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Politics · Cross-strait · EconomyPress ✓ 6 outlets · figures are as stated in the speech; policy details await the Executive Yuan

President Lai's National Day speech takes “City on a Hill” as its theme, plans a NT$10,000-per-person “AI dividend” next year; China's Taiwan Affairs Office says he is hyping the threat

The speech runs about 4,450 characters and centers on livelihoods and economic results, with less space for cross-strait ties than in past years. The National Day fireworks went up that night in Taitung and lasted about 30 minutes.

President Lai Ching-te delivered his third National Day address since taking office on the morning of the 10th in front of the Presidential Office. Its title was “Taiwan: A City on a Hill, the Salt of the Earth, the Light of the World.” A Presidential Office source explained that these images come from the Gospel of Matthew in the Bible, and that former U.S. presidents Kennedy and Reagan also cited the “city on a hill”; President Lai borrowed this language to describe what kind of country Taiwan should become (CNA, Liberty Times). The economy and livelihoods were the core of the speech. President Lai said Taiwan's economic growth this year could top 11% and that the World Competitiveness ranking of the International Institute for Management Development (IMD) in Lausanne, Switzerland, had risen to 4th in the world, the best ever. He plans, on the condition of sound public finances, a universal handout of NT$10,000 per person next year as an “AI dividend,” along with raises to the elderly farmer allowance, the National Pension and 6 major social welfare allowances, and a NT$5,000 monthly growth allowance for ages 0 to 18 (CNA). All of these must first pass the Legislative Yuan's budget review; details and funding sources await later explanation from the Executive Yuan. On energy, he said the government would assess every option pragmatically, according to scientific evidence, legal procedure and safety standards, and would rule none out on ideological grounds (CNA, United Daily News).

On external and cross-strait matters, President Lai said that raising defense investment is meant to deter war, not to provoke, and that he welcomes the United States and China managing their competition through dialogue to lower the risk of conflict. A Presidential Office source summed up three layers of meaning in the speech: a response to U.S.-China interaction after the Trump-Xi summit, a contrast between the systems of Taiwan and China through democratic governance, and a response to social problems through concrete policy. A senior official told CNA that the speech also expressed willingness to talk with China on the basis of equality and dignity. President Lai also said the history of World War II must not be distorted, and noted that the government continues its anti-drug strategy, using saliva drug tests to strengthen roadside checks and stop drugged driving (CNA). By the Liberty Times' count, the speech mentioned “Taiwan” 42 times and “Republic of China” 2 times; PTS counted only 1 mention of “China” in the full text, so the space and tone given to cross-strait ties and sovereignty were more restrained than in past years. Japanese political scientist Yoshiyuki Ogasawara told CNA this was a mild-toned speech without major missteps, and that he thinks the election outlook favors the DPP; another scholar noted that President Lai viewed the Trump-Xi summit in an international frame, encouraging the public to have strategic confidence (CNA, Liberty Times). Zhang Han, spokesperson for China's Taiwan Affairs Office, criticized President Lai for hyping the China threat and promoting a “false narrative” of democracy against authoritarianism, and accused him of “seeking independence by force and by relying on outsiders”; KMT Chairperson Cheng Li-wun said the vision of a city on a hill is worth pursuing together and called for substantive dialogue between ruling and opposition parties (Liberty Times). PTS summed up three main threads: shared economic gains and welfare, a response to U.S.-China dialogue, and a restated resolve to strengthen self-defense. One caution: neither the NT$10,000 handout nor the growth allowance has a bill or budget yet. That night the National Day fireworks were launched at the mouth of the Beinan River in Taitung, themed “Ark of the World: Austronesian Taiwan,” with 19,877 shells over about 30 minutes and more than 50,000 people on site (Liberty Times).

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By the numbers
About 4,450 charactersLength of President Lai's National Day speech; “Taiwan” appears 42 times, “Republic of China” 2 times (Liberty Times count)
11%The growth rate President Lai said this year “could” top, not yet an official statistic (CNA)
NT$10,000The “AI dividend” planned for every person next year, still awaiting budget and Legislative Yuan review (CNA)
Politics · ConstitutionPress ✓ 5 outlets · remarks are from on-site reports and the Executive Yuan's written response

Han Kuo-yu goes off script at National Day, revisits the mass recall and the Executive Yuan's refusal to countersign; Cabinet responds that constitutional mechanisms should not be stigmatized

