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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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