USD Index climbed 0.45% to 102.29 overnight while AUD/USD slipped 0.23% to 0.6966, leaving lithium carbonate the only notable mover at 122800 CNY/t down 0.49% with all other critical minerals prices flat or within 0.27%. Sigma Lithium halted all mining and processing at Grota do Cirilo effective early October after ANM ordered immediate work on a ruptured eastern slope and a federal court suspended environmental licences, removing 330000 tonnes annual concentrate capacity and pushing prior 240000 tonne 12-month guidance back three months. BHP shares on the ASX face direct exposure to the ongoing Escondida shutdown that has already removed 3455 tonnes daily copper output since the September 23 fatality while Freeport-McMoRan’s Grasberg force majeure continues to defer output representing 3% of global copper supply until at least 2027.