Overnight the USD Index climbed 0.30% to 101.44 and the S&P 500 dropped 1.21%, driving copper 1.82% lower to 6.3335 USD/lb while most other critical minerals prices held flat including lithium carbonate at 146500 CNY/t and cobalt at 56290 USD/t. Uranium edged up 0.06% to 85.75 USD/lb and tungsten jumped 9.60% to 665.57 USD/mtu with no corresponding physical market catalysts. Lithium hydroxide rose 3.40% to 143750 CNY/t on thin trading. The sole supply-side item was Mutapa Energy Resources completing a $300 million funding round with Chinese investors to advance its Zimbabwe lithium assets, yet no production tonnage or commissioning dates were disclosed leaving near-term concentrate availability unchanged. No force majeure declarations, export quota adjustments or smelter curtailments emerged from China, DRC or Indonesia. ASX names with direct Zimbabwe lithium exposure including those linked to Mutapa assets face potential future output growth while major producers such as Albemarle and SQM see no overnight volume revisions from the capital inflow.