智通财经网·2026-02-26 00:32Group 1 - Zimbabwe's Ministry of Mines announced a ban on all raw and lithium concentrate exports to strengthen mineral regulation and promote local processing [2][3] - The ban is expected to lead to a significant short-term supply shortage of lithium carbonate in China, potentially driving lithium prices up [1][4] - By 2026, Zimbabwe's lithium production is projected to account for 12% of global lithium resources, with 19% of China's lithium concentrate imports coming from Zimbabwe in 2025 [1][4] Group 2 - The ban aims to increase the concentration of the lithium mining industry in Zimbabwe by encouraging major mining companies to establish local processing facilities [3] - Zimbabwe's lithium hydroxide exports will remain unaffected by the new regulations, allowing some continuity in the supply chain [2] - The global trend of resource nationalism is likely to continue causing supply disruptions for strategic metals like lithium, cobalt, and nickel [5]