---
title: "Albemarle and fellow lithium miners jump on Zimbabwe export ban"
description: "Lithium miners, including Albemarle Corp., are experiencing a surge in stock prices following Zimbabwe's suspension of all raw mineral and lithium concentrate exports. This ban, effective immediately,"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/276903957.md"
published_at: "2026-02-25T14:36:28.000Z"
---

# Albemarle and fellow lithium miners jump on Zimbabwe export ban

> Lithium miners, including Albemarle Corp., are experiencing a surge in stock prices following Zimbabwe's suspension of all raw mineral and lithium concentrate exports. This ban, effective immediately, adds supply pressure to an already tight market, with lithium prices having doubled since late October 2025. Analysts are becoming more optimistic about the sector, with Bank of America upgrading Albemarle due to improved market fundamentals and strong demand for battery storage. Lithium carbonate futures remain high, above $18 per kilogram.

Lithium miners Albemarle Corp., Lithium Argentina, Lithium Americas, and Sociedad Quimica y Minera are all rising in early trading on Wednesday after Zimbabwe suspended its export of all raw minerals and lithium concentrates.

The latest move accelerates a ban that was reportedly expected to come into effect starting January 2027, and will remain in place until further notice. As the top African producer of the metal, Zimbabwe exported some 1.13 million metric tons, or $514 million worth, of lithium-bearing spodumene concentrate in 2025.

Zimbabwe’s mines minister said the ban would remain in effect until companies comply with government requirements, per Bloomberg.

The ban adds further supply pressure into a market that’s already seen prices squeeze higher, with benchmark lithium futures roughly doubling since the end of October 2025. That’s spurred the shares of companies like Albemarle, which has gained more than 90% over the same time frame — a rare bright spot in an EV supply chain that’s generally been pretty depressed recently.

Some Wall Street analysts have gotten more bullish on the sector, too. Albemarle scored an upgrade from Bank of America analysts earlier this month, who cited the lithium market’s improvement in structural fundamentals, as Chinese supply restrictions combined with growing demand for utility-scale battery storage applications provide further support for lithium prices. Futures prices for lithium carbonate remain above $18 per kilogram, having been as high as $21 per kilogram in January.

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.