Issue 10: Compliance Gaps, Quarterly Insights, and Market Shifts

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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.

Part 2: 2026 Predictions for ITAD and Electronics Recycling: Differentiation, Indigestion, and the End of Commodity Assumptions

As the ITAD and electronics recycling sectors move into 2026, the outlook is about how structural change will be uneven and how its consequences will be absorbed. In continuation with 2025, elevated asset volumes continue to move through the system, yet the conditions...

Employment Softness in Tech May Be Leading Indicator of Asset Disposition Activity

The latest U.S. labor data provides useful context for how enterprise technology environments are evolving, with some downstream implications for IT asset disposition and electronic recycling. In November, the U.S. economy added 64,000 jobs. Total employment reached...

Where to Invest in Future Decommissioning Corridors: The Geographic and Utility Forces Reshaping U.S. Data Centers

The U.S. data center landscape is shifting from a historically concentrated model anchored in Northern Virginia toward a multi-regional grid of hyperscale, AI-compute, and colocation campuses extending across the Midwest, Southeast, Southwest, and Mountain West. This...

Dell Q3 FY2026: Strong AI Infrastructure, Long Tail For End‑Of‑Life IT Assets

Dell’s Q3 FY2026 earnings call offers a very clear, financially grounded story for end‑of‑life IT asset management providers and remarketing companies, but it is also a highly curated narrative focused on AI‑led growth and margin resilience. Dell positions itself as...

HP’s Earnings In A Mature PC And Print Market: Managed Growth and Rising Costs

HP’s Q4 FY2025 earnings call presents a more mixed but still constructive picture for end‑of‑life IT asset management providers and remarketing companies. Personal Systems is growing and skewing toward higher‑value, AI‑capable devices, while Print remains structurally...

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