Vendor Performance Tracking & News Analysis

How critical mineral alliances aim to shape the future of e scrap metals

ReElement Technologies, a company that specializes in refining rare earth elements and battery materials from both mined and recycled feedstock, joined the Minerals Integrity & Resilience Alliance (MIRA) in May as part of a broader effort to strengthen transparency and resilience across critical mineral supply chains. What “critical minerals” mean in practice Governments and manufacturers […] Continue reading below.
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ReElement Technologies, a company that specializes in refining rare earth elements and battery materials from both mined and recycled feedstock, joined the Minerals Integrity & Resilience Alliance (MIRA) in May as part of a broader effort to strengthen transparency and resilience across critical mineral supply chains.

What “critical minerals” mean in practice

Governments and manufacturers use the term “critical minerals” for materials seen as essential to economic and national security, including rare earth elements, lithium, cobalt, nickel and others used in EVs, wind turbines, data centers and defense systems. Supply of many of these minerals is highly concentrated in a small number of countries and often flows through opaque, politically exposed chains. That concentration risk is why policymakers and OEMs increasingly talk about diversification, “friend‑shoring” and the role of recycling and urban mining in closing the gap.

The issue is clearly tied to the e‑scrap and ITAD sectors because a growing share of critical mineral supply can in principle come from end‑of‑life electronics, magnets, batteries and industrial tech scrap, not just mines. Companies like ReElement explicitly position multi‑feedstock refining platforms that can take in permanent magnets, lithium‑ion batteries and other technology waste alongside mined ores and byproducts.

What MIRA is and what it does

MIRA is a collaborative initiative convened by the Center for International Private Enterprise (CIPE), building on its PROTECT program, which is funded by the U.S. Department of State and focuses on responsible ownership and transparency in critical minerals. CIPE describes MIRA as a global collective‑action platform that brings together private‑sector companies, governments and civil society to improve integrity, transparency, trust and resilience in critical mineral supply chains. Its work includes mapping governance and integrity risks from “mine to market,” encouraging risk‑based integrity systems, and developing practical tools and forums that support traceability, investment readiness and more secure supply chains.

In its May announcement, ReElement said its participation in MIRA reflects a commitment to helping build “a more secure, transparent, and resilient critical minerals ecosystem” in the United States, allied markets and strategic international regions. The company notes that, through MIRA, it will engage with stakeholders focused on responsible ownership, supply chain integrity, transparency and investment readiness across the critical minerals and rare earth sectors.

Where e‑scrap fits into this picture

E‑scrap and ITAD streams contain many of the same materials policymakers worry about in primary supply chains: rare earths in magnets, cobalt and nickel in some batteries, and copper and precious metals throughout devices and infrastructure. ReElement describes its chromatography‑based “refining‑first” platform as able to process recycled materials from permanent magnets, lithium‑ion batteries and industrial and technology waste, as well as mined ores, brines and coal‑based byproducts, into high‑purity products. That makes electro‑scrap one of several potential feedstock sources for a refiner that is now aligning itself with governance‑focused initiatives like MIRA.

For upstream electronics recyclers, these developments are a reminder that the most attractive downstream homes for certain fractions are increasingly embedded in regulated, scrutinized and highly traceable supply chains. ReElement’s earlier partnership with ERI on rare earth magnets and its more recent collaboration with Mitsubishi Materials on rare‑earth supply chains show how recycled inputs are being woven into broader industrial and policy strategies around critical minerals.

Why alliances and governance efforts matter to recyclers

Groups such as MIRA are not certification bodies, but they may still influence how parts of the critical minerals supply chain approach governance, sourcing transparency and supplier oversight. Organizations involved in these initiatives often include refiners, processors, manufacturers and policy-focused institutions with an interest in supply-chain resilience and traceability.

For recyclers and downstream processors, the relevance is less about formal compliance obligations and more about the direction of market expectations. As critical minerals and recycled feedstocks receive greater policy and industrial attention, some companies may face increased requests for documentation related to sourcing, chain of custody, material origin and processing practices, particularly when supplying strategic or export-sensitive sectors.

