Overnight the USD Index fell 0.56% to 100.82 while the S&P 500 dropped 1.52%, easing pressure on dollar-denominated critical minerals benchmarks and supporting modest price gains in copper and select minor metals. Para 2: The sole Tier-1 supply event is the 18 July power outage at Lundin Mining’s Caserones copper mine in Chile’s Atacama Region after winter storm damage to transmission towers; analysts quantify 8,400–10,900 tonnes of deferred output through a two-to-three-week restart window, though Lundin has left its 130,000–140,000 tonne full-year 2026 guidance unchanged. Para 3: Lundin Mining remains the direct equity exposure given the quantified tonnage at risk at Caserones, with no other ASX or TSX names reporting overnight operational or policy shifts.