{
 "resource": "divergence_record",
 "name": "Afrimintel Divergence Record — where the public record disagrees with itself",
 "feed_version": "0.1.0",
 "dataset_version": "v2.137.32",
 "as_of": "2026-08-31",
 "status": "v0.1 seed. One asset (Kabanga) searched across five fields, listed in coverage below. This is not a complete examination of that asset and is not stated as one. The remaining five intelligence-grade assets are queued; each is published only when its primary-document pass is complete.",
 "what_this_is": "A per-asset record of places where the public record disagrees with itself. Each record carries two Sourced values, the documents they come from, the basis and date of each, and whether a reconciling disclosure was located. The record never states which value is correct, and never characterises any party's conduct.",
 "what_this_is_not": [
  "Not an assessment of disclosure quality, and not a score, ranking or league table of any kind. Divergence counts are not published in comparative form and none should be inferred.",
  "Not an assertion that any figure is wrong, overstated, understated or misleading.",
  "Not a statement about compliance, regulatory standing, or intent.",
  "Not investment advice or an opinion on any issuer."
 ],
 "classification_taxonomy": {
  "superseded": "A newer document explicitly replaces the older figure, with a dated restatement note. Not a finding — this is disclosure working as intended.",
  "basis-difference": "Same asset, different measure: reserve vs resource, 100% vs attributable, wet vs dry, pre- vs post-tax, differing reporting codes. Not a finding.",
  "vintage-lag": "Both figures were correct at their own dates; one surface has not caught up. Not a finding. Where the lagging surface is Afrimintel's own, the record is marked own-defect and routed to the published correction SLA.",
  "record-vs-consensus": "The primary instrument states one figure; widely-reported secondary sources carry another. A finding about the citation chain, never about the issuer.",
  "drift-outside-study": "A figure cited outside any completed study diverges from the last study figure, with no interim document. Published as 'no completed study carries this figure', never as an accusation.",
  "unreconciled": "Two current figures, both Sourced to the claimant's own documents, same basis and scope, with no supersession note and no basis explanation located in the documents searched. The rare case."
 },
 "rule_of_construction": "A record may be classified 'unreconciled' only after each of the five ordinary classes has been positively ruled out, with that exclusion recorded in the record and the searched document set named. Absence of an explanation is not evidence of absence.",
 "identity_gate": "Before any two values are compared, the record must confirm from the documents themselves that they describe the same asset: operator, licence or tenement reference, and location. Where any of the three cannot be confirmed the record is closed as identity-check-failed and retained. This gate exists because the platform has made this error: a flagged single-asset capex divergence of US$712m against US$1,061m was in fact two different assets in the same country (Kone, Montage Gold; Assafou, Endeavour Mining), and the naive fix would have corrupted a correct record. A near-identical number is grounds for more suspicion, not less.",
 "evidence_bar": [
  "Both sides Sourced to a named, dated document from the claimant or an authoritative primary register.",
  "Trade press cannot establish a side. It may appear only on the consensus side of a record-vs-consensus record, and must be named as such.",
  "The document set searched for a reconciliation, and the date of that search, are recorded.",
  "Both sides current as at a stated date. A divergence between two superseded documents is history, not a record.",
  "Named reviewer and review date on every published record."
