A research report by CITIC Securities states that on February 25, the Zimbabwe Ministry of Mines issued a ban on lithium ore exports. The policy aims to strengthen mineral regulation and promote the development of deep processing of mineral products.

A research report by CITIC Securities states that on February 25, the Zimbabwe Ministry of Mines issued a ban on lithium ore exports. The policy aims to strengthen mineral regulation and promote the development of deep processing of mineral products.

老虎证券2026/02/26 00:40

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In 2025, 19% of China's imported lithium concentrate will come from Zimbabwe. It is expected that in 2026, Zimbabwe's lithium resource output will account for 12% of the global total. The country's export ban on lithium ore will lead to an increasingly tight short-term supply of lithium carbonate, which is likely to drive lithium prices up significantly. It is recommended to pay attention to targets that are not affected by export policies.

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