Resolves YES if authoritative sources such as USGS, IEA, or major industry reports confirm that the Zimbabwe export ban causes a reduction in global lithium supply exceeding 10,000 tonnes (kt) on September 29, 2026. This includes verified production or export shortfalls directly attributable to the ban, impacting global lithium feedstock availability. The threshold of 10 kt is near expected supply impact estimates, reflecting a meaningful disruption given Zimbabwe's role in spodumene supply. Minor fluctuations or unrelated supply changes do not count. Resolution will rely on official government announcements, mining company disclosures, or recognized market intelligence published on or shortly after the settlement date.

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

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