 ],
 "right_of_reply": "Any party named in a record carries a standing right of reply, published alongside the record and unedited: https://afrimintel.com/right-of-reply/",
 "error_bounty": "A demonstrated identity error, or a reconciling disclosure the platform failed to locate, is a correction under the published error bounty: https://afrimintel.com/error-bounty/",
 "counts": {
  "assets_worked": 1,
  "records_published": 5,
  "findings": 0,
  "own_defects": 3,
  "ig_assets_queued": 5,
  "fields_searched": 5,
  "fields_in_scope_not_yet_searched": 6
 },
 "counts_note": "Counts describe this feed only and are computed from the records array. They are not a comparative measure of any operator, and must not be aggregated across assets to imply one.",
 "records": [
  {
   "id": "kabanga-ni::reserve_resource::2023MRU-2025FSTRS",
   "asset_id": "kabanga-ni",
   "asset_name": "Kabanga Ni (Tanzania)",
   "country": "Tanzania",
   "operator": "Lifezone Metals",
   "field": "reserve_resource",
   "identity_confirmed": {
    "same_asset": true,
    "operator": "Lifezone Metals (NYSE: LZM), via Kabanga Nickel Limited / Tembo Nickel Corporation Limited",
    "location": "Kabanga Ni-Cu-Co sulphide, Kagera, NW Tanzania",
    "licence": "Special Mining Licence, Kabanga project",
    "checked": "2026-08-31"
   },
   "side_a": {
    "value": "43.6 Mt @ 2.02% Ni; 881 kt contained Ni",
    "measure": "Mineral Resource, Measured + Indicated",
    "basis": "100% project basis",
    "reporting_code": "NI 43-101",
    "state": "Sourced",
    "document": "Kabanga Mineral Resource Update",
    "document_date": "2023-11-30",
    "source_url": "https://s201.q4cdn.com/375092174/files/doc_news/2024/03/25/NR19-23-Kabanga-Nov-2023-MRU-FINAL2.pdf",
    "carried_on": "api/v1/deposit-reserves.json"
   },
   "side_b": {
    "value": "52.2 Mt @ 1.98% Ni, 0.27% Cu, 0.15% Co",
    "measure": "Proven + Probable Mineral Reserve (maiden)",
    "basis": "100% project basis; Lifezone attributable 43.9 Mt at 84%",
    "reporting_code": "S-K 1300",
    "state": "Sourced",
    "document": "Kabanga Feasibility Study Technical Report Summary (Rev C.1), prepared by DRA Global, effective 18 July 2025; filed on Form 6-K",
    "document_date": "2025-07-18",
    "carried_on": "api/v1/deposits/kabanga-ni.json"
   },
   "classification": "basis-difference",
   "secondary_classification": "vintage-lag",
   "ordinary_classes_ruled_out": null,
   "reconciliation_located": true,
   "reconciliation_note": "The 2025 FS-TRS declares a maiden Proven + Probable Reserve and restates the resource base as part of that declaration. A reserve is a modifying-factor-adjusted subset of a resource estimated at a different date under a different reporting code; the two figures are not the same measurement and neither corrects the other.",
   "reader_note": "Read the bases before the numbers. Side A is a 2023 resource on a 100% basis under NI 43-101. Side B is a 2025 maiden reserve under S-K 1300, whose Lifezone-attributable share is 43.9 Mt. Side A's 43.6 Mt and side B's attributable 43.9 Mt differ by 0.3 Mt and describe entirely unrelated quantities — a comparator keying on tonnage alone would score them as agreeing. They neither agree nor disagree: they are not the same measurement.",
   "disposition": "published-explained",
   "searched": [
    "Kabanga MRU 30 Nov 2023",
    "Kabanga FS-TRS eff. 18 Jul 2025",
    "Lifezone Form 6-K 18 Jul 2025"
   ],
   "searched_date": "2026-08-31",
   "first_published": "2026-08-31",
   "last_reviewed": "2026-08-31",
   "reviewed_by": "Nikesh Patel"
  },
  {
   "id": "kabanga-ni::fid_timing::mid2026-q12027",
   "asset_id": "kabanga-ni",
   "asset_name": "Kabanga Ni (Tanzania)",
   "country": "Tanzania",
   "operator": "Lifezone Metals",
   "field": "fid_timing",
   "identity_confirmed": {
    "same_asset": true,
    "operator": "Lifezone Metals",
    "location": "Kabanga, Kagera, NW Tanzania",
    "licence": "Special Mining Licence, Kabanga project",
    "checked": "2026-08-31"
   },
   "side_a": {
    "value": "Final Investment Decision targeted mid-2026, with financial close of the multi-sourced package",
    "measure": "claimant forward guidance",
    "state": "Sourced",
    "document": "Claimant guidance as carried on the Afrimintel guidance and claims register",
    "document_date": "2025-07-18",
    "carried_on": "api/v1/claims.json"
   },
   "side_b": {
    "value": "Final Investment Decision expected Q1 2027",
    "measure": "claimant forward guidance, restated",
    "state": "Sourced",
