Resolves YES if the net reduction in global lithium supply attributable to Zimbabwe's export ban is reported to exceed 5,000 tonnes (kt) on September 29, 2026, based on official government announcements, industry reports, or USGS supply data. This threshold is near expected supply impact estimates given Zimbabwe's role as a significant lithium feedstock source, and the ban's effect on tightening global lithium availability amid a rallying lithium price environment. Only direct supply reductions linked to the export ban count; unrelated supply changes are excluded.

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

Source: Article