (2106.10, 3504, 1109)Part III ch16.2, app-d5 row 1, BSG-001 and TPP-01: MFN duties of 5%, 3% and 10% apply, "so domestic makers get little protection" (REG2-20; REG2-23)MOIT VNTR schedules: 0% under ACFTA and RCEP-China in every year 2024 to 2027, and 0% under ATIGA and AKFTA (FTR-32; FTR-33)Claim B for Chinese, ASEAN and Korean origin with a certificate of origin; claim A only for non-FTA origins such as the United States
DG-268Duty on imported single-cell protein (2102.20)app-s9 S9.18 and app-s6: about 7%, "a small edge for local SCP producers over imported SCP" (REG2-23)VNTR: 0% under ACFTA, ATIGA and RCEP (FTR-32)Claim B for Chinese and ASEAN product
DG-269Where the excise exclusions for milk, juices and water come fromAPR-19 (Tuoi Tre): the law excludes milk and dairy products, liquid nutrition foods, mineral water and juicesFTR-01 and FTR-02: the law and decree state only the TCVN reference and the 5 g threshold; the exclusions are the scope of TCVN 12828:2019 (FTR-05; APR-22)Claim B
DG-270Status of sweetened soy milk under the excisePlain reading: soy milk fits the TCVN 12828:2019 definition, is not "milk" under TCVN 11216:2015, and is declared and classified as a non-alcoholic beverage, so it is taxable above 5 g (FTR-05; FTR-07; FTR-08; FTR-17; FTR-32)Soy milk has its own national standard (TCVN 12443:2018) drafted by the nutrition committee, and fortified variants are declared as supplemented food, which could support the "liquid food for nutritional purposes" exclusion (FTR-06; FTR-20)Unresolved; we treat it as a probable tax and a risk, not a fact
DG-271MFN rates in VNTR versus the decreesVNTR MFN column: almonds 0802.12.90 at 10%; 2304.00.29 and 2304.00.90 at 2% (FTR-32)Decree 73/2025/ND-CP: almonds 5% and soybean meal 0% from 31 March 2025 (REG2-21)Claim B (decree text)
DG-272Carbohydrate of Fami Nguyên Chất Ít ĐườngRetail audit SKU-146: 6.5 g per 100 ml carbohydrate (FORM-01)Label in self-declaration 08NS/QNS/2025: carbohydrate 6.7 g, total sugar 6.5 g (FTR-17)Claim B (label)

Funder units and fit (wave 7) (7)

IDTopicClaim AClaim BPosition taken
DG-273Emission intensity of meat: boundaryGLEAM life-cycle intensities for E and SE Asia (2005): pork 6.15, broilers 5.18, mixed beef 54.5 kg CO2e per kg carcass (FUF-04; FUF-05)FAOSTAT farm-gate intensities for Viet Nam (2023): pig 1.62, chicken 0.90, cattle 40.0, buffalo 65.0 kg CO2e per kg meat (FUF-10)GLEAM used: funders compare life-cycle footprints, and feed is most of the pork and poultry footprint. FAOSTAT kept as a boundary check.
DG-274Emission intensity of meat: carcass or protein basisGLEAM per kg carcass with the package's 0.15 kg protein per kg carcass gives about 9.9 kg CO2e per kg carcass for the 2035 mix (FUF-04; FUF-05; DMA-001)Poore and Nemecek global means per kg protein (pig 76, poultry 57, beef herd 499) give about 1.6 times more for the same displaced protein (FUF-07)GLEAM on the package's carcass basis is the central value; Poore and Nemecek sets the high bound.
DG-275Emission intensity of meat: regional or global literatureGLEAM regional values for E and SE Asia, higher because of lower productivity and soy land-use change (FUF-04; FUF-05)Heller et al. apply global LCA-literature averages to Vietnam: beef 33 kg CO2e per kg boneless, 6 times pork and 9.8 times poultry; regional factors raise diet totals by 14 to 22% (FUF-06)Regional GLEAM values used; they model the production systems Vietnam has.
DG-276Animals spared per institutional mealACE's estimate for Sinergia Animal (Argentina, Colombia, Indonesia, 2023): 134,000 animals for 998,000 meals, about 0.134 animals per meal (AFN-26)Our Vietnamese estimate: about 0.020 animals per meal at the national meat mix, 0.0016 for a pork dish and 0.055 for a chicken dish (our calculation, FUF-03)Both kept. ACE's rate should not be applied to Vietnam; the gap comes from Vietnam's pork-heavy mix and probably from fish and species weighting in ACE's expert estimate.
DG-277Poultry carcass basisPackage balance model: 1,821 kt poultry carcass produced in 2025 (NSO live weight x 0.70), implying about 2.2 kg per bird on FAOSTAT head counts (BLA-031)FAOSTAT 2024: chicken plus duck meat 1,424 kt, 1.83 kg per chicken (FUF-03)FAOSTAT per-bird yields used with their 2022 to 2024 range (1.83 to 2.36 kg); flagged for the balance model.
DG-278Is textured soy 'innovative protein' for market-shaping funders?The funder actor paper reads Nova Vista's procurement lever as a possible route for domestic textured protein (AFN-Q04)Nova Vista's RFP defines innovative proteins as 'primarily plant-based meat, fermentation-derived protein, and cultivated meat' and excludes whole-food plant-based work (AFN-05)Classed partial: textured soy is a plant-based meat ingredient but not named; only the funder can settle it (open question).
DG-279Footprint of the replacing proteinFeed-grade soy protein concentrate 0.61 to 0.85 kg CO2e per kg, about 0.9 to 1.3 per kg protein (FUF-08, preprint)Tofu 19.75 kg CO2e per kg protein; other pulses 8.36 (FUF-07)Other pulses used as a labelled central proxy; the range spans both.

