
DSET participated in a roundtable discussion hosted by the Atlantic Council last week, where experts from several think tanks and consulting organizations gathered to discuss Taiwan’s energy resilience in both peacetime and contingency scenarios.
Director of DSET’s Energy Security and Climate Resilience Program Dr. Tsai-Ying Lu shared insights on Taiwan’s liquefied natural gas (LNG) strategy and maritime vulnerabilities, emphasizing how democracies can prepare for energy disruptions driven by geopolitical tensions.
She noted that while Taiwan’s power grid can still meet semiconductor demand for the next decade, it faces mounting strain from AI data centers that are likely to concentrate in the north. Upgrading substations, reinforcing transmission lines, and advancing smart-grid systems are essential to sustaining this growth. In contingency scenarios, maritime energy coordination remains Taiwan’s greatest vulnerability. Lu highlighted the need for government-backed reinsurance mechanisms and stronger information-sharing among government agencies, energy firms, and insurers to improve crisis response.
The dialogue underscored that resilience at sea and on land depends as much on international coordination as on domestic readiness. From LNG logistics to cyber and financial safeguards, Taiwan’s path forward lies in building cross-sector and cross-border frameworks that turn strategic dialogue into joint action.


