USD Index rose 0.16% to 101.01 while S&P 500 fell 0.37%, with lithium carbonate at 157000 CNY/t down 6.13% and spodumene SC6 at 2289 USD/t down 6.30%; the moves reflect immediate pricing pressure on battery feedstocks amid unchanged macro data and no fresh China PMI release. China added MP Materials and USA Rare Earth to its export control list on June 22, barring Chinese firms from supplying dual-use items and directly constraining equipment and technology flows to the Mountain Pass operation and the Texas mine-to-magnet project with no offsetting supply announcements overnight. MP Materials and USA Rare Earth face the tightest constraints from the new controls given their prior reliance on Chinese dual-use inputs, while downstream magnet and defense-linked names such as L3Harris and Ball Aerospace also appear on the list with limited immediate ASX equity read-through beyond general sentiment on US-China trade friction.