Resolves YES if authoritative global lithium supply data sources (such as USGS, Benchmark Mineral Intelligence, or official government trade/export reports) confirm that the cumulative reduction in lithium supply attributable specifically to Zimbabwe's export ban exceeds 5,000 tonnes (5 kt) on August 29, 2026. This threshold is near expected supply impact given Zimbabwe's role as a notable spodumene producer and the global supply tightness context in 2026. The market excludes supply disruptions unrelated to the Zimbabwe export ban and focuses on lithium content in concentrate or refined lithium compounds. The Zimbabwe export ban is considered effective if officially announced and enforced by Zimbabwean authorities prior to settlement date.

Zimbabwe's export ban removes a significant portion of global lithium feedstock. This affects supply chains and tightens global lithium availability.

Source: Article