Tanzania · Integrated · Permitting
BHP-backed greenfield. First major non-Indonesia/Russia Class-1 nickel project for 2027 first metal.
Tanzania — improving mining code (2017–2024 reforms) and Western capital re-entry. Limited rail/port infrastructure.
Council Regulation (EU) 2026/823 extends import restrictions on Russian Class-1 nickel through Q2-2027. Existing long-term contracts grandfathered until 2026-12-31. EU OEMs accelerating substitution programs.
Parliament passed amendments to 2002 Mining Code requiring state participation of 30% in new strategic mineral projects (cobalt, copper, lithium). Existing concessions exempt; renewals subject. Glencore, CMOC, ERG concession renewals 2026-2028.
President signed Reg. 18/2026. Downstream value-addition mandate maintained. Chinese-built HPAL capacity now ~620ktpa Ni-eq, but ESG and FEOC issues block IRA qualification of most output.
Our analyst desk delivers a 12-page diligence report on this supplier within 72 hours — beneficial ownership, audited capacity, in-region context, regulatory exposure and qualified offtake alternatives.