Overnight macro showed a 0.05% decline in the USD Index to 101.42 alongside a 0.16% drop in AUD/USD to 0.6976, producing negligible pressure on critical minerals pricing with most metals flat except lithium hydroxide rising 3.40% to 143750 CNY/t. The absence of fresh China PMI data or industrial output releases left commodity flows driven solely by the isolated supply signal rather than broad demand shifts. Para 2 centers on the Lundin Mining Caserones outage in Chile’s Atacama region where power loss since July 18 has idled operations with Bloomberg Intelligence estimating 10000 tonnes of copper output at risk during the two-to-three-week repair window for damaged transmission towers. Para 3 highlights Lundin Mining (TSX:LUN) as the primary equity exposure given its full-year guidance maintenance despite the curtailment while nearby Candelaria returned to full capacity using stockpiles with no other ASX or TSX names reporting comparable impacts.