Bi-weekly · Southern Africa · Est. 2026
Bi-weekly briefings on supply, demand, prices, and policy across Zimbabwe, Namibia, and the wider region.
The Ministry of Mines has released an updated levy structure affecting all lithium concentrate shipments, effective Q3 2026. The changes are expected to increase state royalty income by 3–5%.
Desert Lion Energy has confirmed drilling results supporting a maiden resource estimate of 16.2 Mt at its Namibian spodumene project, paving the way for a prefeasibility study in H2 2026.
Multiple Chinese battery manufacturers are in advanced negotiations for long-term supply agreements with Zimbabwean producers, amid continued tightness in regional spodumene concentrate supply.
Regional concentrate prices have remained above $900/t CIF despite weakness in the broader lithium carbonate market, supported by tight spot availability and logistics bottlenecks.
Prospect Resources has confirmed the Arcadia lithium mine outside Harare has completed commissioning of Phase 1 expansion works and is now operating at full design throughput.
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Latest: Southern Africa Lithium Brief — April 2026, No. 2
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