Commitments and competitors (wave 7) (7)

IDTopicClaim AClaim BPosition taken
DG-280Share of Asia Protein Buyers 100 companies offering plant-protein productsAPB 100 report (February 2026): 48 of 100 companies provide plant-protein products, up from 33% in the prior edition (AFN-18)ARE Protein Transition page: '33% of companies now offer some form of a plant-protein' (AFN-19)48 of 100 (2026 report)
DG-281Number of CP Meat Zero SKUs listed on KamereoSeven SKUs (AIS-25)Eight SKUs: minced 220 g and 1 kg, roast 200 g and 1 kg, bologna 90 g and 500 g, spicy bologna 90 g and 500 g (CPC-12; CPC-13)Eight
DG-282Sodexo's plant-based or low-carbon menu targetUS page: '33% of our planned menu offerings plant-based' by 2025, scope not stated (AIB-38)Group Integrated Report FY2025: 70% of main dishes labelled low-carbon by 2030, no plant-based share target (CPC-08)Use the group report for the global commitment; neither applies to Vietnam, where Sodexo's operation is unconfirmed
DG-283IHG plant-based menu targetLever Foundation via Green Queen: IHG Greater China 30% plant-based menus by 2025 (AFN-38)IHG Responsible Business Report 2024 states no plant-based target (CPC-04)Treat as a regional target reported by a third party, not confirmed by IHG; outside Vietnam in any case
DG-284Size of Saigon Co.op's private-label rangeMore than 2,500 private-label SKUs (AIB-28)1,665 product URLs in Co.op Online's private-label collection (CPC-16)More than 2,500 for the programme
DG-285Protein content of tofu used for conversionsKamereo's generic tofu table: 8 g per 100 g (CPC-12)Food composition table: 10.9 g (DIE-12); shelf labels 3.8 to 9.3 g (FORM-01)Label value where the same SKU was audited; otherwise FCT 10.9 g with the 8 g result shown in notes
DG-286Meat Zero minced price per kg by pack size1 kg pack: VND 244,000 per kg (CPC-12)220 g pack: VND 177,277 per kg (CPC-12)Report both as a range (VND 175,000 to 378,000 per kg across SKUs)

Textured protein economics (wave 7) (9)

IDTopicClaim AClaim BPosition taken
DG-287Extrusion equipment cost for a 1 t/h lineSupply chapters (app-s12 S12.16, plays.csv T1): equipment USD 1.5 to 4.0 M, an assumption with no verified quoteChinese marketplace listings: USD 11,000 to 100,000 per set for 0.5 to 1.5 t/h dry TVP lines with dryer (TIC-02; TIC-03; TIC-07; TIC-10)Use a Chinese-equipped installed capex of USD 0.28 to 1.38 M (our build-up) as the base case and keep USD 2.0 to 5.6 M for a European-grade line as a sensitivity; do not average
DG-288Output of a 1 t/h lineapp-s12 S12.16 and ch09.4: 3,000 t a year on one 1 t/h linech18.6: each 1 t/h line needs about 7,000 t a yearState hours: 3,000 t is 37.5% of 8,000 h; 7,000 t is about 88%; use 4,000 to 7,200 t (50 to 90%)
DG-289TPP-01 price per kg of proteinTPP-01: USD 1.24 per kg FOB plus freight and 5% duty is about USD 1.9 per kg of proteinArithmetic: 1.24 / 0.65 = 1.91 is the FOB value only; landed 1.29 to 1.38 per kg at the 0% duty that applies (1.35 to 1.44 at 5%) gives 1.98 to 2.12 per kg of protein at 65% (2.34 to 2.50 at 55%)Correct TPP-01 to the landed range
DG-290Price of food-grade defatted soy flourSupply chapters: USD 550 per t (soybean meal USD 404 plus about USD 150 food premium)UN Comtrade 2025: China soybean meal to Vietnam USD 604 per t FOB (grade unknown); India and Netherlands soy flour USD 783 to 896 per t FOB (TIC-12; TIC-13)Use USD 627 to 925 per t delivered; the supply chapters' low end looks low
DG-291Freight margin from mirror dataGluten 2023: Vietnam CIF import value from China is 1.03 times China FOB export valueHS 2106.10 2023: Vietnam CIF value from China is 0.72 times China FOB valueDo not infer freight from 2106.10 mirror data; assume 3 to 8% freight and insurance
DG-292Growth of the imports T1 would replacech25.3: plant-protein imports from China nearly tripled (18,375 t in 2019 to 53,976 t in 2025, three HS codes)China-origin HS 2106.10 grew from 6,615 t to 10,201 t (54%); the tripling is mostly HS 3504 at about USD 1 per kg, likely feedCite 2106.10 growth for T1; keep the three-code figure for the whole ingredient pool
DG-293Pool a soy extrusion line can servech18.2 R1: about 40,000 t of food plant-protein ingredient imports (2106.10, 3504 and 1109)Textured-type 2106.10 from China, India and Serbia: 12,832 t in 2025 (all uses); gluten and isolates need other plantsSize T1 on about 12,800 t; keep 40,000 t for route R1 as a whole
DG-294Location of the freeze-alignment TEAapp-s12 S12.11: plant-based meat by freeze alignment (Thailand)Publisher page: 100 t a year plant modelled with Japanese wages; TCI USD 1.76 to 2.48 M; minimum selling price USD 1.18 per 100 gTreat it as a Japanese-site model; not comparable with extrusion
DG-295Processing spread of textured protein over flourChina 2025: textured protein USD 1,237 per t against soybean meal USD 604 per t to Vietnam, a spread of about USD 630 (TIC-12)India 2025: textured protein to Vietnam USD 980 per t against soy flour exports at USD 783 to 802 per t, a spread of about USD 180 to 200 (BUY-02; TIC-13)Unresolved; the grades probably differ; the Chinese spread is the one a Vietnamese line competes inside

