Taiwan has become the largest global purchaser of Russian naphtha during the first half of 2025, importing $1.3 billion worth of the petroleum product according to recent industry analysis. This represents a 44% increase compared to the same period last year, with monthly import volumes now nearly six times higher than 2022 averages.
The substantial imports present a complex situation for the island nation, which has consistently voiced support for Ukraine following Russia’s invasion and participated in international sanctions against Moscow. Naphtha serves as a critical raw material for producing chemicals essential to semiconductor manufacturing – the cornerstone of Taiwan’s economy.
Energy security concerns appear to be driving these purchasing decisions, with Taiwan importing approximately 97% of its energy requirements. Since February 2022, the island has acquired 6.8 million tonnes of Russian naphtha valued at $4.9 billion, accounting for one-fifth of Russia’s total exports of the product.
Industry observers note the contradictory nature of these transactions. While Taiwan has implemented export controls to prevent its advanced technology from supporting Russia’s military operations, its energy purchases continue to provide significant revenue to Moscow. Some analysts characterize the situation as economic pragmatism by Taiwan’s petrochemical sector rather than deliberate foreign policy alignment.
The development highlights the challenging balance Taiwan must maintain between its energy security needs and diplomatic positioning. With the island facing ongoing geopolitical pressures, its growing dependence on Russian energy supplies introduces additional complications to its international relationships and strategic calculations.
