[SMM Flash] Kazakhstan Follows Russia in Full Suspension of Sulfur Exports

UN Economic Commission for Africa executive secretary Claver Gatete has called on the Southern African Development Community (SADC) to move from raw mineral exports toward local processing and value addition, calling the region a testing ground for Africa's broader mineral strategy. Demand for critical energy transition minerals including lithium could more than triple by 2030 under net-zero scenarios, with Africa holding about 30% of global reserves but just 1% of lithium output, the smallest share among minerals cited. Zimbabwe was named SADC's primary lithium resource holder, alongside the DRC (cobalt), South Africa (platinum, manganese) and Zambia (copper), with Gatete pointing to Zimbabwe's unprocessed lithium export ban as a policy model for the region. Minerals contribute about 10% of SADC's GDP, 25% of exports and 20% of government revenues, but only 7% of direct employment. SMM View: Gatete's remarks lend regional policy weight to Zimbabwe's ongoing beneficiation push, reinforcing the rationale behind its concentrate export ban as domestic sulfate capacity comes online.

Sinomine Resource Group's Zimbabwe unit, Masingo Lithium Technology, has obtained EIA approval for its 100,000 t/y lithium sulfate plant at Bikita, moving the project into full construction with contractors China Railway No. 9 Group and Shandong Dadi now on site. Completion is targeted for mid-2027. The clearance formalizes a plan first disclosed in September 2024 and reaffirmed via Sinomine's RMB 5.2 billion ($764 million) fundraising in May 2026, rather than signaling new capital commitment. Bikita becomes Zimbabwe's third Chinese-backed lithium sulfate project, joining Huayou's 50,000 t/y Arcadia plant commissioned July 2026, running near 60% of capacity as of late July and Yahua's Kamativi facility construction started February 2026, capacity undisclosed. Combined announced capacity across all three approaches 200,000+ t/y once complete, ahead of Zimbabwe's January 2027 concentrate export ban. SMM View: Arcadia's slower than nameplate ramp is the key benchmark here if Bikita follows a similar curve at double the capacity, full-rate output likely slips into 2028 despite a mid-2027 completion date. With all three plants now past groundbreaking, Zimbabwe's beneficiation push has shifted from policy to physical build out, the next signal to watch is how strictly the export ban is enforced against each plant's actual commissioning timeline, not just its announced one.

Savannah Resources (LON:SAV) has signed three benefit-sharing agreements with local baldios (communal land bodies) around its Barroso lithium project in northern Portugal, securing land access to Blocks A and C of the Aldeia mining concession, which host a 3.5 Mt resource and 1.6 Mt reserve. The agreements grant communities participation in project oversight, local reinvestment of benefits, and inflation-indexed rent compensation. The company is also advancing private land acquisitions and preparing compulsory purchase procedures for remaining parcels. CEO Emanuel Proença said the deals reflect the company's commitment to community engagement. Barroso is among Europe's most advanced hard-rock lithium projects, supporting the EU's push for domestic battery raw material supply.