Base rates (wave 7) (6)

IDTopicClaim AClaim BPosition taken
DG-296Viet Nam DQQ fieldwork datesdietquality.org country page and APR-36 notes: 13 Dec 2021 to 12 Jan 2022DQQ data file and Gallup methods table: 13 Nov to 12 Dec 2021 (BRD-03; BRD-04)13 Nov to 12 Dec 2021
DG-297Chay-day and vegetarian prevalenceAbout 10% of Vietnamese are vegetarian (CHY-15, rejected in ch12.1); 10% eat only plant-based food (Rakuten online panel, CHY-02)7.9% (5.3 to 11.0%) of adults ate no meat, poultry or fish on the previous day in a national probability sample (APR-36)DQQ; the 10% claims are not credible as behaviour
DG-298Whether any probability survey asks about dietDMA-024 note: no probability survey asks about dietThe DQQ (Gallup World Poll, probability sample) asks previous-day food groups in Viet Nam (BRD-03)No probability survey asks about chay; one asks about diet
DG-299HS 3504 imports from China, Oct to Dec 2023China reports exports to Viet Nam of USD 7.42 million (6,283 t) under 3504 (BRD-05)Viet Nam reports imports from China under 3504 of USD 2.83 million (BRD-06)Both are records of different declarations; use China-reported tonnage with a food-share caveat
DG-300Part III advice to foundersWin a first business customer before building a consumer brand (front-exec-summary; ch25.6)Firm outcomes: no-brand B2B or OEM firms operating 2 of 6; restaurant-first brands 5 of 12; shop-first brands 4 of 5 (data_firm_base_rates.csv)Keep the direction, reword the advice, label the ingredient route untested
DG-301Growthwell fundingTrade-press headlines: USD 8 million (2020) and USD 22 million Series A (2021) (BRD-11)No company figure retrievedRecord headline amounts, Low

Labels and standards (wave 8) (6)

IDTopicClaim AClaim BPosition taken
DG-302Status of Decree 43/2017/ND-CP on goods labelsThư Viện Pháp Luật search listing shows Decree 43/2017 as in force (still cited as the label decree in package app-s9 S9.7) [LBL-06; REG-26]Customs letter 11816/CHQ-GSQL (12 Feb 2026) states that Decree 37/2026/ND-CP replaces Decree 43/2017 and Decree 111/2021; Circular 30/2026/TT-BYT cross-refers to Decree 37/2026 Art 49 [LBL-08; LBL-02]Decree 37/2026 is the current label decree; the rules cited here carry over (exact-phrase matches, LBL-09)
DG-303Nutrition-label circular in forcePackage app-s9 S9.7 and instruments list cite Circular 29/2023/TT-BYT [REG-17]Circular 30/2026/TT-BYT replaced it from 10 Jul 2026 [LBL-02]Circular 30/2026 applies; core duties unchanged
DG-304Label terms covered by TCVN 13625:2023First extract lists sản phẩm chay, sản phẩm thuần chay, phù hợp cho người ăn chay and phù hợp cho người ăn thuần chay [LBL-15]Second extract lists only the phù hợp cho forms [LBL-15]; VietQ article lists sản phẩm chay among the terms [CHY-57]Treat sản phẩm chay as covered (two of three reads)
DG-305Meaning of chayTCVN 13625:2023 vegetarian allows egg, milk and honey [LBL-15]Buddhist strict chay avoids egg and, for precept holders, the five pungent plants; strict buyers need egg-free and allium-free products [CHY-52; ch12.4]Two meanings exist; use the TCVN 13625 vegan criteria as the test for an unqualified chay claim and require a qualifier where egg or milk is used
DG-306Reach of the GMO label for precision-fermented proteinsPackage ch14.2: purified precision-fermented proteins probably count as GMO products and their likely buyers face a clash with non-GMO brand promises [REG-18; NOV-62]Decree 15/2018 Art 10 and Joint Circular 45/2015 Art 1 apply the label only above 5% of ingredients and not where gene and gene product are undetectable; lactoferrin is 0.08% of a formula [REG-02; LBL-10; LBL-25]Follow the rule text: the mandatory label reaches high-inclusion uses only; the clash is with voluntary claims
DG-307Date of the VietQ article on TCVN 13625 (CHY-57)Package sources give 2023 or 2024 (date field 2024) [CHY-57]The page read on 25 Sep 2026 shows 24/06/2026 [CHY-57]Keep the package date; the page date may be an update date

