Overnight the USD Index slipped 0.11% to 99.75 while CNY/USD eased 0.20% to 6.7621, lifting lithium carbonate 2.40% to 25138.59 USD/t and copper 2.74% to 6.4305 USD/lb on the prior close. Softer dollar readings provided modest tailwinds to USD-denominated critical minerals without altering physical flows. Weekend price action remained contained across cobalt, nickel and antimony. No Tier-1 operational or policy events surfaced between evening June 14 and morning June 15 2026. Grasberg Block Cave at Freeport-McMoRan stayed at approximately 50% capacity after the September 2025 mud-rush, with 2026 copper guidance already cut and full output now slated for end-2027 or early 2028. DRC cobalt export quotas remain fixed at 96,600 tonnes per year through 2027. Freeport-McMoRan continues to absorb the largest near-term supply adjustment via the Grasberg phased recovery, while Chinese lithium carbonate stocks and SMM cobalt sulfate quotes showed no fresh overnight moves. ASX-listed producers tied to Indonesian copper and Australian spodumene therefore carry the most direct tonnage exposure to the multi-quarter ramp trajectory.