China's recent military drills around Taiwan highlight a critical vulnerability: the island's heavy reliance on imported LNG.
China’s recent military drills around Taiwan highlight a critical vulnerability: the island’s heavy reliance on imported LNG.
Today, more than 40% of Taiwan’s electricity comes from LNG, and this share is projected to reach 50% by 2030.
Yet its total LNG storage capacity covers barely two weeks of demand, and every shipment arrives by sea - exposed to blockade risks and global price shocks.
Taiwan is building new LNG import terminals in Guantang and Zhouji, while expanding existing facilities, with ambitious targets for 2030 and beyond, according to the
Global LNG Database®.
These projects aim to stabilize supply, but analysts warn that even short “quarantine” could disrupt LNG flows, triggering blackouts and destabilizing industrial output - particularly at TSMC, the backbone of global semiconductor supply.
The nuclear phase-out has deepened this dependence, leaving LNG as both Taiwan’s bridge fuel and its strategic risk. Long-term contracts, diversified portfolios, and siege-resilient infrastructure are now essential to safeguard resilience.
Unlock the world’s LNG intelligence. The Global LNG Database® delivers unmatched insight into import/export projects worldwide. Stay ahead of the curve - learn more at:
here or register at:
here.
* Our subscribers could read the full analysis at
here
Follow Global LNG Info
