NÔNG NGHIỆP VIỆT NAM — TẠP CHÍ NÔNG NGHIỆP ĐÔNG NAM Á

How Vietnamese tilapia won over the US and Brazil

The Vietnam Association of Seafood Exporters and Producers (VASEP) is stepping up its push to elevate tilapia into its next strategic export item. In November 2025 it launched the "Tilapia Production and Export Enterprise Council" in Ho Chi Minh City, setting out a vision to bring fry, feed, farming, processing and export together into a single integrated ecosystem. Behind this lies a track record in which 2025 export value grew sharply year on year, capturing the two major white-fish consumption markets of the United States and Brazil at a stroke. For Japanese seafood buyers too, the time has come to review the procurement design for tilapia as a third option after pangasius (basa).

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The originating news: bringing a fragmented industry together through "integration"

The core of this move, reported by local agriculture and environment media, is building an "integrated ecosystem" that vertically connects everything from raw materials to export. Vietnam's tilapia industry has until now faced the challenge of many small-scale farmers and variability in fry quality, farming technology, traceability and links with processing companies. VASEP's council is designed as a venue to bridge such fragmentation, raise quality and value, and have companies jointly tackle common issues such as raw materials, quality, the environment, market barriers and policy. It is a framework run through quarterly meetings, exhibitions and information sharing.

Background: why tilapia now

The mainstays of Vietnamese seafood exports have until now been shrimp and pangasius. The reason tilapia has surged to join them lies in its versatility as a white fish and in expanding global demand. Because it is easy to process into fillets and has little off-flavor, it can serve a wide range of commercial uses such as fries, meuniere and surimi. Vietnam has about 1.3 million hectares of water surface usable for farming, and a thick base of processing plants and feed plants that meet export standards. According to reports, there are about 300 farms, about 80 feed plants, and about 510 export-standard processing plants in the country. Companies such as Nam Viet, Viet Nhat, Xuyen Viet, and the major feed maker De Heus are advancing integration of the production and processing chain.

Data: how far did 2025 exports grow

We organize the main figures based on VASEP's tally. Currency is converted at about 161 yen to the US dollar as of June 19, 2026 (reference values).

Item 2025 actual Year on year
Total tilapia exports About US$99 million (about 15.9 billion yen) +141%
To the United States About US$40 million (about 6.4 billion yen) +499%
Brazil-bound About US$11 million (about 1.8 billion yen) +7,552%
To Japan About US$310,000 (about 50 million yen) +2%

What the table shows is that the order of magnitude of growth rates differs completely from market to market. The US became the largest outlet in absolute value terms, while Brazil showed a "launch from zero" with an extreme 7,552% year-on-year growth. Japan is small in both value and growth rate, showing that it is a blank market into which Vietnamese tilapia has barely entered.

The US and Brazil: the substance of their growth differs

What landed in the US was "substitute demand for white-fish fillets"

The +499% to the US rode the trend of substitution and diversified sourcing away from Chinese tilapia and white-fish fillets from other origins. The US is a major consumer of tilapia fillets, with strong needs not to depend on a single supply source. With its fillet-processing infrastructure and export track record, Vietnam captured this outlet at a stroke. However, entering 2026, exports to the US turned to a slowdown, apparently affected by a pullback in tariffs, inventories and diversified sourcing.

For Brazil, "lifting of restrictions" was the starting point

Brazil's abnormal growth started from an institutional factor: the lifting of its import ban. Brazil had temporarily halted imports of Vietnamese product on account of tilapia lake virus (TiLV), but resumed imports under control measures after a risk analysis. This pushed up shipments as if a dam had broken, and it is reported that in the first quarter of 2026 Brazil overtook the US and rose to become the largest market, accounting for about half of export value. The momentum continued, at about US$15 million in January alone (up 334% year on year) and about US$35 million in the first quarter (up about 190% year on year).

How the field and industry perceive the challenges

In the industry, while a positive view spreads toward growing tilapia into a strategic item ranking after shrimp and pangasius, structural weaknesses are also repeatedly pointed out. These include high production costs, small-scale dispersion of farming, uneven fry quality, and weak integration of the value chain. Among exporters, there is also a move to lift value overall with a "two-pronged" approach of growing the domestic market and exports in parallel. This council is positioned as a vehicle for crushing these challenges across companies.

