The September mudslide at Freeport's major Indonesian copper operation forced a complete shutdown of a facility that plays a crucial role in feeding global supply chains. Now, the company is working to get things moving again. This kind of supply disruption doesn't just affect industrial demand—it ripples across the entire market ecosystem. Copper prices, inflation expectations, central bank policy trajectories... they're all connected. When critical commodity production halts, it reshapes how investors think about inflation hedging, real asset allocation, and portfolio risk management. The restart timeline will be worth watching closely.