Zimbabwe Lithium Ban Squeezes Battery Supply Chain: Cell Makers Face Margin Pressure

February 28, 2026
najnowsze wiadomości o firmie Zimbabwe Lithium Ban Squeezes Battery Supply Chain: Cell Makers Face Margin Pressure
On February 25, 2026, Zimbabwe’s Ministry of Mines announced an immediate ban on all lithium ore and spodumene exports, including goods in transit, with no set timeline for lifting the restriction. The policy aims to boost local downstream processing and strengthen mineral oversight, significantly ahead of the original 2027 schedule.

As a major global lithium supplier, Zimbabwe’s export ban has disrupted the international lithium raw material supply. Triggered by the news, China’s lithium carbonate futures surged, briefly approaching the 190,000 yuan/ton mark, while spot prices also rose sharply in a single trading day.

Industry analysts commented that the tighter policy will exacerbate near-term supply tightness. Coupled with peak demand in the new energy supply chain, lithium carbonate prices face stronger upward pressure, reshaping the global lithium resource supply chain landscape.