Implications for Japanese seafood buyers and distributors

The issues for Japan can be organized into three. First, the options for white-fish procurement increase. Japan's tilapia imports are still small, with exports to Japan in 2025 at only about US$310,000. But tilapia—with its fillet-processing infrastructure in place and easy-to-contain processing costs—is worth comparing with pangasius and Alaska pollock as a commercial fry material and frozen fillet for foodservice and prepared-meal businesses. Second, the perspective of competition in the US. The fact that Vietnamese fillets expanded rapidly in the US market means that Japanese importers and wholesalers handling the same white fish face a change in the competitive environment on both price and stable supply. Third, price and exchange rates. In a weak-yen phase of around 161 yen to the dollar, dollar-denominated procurement costs are prone to overshoot, and now, while producers are lifting quality through integration, a procurement design that spreads risk across multiple production areas and multiple species is effective. Viewing the export trends of Vietnamese seafood as a whole together with the latest statistics on agriculture, forestry and fisheries exports makes the positioning of white fish easier to grasp.

Ripple effects on the industry and market

If the integrated ecosystem works, Vietnamese seafood will move closer to three pillars of "shrimp, pangasius and tilapia." The world's white-fish supply chain is diversifying its production areas, and one more country supplying fillets stably raises buyers' bargaining power on price. On the other hand, the processing standards that apply differ by production area—for example, Brazil prohibits water-injection treatment for water retention. If imports wielding low prices as a weapon cause quality problems, they could lower the reputation of the entire tilapia species. High price competitiveness needs to be considered as a set with the cost of verifying quality and specifications.

Practical information: checkpoints for tilapia procurement

We have compiled, as a list for decision-making, the verification axes Japanese buyers will want to keep in mind before requesting quotes or trial production. The key is to check not only price but specifications and regulatory compliance as a set.

Item to confirm Point
Species characteristics A freshwater-farmed white fish. Little off-flavor, suited to fries, surimi and fillets
Main growing regions Vietnam (centered on the Mekong Delta). About 1.3 million hectares of farming water surface
Main competing markets The US and Brazil are the two largest importers. Exports to Japan are still small-scale
Regulations to check TiLV (tilapia lake virus) compliance, presence of water-retention/water-injection treatment, traceability
Comparison Comparison of price, yield and specifications with other white fish such as pangasius and Alaska pollock

In particular, the presence of water-injection treatment directly affects labeling, yield and texture, so it is advisable to check actual weight and post-cooking shrinkage at the sample stage. Movements across the whole value chain also, if grasped, become material for price negotiations.

Summary: the action to take next

Vietnamese tilapia is changing character from a "cheap raw material" to a "designed supply item" through the building of an integrated ecosystem. There are three things Japanese seafood buyers and distributors can do now. First, add tilapia to the candidates for commercial white-fish procurement and compare yield and texture against pangasius with samples. Second, confirm in writing with suppliers the trading conditions on the quality and regulatory side, such as water-injection treatment and TiLV compliance. Third, build a procurement portfolio that diversifies species and production areas to prepare for fluctuations in exchange rates and prices. This timing, while producers are reorganizing the industry structure, makes it easy to negotiate trading conditions.

Frequently asked questions

What kind of fish is tilapia?

It is a freshwater-farmed white fish, characterized by little off-flavor and ease of processing into fillets and surimi. It is used in a wide range of commercial applications such as fries and meuniere, and its consumption is expanding worldwide.

Why did Brazil overtake the US to become the largest market?

In 2025 the US was the largest importer of Vietnamese tilapia, but in the first quarter of 2026 exports to Brazil surged, and it is reported that Brazil took the top spot, accounting for about half of export value. The picture is one of Brazil growing while exports to the US slowed.

Does Japan import Vietnamese tilapia?

There are imports, but the scale is still small, with exports to Japan in 2025 at only about US$310,000. Because processing infrastructure is in place and it is cost-competitive, the room to consider it as an option for commercial white fish is expected to widen going forward.

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Author of this article

While running a food brand in Kyoto, I have worked on products that bring out the appeal of ingredients, such as dried vegetables and vegetable powders. I am now in my second year living in Vietnam, where I am also involved in coffee production on the ground, learning the whole process from cultivation to processing and flavor development. Out of a wish to deliver foods people can enjoy with peace of mind in everyday life, I value products whose production background and the faces of their makers are visible. Drawing on the appeal of both Japanese and Vietnamese food cultures, I aim to bring a little richness to daily life.

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