Taiwan Faces Energy Crisis with Only 10-14 Days of LNG Storage Capacity

Taiwan's LNG storage capacity is limited to 10-14 days, significantly lower than Japan's and South Korea's reserves. The closure of the Maanshan nuclear power plant has exacerbated the situation. The semiconductor industry consumes over 20% of Taiwan's electricity supply, leading to prioritization of power to southern tech parks. An LNG supply disruption could reduce industrial production by 0.5%. Taiwan's attempts to diversify LNG imports face significant constraints due to long-term contracts with Australia.

Published Mar 26, 2026

Taiwan's LNG storage capacity is only 10-14 days, compared to Japan's three weeks and South Korea's 30-60 days, indicating a higher energy vulnerability. The closure of the Maanshan nuclear plant has further destabilized the grid.

AI-curated by Theia

The semiconductor sector already uses over 20% of the power supply, prioritizing energy to southern parks, while northern regions face potential power restrictions. An LNG disruption could result in a 0.5% drop in industrial output.

Taiwan's LNG import diversification is limited by long-term contracts with Australia. Current Asian spot LNG prices are expected to average $18/MMBtu, a significant increase from pre-war levels.