ELAINE Analysis: Logical Analysis on Earnings Transcript - FCX 2022/10/20

Looking at Earnings Narratives help to confirm macro economic trends. If EV is hot, copper miners must be doing great. Except, the time has not come yet. Does this mean that EV is not moving the dial in energy transition, or we have yet to wait for the infection point?

The devil is in the details. Looking at the narrative analysis from ELAINE on Freeport-McMoRan, Inc.'s Q3 earnings narrative tells the story. ELAINE pointed out the following challenges:

(copper,demand,emerging,supply-demand)
(copper,demand,supply-demand)
(copper,markets,supply-demand)
(copper,demand,emerging,realistic)
(copper,demand,realistic)
(copper,markets,realistic)
(copper,demand,emerging,positive)
(copper,demand,positive)
(copper,demand,emerging,markets)
(copper,demand,markets)
(copper,demand,emerging,long-term)
(copper,markets,long-term)
(copper,demand,electrification,investments)
(copper,demand,emerging,investments)
(copper,future,investments)