Tenaga Nasional Bhd · MYX:TENAGA
Tenaga Nasional Bhd — Morgan Stanley: Deepseek, Malaysia and TNB: What's Ahead in 2025
10 slides from Tenaga Nasional Bhd's conference presentation, Mar 17, 2025
Slide 1: Morgan Stanley: Deepseek, Malaysia and TNB: What's Ahead in 2025
Morgan Stanley: Deepseek, Malaysia and TNB: What’s Ahead in 2025 Morgan Stanley – Data Centre (17 March 2025) CONFIDENTIAL AND PROPRIETARY
Slide 2: Agenda
Overview of Tenaga Nasional Berhad (TNB) Agenda The Rise of Data Centres In Malaysia TNB Sustainability Pathway
Slide 3: Overview of Tenaga Nasional Berhad (TNB)
OVERVIEW OF TENAGA NASIONAL BERHAD (TNB) TNB supports the entire energy industry value chain. For over 75 years, TNB has been powering Malaysia 24/7, maintaining a secure and resilient system. Domestic Commercial Industrial Generation Grid Distribution Network Retail Generates electricity. Least cos
Slide 4: TNB's Green Lane Pathway & Strategic Offerings for Data Centres in Malaysia
TNB’S GREEN LANE PATHWAY & STRATEGIC OFFERINGS FOR DATA CENTRES IN MALAYSIA Exclusive pathway and strategic offering for Malaysia’s data centre market to provide efficient and environmentally responsible solutions for data centre Normal HV Bulk Green Lane DC operators Supply Process HV Process 36 12
Slide 5: The Rise of Data Centres in Malaysia
THE RISE OF DATA CENTRES IN MALAYSIA TNB remains committed to meeting energy needs, driven by strong demand for energy from Data Centres; prominently from Johor and Klang Valley Data Centre Demand FY2024 Data Centres Achievements Focused on 2 key areas FY2024 Project Stage Johor and Klang Valley Act
Slide 6: TNB Promotes and Provides Renewable Energy Solutions for Consumers
TNB PROMOTES AND PROVIDES RENEWABLE ENERGY SOLUTIONS FOR CONSUMERS Options available for consumers for green energy are self-consumption via solar rooftop, Green Electricity Tariff (GET), Renewable Energy Certificates (RECs) and Corporate Renewable Energy Supply Scheme (CRESS) Green Electricity Tari
Slide 7: Impetus for Green Energy in Data Centres: Powering a Sustainable Future
IMPETUS FOR GREEN ENERGY IN DATA CENTRES: POWERING A SUSTAINABLE FUTURE TNB supports the RE agenda to meet growing energy demand while aligning with the National Energy Transition Roadmap (NETR) and Malaysia’s Net Zero 2050 commitment Our Target for 2025 Our Commitment to 2035 Our Aspiration to 2050
Slide 8: Comprehensive Solutions and Products Offered by TNB's Subsidiaries
COMPREHENSIVE SOLUTIONS AND PRODUCTS OFFERED BY TNB’S SUBSIDIARIES Medium Voltage Power Station Develops, operates and maintains RE Manufacturing of transformers, Provides consultancy and technical solutions for generation assets ( large scale solar) and switchgears and cables the development, opera
Slide 9: TNB's commitment to be the reliable energy provider for all data centre projects
TNB’s commitment to be the reliable energy provider for all data centre projects • By 2035, we anticipate data centre demand to exceed 5,000MW, which demand for green energy and speed of connection. • Our Green Lane Pathway accelerates data centre projects with a 12-month power delivery guarantee an
Slide 10: Thank You
Thank You CONFIDENTIAL AND PROPRIETARY
Tenaga Nasional Berhad — Morgan Stanley: Deepseek, Malaysia and TNB: What's Ahead in 2025 on 6ix