Crux Investor Earnings
How a 21% Nickel Price Rally Is Reshaping Kabanga's Margin Case
A 21% rally in nickel prices, driven by Indonesian supply cuts and policy changes, is significantly improving the margin outlook for Lifezone Metals' Kabanga Nickel Project. Despite no changes to its underlying feasibility study or capital costs, the project's economics have shifted from bankable to materially higher margin. However, the company's stock price has not yet reflected this …