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Taiwan's Energy Security Dilemma: Nuclear Power's Uncertain Role in Sustaining Tech-Driven Growth

AInvest · last updated

- — Taiwan’s energy transition faces risks from fossil fuel dependence (81.7% in 2025) and nuclear phase-out, leaving LNG imports vulnerable to geopolitical disruptions.

- — Renewable targets (20% by 2025) lag at 11.1% due to land disputes and grid challenges, though TSMC’s RE60/RE100 goals drive corporate CPPAs for offshore wind.

- — Nuclear revival debates resurface after 66% public support for Maanshan reactor restart, balancing low-emission benefits against accident risks and fuel import reliance.

- — Geopolitical LNG supply risks and industrial energy demands (41.3% from semiconductors/AI) create dual pressures, with hydrogen initiatives and storage tech emerging as strategic opportunities.

- — Investors must navigate execution gaps in renewables, nuclear policy uncertainty, and geopolitical volatility while aligning with corporate ESG goals and grid resilience needs.