Overnight USD Index at 101.16 and CNY/USD at 6.7846 produced no material shift in critical minerals pricing, yet lithium carbonate rose 3.13% to 156500 CNY/t and lithium hydroxide 3.40% to 143750 CNY/t on supply news alone. Copper at 6.2485 USD/lb gained 2.48% while uranium slipped 0.18% to 85.1 USD/lb, confirming that macro variables remained secondary to physical curtailments. Nickel and cobalt prices stayed flat at 16550 USD/t and 56290 USD/t respectively, reflecting the market’s wait for restart timelines. Sinomine’s July 11 maintenance halt on the 30000–35000 tpa high-purity lithium salt line at Jiangxi directly cuts battery-grade carbonate and hydroxide output, while Sherritt’s Fort Saskatchewan refinery has idled its 38200 t combined nickel-cobalt capacity after Moa mixed-sulphide feed exhaustion with no restart date. These two feedstock-driven shutdowns represent the only quantified supply reductions in the 24-hour window and are already lifting near-term lithium contract premiums. ASX-listed lithium developers with Chinese offtake exposure face immediate contract renegotiation risk, while Sherritt’s TSX listing will see nickel-cobalt production guidance marked to zero until Moa feed resumes; no other major ASX or TSX critical-minerals names released revised tonnage figures overnight.