Legislative Yuan Speaker Han Kuo-yu, who also serves as the National Day organizing committee chair, went off script in his remarks at the National Day ceremony on the 10th. He called last year's mass recall a “political hunting,” said President Lai has “political purism,” and named Premier Cho Jung-tai for refusing to countersign laws passed by the Legislative Yuan on third reading, urging that Taiwan not be seen as a “fake democracy, real dictatorship”; he also said some people in Taiwan want it to be America's 51st state, Japan's 5th big island, or China's 31st province (CNA, PTS, Liberty Times). He also made three wishes, “a safe Taiwan, a wealthy people, long live democracy,” and said the executive and legislative branches should sit down and compromise (CNA); the Liberty Times reported that people at the venue shouted “step down” and retorted that he had caused the conflict. KMT caucus chief deputy secretary-general Hung Meng-kai said the president has a duty to resolve the deadlock. The Executive Yuan responded that the Legislative Yuan should respect each side's powers, that neither side should overstep constitutional lines, and that constitutional mechanisms should not be stigmatized for political attack and defense; Radio Taiwan International reported that the Cabinet listed its reasons for declining to countersign 8 bills and hit back that the Legislative Yuan's amendments depart from the constitutional order. A Presidential Office source said this “lacks stature”; the KMT caucus and the TPP caucus said they agreed, while the DPP caucus criticized it as political denunciation (CNA, PTS). Under the Constitution, a law can be promulgated only with the premier's countersignature, and where the line on countersigning lies has long been disputed; we do not judge who is right or wrong. KMT Chairperson Cheng Li-wun did not attend the ceremony (PTS). For ordinary people, what really matters is the progress of review on the general budget and various bills, so watch whether Legislative Yuan negotiations advance afterward, not the words on stage.

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Word of the day
CountersignatureCONSTITUTION

When the president promulgates a law or order, the premier must sign it as well for the procedure to be complete. Whether the premier signs bears on how the executive and legislative branches check each other, and is the core of this latest dispute between ruling and opposition parties.


Politics · ElectionsPress ✓ 4 outlets · remarks are each side's public statements; the poll count is one scholar's tally

49 days to Taipei mayor's race: Lee Yen-hsiu's “social workers handing out drugs” claim draws criticism, Ministry of Health and Welfare clarifies harm-reduction program does not encourage drug use

There are 49 days until the nine-in-one elections on Nov. 28 (PTS). KMT legislator Lee Yen-hsiu, spokesperson for Chiang Wan-an's campaign office, said at the KMT's “Say No to Drugs, We Protect Our Children” rally on the 9th that social workers would in future supply drugs to drug users in the community, drawing a backlash from social-work groups; the National Federation of Social Workers Associations of the R.O.C. demanded a public apology (Liberty Times). Health and Welfare Minister Shih Chung-liang said on the 10th that the harm-reduction program does not encourage drug use and would not require social workers to hand out drugs (Liberty Times). Incumbent Mayor Chiang Wan-an stepped in to smooth things over, thanking social workers and affirming their contribution, and said the issue originated in an article by his opponent Puma Shen; Puma Shen of the DPP said the other side was spreading rumors and should apologize (PTS, Liberty Times). KMT New Taipei City councilor Tsai Shu-chun, who was at the same event, apologized afterward for not objecting on the spot (Liberty Times, Yahoo News).

Harm reduction is a public-health approach that does not require drug users to quit at once but first lowers the harm from drug use, for example by providing clean needles or substitute medication; practices differ across countries and the controversy is considerable, and this report does not judge the policy itself. In another development, Puma Shen ran into Chiang Wan-an at Guangzhao Temple in Wanhua on the 10th and handed him a debate invitation; Chiang's campaign office replied that it would accept only the TVBS one (Liberty Times). Wang Hung-en, a scholar in the United States, counts only 8 polls published so far in the Taipei mayoral race, about one-fifth the usual number (Liberty Times, single source).

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World · EnergyPress ✓ 6 outlets · deal details are the U.S. side's account; Russia has not published the terms

Trump announces diesel deal after call with Putin, U.S. temporarily waives sanctions on Russian diesel; Zelensky calls it an “investment in the war”

Trump announced on the 9th that after a call with Russian President Putin the two sides had reached a diesel deal; the call lasted about 90 minutes, a Kremlin aide described the mood as “very friendly,” and neither man wanted to hang up first (Reuters, Liberty Times). PTS reports that the U.S. Treasury will temporarily waive sanctions on Russian diesel exports for six months. Trump said hundreds of thousands to over a million tons of diesel would enter U.S. and international markets, and Reuters reports the first batch is 300,000 tons; oil-price pressure ahead of the U.S. midterm elections is the backdrop (Reuters, AP, CBS). Ukrainian President Zelensky criticized it as an “investment in the war” (Reuters); Germany said it maintains sanctions on Russia, and Australia said it does not need Russian diesel (Reuters, Liberty Times). On the 10th Russian forces attacked Zaporizhzhia, Ukraine; Reuters first reported 7 dead, later reports rose to 12, and CBC, citing the Ukrainian side, put it at 15, including 3 children; there is currently no evidence of any causal link between this and the diesel deal. Experts told CNA the volume is small relative to U.S. demand and unlikely to push down stubbornly high diesel prices. On the 9th Brent crude closed at US$104.72 a barrel and West Texas Intermediate closed at US$91.85, up 0.39% (Liberty Times, DailyDrop market data).

