East AsiaConflictCuratedlow confidence

Taiwan Strait Tensions

A potential conflict that would be the largest economic shock in modern history.

Severity score

54.4

Severe · default weighting

Trajectory

Worsening

What this is

Military activity around Taiwan has intensified year on year. No conflict is underway, but the concentration of advanced semiconductor manufacturing on the island means even a blockade would disrupt global production of almost every electronic device. The tail risk is nuclear.

Score breakdown

Loss of life

30

Direct and attributable mortality, normalised across annual and cumulative tolls.

Lives negatively impacted

62

People displaced, injured, food-insecure, exposed or otherwise materially harmed.

Financial cost

96

Direct damage, lost output and health-system spend attributable to the event.

Environmental impact

18

Emissions, habitat and biodiversity loss, contamination and irreversibility.

Trajectory

80

Whether the situation is escalating, and how much worse it is plausibly getting.