USD Index rose 0.16% to 99.16 while CNY/USD eased 0.13% to 6.7103, yet lithium carbonate fell 2.56% to 152000 CNY/t and spodumene SC6 slipped 0.66% to 2245 USD/t as supply signals dominate pricing. Overnight macro moves remain secondary to operational halts that tighten physical availability in lithium and copper. Para 2: Federal appeals court in Minas Gerais suspended environmental permits at Sigma Lithium’s Grota do Cirilo project, halting the sole producing asset rated at 330000 tpa lithium oxide concentrate pending Baú Quilombola consultation; the ruling revokes prior August resumption agreement and adds to CATL’s Jianxiawo care-and-maintenance status where 2026 output forecast was cut to 32 kt LCE from 62.5 kt. Zambian smelters Mopani (Glencore) and Chambishi (CNMC 85%) extend maintenance 40-45 days, constraining copper output and Zambia’s 2 Mt annual sulphuric acid supply that feeds DRC cobalt-copper flows. Para 3: ASX lithium names face direct exposure via Sigma’s Brazilian output loss and CATL’s reduced Chinese production, while Glencore-linked copper equities absorb the Mopani 40-45 day outage impact on concentrate throughput.