Overnight the USD Index eased 0.09% to 100.22 while copper jumped 2.84% to 6.614 USD/lb on supply tightening, lifting the complex even as lithium carbonate fell 0.80% to 133200 CNY/t and germanium dropped 1.09% to 3492.26 USD/kg. Freeport Indonesia delayed full Grasberg Block Cave resumption to early 2028 after the 2025 mudflow, keeping output at 40-50% capacity and extending the prior 2027 target by one year; concurrent 40-45 day outages at Zambia’s Mopani and Chambishi smelters will cut into the 2 Mt annual sulphuric acid supply and tighten DRC copper-cobalt flows. ASX-exposed names tied to Freeport Indonesia’s Grasberg and Northern Graphite’s Lac des Iles face volume shortfalls, with the latter’s restart now pushed into Q4 or later on suspended lease and capital constraints.