From mine to magnet: positioning Malaysia in the emerging global supply chain

    As global demand for clean energy accelerates amid increasingly bifurcated supply chains, access to critical minerals has emerged central to industrial growth – powering magnets, batteries and renewable energy systems. Malaysia, as the world’s second-largest exporter of refined rare earths is uniquely positioned to deepen downstream industries and drive long-term transformation.

    Nevertheless, policy uncertainty, regulatory fragmentation and environmental risks continue to undermine investor confidence and weaken competitiveness. Geopolitical pressures and single-supplier supply chain dominance both heighten vulnerability while creating opportunities to build resilient alternatives.

    ISIS Malaysia’s policy brief, “From mine to magnet: positioning Malaysia in the emerging global supply chain” explores these dynamics – examining how Malaysia can harness its rare earth potential while ensuring the sector serves both as a driver of growth and a pillar of sustainability.

    Datuk Prof Dr Mohd Faiz Abdullah
    Chairman of ISIS Malaysia

    HE Danielle Heinecke
    High Commissioner of Australia to Malaysia

    YB Liew Chin Tong
    Deputy Minister, Ministry of Investment, Trade & Industry, Malaysia


    HE Amb Yeo Seung-bae


    Datuk Prof Dr Mohd Faiz Abdullah

    Qarrem Kassim
    Analyst
    ISIS Malaysia

    This panel is aimed at discussing the key points raised in the policy paper and presentation, focusing primarily on the policy gaps and recommendations. The panel will be followed by a 30-minute Q&A which will include the presenter and panel discussants.

    Panel Discussion

    Moderator
    Arividya Arimuthu
    Senior Fellow
    ISIS Malaysia

    Discussants:
    Salehuddin Mohamad
    Head of Techno-Economic Unit
    Mineral Economics Division
    Department of Mineral and Geoscience Malaysia

    Teoh Lay Hock
    Technical Advisor
    Malaysian Chamber of Mines


    HE Amb Yeo Seung-bae


    Datuk Prof Dr Mohd Faiz Abdullah

    Malaysia’s international relations have always centered on economic engagements. Announced at the 2019 ASEAN Commemorative is the elevation of Malaysia-South Korea relations in principle. On the back of policies such as South Korea’s New Southern Policy, Indo-Pacific Strategy and Korea-ASEAN Solidarity Initiative, Malaysia-South Korea relations have deepened, especially in areas such as energy transition and defence industries. However, there are areas to be explored further such as the digital economy and in high tech industries. As a bilateral FTA crawls to completion, could an elevated strategic partnership strengthen Malaysia-South Korea relations?

    • What are achievements and milestones of Malaysia-South Korea relations?
    • How could Malaysia and South Korea strengthen economic relations?
    • What are programmes to inculcate cooperation and collaboration in South Korea and Malaysia’s digital value chain? Are there avenues of cooperation in AI industries, for instance?
    • Could South Korea and Malaysia elevate relations on technical assistance and capacity building or supply chain resilience?

    Moderator


    Arividya Arimuthu

    Speakers


    Dr Ko Young Kyung


    YB Liew Chin Tong


    Dr Pieter E Stek

    Date10 December 2025
    Time0900-1210
    VenueAuditorium, ISIS Malaysia

     

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