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04.03.26 - 21:01
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Middle East Turmoil Sparks Three-Day Rout in Lithium Market (Caixin)
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Chinese lithium carbonate futures fell for a third straight session Wednesday amid mounting concerns that an escalating conflict in the Middle East could disrupt exports of energy-storage products to one of the industry's fastest-growing markets.
... Read more...
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26.02.26 - 14:42
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Zimbabwe Lithium Disruption Has Goldman Eyeing This Trade (ZeroHedge)
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Zimbabwe Lithium Disruption Has Goldman Eyeing This Trade
Earlier news from Bloomberg that Zimbabwe has suspended exports of lithium concentrates and raw minerals to force miners into local processing has caught the attention of Goldman analyst James McGeoch. He sees a potential trading opportunity in a mineral-exploration company that could be positioned for upside.
Let's begin with the report that Mines Minister Polite Kambamura told reporters earlier that the export ban is effective immediately until further notice. Zimbabwe has one of the largest lithium reserves in Africa and is among the top global producers.
Zimbabwe Suspends Export of Raw Minerals and Lithium Concentrates.
Mines Minister Hon. Dr. P. Kambamura has ordered the immediate suspension of all exports of raw minerals and lithium concentrates, including consignments already in transit, to enforce in-country value addition… pic.twitter.com/acX0CmntoX
— Zimbabwe Economic Review (@ZimbabweReview) February 25, 2026
IMMEDIATE ...
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24.02.26 - 06:45
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Lithium: Rio Tinto sorgt für neuen Schwung (Der Aktionaer)
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Nach einer durchaus gesunden Korrektur hat der Best of Lithium Index zuletzt wieder Schwung aufgenommen. Dies liegt auch an einer Nachricht des britischen Bergbauriesen Rio Tinto. Denn dieser gab vor wenigen Tagen bekannt, dass man eine Mehrheitsbeteiligung am kanadischen Lithiumunternehmen Nemaska Lithium übernommen habe....
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