Taiwan is facing a severe natural gas shortage, with current reserves estimated to last only about eight days. The situation has raised concerns over energy security on the island, which relies heavily on imported energy sources.

Recent tensions in the Middle East, including the potential blockade of the Strait of Hormuz and the suspension of liquefied natural gas production by Qatar Energy due to drone attacks, have heightened anxieties. The Strait of Hormuz is a critical passage for global energy shipments, particularly for oil and gas exports from major producers such as Saudi Arabia, Iraq, Qatar, and the United Arab Emirates.

Taiwan depends on imports for over 96% of its energy needs. A significant portion of its crude oil imports—approximately 78%—comes from countries that rely on the Strait of Hormuz for exports. In the case of natural gas, Qatar alone accounts for about 30% of Taiwan’s LNG imports, all of which must pass through the strait.

Natural gas plays an essential role in Taiwan’s energy mix, fueling around 50% of the island’s electricity generation. Any disruption in supply could impact not only household and industrial power but also key sectors such as semiconductor manufacturing, which depends on stable electricity.

Despite official assurances that alternative supplies from the United States and Australia could help mitigate shortages, critics argue that logistical challenges and geopolitical uncertainties may render such measures ineffective. Some have also questioned the feasibility of increasing coal-fired power generation as a backup, citing environmental and practical constraints.

With current reserves running low and no clear short-term solution in sight, Taiwan’s energy stability remains in a precarious position.