Intelligence
The Koussi Brief
Intelligence on the Southern African lithium market, published every two months — supply, demand, prices, and policy across Zimbabwe, Namibia, and the wider region.
- Namibia
The Namibian Lithium Question
Namibia's lithium sector, mapped: three policy instruments across three ministries, discretion-based enforcement, and a thinning operational base beneath a heavy diplomatic profile.
5 July 2026
- ZimbabweNamibia
Africa's First Processed Lithium
Zimbabwe's inaugural lithium sulphate shipment, what it proves about the beneficiation model, and why no other operator can replicate it before January 2027.
15 May 2026
- Zimbabwe
The February Earthquake
Zimbabwe's overnight export ban reshaped the global spodumene market in hours. This brief covers the 11-point directive, the January 2027 processing deadline, and what it means for operators, offtakers, and the battery supply chain.
21 April 2026