Resolves YES if authoritative global lithium supply data (e.g., USGS, Benchmark Mineral Intelligence, or major industry reports) indicate that the Zimbabwe export ban causes a reduction in lithium supply exceeding 10,000 tonnes of lithium content on August 29, 2026. This threshold is near expected supply impact estimates given Zimbabwe's significant spodumene feedstock role and current market tightness. The market excludes temporary logistical delays and counts only confirmed export restrictions directly attributable to Zimbabwe's ban. This matters because Zimbabwe's export ban could tighten global lithium availability, influencing prices and supply chains in the EV battery sector.

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

Source: Article