    "document": "Lifezone Metals H1 2026 interim results, Form 6-K — restated after slower Framework Agreement amendment negotiations with Tanzania",
    "document_date": "2026-07-29",
    "carried_on": "api/v1/claims.json"
   },
   "classification": "superseded",
   "reconciliation_located": true,
   "reconciliation_note": "The claimant restated the target in its own filing, dated, with a stated reason. The guidance register scored the original NOT MET and carries the restated target as an open row resolving in Q1 2027.",
   "reader_note": "This is what correct disclosure looks like. A target moved, the claimant said so in its own filing, and the outcome was scored either way. It is published here for the same reason a control group is published: a layer that shows only problems is not a measurement.",
   "disposition": "published-explained",
   "searched": [
    "Lifezone Form 6-K 29 Jul 2026",
    "Lifezone Form 6-K 18 Jul 2025",
    "Afrimintel guidance register"
   ],
   "searched_date": "2026-08-31",
   "first_published": "2026-08-31",
   "last_reviewed": "2026-08-31",
   "reviewed_by": "Nikesh Patel"
  },
  {
   "id": "kabanga-ni::development_stage::afm-safeguards-vs-deposits",
   "asset_id": "kabanga-ni",
   "asset_name": "Kabanga Ni (Tanzania)",
   "country": "Tanzania",
   "operator": "Lifezone Metals",
   "field": "development_stage",
   "identity_confirmed": {
    "same_asset": true,
    "operator": "Lifezone Metals",
    "location": "Kabanga, Kagera, NW Tanzania",
    "licence": "n/a — both sides are Afrimintel's own surfaces for the same record id",
    "checked": "2026-08-31"
   },
   "side_a": {
    "value": "Pre-FID (FID targeted mid-2026)",
    "measure": "Afrimintel development-stage string",
    "state": "Sourced",
    "document": "api/v1/safeguards.json, feed as_of 2026-06-29",
    "document_date": "2026-06-29",
    "carried_on": "api/v1/safeguards.json"
   },
   "side_b": {
    "value": "Pre-FID; FID now expected Q1 2027 (revised 29 Jul 2026)",
    "measure": "Afrimintel development-stage string",
    "state": "Sourced",
    "document": "api/v1/deposits.json / deposits/kabanga-ni.json, per Lifezone Form 6-K 29 Jul 2026",
    "document_date": "2026-07-29",
    "carried_on": "api/v1/deposits.json"
   },
   "classification": "vintage-lag",
   "own_defect": true,
   "reconciliation_located": false,
   "reconciliation_note": "No reconciling note existed. The safeguards feed predates the 29 July restatement and was not swept when the deposits layer was updated. This is Afrimintel's defect, not the claimant's.",
   "reader_note": "Corrected at v2.137.89 under the published correction SLA and published here rather than fixed silently. A layer that examines the public record must examine its own first, and be seen to.",
   "disposition": "own-defect-corrected",
   "corrected_at_build": "v2.137.89",
   "corrected_date": "2026-08-31",
   "searched": [
    "api/v1/safeguards.json",
    "api/v1/deposits.json",
    "api/v1/deposits/kabanga-ni.json",
    "api/v1/claims.json"
   ],
   "searched_date": "2026-08-31",
   "first_published": "2026-08-31",
   "last_reviewed": "2026-08-31",
   "reviewed_by": "Nikesh Patel"
  },
  {
   "id": "kabanga-ni::operating_status::afm-decision-surface",
   "asset_id": "kabanga-ni",
   "asset_name": "Kabanga Ni (Tanzania)",
   "country": "Tanzania",
   "operator": "Lifezone Metals",
   "field": "operating_status",
   "identity_confirmed": {
    "same_asset": true,
    "operator": "Lifezone Metals",
    "location": "Kabanga, Kagera, NW Tanzania",
    "licence": "n/a — both sides are Afrimintel's own surfaces for the same record id",
    "checked": "2026-08-31"
   },
   "side_a": {
    "value": "Pre-FID; mid-2026 FID target; execution readiness phase",
    "measure": "Afrimintel operating-status string",
    "state": "Sourced",
    "document": "/decision/kabanga-ni.html, record reviewed 2026-06-12",
    "document_date": "2026-06-12",
    "carried_on": "decision/kabanga-ni.html"
   },
   "side_b": {
    "value": "Pre-FID; FID now expected Q1 2027 (revised 29 Jul 2026)",
    "measure": "Afrimintel operating-status string",
    "state": "Sourced",
    "document": "api/v1/deposits.json, per Lifezone Form 6-K 29 Jul 2026",
    "document_date": "2026-07-29",
    "carried_on": "api/v1/deposits.json"
   },
   "classification": "vintage-lag",
   "own_defect": true,
   "reconciliation_located": false,
   "reconciliation_note": "The decision surface was generated before the 29 July restatement and carries a superseded FID target. Same defect class as the safeguards record above and the same root cause: a claimant restatement updated one surface and not the others.",
