Lifezone is not a nickel investment, it is a conditional bet on whether high-grade, Western-aligned supply can survive in a market increasingly defined by manufactured abundance. . . Overview . Lifezone Metals is primarily a Nickel mining and refining company in the development stage. It’s flagship nickel project, “Kabanga Nickel Project”, located in Tanzania, [...]
The expired thesis . Global nickel production continues to outpace demand. Indonesian supply is flooding the market, and inventory levels at SMM/LME remain elevated, creating an overhang. But this does not tell the full story… One Metal: Two Markets There are two distinct classes of nickel: Class 1 (high-purity) — generally derived [...]