Feed buyers (wave 8) (6)

IDTopicClaim AClaim BPosition taken
DG-308Number of Vietnamese feed mills in the ASC programmeVASEP report of 22 Sep 2026: 20 mills in the programme, 13 certified (EXP-32)ASC Find a Feed Mill register queried 25 Sep 2026: 23 records, 15 certified, 6 in initial audit, 1 not awarded, 1 incomplete (FBA-04)Use the register, with its date; the difference is probably timing (Viet Uc and Proconco certified in July and August 2026, Nam Viet in August) or counting method
DG-309Tonnage of Vietnam's HS 2102.20 importsVietnam-reported 2023: USD 9.65 million, 1,934 t (net weight flagged as estimated by Comtrade) (FBA-18)Partner-reported 2023: USD 10.44 million, 9,605 t (FBA-17)Use partner-reported tonnage; Vietnam-reported weights are imputed with one unit value for all partners; report both values
DG-310Price of fishmeal to Vietnamese millsWorld Bank Peru 65% protein, CIF: USD 1,706 per t (2025), 2,500 per t (August 2026) (FM-01)Partner-reported FOB exports to Vietnam, all grades: USD 1,163 per t (2025), 1,622 per t (January to July 2026, partial) (FBA-20)Keep the World Bank series as the international benchmark and add the mirror series as what Vietnam pays; do not average
DG-311Largest shrimp-feed maker in VietnamPackage: Sheng Long (Haid) is the largest shrimp feed maker (650,000 t a year complex) (FAC-054; IND-46)Grobest 2024 report: "retained market leadership in Vietnam" (FBA-13)Neither verified; keep the package view on capacity and record Grobest's claim as a company statement
DG-312Whether Cargill still makes aquafeed in VietnamPackage: Cargill exited aquafeed in May 2025, closing its Dong Thap and Long An aquafeed plants (FAC-058; IND-47, Low)Cargill Vietnam website (25 Sep 2026) lists aquatic feed among its solutions (FBA-16)Keep the exit as Low confidence; the website may be generic; ask Cargill
DG-313Which ASC Feed Standard text ch17 relies onch17.5 cites the v1.1 text (EXP-29, May 2025)ASC states v1.1 never took effect and v1.2 (19 Dec 2025) has been mandatory since 2 Feb 2026 (EXP-30; FBA-01)Cite v1.2; the cut-off date and GHG rules are unchanged, and v1.2 adds the eligible-volume rule for soy and palm and a medium-risk exception to 2 Feb 2029

Export buyers (wave 8) (6)

IDTopicClaim AClaim BPosition taken
DG-314Vietnam's stuffed-pasta exports to AustraliaVietnam-reported exports to Australia: USD 27.9 million, 6,542 t (2023) (XBA-29)Australia-reported imports from Vietnam: USD 12.2 million, 2,062 t (2024) and USD 10.6 million (2025) (XBA-28)Use partner-reported figures for destination flows and Vietnam-reported figures for totals
DG-315Aldi Sud's 56.4% plant-based figureALDI SUD group page (as summarised): plant-based products are 56.4% of the product range (XBA-15)Questionmark: 56.4% plant-based food in total sales volume by the WWF method (XBA-12)Sales volume (WWF method), as Questionmark cites the method
DG-316Two protein-split metrics in the NetherlandsLidl NL, Eiweet or Protein Tracker method: 43.1% plant (2024) (XBA-02)Lidl NL, WWF method, protein-rich foods excluding dairy: 25.84% plant (2024) (XBA-02)Report both with their method; never compare shares across methods
DG-317Albert Heijn and Ahold Delhaize targetsAlbert Heijn: 60% plant protein by 2030 (Protein Tracker, about 78% of volume) (XBA-13)Ahold Delhaize European brands: at least 50% plant-based food sales by 2030; 45% reached in 2025 (XBA-01)Both stand; they differ in scope (one brand against all European brands) and method
DG-318Where Europe-bound Vietnamese wrapped foods come fromPackage ch17.6 and TPP-08: EU and UK retailers' private label through Vietnamese co-packers is the best-evidenced route (package)Supplier lists: Lidl's 751 food suppliers and Lidl GB's 390 national suppliers are all in Europe or elsewhere outside Asia; Asian products arrive through EU importers; Vietnam-origin items found on UK shelves are sold under brands owned by others (XBA-06; XBA-07; XBA-26)The route exists but is intermediated: the first buyer is the importer or brand owner, not the retailer
DG-319CJ's use of Vietnam to supply Western retailCJ (2022): the Kizuna plant exports dumplings and rolls to the EU and Australia and is ready to list in their retail channels (XBA-20)CJ (2024): a Hungarian plant will supply bibigo dumplings to Europe from H2 2026; bibigo vegetable dumplings at Coles are made in Australia (XBA-23; XBA-25)Vietnam's role in CJ's Western supply is partial and may shrink for Europe (inferred)

