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June 17, 2026

3 developments

  1. China pivots from extraction to processing

    The Kamoa-Kakula smelter became operational and Zimbabwe adopted a lithium export quota system.

  2. DRC exploration upside highlighted

    Manono lithium emerged as a new frontier beyond copper and cobalt.

  3. China embeds in maritime networks

    Chinese firms hold stakes in about a third of African ports and supply their operating systems.

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