UPM Annual Report 2025

We are UPM

Governance

Accounts and performance

Sustainability

UPM in brief

Our strategy

Our businesses

Fossil CO 2 emissions

Electricity generation and consumption by country 2025 TWh

Actions for the environment

mio t

14

8

12

6

10

8

4

6

4

2

2

0

0

15

17

18

19

20

21

22

23

24

25

Target

Finland

Germany

China

Uruguay

US

UK

Other

CO 2 from purchased energy (Scope 2) CO 2 from on-site energy generation (Scope 1)

Electricity consumption Electricity generation, CHP plants at the mills Electricity generation, UPM Energy

UPM is a net seller of carbon neutral electricity in Finland and Uruguay.

UPM has been reducing its fossil CO₂ emissions rapidly towards the 2030 target.

Fuel consumption by country 2025 TWh

Fossil CO 2 emissions by country 2025 mio t

1.5

10 12 14 16 18 20

1.0

0 2 4 6 8

0.5

0

Finland

Germany

China

Uruguay

US

UK

Other

Finland

Germany

China

Uruguay

US

UK

Other

Scope 2 Scope 1

Black liquor Peat

Natural gas Recovered fuel

Bark and other biomass Oil

Coal

UPM uses mainly renewable fuels in Finland and Uruguay. Natural gas is mainly used in Germany and coal in China.

The largest fossil CO₂ emissions come from purchased energy in Germany and fuels in China.

Toward CO 2 -free energy Our energy portfolio consists primarily of sources that do not cause fossil CO 2 emissions. As the green transition progresses, more fossil-free electricity and expertise in optimizing energy use will be required.

Our role as an electricity producer and consumer

UPM is the second largest electricity producer in Finland and the largest electricity consumer. Our dual role has given us valuable expertise as price and supply volatility has become the new normal in the electricity markets. We help maintain the balance of the electricity system by reducing con sumption at our paper mills or increasing production at our hydropower plants when there is a risk of electricity shortages. UPM Energy is a major electricity supplier in Finland, with assets and shareholdings in Finnish hydropower, nuclear power, and, to a lesser extent, thermal power. Hydropower is the most effective and sustainable method of producing balancing power for the increased volatility of the electricity grid.

Nuclear power provides reliable baseload electricity generation based on Finland’s unique safe solution for the final disposal of spent fuel. 99% of UPM Energy’s electricity is CO 2 -free. The start of operations at the OL3 nuclear power plant unit in Finland has increased UPM Energy’s CO 2 -free electricity generation by nearly 50%. We continuously develop our energy portfolio by managing our CO 2 -free electricity generation assets in UPM Energy and converting our energy- consuming operations to lower-emission energy sources. We generate significantly more electricity than we consume. This net sales position increased to over 7 TWh with OL3 and the UPM Paso de los Toros pulp mill in Uruguay.

We are working to meet our emissions reduction targets In 2025, we reduced our fossil CO 2 emissions from energy generation (Scope 1) and pur chased energy (Scope 2) by 15% compared to the previous year, in line with our target of reducing emissions by 65% by 2030. The use of coal and peat decreased by 5% compared to 2024. Our target is to stop using

We take action on our production sites Most of our energy consumption is related to the production processes at our pulp and paper mills. These processes require electricity and heat for mechanical pulping, pumping, and drying. We generate steam and electricity through combined heat and power (CHP) plants. Biomass-based fuels account for 81%

coal and peat for on-site energy generation by 2030. Coal is still the main fuel at the UPM Changshu paper mill in China, where alter natives have been unavailable in the past. Peat is used in Finland. We are on track to meet our 2030 target for acidifying flue gases (NO X and SO 2 ). We did not meet our target of improving energy efficiency by 1% annually.

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UPM Annual Report 2025

UPM Annual Report 2025

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