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還記得幾個月前的這篇文 #1eKxZkWt (Gossiping)
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當時的路透社專欄作者Gavin Maguire指出亞洲減量 LNG出口商靠台灣成長

今日他又寫了一篇 https://i.meee.com.tw/lH5axOM.png
Taiwan bucks Asia's clean power drive with record gas burn
台灣逆向而行：天然氣發電創紀錄，阻礙亞洲潔淨能源轉型進程

gpt懶人包

1. 今年前 8 個月「化石燃料占比創新高 87%」
台灣電力結構更依賴化石燃料，與區域、全球往潔淨能源的方向背離
“Just over 87% of Taiwan's electricity supply was produced by fossil fuels…"

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2. 為何重要：台灣能源轉型呈牛步
台灣的化石占比遠高於亞洲平均約 62% 與全球 57%，顯示轉型動能不足、風險集中在進
口燃料價格與供應
“That fossil fuel generation share… exceeded Asia's average of around 62%
and the global average of 57%…”

3. 結構性現實：超過 90% 能源仰賴進口
缺乏能源原料，油、煤、氣幾乎全靠進口，使能源安全與成本更易受國際市場波動影響
“Taiwan must import more than 90% of energy products, including nearly all
of the oil, coal and natural gas it burns.”

4. 地形與用地限制：不利大型再生能源場址
多山、人口密度高限制了大型電場(太陽能與陸域風電)開發，但屋頂型太陽光電成長快速
"The mountainous and densely populated island is also ill-suited to large-scal
-e renewable energy farms… growing adoption of rooftop solar systems…"

5. 綠能進度：2024 年約 11%，2025 年可望至 ~15%
離岸風電今年併網帶動占比上升，但短期仍難完全承接基載缺口
“The share… from renewable energy was around 11% last year… could climb to
around 15% in 2025 due to offshore wind projects…”

6. 核電退場衝擊：馬鞍山(核三)關閉後基載缺口由化石燃料補上
2000年代初核電供電占比曾達25%，今年 5 月最後一座核電廠關閉使系統更仰賴化石燃料
“Taiwan did generate as much as 25% of electricity from nuclear reactors…
but closed its last nuclear power plant in May…”

7. 燃煤走低、空污壓力使舊廠退場
燃煤自2019起持續下滑，今年以來首度低於40%，空氣品質與地方壓力促使老舊機組關停
"coal-fired generation has supplied less than 40% of electricity for the
first time.”

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8. 燃氣走高補位：占比創 47%，發電量 1–8 月達 892 億度
為填補燃煤與核電缺口，燃氣近5年穩步上升；今年前8月年增 12%，較 2019 年大增52%
“electricity output from gas-fired plants was 89.2 terawatt hours… a 12%
increase… a 52% jump from 2019. Gas-fired plants have generated a record 47%
share…”

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9. LNG 進口創高、台灣成為少數仍擴量的大買家
2019–2024 年進口量增 35%；2025 年前三季達 1,800 萬噸、6–8 月三個月合計 660
萬噸均刷新紀錄
"Taiwan boosted imports of liquefied natural gas by 35% over 2019 through 2024
..Over the first three quarters of this year, LNG imports have climbed to a
record of 18 million metric tons…during the three months through August set
a record of 6.6 million tons…”


"Taiwan looks set to remain a regular large LNG buyer for the foreseeable
future… makes Taiwan stand out among peers as a holdout against the energy
transition.”

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※ 作者: usnavyseal 2025-10-31 14:14:40
※ 文章代碼(AID): #1f15FLDw (Gossiping)
※ 文章網址: https://www.ptt.cc/bbs/Gossiping/M.1761891285.A.37A.html