Taiwan's LNG imports are severely impacted by the blockage of the Strait of Hormuz and Qatar's gas production shutdown, leading to no cargoes from Qatar or the UAE in April and May. The U.S. has increased LNG supply to Taiwan, but this is a temporary solution, and Taiwan's reliance on spot market purchases has risen significantly. The potential loss of gas-fired power generation could exceed 2 TWh per month, forcing Taiwan to consider coal as a fallback despite its phase-down plan.
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