   "reader_note": "Corrected at v2.137.89. The recurrence of this class across two surfaces from one restatement is the argument for a wired cross-surface guard rather than a manual sweep.",
   "disposition": "own-defect-corrected",
   "corrected_at_build": "v2.137.89",
   "corrected_date": "2026-08-31",
   "searched": [
    "decision/kabanga-ni.html",
    "api/v1/deposits.json",
    "api/v1/safeguards.json"
   ],
   "searched_date": "2026-08-31",
   "first_published": "2026-08-31",
   "last_reviewed": "2026-08-31",
   "reviewed_by": "Nikesh Patel"
  },
  {
   "id": "kabanga-ni::resource_m_and_i::undated-basis",
   "asset_id": "kabanga-ni",
   "asset_name": "Kabanga Ni (Tanzania)",
   "country": "Tanzania",
   "operator": "Lifezone Metals",
   "field": "resource_m_and_i",
   "identity_confirmed": {
    "same_asset": true,
    "operator": "Lifezone Metals",
    "location": "Kabanga, Kagera, NW Tanzania",
    "licence": "n/a — all sides are Afrimintel's own surfaces for the same record id",
    "checked": "2026-08-31"
   },
   "side_a": {
    "value": "46.8 Mt @ 2.09% Ni, 0.29% Cu, 0.16% Co",
    "measure": "Mineral Resource, Measured + Indicated",
    "basis": "stated as Lifezone-attributable basis; effective date of the estimate NOT STATED on the surface",
    "state": "Sourced",
    "document": "/decision/kabanga-ni.html, record reviewed 2026-06-12. The page names its primary sources as the Lifezone Kabanga resource page and the FS-TRS of 18 July 2025, but does not state the effective date or the source document of this specific resource figure.",
    "document_date": "2026-06-12",
    "carried_on": "decision/kabanga-ni.html"
   },
   "side_b": {
    "value": "43.6 Mt @ 2.02% Ni",
    "measure": "Mineral Resource, Measured + Indicated",
    "basis": "stated as 100% project basis",
    "state": "Sourced",
    "document": "Kabanga Mineral Resource Update, 30 Nov 2023 (NI 43-101)",
    "document_date": "2023-11-30",
    "carried_on": "api/v1/deposit-reserves.json"
   },
   "classification": "basis-difference",
   "own_defect": true,
   "reconciliation_located": false,
   "reconciliation_note": "NOT RESOLVED, and the two figures are NOT shown to be inconsistent. Side A is on an attributable basis with no stated effective date; side B is a 2023 estimate on a 100% basis. At 84%, side A implies roughly 55.7 Mt on a 100% basis, which is above the 2023 M+I figure and below the 67.9 Mt of mill feed contemplated in Lifezone's June 2025 Initial Assessment (which includes Inferred material). A 2025 restatement of the resource base above the 2023 estimate is therefore entirely possible, and the two figures may both be correct at their own dates. What cannot be done from the platform's own surfaces is reconcile them, because side A carries no effective date and no named estimate.",
   "reader_note": "The defect here is ours and it is a disclosure defect, not a numerical one: a resource figure is published on an attributable basis with no effective date, so a reader cannot tell which estimate it restates or whether it supersedes the 2023 figure. No inconsistency is asserted between the two values. Resolution requires reading the 2023 MRU and the 2025 FS-TRS side by side to establish the effective date and basis of the published figure; due 30 September 2026 and published either way.",
   "disposition": "own-defect-open",
   "searched": [
    "decision/kabanga-ni.html",
    "api/v1/deposit-reserves.json",
    "api/v1/deposits/kabanga-ni.json"
   ],
   "searched_date": "2026-08-31",
   "first_published": "2026-08-31",
   "last_reviewed": "2026-08-31",
   "reviewed_by": "Nikesh Patel",
   "resolution_required_by": "2026-09-30",
   "secondary_classification": "vintage-lag",
   "correction_history": [
    {
     "date": "2026-08-31",
     "build": "v2.137.89",
     "note": "Record rewritten before deployment. The v2.137.83 draft asserted that an attributable figure cannot exceed the 100% figure and therefore that at least one basis label or value must be wrong. That inference is unsound: the two sides are different vintages, and a 2025 restatement above the 2023 estimate reconciles them without either being wrong. Caught by the hallucination check on the build that introduced it; v2.137.83 was held and never deployed. This is the F1 error pattern the identity gate exists to prevent — inferring a contradiction from figures that differ legitimately — reproduced by the layer's own author on its first pass."
