AIT director: the real question is how long the global economy can run without Taiwan
Taiwan's energy dependence is a known weak spot, but the top U.S. envoy in Taipei is flipping the question: the world would suffer faster than Taiwan if trade with the island were cut off — a message meant to reassure Taiwan and warn China.
- AIT director Raymond Greene said the issue is not how long Taiwan's energy lasts, but how long the global economy could keep running at full speed without Taiwan's chips and trade — and that clock is shorter and the damage worse.
- Taiwan needs more stable baseload power as AI data centers and chipmaking eat up electricity, and the U.S. wants to be Taiwan's top energy partner through LNG terminals, fuel cells, battery storage, geothermal, and possibly restarting nuclear plants.
- The U.S. and Taiwan are working together on Alaska LNG, which Washington sees as a strategic boost for energy security across the Indo-Pacific.
- Outsiders judge Taiwan by how many days of LNG it has stored, but in a crisis Taiwan could ration power, lean on renewables and coal reserves, and stretch supplies much longer.
- British and EU representatives were blunter: Taiwan's reliance on imported energy is a clear vulnerability, and it must speed up low-carbon power, wind and solar, energy efficiency, and permitting reforms.
Outlook: Expect more U.S.-Taiwan energy deals, especially on LNG and nuclear, as Washington frames Taiwan's resilience as a global economic interest rather than a local one.