A Chinese blockade could cripple Taiwan's electricity, war game warns
'Energy is the weakest element in Taiwan's resilience against coercion,' warned the report by the Washington-based Center for Strategic and International Studies. 'The overwhelming preponderance of energy must be imported and is thus vulnerable to a blockade.'
China could supplement a blockade with attacks on Taiwan's electrical grid, as Russia has done with some success in Ukraine.
'Total electricity production might be reduced to 20 percent of pre-blockade electricity levels,' CSIS said. At that level, all manufacturing ceases – including computer chips vital to the U.S. and the global economy.
These conclusions came from a series of 26 war games run by CSIS to test a blockade of Taiwan, an attractive option for Beijing that offers the prospect of Taiwan agreeing to 'reunify' with China, without the need for a bloody and risky Chinese amphibious invasion.
Train like you fight: Taiwan comes to grips with an old military adage
CSIS researchers matched up various combinations of variables in each scenario, with the scenarios simulating 20 weeks of game time.
For example, the severity of China's blockade ranged from a mere China Coast Guard stop-and-search operation to an all-out military effort that launched missiles at U.S. and Japanese bases.
Other variables included hardening Taiwanese infrastructure and anti-invasion defenses, procuring additional cargo ships for convoys, more lethal Chinese missiles, whether Japan chose to defend Taiwan, and whether the fighting extended beyond the local blockade zone.
The CSIS report admitted that some of these scenarios 'are uninteresting because of the force mismatch: No one could doubt that a China willing to embark on a wider war against a constrained Taiwan could completely cut off imports to Taiwan.' Yet assuming various changes in U.S., Taiwanese and Chinese policy, strategy and forces had a major impact on scenario outcomes.
For example, a nightmare scenario depicted attacks on Taiwan's electric grid and strikes on American airbases in Japan and Guam, while the U.S. refrained from hitting airbases on the Chinese mainland.
Chinese air forces 'were able to crowd into forward coastal air bases without risk of being hit by air strikes,' while 'the escalation level greatly improved the survivability of Chinese warships and submarines, which took shelter as needed in ports or other areas immediately offshore,' the report said.
In that game, the U.S. and Taiwan lost 33 surface warships – including two aircraft carriers – and 153 merchant ships. With Taiwan's electrical generation meeting just 24 percent of demand, the result would be 'not just economic collapse but also the failure to meet even minimal health and safety activities for the population.'
But in another scenario, Taiwan hardened its electrical infrastructure, the U.S. took a more aggressive posture, and large numbers of merchant ships were available to carry supplies to Taiwan. In this iteration, Chinese air and naval losses rose sharply, more cargo ships successfully ran the gauntlet to reach Taiwan, and there was sufficient electricity to meet most of the island's demand.
Interestingly, five of the 26 scenarios were 'free play' games where players could choose to escalate, deescalate, or negotiate an 'off ramp' to end the conflict, rather than being locked into a course of action.
Most players seemed reluctant to escalate, CSIS noted. Yet they often made 'small escalations' to signal the opposition, who responded with counter-escalations. In all five games, naval forces fired upon each other and suffered losses.
While a blockade would be grim for Taiwan, it is not hopeless. For example, the capability to assemble large numbers of merchant ships – and the necessary crews – would be the most important preparation that Taiwan and the U.S. can make, according to CSIS.
This includes sufficient liquified natural gas tankers crucial to meeting Taiwan's energy needs, as well as providing governmental insurance to replace commercial insurers who avoid war zones. Transshipment will be key: most merchant ships won't run a blockade, but their cargo can be unloaded in Japanese ports, and then reloaded aboard vessels that will make the Taiwan run.
Taiwan can also reduce its dependence on imported energy. This could include boosting its reserves of oil, natural gas and coal, and even reopening its last nuclear plant, which shut down in May. Meanwhile, the island's electrical grid could be hardened, including stockpiles of spare parts such as transformers and turbines.
For its part, the U.S. could increase its air transport capacity for a Berlin 1948-style airlift. While insufficient to meet all of Taiwan's needs, 'in some circumstances, an airlift could have a powerful moral effect and provide some breathing room,' CSIS said. In addition, the U.S. Navy will need to improve its capability for convoy escort.
Ultimately, perhaps the most crucial step is to ensure that diplomacy is always an option. A Chinese blockade of Taiwan – and retaliation by the U.S. and its allies – could devastate the global economy, and not least the economies of China and America.
'Creative offers by the United States and Taiwan might allow China to declare victory and lift the blockade at an acceptable cost to the coalition (e.g., Taiwan agreeing to international observers in customs houses; reiterating the 1992 Consensus verbatim),' CSIS concluded.
Michael Peck is a defense writer whose work has appeared in Forbes, Business Insider, Foreign Policy magazine and the Center for European Policy Analysis. He holds an MA in political science from Rutgers Univ. Follow him on Twitter and LinkedIn.
