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Zimbabwe will keep a Jan 2027 deadline to stop exporting lithium concentrate, Mines and Mineral Development Minister Polite Kambamura told officials, instructing the ministry to retain the cutoff in planning despite producer requests for delays. The

2026-11-10

Zimbabwe will keep a Jan 2027 deadline to stop exporting lithium concentrate, Mines and Mineral Development Minister Polite Kambamura told officials, instructing the ministry to retain the cutoff in planning despite producer requests for delays. The president has ordered that from Jan 2027 Zimbabwe will only export lithium sulfate, leaving little room for extensions; producers had asked for relief until about June 2027 saying some local processing projects may not be ready. Mining companies are accelerating construction and commissioning of local processing facilities, Mining Zimbabwe reported.

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2026-11-10

CNBC reports NVIDIA’s board is investigating controversy involving CEO Jensen Huang, but prediction markets show low near-term exit odds. Kalshi prices Huang leaving by end-2027 at 17%, end-2028 at 30%, end-2029 at 35% and end-2031 at 75%. Polymarket

CNBC reports NVIDIA’s board is investigating controversy involving CEO Jensen Huang, but prediction markets show low near-term exit odds. Kalshi prices Huang leaving by end-2027 at 17%, end-2028 at 30%, end-2029 at 35% and end-2031 at 75%. Polymarket places the probability of resignation or forced exit before end-March 2027 at roughly 25%. NVIDIA shares fell over 5% intraday on Monday while the Philadelphia Semiconductor Index (SOX) rose about 6.5%; NVIDIA was the only SOX component trading lower.
2026-11-10

UBS's latest House View report points out that Brent crude oil fell 16.4% last week, the largest weekly drop since April 2020, mainly due to rising expectations of negotiations between the US and Iran, and the market beginning to digest the possibili

UBS's latest House View report points out that Brent crude oil fell 16.4% last week, the largest weekly drop since April 2020, mainly due to rising expectations of negotiations between the US and Iran, and the market beginning to digest the possibility of reduced supply disruption risks in the Middle East. However, UBS believes that the decline in oil prices does not indicate that energy supply has returned to normal: global visible oil inventories were only about 7.8 billion barrels at the end of September, a decrease of more than 500 million barrels from February; shipping safety, insurance, and transportation costs around the Strait of Hormuz remain high, and at least 30 ship attacks occurred in the region in October. Therefore, UBS recommends that investors avoid simply betting on oil price movements and instead diversify their portfolios through commodities such as energy, gold, copper, and agricultural products to hedge against geopolitical risks and inflationary pressures.
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