Overnight macro data showed the USD Index at 99.16 down 0.01% and AUD/USD at 0.716 down 0.49%, producing negligible pressure on critical minerals pricing with most benchmarks unchanged except lithium carbonate rising 0.33% to 153000 CNY/t and copper falling 0.38% to 6.562 USD/lb. Para 2: Regulatory withdrawal of the EIA public notice for CATL’s Jianxiawo lepidolite mine in Yichun removes the prior late-September restart path for the 100 kt LCE nameplate operation that previously supplied 4-5% of global lithium, extending the suspension that began in August 2025 and lifting Q4 supply uncertainty. Para 3: ASX-exposed spodumene producers including Pilbara Minerals and Mineral Resources stand to benefit from any sustained delay at Jianxiawo as SC6 prices edged 0.23% higher to 2205 USD/t while Chinese domestic carbonate volatility remains contained for now.