Higher stockpiles of copper, and especially of iron ore, are drawing down spot and futures prices, at least for the short-term. As happens at such times, refiners are upping surcharges for processing the ores for delivery to users. This news has the effect of further driving down prices, which is what is happening today in base metals.
I don't think any of this has much to do with LBSR at present. In my experience, only sustained trends in metals prices trickle down to the market for stocks in exploration-phase mining companies. That's a generalization, of course, not a market truth.
Drilling/discovery is what makes the difference for explorers, not so much the price of the minerals.