MISC eyes potential in carbon capture and storage


Kenanga Research said the group is pursuing opportunities in emerging carbon capture and storage markets.

PETALING JAYA: MISC Bhd is committed to transitioning to a low-carbon future by strengthening the sustainability of its business.

This is largely in line with the industry in terms of carbon reduction initiatives through installing scrubbers and owning dual-fuel vessels.

Following MISC’s Investor Day recently, Kenanga Research said it had taken a deeper focus into the company’s environment, social and governance agenda, initiatives and disclosures detailed in its 2024 sustainability report and the climate-related financial disclosure report.

In terms of environment, MISC’s transition plan from low-carbon to net-zero by 2050 emphasised progressive fleet renewal and newbuilds to high-efficiency liquefied natural gas (LNG) dual-fuel engine vessels and zero-emission vessels from now to 2030, as well as methane abatement on selected vessels.

The group is pursuing opportunities in emerging carbon capture and storage markets, said Kenanga Research, adding that “while MISC will continue to rely on LNG as a transitional fuel for now, the group is aggressively seeking alternatives.”

Meanwhile, the group’s climate-related financial disclosure report 2024 presented a strategic roadmap for mitigating risks and capitalising on emerging opportunities amid different climate change scenarios.

Notable among the disclosures is revenue from low-carbon services totalling RM1.58bil (11% of total FY25 group revenue.

“MISC aims to achieve 25% of its cash flows from operations through new energy solutions such as the operation of zero-emission vessels, carbon capture and storage, offshore renewables and the development of alternative fuel value chains by 2030,” it added.

Climate-related expenses amounted to RM167mil (6.9% of revenue).

Kenanga Research noted: “These expenses were due to the retrofit of assets to improve energy efficiency and reduce emissions, environmentally-friendly procurements such as ballast water treatment systems and environmental protection initiatives.”

Kenanga Research liked MISC for its fleet expansion and modernisation in tanker business.

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