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$90T Energy Challenge, Malaysia’s Opportunities, AI's Role

Azam Mohammad, Senior Partner, McKinsey & Company

17-Jun-25 12:00

$90T Energy Challenge, Malaysia’s Opportunities, AI's Role

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:  technologyeconomyenvironment

Tags:  Energy transitionrenewable energyenergy securityclimate techsustainability





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