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10:00
Jul 23 ◎

FCX FY2026 Q2 Watch

Freeport-McMoRan, Inc. (FCX) FY2026 Q2 Earnings Call

BHP SCCO ▾

Kathleen Quirk

Visible copper inventories in China have drawn to multi-year lows and exchange inventories outside the U.S. are exceptionally tight, a backdrop that supports higher global copper prices. — Persistent low inventory levels signal a structural supply deficit that benefits all copper producers, especially those with geographically diverse operations and long-life assets.

"Visible inventories in China continue to draw to multi-year lows, and exchange inventories located outside of the U.S. are exceptionally tight."

BHP WATCH SCCO WATCH

MED

10:00
Apr 23 ◎

FCX FY2026 Q1 Watch

Freeport-McMoRan, Inc. (FCX) FY2026 Q1 Earnings Call

FCX ▾

Kathleen Quirk

Freeport reduced its Grasberg ramp-up forecast due to wet ore handling constraints, raising unit cost guidance and delaying production recovery, which signals near-term earnings pressure.

"we now expect to be limited to approximately 60,000 tons per day from production blocks two and three in the second half of 2026"

FCX WATCH

HIGH

10:00
Jan 22 ◎

FCX FY2025 Q4 Watch

Freeport-McMoRan, Inc. (FCX) FY2025 Q4 Earnings Call

FCX ▾

Kathleen Quirk

Management expressed confidence in recovery from Grasberg incident and highlighted US growth initiatives, including leach projects and Baghdad expansion, with strong copper price leverage.

"We're strongly positioned as an experienced global leader with compelling opportunities to enhance values through our ongoing operational initiatives and future prospects for substantial cash flow generation"

FCX WATCH

HIGH

10:00
Nov 18 ◎

FCX FY2025 Q3 Watch

Freeport-McMoRan, Inc. (FCX) FY2025 Q3 Earnings Call

FCX ▾

Kathleen Quirk

Management expresses confidence in the long-term recovery and value of Grasberg, but the near-term production impact and tragic incident temper the tone. The phased restart plan is laid out with clear milestones, but no upward revision to overall guidance.

"We're confident in the long-term outlook for this asset to continue to provide big benefits to many stakeholders in the years ahead."

FCX WATCH

HIGH

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