USD Index slipped 0.37% to 102.2 while LME copper inventories fell 1,625 tonnes to 232,275 tonnes, lifting copper 0.46% to 6.7295 USD/lb as physical supply tightens. Chinese lithium carbonate averaged 115,400 yuan/mt after a 5.7% drop, with lithium carbonate at 111,650 CNY/t down 3.25% and spodumene SC6 at 1,565 USD/t down 3.10%. Antimony fell 4.45% to 21,450 USD/t and neodymium oxide 1.50% to 100.89 USD/kg. Codelco suspended operations in the south pit sector of El Teniente after the October 11 landslide killed two Aura Ingeniería contractors, with SERNAGEOMIN ordering the halt at one of the world's largest copper mines; this adds to the 350,000–400,000 tonnes of annual supply already at risk from Grasberg and other South American disruptions. Antofagasta's Centinela strike remains active with unions flagging potential November output cuts. Codelco's El Teniente partial stoppage and the ongoing Centinela strike directly pressure Freeport-McMoRan Grasberg-linked volumes and Antofagasta production schedules, while EnergyX's $2 billion Trafigura lithium offtake from Chile and US assets highlights offtake security amid the lithium carbonate price slide.