    }
   ]
  }
 ],
 "queue": [
  "kamoa-kakula",
  "manono-lithium-district",
  "balama-graphite",
  "colluli-potash",
  "ngualla-ree"
 ],
 "queue_note": "All five remaining intelligence-grade assets are queued: Kamoa-Kakula (DRC) and Manono (DRC) are included following the 31 August 2026 ruling withdrawing the jurisdiction exclusion. Kamoa-Kakula was previously listed in this queue while the same feed declared DRC assets out of scope — the feed contradicted itself for five builds, and the contradiction was found by hostile audit rather than by any gate. Each asset is worked at the evidence bar and published only when its primary-document pass is complete.",
 "coverage": {
  "assets_searched": [
   "kabanga-ni"
  ],
  "fields_searched": [
   "reserve_resource",
   "resource_m_and_i",
   "fid_timing",
   "development_stage",
   "operating_status"
  ],
  "fields_in_scope_not_yet_searched": [
   "capex",
   "npv",
   "irr",
   "ownership_control",
   "government_take",
   "production_guidance"
  ],
  "documents_searched": [
   "Kabanga Mineral Resource Update, 30 Nov 2023 (NI 43-101)",
   "Kabanga Feasibility Study Technical Report Summary, eff. 18 Jul 2025 (S-K 1300)",
   "Lifezone Metals Form 6-K, 18 Jul 2025",
   "Lifezone Metals H1 2026 interim results, Form 6-K, 29 Jul 2026",
   "Afrimintel deployed feeds: deposits, deposit-reserves, bankability, safeguards, claims"
  ],
  "searched_date": "2026-08-31",
  "statement": "Coverage is declared, never implied. 'No divergence located' means no divergence located IN THE FIELDS AND DOCUMENTS LISTED HERE, on the date stated. It is not a statement that none exists, and it asserts nothing about the fields not yet searched. This mirrors the platform's absence_basis discipline: an unchecked field is not a clean field."
 },
 "counterparty_disclosure": "Afrimintel Ltd is independently owned and takes no operator, financier or sovereign funding, and no party named in this feed has reviewed, endorsed, commissioned, or been informed of any record in it. Specific to this seed: Afrimintel has had research and outreach contact with the leadership of Lifezone Metals, and has previously delivered a sample asset dossier on Kabanga to the company. There is no commercial relationship, no payment in either direction, no subscription, and no agreement of any kind. The contact is disclosed because this layer examines that company's disclosures and a reader is entitled to weigh it, not because it altered any record: every value here is read from public documents and the seed contains no finding against the claimant in the five fields searched, which is a bounded statement and not a clean bill on the asset (see coverage). Any prior or current contact with an operator named in this layer will be disclosed on the record for that asset. Queue selection does not consider counterparty status in either direction.",
 "scope": "All African jurisdictions in the platform's coverage, without exclusion. Operator ruling, 31 August 2026: the layer publishes on every jurisdiction including the Democratic Republic of the Congo, Rwanda and the wider Great Lakes region. The prior exclusion is withdrawn as of this build and the withdrawal is recorded on the public audit log rather than applied silently. The reasoning is that this layer reaches no conclusion: a record states what two documents say, on what basis, as at what date, and whether a reconciling disclosure was located. It expresses no opinion on any party and takes no position on any dispute. The standing constraint against editorial opinion and against commercial outreach in those jurisdictions is unchanged and is not affected by this ruling.",
 "jurisdiction_interest_disclosure": "Afrimintel's Editor-in-Chief holds two positions in the Great Lakes region: Honorary Consul of Rwanda in Mauritius, and Chairman of MUA Insurance Rwanda. Neither role involves mining, mineral assets, or any company appearing in this layer, and neither carries any interest in the outcome of any record here. They are disclosed because this layer now publishes on Rwanda and the Democratic Republic of the Congo, which makes them material to a reader assessing these records specifically, and because a reader is better served by a named interest than by an unexplained silence. As with every record in this layer, the output states what documents say and reaches no conclusion; no record may be classified as a finding except on the mechanical tests published in the method."
}