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escalatory·Mar 10·Tuesday, March 10, 2026

Taiwan Has 11 Days of Gas Reserves as LNG Supplies Disrupted

escalatory·92% confidence

Summary

Taiwan imports 97% of its energy and one-third of its LNG from the Middle East. With only 11 days of natural gas reserves, the island faces a power supply crisis that could affect TSMC and other critical semiconductor fabs. Taiwan's economy ministry announced emergency conservation measures.

Risk Impacts (1)

Taiwan's 11-day gas reserve threatens TSMC power supply — global chip production at risk

Current probability:75%High