Part 10/20:
Notably, geopolitical tensions between Malaysia and China pose potential risks. China's recent requirement for export licenses on technology involving Chinese rare earths—regardless of geographic location—could complicate Malaysia’s ambitions, especially when many processing technologies are deeply intertwined with Chinese capabilities. This delicate balancing act places Malaysia in a "geopolitical tightrope," trying to develop a secure, diversified supply chain while maintaining good relations with China, the dominant leader in global rare earth magnet sales.