Overnight the USD Index slipped 0.29% to 99.67 and CNY/USD eased 0.16%, offering limited relief to imported feedstock costs while lithium carbonate held at 151500 CNY/t and lithium hydroxide fell 2.10% to 128000 CNY/t. The dominant overnight event is CATL’s temporary shutdown of the Jianxiawo lepidolite mine in Jiangxi after environmental and tailings audits, removing a material slice of Chinese lithium output and erasing the previously forecast global surplus for late 2026. No ASX or TSX names reported production changes overnight, leaving Atlas Lithium’s 17 August Q3 earnings and any indirect exposure through Chinese offtake contracts as the nearest equity read-throughs.