USD Index rose 0.18% to 99.64 while S&P 500 fell 0.45%, yet copper climbed 2.01% to 6.4575 USD/lb and germanium jumped 5.90% to 3493.35 USD/kg, showing supply-side concerns overriding broader macro moves in overnight pricing. Zambia's Mopani and Chambishi smelters (85% owned by China Nonferrous Metal Mining Group) extended maintenance outages beyond the normal 30-day cycle to 40-45 days at Mopani, cutting 2 million tonnes of annual sulphuric acid output and tightening refined copper availability plus acid feedstock for DRC hydrometallurgical copper and cobalt circuits. ASX copper names with DRC or Zambian exposure face the tightest near-term acid and offtake constraints, while China Nonferrous-linked entities absorb the direct operational hit from the extended shutdowns.