Nutrition quality (wave 8) (6)

IDTopicClaim AClaim BPosition taken
DG-320DIAAS of tofu63.7 plus or minus 11.7 on the 0.5 to 3 year pattern, in vivo, two datasets; PDCAAS 78.9 (NQR-05)98 on the older-child pattern and 84 on the young-child pattern, in vitro INFOGEST (NQR-09)Use both ends (64 to 98) for cost adjustment and do not average; the older-child value applies to schoolchildren but rests on an in vitro method
DG-321Protein in hen eggs12.96 g per 100 g (Decision 3958 Appendix 7, APR-04)14.8 g per 100 g (FCT 2007 code 9001, DIE-12; used in the package price ladder)Use 12.96 g for zinc per gram of protein (the value menu software uses) and keep the package price ladder unchanged
DG-322Protein a school lunch should supply, age 6 to 715.3 to 31.4 g: 30 to 40% of 1,570 kcal at 13 to 20% of energy from protein (Decision 3958 rule, APR-04; our calculation)9.6 to 12.8 g: 30 to 40% of the 32 g a day in the NIN 2026 lookup (NQR-01)Use the RNI share for adequacy and note that the energy-share rule makes software menus protein-heavy
DG-323School feeding and heightA soybean school meal added 0.5 cm in 8 months in Bangladesh (NQR-27); school milk improved height-for-age in rural Vietnam (NQR-25)Daily milk and egg for two years did not change height in rural China (NQR-26)Treat height gains at school age as small and uncertain; the stronger designs show none
DG-324Mung bean protein qualityPig DIAAS 86 (SCI-41)Human ileal digestibility in children about 20% lower (SCI-42)Use 69 to 86 (our calculation for the low end)
DG-325Zinc and iron values in the 2026 recommended intakesDecision 3958 cites the 2016 RNI for zinc and iron by age (APR-04)The NIN online lookup, updated in March 2026 after Decision 116/QD-VDD, shows identical zinc and iron values (NQR-01)Treat the values as current until Decision 116 is read

E-commerce (wave 8) (4)

IDTopicClaim AClaim BPosition taken
DG-326Size and growth of food e-commerceAbout 1% of food retail value in 2024, growing 29% (Euromonitor via USDA, CHN-01)Grocery and food on four marketplaces VND 19.55 trillion in H1 2026, up 151% on H1 2025; about 2.7% of the 2024 food retail base if doubled for the year (ECR-02; our calculation)Both stand: different years and scopes. Use CHN-01 for 2024 and Metric for 2026, with the caveat that Metric does not publish its category definition or method
DG-327Whether protein content now sells plant milkRising searches for high-protein nut milk and Vinamilk's Sua Hat Cao Dam are the first sign that protein content sells in this aisle (ch13; CON-37; BUY-16)On Kamereo the protein-claimed GoldSoy Giau Dam soy milk sold 2,609 units against 5,758 and 5,828 for unclaimed unsweetened soy milks priced higher (ECR-06)Keep the ch13 statement for consumer search and one product; add that the kitchen channel does not show it
DG-328Weight of Kamereo loose white tofuPiece weight not stated, so no price per kg (wave 7, CPC-12)The product description gives Size: 70 g per piece (ECR-06)Use 70 g: VND 84,857 per kg and about VND 77,900 per 100 g of protein on the FCT value (our calculation)
DG-329Retail price of Orgain Organic Protein 920 gVND 1,385,900 at a premium store in Thao Dien (FORM-01, P171)VND 1,150,000 at WheyShop (ECR-08)Both are real shelf prices; the premium-store figure is the top of the range

Hybrid economics (wave 8) (5)

IDTopicClaim AClaim BPosition taken
DG-330Price benchmark for a meat extenderTPP-03 and ch14.4: the extender only has to cost the processor less than the lean meat it replacesTPP-06, ch16.7 and ch16.8: price fungal biomass against egg white and dairy proteins, never against soyBoth are partly right, for different jobs. Lean is a ceiling that never binds. The binder job (1 to 3% of recipe) is priced against egg and milk protein; the extension job (10 to 30% of lean) against hydrated soy, about USD 2.5 to 2.7 per kg of protein
DG-331How much meat a plant or fungal protein can replaceTPP-03: 20 to 30% replacement, up to 50%; Singapore blind test: chicken mince with 30 to 50% plant protein beat 100% chicken (NOV-37; NOV-40)US frankfurter and sausage study: practical lean replacement below 30% (HXE-04); UK hybrids above 30% often failed (HXE-09; HXE-12); soy lowered acceptance of emulsified pork meatballs (HXE-08)For pork products: 10 to 20% in fine emulsions, up to 30% in coarse mince; 50% supported only in one coarse chicken mince test
DG-332What a processor pays for lean porkTPP-03 uses retail lean at about VND 132,000 per kg (COST-39)Carcass-equivalent floor of 1.38 times live (about VND 81,000 at September 2026 prices); processors buy trimmings, not retail traysModel processor lean at 1.8 times live (about VND 105,000 at September 2026 prices), with 1.5 and 2.2 as bounds
DG-333Where soy sits in Vissan linesch14.4 and ch16.3: added proteins sit mostly in value lines and cut meat costLabel prices: soy appears in the DHA nutrition sausage that has more lean (58% against 55%) and a higher price; the cheapest gio lua (VND 124,200 per kg) lists chicken and starch, not soySoy is used for binding and protein in value and nutrition lines; the cheapest lines cut cost mainly with chicken, skin, starch and water
DG-334Whether extension is a hedge against pork price swingsbrief-manufacturers and ch11: an extender hedges pork price swingsModel: 20% extension removes about a sixth of a recipe exposure to the 2019 to 2020 pork shock; the saving exists at every priceTreat extension as a standing cost saving; the hedge effect is small

