China and Malaysia Negotiating Rare Earths Refinery Project, Sources Reveal
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 01 2025
0mins
Source: Reuters
China-Malaysia Rare Earths Project: China and Malaysia are in preliminary discussions for a joint venture to process rare earths, potentially involving Malaysia's sovereign wealth fund Khazanah Nasional and a Chinese state-owned firm, marking a shift in China's export policy regarding processing technology.
Challenges and Environmental Concerns: The project faces hurdles, including China's doubts about Malaysia's ability to supply sufficient raw materials and Malaysia's concerns over environmental impacts and regulatory approvals, especially in sensitive areas.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
