CX Daily: Malaysia Becomes Key to U.S. Push to Reduce China’s Rare-Earth Dominance

Published: Dec. 1, 2025  9:00 a.m.  GMT+8

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The Mountain Pass rare earth mine in California, the world’s second-largest, supplied 10% of global rare earth elements in 2024. Image: MP Materials

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In Depth: Malaysia Becomes a Lynchpin in U.S.-Led Effort to Break China’s Grip on Rare Earths

A fragile truce in the U.S.-China trade war has bought each country something it needs to take on its global rival: time.

For China, it’s time to curtail its reliance on the West for advanced microchips. For the U.S., it’s time to break something that it sees as a threat to its economic and national security: China’s chokehold on the global supply of the rare-earth elements that have become critical to high-tech economies.

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