Fillers and trust (wave 9) (5)

IDTopicClaim AClaim BPosition taken
DG-335How often meat is found in Vietnamese chayCan Tho University kit paper: there have been many cases of meat detected in vegetarian foods through process failure or mixing [CHY-61]Press and enforcement record 2015 to 2026: no confirmed case; one 2021 seizure on suspicion with no published result [TRU-18; TRU-22; LBL-23; LBL-24]Frequency is unmeasured; treat fake chay as a latent rumour and screen for it cheaply within DMV-07
DG-336Whether soy protein is a positive or a negativeHealth media and suppliers: soy is 'boneless meat', 25 g a day recommended, a functional meat ingredient [TRU-22; TRU-23; TRU-28]Artisan sellers: 'no soy protein filler' as a quality claim [TRU-27]Both hold in different contexts: soy is positive as a food and neutral when listed in industrial sausages; negative when hidden, cost-driven or in products sold on purity
DG-337Taiwanese fake-chay figures relayed in VietnamVietNamNet 2015: 70% (15 of 21) of Taiwanese imitation-meat samples contained animal products [TRU-01]Same article: Taiwan FDA found labelled packs mostly compliant and 4 of 15 loose samples with pork or chicken [TRU-01]Do not use either figure for Vietnam; they show only that the story circulated
DG-338First fine-emulsion format for the TPP-03 testW8-L6: one fine emulsion, giò lụa or xúc xích, plus one coarse formatThis line: industrial xúc xích, not giò lụa, because giò lụa's public quality test is the absence of starch and 2019 extension was read as cheating [TRU-02; TRU-03; TRU-27]Xúc xích first; giò lụa only after a label test
DG-339Whether mixed-protein meat products carry a label penaltyPart III ch14.4: mixed-protein products from the largest processors sell at mass scale without a label penalty [BUY-05]2019: starch extension of market giò cost sellers customers and was called dishonest [TRU-03]Both hold: the penalty falls on hidden cost-cutting in artisan channels, not on listed soy in branded lines

Upland and canteen plates (wave 9) (5)

IDTopicClaim AClaim BPosition taken
DG-340Do upland border-commune and boarding lunches lack animal food, creating a zinc gap?W8-L4: border-commune lunches can afford protein but need zinc; a lunch with little animal protein doubles the zinc a kitchen must serve; TPP-11 targets Decree 339 kitchens [APR-09; APR-04]This line: 0 of 124 upland lunches were animal-free; Decree 339 lunches at one border school bought 107 to 179 g of raw pork a pupil; weighed boarding diets in Yen Bai met zinc at 131 to 157% [UPL-04; UPL-01 to UPL-17; UPL-18]Where menus are published, lunch zinc is met; the gap W8-L4 describes applies only to a dish that removes all meat, which kitchens do not serve. Keep W8-L4's zinc bands as the rule for any such product.
DG-341How much animal protein do poor upland children get?Part III ch11.2: too little high-quality protein at very low cost in poor upland districts; stunting above 30% in the worst provinces [DIE-01; DIE-03]Boarding school plates are meat-heavy: pork led 74% of lunches and dinners in 13 schools [UPL-01 to UPL-17]Both can hold: ch11.2 concerns under-fives and home diets, which this line does not measure; boarders eat most weekday meals at school
DG-342Animals spared per canteen meal replacedW7-L3: about 0.020 at the national dish mix; about 1,090 animals per tonne of protein [FUF-03]Observed caterer menus: 0.015 (0.010 to 0.029); about 745 animals per tonne, because pork and beef take more and poultry less of the meat-led dishes [UPL-27 to UPL-32]Give both as a range; sample menus are marketing and mostly southern
DG-343Are upland meals thin or rich?Press and charity reports: rations cut at Hoang Thu Pho 1 (2022 to 2023); menus had two dishes before a VND 10,000 top-up; pupils skipped breakfast [UPL-24; UPL-25]Published menus and cost sheets: two main dishes and meat at almost every lunch and dinner [UPL-01 to UPL-17]Both: published menus describe the better-run schools and the plan; press describes failures and pre-2025 budgets. The Decree 66 increase (VND 936,000 a month) predates all coded weeks.
DG-344Which product is TPP-11?W8-L4: zinc-fortified soy protein dish base for public mealsW8-L2: functional microbial feed ingredient for shrimp and pangasiusRenumber one of them when the package is edited; this line refers to W8-L4's profile

Marketplaces (wave 9) (4)

