Taiwan Leader Says Two Nuclear Power Plants ‘Meet Conditions’ to Restart

Why It Matters

Restarting nuclear capacity could reduce Taiwan’s reliance on imported fossil fuels and support its high‑tech economy’s growing power demand. The move also reshapes regional energy security dynamics amid global supply uncertainties.

Key Takeaways

• Second and third nuclear plants deemed restart‑ready
• Taiwan imports 95% of its energy needs
• Restart could begin as early as 2028
• AI and semiconductor sectors drive low‑carbon demand
• Oil reserves exceed 100 days; gas 12‑14 days

Pulse Analysis

Taiwan’s energy strategy has long been defined by its heavy dependence on imported oil and natural gas, a vulnerability highlighted by recent geopolitical tensions in the Middle East. With the semiconductor industry accounting for a sizable share of national GDP, any disruption in power supply threatens global supply chains. By reconsidering nuclear reactivation, the government aims to diversify its generation mix, lower carbon emissions, and create a more resilient backbone for its high‑tech exports.

The political calculus behind the decision reflects a shift from the Democratic Progressive Party’s historic “nuclear‑free homeland” pledge toward pragmatic energy security. While public safety concerns persist after Fukushima, the Nuclear Safety Council’s upcoming review will assess both technical compliance and societal consensus. If approvals proceed, the Ma’anshan plant could resume operations by 2028, offering a stable baseload that complements intermittent renewables and eases pressure on fossil‑fuel imports.

Beyond domestic implications, Taiwan’s move signals broader regional trends where energy‑intensive economies are re‑evaluating nuclear options to meet low‑carbon targets. The island’s push aligns with global calls for cleaner electricity to power AI‑driven computing workloads, which demand reliable, high‑capacity supply. Maintaining oil reserves above 100 days and gas stocks for 12‑14 days provides short‑term buffer, but long‑term stability will likely hinge on the successful integration of nuclear power into Taiwan’s evolving energy portfolio.