62 YINSON HOLDINGS BERHAD External environment Risks Opportunities Yinson Production’s response Technology and AI reshaping industry dynamics. • Outdated and inefficient business and decisionmaking processes may hinder operational performance. • Cybersecurity and dataintegrity risks as digital adoption accelerates. • Technology obsolescence. • Unable to compete with peers. • Development of nextgeneration assets enhanced by AI, automation and advanced analytics. • Increased opportunities for efficient and ESG-positive assets and processes. • Cost savings from efficiency gains. • New business revenue streams. • Enhanced safety and reliability. • Leverage data-driven asset lifecycle management to improve reliability, uptime, and efficiency. • Integrate AI-enabled, digital solutions to support decisionmaking and operational optimisation. • Advance next-generation designs, including carbon capture, electrification, and energy efficiency. • Invest in innovation and digital technologies as a strategic priority. YINSON RENEWABLES Renewable energy remains central to global decarbonisation efforts, supported by sustained policy momentum, structural demand growth, improving technology economics, and sustained investor confidence. In the IEA’s Stated Policies Scenario, the global share of low emissions electricity rises from around 40% in 2024 to over 60% by 2035, with solar PV and wind accounting for the majority of new generation. Solar PV additions alone are expected to reach around 650 GW annually by 2035, up from nearly 540 GW in 2024. This momentum underpins long-term confidence in renewables as the backbone of our future power system. Investment trends also reflect this confidence. In the first half of 2025, the sector attracted USD 386 billion in new investment, up 10% from USD 351 billion in 2024. Source: 2H 2025 Renewable Energy Investment Tracker, Bloomberg NEF. Global biannual investment in renewable energy (2004 - 2025) (USD billion) BUSINESS REVIEWS 1H 2004 1H 2007 2H 2017 2H 2005 1H 2010 1H 2019 2H 2011 2H 2020 1H 2013 2H 2023 1H 2025 400 350 300 250 200 150 100 50 0 Co-located Biofuels Geothermal Others Solar Wind 2H 2008 2H 2014 1H 2016 1H 2022
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