IDTopicClaim AClaim BPosition taken
DG-345Scale of plant milk against dairy milkKitchens: plant milks about 4.1% of milk litres on Kamereo; top plant SKU about 3% of the top dairy SKU (ECR-06)Consumer marketplaces: top plant SKU 60% (Lazada) and 79% (Tiki) of the top dairy SKU by litres (MKT-03; MKT-05)Both stand: different buyers. Households buy domestic nut and soy milks near dairy scale; cafes and restaurants buy dairy and a little imported oat
DG-346Plant against whey protein powderPlant powders are 2 of 25 powders and 1.7% of counters at WheyShop (ECR-08)On Lazada, 7 plant powder listings show 7,294 sales against 5,455 for 6 whey listings; the top plant listing is Vietnamese-made (MKT-03)Both stand; neither is representative. WheyShop counters are shop-set; Lazada rows are built from targeted queries
DG-347Which soy milk brand leads onlineTiki: Vinasoy Fami leads (27,855 cases for one SKU; Vinamilk soy milks at most 558) (MKT-05)Lazada: Vinamilk leads (14,800 cases of walnut soy milk; Vinasoy Store at most 1,600) (MKT-03)Both stand: platform-specific distribution; Metric's Shopee data (ECR-01) give Vinamilk 53.6% of liquid milk
DG-348Whether e-commerce is only an incumbents' channelWave 8: official brand stores take 84.7% of liquid-milk sales on Shopee, so e-commerce is an incumbents' channel, not a cheap launch route for a new brand (ECR-01; W8-L5)On Lazada, 99% of dry chay piece sales and 81% of frozen and chilled chay sales in our rows go through small specialist shops without official badges (MKT-03)Both stand: incumbents' channel for milks and processed meat; small-maker channel for chay dry goods

Rules of origin (wave 9) (4)

IDTopicClaim AClaim BPosition taken
DG-349Whether more than 10% imported textured soy breaks EU and UK origin for chay food preparationsWave 8 L3 (reading of XBA-30): more than 10% by weight of imported 2106 material makes a 2106.90 product non-originatingEVFTA Protocol 1 Article 5(3)(a) (ORG-01) and the identical UK text: the tolerance is 10% of the weight of the product or ex-works price; on a value basis imported textured soy up to about 32 to 46% of weight passes (our calculation)The text allows weight or value; we treat the weight limit as the conservative case and the value reading as likely but unconfirmed
DG-350Whether the recipe condition binds for UK buyersWave 8 L3: UKVFTA caps imported flour in dumplings at 20% and blocks chay preparations with more than 10% imported textured soyUK Trade Tariff (ORG-03; ORG-04): Vietnamese goods can claim UK-CPTPP, which needs only a change of chapter for 1902 (0% duty) and a change of subheading for 2106.90 (1.6% in 2026)For the UK the constraint is avoidable: at most a 1.6 point gap on chay preparations in 2026, none on dumplings
DG-351Wheat flour share in the Marks and Spencer prawn gyozaOpen Food Facts estimated ingredient share: wheat flour about 8% (model estimate)Pack label: flour share not printed; tiger prawns 37% of the gyozaWe use only printed percentages; the estimate is not evidence
DG-352Unit value of Vietnamese stuffed pasta used to size the duty at stakeViet Nam-reported FOB, world, 2023: USD 4.27 per kg (XBA-29, our calculation)Partner-reported CIF, 2025: EU27 USD 5.87, Japan 6.09, Korea 7.25, UK 8.44 per kg (XBA-28, our calculation)Give the range; not averaged

Sources cited on this page

All sources (Appendix T)