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Analyst/Author: David Daoud | Principal Analyst

David Daoud has researched the mainstream IT hardware market since 1996 and expanded into hardware disposition research in 2003. He has spearheaded the creation of IDC’s GRADE certification. Since then, David has been providing consulting and expert advice to companies looking to establish best practice in their IT equipment decommissioning and helped leading ITAD service providers assess demand, understand competition, and forecast what’s to come. David is currently the Principal Analyst at Compliance Standards, which focuses entirely on the end-of-life of IT equipment. He can be reached at 754-229-0095 or at ddaoud@compliance-standards.com

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Corporate Strategy: Paladin EnviroTech: Strategic Positioning in the Critical Materials Recovery Market

Eighteen months after its founding, Paladin EnviroTech is targeting rare earths and other metals that conventional refiners don’t currently report or pay out on — an estimated 15 to 22 metals present in e-scrap waste streams. The company’s joint venture with Critical Materials Recycling is scaling rare earth recovery from 40 to 300 metric tons a year, why precious-metals refining still runs through Japan, and where Paladin’s managed-services business fits into its pitch to hyperscalers. This report unpacks the strategy, the execution risk, and what it means for corporate and OEM buyers evaluating Paladin as a partner.

Corporate Strategy: Inside ERI’s Global Playbook. What Vietnam Reveals About the Company’s Next Moves

ERI is betting on Asia because the region combines fast-growing IT hardware volumes with a shortage of formal, enterprise-grade disposition infrastructure. After expanding its U.S. footprint, ERI’s next growth opportunity lies in markets such as Japan and Vietnam, where data-center buildout, electronics manufacturing and digitalization are increasing equipment retirements faster than secure, transparent ITAD capacity. By partnering with ITOCHU and VSD Holdings, ERI gains local market access while bringing its own data-security, traceability and closed-loop recycling model to markets still shaped in part by informal recycling.

ITAD M&A Activity: Transaction Trends, Buyer Strategy and Market Direction

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Intel’s CapEx Tops $20B on Server Demand While PC Volume Shrinks: ITAD Firms Should Plan for Two Separate Asset Cycles

Intel’s second quarter added a concrete data point to what has otherwise been a quarter of announcements: the company is raising 2026 capital spending to more than $20 billion, roughly $3 billion above its prior plan, and told investors that 2027 spending will go significantly higher still. This capital plan carries more weight for the end-of-life sector than the earnings beat. It points to the size of the fleet now entering production.

Corporate Strategy: Blancco Bets on the Drive, Not the Device, as It Chases a Recover-First IT Market

Blancco is rebuilding its business around the ‘drive’, not the device, betting that surging AI infrastructure and component scarcity are pushing ITAD from “destruct-first” to “recover-first.” The company’s new strategy centers on data-bearing drives, data center decommissioning, and mobile, positioning certified erasure and diagnostics as the backbone of a market where assets move fluidly between enterprises, processors, and secondary channels.

IBM’s 2025 Breach Data Puts ITAD Providers Inside the Vendor-Risk Perimeter

The global average breach cost at $4.44 million, according to IBM. Healthcare leads all industries at $7.42 million, followed by financial services at $5.56 million, industrial at $5.00 million, energy at $4.83 million, and technology at $4.79 million. Supply-chain compromise, where ITAD sists, ranks as the second-costliest attack vector at $4.91 million per incident, trailing only malicious insider incidents at $4.92 million. Phishing averages $4.80 million and stolen credentials $4.67 million. For ITAD providers, the supply-chain figure is the number that matters. Enterprise procurement teams now treat disposition vendors as part of the same risk perimeter as any other third party with access to sensitive data. Governance maturity, documentation quality, and audit readiness are becoming primary evaluation criteria, alongside processing capacity and recovery rates. Providers serving healthcare and financial services face buyers with the highest breach-cost exposure and the strongest incentive to demand governance-mature partners.

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