$90T Energy Challenge, Malaysia’s Opportunities, AI's Role
Azam Mohammad, Senior Partner, McKinsey & Company
17-Jun-25 12:00

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Asia's energy transition presents a unique challenge: how to power growing economies while decarbonising? The investment required is staggering, an estimated $90 trillion for the APAC region by 2050. This means navigating the immense "energy trilemma" of balancing sustainability with energy security and affordability.
Azam Mohammad, a Senior Partner at McKinsey who co-leads its regional energy practice, joins us to unpack this complex landscape. He discusses why Asia's path differs from the West's, the critical role natural gas will play as a "destination fuel," and the key strategic opportunities for Malaysia in areas like renewable energy, carbon capture, and nature-based solutions.
We discuss:
The "energy trilemma" and what it means for Malaysia.
Why natural gas is a long-term fuel, not just for transition.
Malaysia’s key opportunities: solar, hydro, CCS, and carbon credits.
The critical role of AI in making new energy projects viable.
The immense capital challenge and how to finance the transition.
For policymakers, investors, and energy sector leaders, this conversation offers a high-level strategic overview on the energy transition and its opportunities.
Produced by: Roshan Kanesan, Kishan Sivaswamy
Presented by: Roshan Kanesan
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Categories: technology, economy, environment
Tags: Energy transition, renewable energy, energy security, climate tech, sustainability,