  1. MAC-01 USDA FAS GAIN. Vietnam: Grain and Feed Annual, report VM2026-0012. 15 Apr 2026
  2. MAC-06 Mardiana. Aquafeeds in 2025: Disrupted by tariffs. 30 Jun 2026
  3. MAC-15 NSO. Thuy san Viet Nam quy IV va ca nam 2025: Giu da tang truong, vuot thach thuc, huong toi phat trien ben vung. 8 Jan 2026
  4. MAC-12 VnEconomy. Chan nuoi Viet Nam 2025: Tang truong 4,5%, nguon cung Tet 2026 doi dao. 2025
  5. MAC-13 NSO. Bao cao tinh hinh kinh te - xa hoi quy IV va nam 2025. Jan 2026
  6. MAC-28 VietDVM. San luong thuc an chan nuoi nam 2024 dat 21,5 trieu tan, tang 3,4% so voi nam 2023. 2024
  7. FM-04 Mardiana. Aquafeeds in 2025: Disrupted by tariffs. 30 Jun 2026
  8. FM-02 World Bank commodity series via IndexMundi. Fishmeal, Peru Fish meal/pellets 65% protein, CIF, USD per metric ton. Jan 2020
  9. COST-27 World Bank Commodity Price Data via IndexMundi. Fishmeal, Peru 65%, CIF
  10. FM-01 World Bank. Commodity Price Data (The Pink Sheet). 2 Sep 2026
  11. MAC-41 Indian Journal of Fisheries 68. Chemoattractants: their essentiality and efficacy in shrimp aquaculture. 2021
  12. FM-33 Animals 13. Effects of dietary chenodeoxycholic acid supplementation in a low fishmeal diet containing Clostridium autoethanogenum protein on growth ... of Litopenaeus vannamei. 2023
  13. FM-34 Frontiers in Immunology. Supplemental effects of Haematococcus pluvialis in a low-fish meal diet for Litopenaeus vannamei at varying temperatures. 2024
  14. FM-10 Tap chi Thuy san Viet Nam. Nhieu doanh nghiep dong loat tang gia thuc an thuy san. 5 Jun 2026
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  18. FS-07 Nông nghiệp và Môi trường. Ngành sắn vượt thách thức: [Bài 4] Ngã rẽ phát triển bền vững hay tụt hậu?. 12 October 2025
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  23. FS-05 Phommakod, S., Lueangwattanapong, K., Chaiprasert, P., & Songkasiri, W. Valorization of biomaterial side streams: Kinetics of cassava pulp and its components degradation by Clostridium manihotivorum CT4T. 2026
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  25. FS-13 VnEconomy. Xuất khẩu sắn vượt 1 tỷ USD, nhưng thiếu tính bền vững. 18 November 2025
  26. FS-01 Dân Việt. Việt Nam đang là nhà cung cấp lớn nhất một thứ tinh bột cho Trung Quốc, năm 2025 bán được gần 3,7 triệu tấn. January 2026
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  28. FS-09 Báo Chính phủ. Sản xuất ethanol cho xăng E10: Nhà máy chuyển đổi nguyên liệu, hướng tới 125% công suất. 4 August 2026
  29. FS-28 nutriNews. Vietnamese rice bran transforms into a multi-million-dollar export. 17 June 2025
  30. FS-42 biahoihanoi83. Cập nhật giá bán bã bia tươi tốt nhất cho hộ chăn nuôi bò, lợn. 19 March 2026
  31. FS-26 Tạp chí Công Thương. Giá lúa gạo hôm nay ngày 19/9/2026: Giá gạo Đài thơm giảm 500 đồng/kg. 19 September 2026
  32. FS-35 Tạp chí Công Thương. Đường Quảng Ngãi (QNS) với tham vọng khép kín chuỗi giá trị Mía - Đường - Điện sinh khối - Ethanol. 15 July 2024
  33. IND-19 Bao Chinh phu. Tai khoi dong nha may nhien lieu sinh hoc Dung Quat vao thang 11/2025. September 2025
  34. IND-18 Bao Tuyen Quang. Tai khoi dong cac nha may Ethanol phuc vu lo trinh xang sinh hoc. 26 March 2026
  35. IND-20 CafeF. Hoi sinh loat nha may ethanol nghin ty. 10 July 2026
  36. IND-22 Sugarcane Research Institute. Xang E10 tao cu hich cho ethanol, Duong Quang Ngai (QNS) don co hoi lon. 16 July 2026
  37. IND-47 VCCI WTO Center. Viet Nam ngay cang thu hut cac nha san xuat thuc an chan nuoi. 23 October 2023
  38. IND-43 Tepbac. Ban do FDI nganh thuy san Viet Nam: Ap dao tu cong nghe va von ngoai. 13 May 2026
  39. IND-48 Tuoi Tre. 'Vua' sua dau nanh thu ve 28 ti dong binh quan moi ngay. 27 February 2025
  40. IND-49 VnBusiness. Vinasoy khanh thanh nha may sua dau nanh thu 3 tai Binh Duong. December 2017
  41. IND-50 Thanh Nien. Vinasoy vao Top 5 cong ty sua dau nanh lon nhat the gioi. 18 December 2022
  42. IND-31 Tuoi Tre. Chinh thuc khoi cong nha may vac xin va sinh pham VNVC. 28 May 2025
  43. IND-32 Nguoi Quan sat. Viet Nam sap co nha may san xuat vac xin the he moi tri gia 2.500 ty dong. 9 July 2026
  44. IND-13 The Asia Business Daily. New Vietnam factory operational. 27 October 2020
  45. IND-11 Daesang Vietnam. About Daesang Vietnam (history, plants)
  46. IND-01 Vedan Vietnam Enterprise Corp. Vedan Vietnam, home page (plants, products, 700 m3 tanks). undated
  47. IND-66 Wikipedia. Provinces of Vietnam
  48. IND-27 Nha Dau tu. Carlsberg muon nang cong suat nha may bia o Hue len 600 trieu lit/nam. 2 February 2025
  49. IND-28 Thanh Nien. Gan 90 trieu USD mo rong nha may bia lon nhat chau A cua Carlsberg Viet Nam. 26 August 2025
  50. ECO-01 Entobel. Entobel Sets Industry Record with the Opening of the Largest Insect Protein Production Plant in Asia. 23 Nov 2023
  51. ECO-06 Hatchery International. Entobel opens Asia's largest insect protein plant in Vietnam. 2023
  52. ECO-03 Early Warning System database. CnC-Entobel (IFC-46903). 23 Feb 2023
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  54. ECO-02 Mekong Capital investment page. Entobel. undated
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  66. VCO-08 Royal De Heus. De Heus successfully completes acquisition of CJ Feed & Care, marking a significant expansion in Asia. 3 Mar 2026
  67. VCO-03 Vedan International. Milestones. undated
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