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Taiwan’s Phase 3.3 Auction: Sparse Bids and the Localization Dilemma

In this episode of PowerPod, host Dan Wiseman is joined by James Payne and Chao Guo to examine Taiwan’s latest offshore wind auction results and the wider challenges facing the market in Phase 3.3.

They explore why Taiwan has turned to offshore wind so strongly. Surging electricity demand from semiconductors and AI, combined with heavy reliance on imported LNG and a long standing anti-nuclear policy have made the resource a strategic priority. The conversation then turns to the shift from the heavily subsidised Phases 3.1 and 3.2 to the subsidy free Phase 3. Localisation requirements…

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