格隆汇2月26日｜继全球主要锂生产国之一津巴布韦暂停锂精矿出口后，锂价及相关股票价格飙升，引 发市场对电池原材料全球供应将趋紧的担忧。国内碳酸锂主力合约一度涨超11%，澳大利亚矿企的股价 也大幅上涨。津巴布韦自周三起暂停锂精矿出口，此举旨在促进国内加工并遏制非法出口。CRU集团 咨询师卡梅伦·休斯表示，锂价走高以及持续的非法出口，很可能是现在进行整顿的驱动因素。这类似 于刚果（金）此前对钴精矿出口的限制。 ...

Core Viewpoint - Syrah Resources has extended the deadline for resolving a purported breach of a graphite supply agreement with Tesla, aiming to maintain its operations in the U.S. [1] Group 1: Agreement Details - Syrah Resources announced a second extension of the deadline to resolve a breach of contract notification from Tesla, originally set for September 16, now pushed to January 16, 2026 [1] - The contract signed in 2021 stipulates that Syrah is to supply 8,000 tons of graphite anode material from its facility in Louisiana over four years [1] Group 2: Breach Notification - Tesla issued a breach notification in July, claiming that Syrah failed to deliver compliant samples of active anode materials from its Louisiana processing plant [1] - Syrah maintains that it does not accept the claim of breach under the purchase agreement [1] Group 3: Termination Clause - According to the agreement, if Tesla cannot finalize the active anode material assessment by February 9, 2026, it has the right to terminate the purchase agreement [1]