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Finance · EnergyPress ✓ 4 outlets · amounts are CPC's own figures

CPC says gasoline and diesel prices will not change for a week from the 12th, having absorbed about NT$26.79 billion since the war began

CPC Corporation, Taiwan announced on the 10th that from 12:00 a.m. on the 12th to midnight on the 18th, gasoline and diesel prices will stay unchanged; 95-octane unleaded gasoline stays at NT$32.7 per liter (CNA, Liberty Times, Yahoo News). CPC's tally is that from Feb. 28 to Oct. 11, under its special price-stabilization measure, it has absorbed an expanded total of about NT$26.79 billion across gasoline and diesel; the Liberty Times reports that by formula it would have had to absorb more than NT$10 per liter this week. CPC's explanation does not say in detail who ultimately bears the absorbed amount, and we do not speculate.

The background is that international oil prices remain high: on the 9th Brent crude closed at US$104.72 a barrel, Hurricane Isaias led oil companies to shut in over 70% of U.S. offshore crude output, and the Russian diesel deal pulled supply expectations both ways, so crude ended slightly higher (CNA, Liberty Times). The price freeze keeps refueling costs steady for the public for now, but the cumulative amount absorbed is a potential fiscal and corporate burden, and how long the freeze can last depends on crude's path; how the market reflects oil-price changes during the holiday when Taiwan stocks reopen on the 12th is worth watching.

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In brief
  • Taiwan High Speed Rail runs over 100 northbound trains on the 11th holiday return day and adds an all-unreserved-seating train starting from ChiayiLiberty Times
  • Freeway northbound traffic on the return day expected to reach 1.3 times a weekday, with 11 stretches prone to congestionLiberty Times
  • Small yacht capsizes off the northeast coast, 4 fall into the sea; coast guard rescues 3, 1 missingLiberty Times
  • Hurricane Isaias makes landfall on the U.S. Gulf Coast, nearly 730,000 customers without power in Alabama and FloridaLiberty Times
  • China's National Day holiday travel spending is the lowest in 4 years, film box office down 36%Liberty Times
  • International Criminal Court president responds to U.S. sanctions: will not yield to outside threatsLiberty Times
  • Pentagon reportedly plans to broadcast military executions live, Vance says he will not watch; Pope Leo XIV calls the death penalty “inadmissible”Liberty Times, CBS
  • CPBL: Uni-President Lions edge Brothers, next game on the 11th at Intercontinental Baseball Stadium, tickets nearly sold outLiberty Times
Seven minutes every morning, one front page

Unverified — what we could not confirm

“President Lai no longer says ‘Republic of China Taiwan,’ signaling a shift in position.” The Liberty Times counts “Taiwan” 42 times and “Republic of China” 2 times, but a word count is not a policy shift; a Presidential Office source said the speech reaffirmed that the status quo must not be undermined (CNA), and the Presidential Office's published full text governs on the specific position.
“The Hai Kun submarine has ‘gone deaf.’” Former naval adviser Kuo Hsi said a problem with the integrated platform management system (IPMS) keeps the side-scan sonar from linking to the combat system; CSBC chairman Chen Cheng-hung has responded publicly (Liberty Times). Neither side has published test records, so it cannot be judged at present.
“Once Russian diesel arrives, oil prices will fall.” Experts told CNA the volume is small relative to U.S. demand and unlikely to push down diesel prices; oil prices are also affected by the hurricane and the Middle East situation, and the deal's details have not been published.

Influencer watch

  • 沈伯洋, 民進黨台北市長參選人 個人社群帳號 · 10/10Shen Po-yang warned in a post that offers of free "Ocean Current" campaign goodies that ask you to add a LINE contact are scams; some people have already been hurt (Liberty Times).
  • 邰智源, 藝人 個人社群帳號 · 10/10Entertainer Tai Chih-yuan posted "Happy birthday to our country" on National Day, as he does almost every year (Liberty Times).
  • 吳鳳, 歌手藝人 個人社群帳號 · 10/10Singer Wu Feng, spending his 20th National Day in Taiwan, posted a flag photo and said Taiwan's democracy fills him with emotion and pride (Entertainment Star News).
  • Donald Trump, US President Truth Social · 10/10Trump wrote a long Truth Social post complaining that he did not receive the Nobel Peace Prize, saying it leaves an "indelible stain" on Norway (G1).

Statements as posted, not fact-checked.

Glossary · dotted words — economics, law, security and science terms explained in the context of the story. The list grows every day.
INSIDEPresident Lai's National Day speech takes “City on a Hill” as its theme, plans a NT$10,000-per-person “AI dividend” next year; China's Taiwan Affairs Office says he is hyping the threatPolitics · Cross-strait · EconomyHan Kuo-yu goes off script at National Day, revisits the mass recall and the Executive Yuan's refusal to countersign; Cabinet responds that constitutional mechanisms should not be stigmatizedPolitics · Constitution49 days to Taipei mayor's race: Lee Yen-hsiu's “social workers handing out drugs” claim draws criticism, Ministry of Health and Welfare clarifies harm-reduction program does not encourage drug usePolitics · ElectionsTrump announces diesel deal after call with Putin, U.S. temporarily waives sanctions on Russian diesel; Zelensky calls it an “investment in the war”World · EnergyCPC says gasoline and diesel prices will not change for a week from the 12th, having absorbed about NT$26.79 billion since the war beganFinance · Energy