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
22 minutes ago
- Yahoo
Tesla's July China-made EV sales fall 8.4%
BEIJING (Reuters) -Tesla's sales of China-made electric vehicles in July fell 8.4% from a year earlier, reversing a mild increase in June, in the face of rising competition from rivals offering lower-priced new models. Deliveries of Tesla's China-made Model 3 and Model Y vehicles, including exports to Europe and other markets, reached 67,886 units last month, down 5.2% from June, data from the China Passenger Car Association showed on Monday. Its biggest Chinese rival BYD, with its Ocean and Dynasty lineups of EVs and plug-in hybrids, maintained almost flat global passenger car sales at 341,300 vehicles in July.
Yahoo
22 minutes ago
- Yahoo
South Korea removing loudspeakers on border with North
South Korea said Monday it was removing loudspeakers used to blare K-pop and news reports to the North, as the new administration in Seoul tries to ease tensions with its bellicose neighbour. The nations, still technically at war, had already halted propaganda broadcasts along the demilitarised zone, Seoul's military said in June after the election of President Lee Jae Myung. It said in June that Pyongyang stopped transmitting bizarre, unsettling noises along the border that had become a major nuisance for South Korean locals, a day after the South's loudspeakers fell silent. "Starting today, the military has begun removing the loudspeakers," Lee Kyung-ho, spokesman of the South's defence ministry, told reporters on Monday. "It is a practical measure aimed at helping ease tensions with the North, provided that such actions do not compromise the military's state of readiness." All loudspeakers set up along the border will be dismantled by the end of the week, he added. He did not disclose the number to be removed, but a Yonhap news agency report -- which the defence ministry declined to verify -- said it was about 20. Handout photos released by the ministry show soldiers wearing body armour unloading sets of speakers as part of the process. Newly elected President Lee ordered the military to stop the broadcasts in a bid to "restore trust". Relations between the two Koreas had been at one of their lowest points in years, with Seoul taking a hard line towards Pyongyang, which has drawn ever closer to Moscow in the wake of Russia's invasion of Ukraine. -Overture- Last year, the two Koreas were in a tit-for-tat propaganda war, as the North sent thousands of trash-filled balloons southwards, saying they were retaliation for propaganda balloons launched by South Korean activists. In response, South's then-president Yoon Suk Yeol ordered to turn on border loudspeaker broadcasts -- including K-pop tunes and international news. Shortly afterwards, North Korea started transmitting strange sounds along the frontier, unsettling South Korean residents. Lee has taken a different approach in dealing with the North since his June election, including requesting civic groups to stop sending anti-North propaganda leaflets. "We have strongly urged civic groups to halt leaflet activities in order to foster peace and ensure the safety of residents in border areas," Koo Byung-sam, spokesman of the Unification Ministry, said at a press briefing on Monday. Lee has said he would seek talks with the North without preconditions, following a deep freeze under his predecessor. Despite his diplomatic overtures, the North has rejected pursuing dialogue with its neighbour. "If the ROK... expected that it could reverse all the results it had made with a few sentimental words, nothing is more serious miscalculation than it," Kim Yo Jong, sister of North Korean leader Kim Jong Un, said last week using the South's official name. The two countries technically remain at war because the 1950-53 Korean War ended in an armistice, not a peace treaty. kjk/fox
Yahoo
22 minutes ago
- Yahoo
Taiwan aims for young chips talent with summer camps
STORY: White suits, masks, and a front-row view of machines that craft cutting-edge microchips. It's all another day at a summer camp designed to drum up kids' interest in the most important industry here in Taiwan - the semiconductors that power most of the globe's electronics and AI servers. However, a declining birth rate could leave tens of thousands of critical jobs vacant. So from etching to lithography, some 80 students from eight countries get to see every step up close. Sixteen-year-old Nicholas Chueh from Singapore was one of them. "I'd say that a lot of these just tech companies are interesting to me because I myself really enjoy playing video games, so I'm really just always using these semiconductor products." It's one of many events like it in recent years held by companies and Taiwan's universities as demand for chips surges around the world. The camp has been held by US-based chip designer Synopsys since 2023. But this was the first year it was hosted in Mandarin as well as English, a sign of how worries have grown over Taiwan's aging population. Seventeen-year-old Caroline Chueh sees it all as an attractive career choice. "I'm thinking of pursuing a major in software engineering and economy in university next year, so I think it was a pretty good introduction to the field I'd like to go in.' :: TSMC Taiwan's role in the chip supply chain is huge - native company TSMC is the world's largest contract chipmaker. Any decline in this industry dominance threatens Taiwan's existence. The island faces the threat of invasion from Beijing, but Taiwan draws much of its global significance from chip giants like TSMC. But yearly births fell by 35% in the ten years from 2014 to 2024, and STEM graduates fell 10% during the same period. As tech giants Nvidia increase their presence in Taiwan to stay close to the supply chain, chip companies and experts warn that it's becoming increasingly hard to find local talent with the declining student population. Job openings in the sector rose from 19,401 in the second quarter of 2020 to 33,725 this year, according to a local human resources firm. The industry is grappling with a shortage of both highly skilled professionals, from circuit design and R&D engineers to essential production staff, including operators and assembly technicians. Solve the daily Crossword