China’s supply chain meets the wall of African resource nationalism

Resource-rich African nations are increasingly asserting control over critical minerals to maximise domestic returns, sending global prices soaring and exerting pressure on Chinese supply chains. One price crunch started last month when Zimbabwe, Africa’s biggest lithium producer, abruptly suspended exports of raw lithium minerals and concentrates. The country had originally planned to impose the ban in 2027 to encourage more local value-added processing of the mineral but the government brought...