IntelliTAD 

A Compliance Standard’s Newsletter for Busy Executives

Issue 5: Market Signals, OEM Control, and the Coming Hardware Wave

The first week of September brought little movement in the IT asset disposition and electronics recycling sector. There were no new mergers, expansions, or major policy announcements. To make this week’s edition useful, we are drawing from six of our latest research papers. Each one examines a theme that will shape the industry over the next several quarters, from  ITAD vendor Close the Loop’s downturn illustrating the limits of chasing volume without quality to late-summer economic signals pointing to weaker sentiment even as hardware demand remains resilient. We look at Hewlett Packard Enterprise’s growth highlighting how OEMs are tightening control over disposition channels, and the Windows 10 licensing cutoff showing how software deadlines can swiftly change resale dynamics. We also analyze how a temporary surge in PC activity, fueled by operating system transitions, AI-capable devices, and data-center upgrades, is creating a concentrated window of elevated volumes.

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Client Note: Mitsubishi Materials investment in Elemental’s US e-scrap platform

Recent announcements indicate that Mitsubishi Materials has agreed to acquire a significant minority stake in Elemental Group’s US e-waste platform, which operates through Colt Recycling. The transaction reflects a broader trend in which large metals and materials groups are seeking closer integration with upstream electronics recycling and pre-processing operations as part of their circular-economy strategies. A more detailed assessment of the strategic implications, execution risks, and what this transaction signals for the evolving relationship between IT asset disposition and metals recovery is available to subscribers.

Part 1: 2025 in Retrospect: Redefined ‘Serious’ ITAD

2025 marked a transition point for IT Asset Disposition and electronics recycling. Multiple forces that had been building over several years converged within a single operating cycle, changing not only volumes and asset flows, but the fundamental expectations placed on ITAD providers.

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