USD Index rose 0.23% to 100.98 while S&P 500 slipped 0.19%, producing a firmer dollar that weighed on most USD-denominated critical minerals yet failed to prevent a 1.94% jump in copper to 6.3405 USD/lb and a 3.40% lift in lithium hydroxide to 143750 CNY/t. Overnight macro moves therefore set the pricing tone in the absence of any physical catalyst. No mine outages, export bans or demand shocks were recorded between July 20 evening and July 21 morning, leaving physical markets without headline drivers and prices to drift on currency and equity sentiment alone. ASX-listed lithium and copper names such as those tied to Australian spodumene and DRC copper output face the greatest intraday beta to the lithium hydroxide and copper price swings, while rare-earth and gallium producers remain sidelined by unchanged Chinese policy settings.