"Taiwan hopes to bring forward LNG shipments from the US and Australia and to increase buying in the spot market." [US and Australia]
Taiwan's explicit pivot to US and Australian LNG suppliers demonstrates active substitution away from Middle Eastern sources, naming the specific alternative suppliers that are becoming structural alternatives to Hormuz-dependent trade.
Reasoning from this article
The article shows multiple economies executing the same substitution simultaneously: Indonesia increasing US crude purchases, India potentially returning to Russian oil despite US pressure, Taiwan and South Korea accelerating non-Middle Eastern LNG. This is not isolated procurement but a coordinated structural reallocation of energy trade flows. The mechanism is supply-chain resilience: advanced manufacturing economies are treating energy import diversification as a critical infrastructure hardening measure, similar to semiconductor reshoring.