Tracking Market Conditions

ITAD Global Regulation & Compliance: A Quiet Summer for E-Scrap Laws, With Progress on Repair, Packaging and Enforcement

A quiet summer for major e-scrap legislation still brought important compliance developments across regions. New EU repair and packaging requirements, tighter Southeast Asian enforcement of e-waste import restrictions, and continued U.S. state-level activity are raising the importance of repair capacity, shipment documentation, battery procedures and packaging compliance for ITAD and recycling companies. Continue reading below.
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July and August did not bring a major new e-scrap statute in the United States, Europe or Asia. The consequential developments involved measures moving into application: EU repair rights and packaging obligations, Southeast Asian enforcement of waste-import restrictions, and further state-level repair and EPR activity in the United States. For ITAD and recycling industry stakeholders, the period reinforced policy priorities around product life, battery safety, packaging responsibility and cross-border electronics shipments.

Repair moves into application

The most consequential European development for reuse markets arrived July 31, when the EU’s right-to-repair rules began applying. The framework covers technically repairable household and electronic products, including mobile phones, tablets, washing machines and vacuum cleaners. Consumers may request repair from manufacturers, which must be offered free of charge or at a reasonable price and within a reasonable timeframe. Choosing repair instead of replacement during the seller-liability period extends the legal guarantee by at least 12 months.

For ITAD industry stakeholders, the measure does not create a direct processing mandate, but it strengthens the policy case for repair-first disposition. Equipment that might otherwise move quickly to parts harvesting or recycling may instead be considered for testing, repair, redeployment and resale. That makes operational triage more important. Providers need to distinguish among reuse as-is, repair for resale, components recovery, material recovery and destruction, giving a competitive advantage to companies with established testing, data erasure, refurbishment and resale capabilities as repair and product-life expectations become more embedded in the market.

Packaging obligations take effect

A second major EU milestone arrived Aug. 12, when the Packaging and Packaging Waste Regulation, or PPWR, began to apply generally. The regulation covers packaging and packaging waste placed on the EU market, regardless of material or origin. It includes requirements related to packaging design, composition, recovery, reuse and waste prevention. In the ITAD context, PPWR is an adjacent rather than direct WEEE obligation. Electronics reuse and resale operations generate substantial packaging flows, including inbound returns, protective packing, reusable transport materials, outbound shipments and cross-border fulfillment.

The central compliance question will be which company is considered the packaging producer or importer in each market. ITAD firms should assess their roles in placing packaging on the market, registration, reporting and fee obligations, and make sure customer and logistics agreements assign responsibilities clearly.

Malaysia enforcement becomes tangible

Asia’s clearest summer development was Malaysia’s more visible enforcement of its e-waste import restrictions. Malaysia’s full e-waste import ban took effect April 1. By early July, authorities operating under Op Green Shield had inspected 685 containers and repatriated 143 containers holding about 3,057 metric tons of e-waste. Hundreds of additional containers were reportedly scheduled to be returned in stages.

For the sub-segment of ITAD operating as exporters, brokers and downstream vendors, the practical significance is substantial. An import restriction that could previously have appeared largely administrative is becoming a shipment, documentation and supply-chain risk. Companies moving used electronics or electronics scrap through Southeast Asia are now experiencing a tightening set of regulations, and need to ensure product condition, reuse status, waste classification, customs declarations and receiving-facility credentials can withstand inspection. Legitimate reuse shipments and improperly characterized end-of-life material are likely to receive greater scrutiny.

Cambodia also reinforced its existing prohibition on imports of e-waste and waste batteries during the period, directing provincial and municipal authorities to step up enforcement. That was an enforcement reminder rather than a new law. It adds to the regional direction of travel: Southeast Asian governments are increasingly resistant to becoming destinations for poorly documented or misdeclared end-of-life electronics.

Vietnam’s Circular No. 24/2026/TT-BNNMT was also relevant to the regional compliance picture, although it was issued in May rather than during the summer. The circular provides implementation detail for producer and importer recycling and waste-management responsibilities, including financial-contribution rates, compliance mechanisms and procedures supporting recycling and waste-treatment activities.

Battery rule remains limited

On July 14, the European Commission adopted a delegated act concerning portable-battery removability and replaceability. The measure would add six product categories to exemptions from the general requirement that consumers be able to remove and replace portable batteries.

The affected categories include some wearables, including smartwatches and fitness trackers, electric toys and certain equipment designed for use in explosive atmospheres. The measure had not yet completed European Parliament and Council scrutiny or been published in the Official Journal.

Its relevance is narrower than the repair and packaging measures, but it remains operationally useful for recyclers and ITAD providers. Battery management increasingly needs to occur at the device level. Some batteries may be consumer-accessible, while others require independent professional removal, trained technicians, appropriate equipment and documented dismantling procedures.

U.S. policy remains state-led

U.S. developments remained fragmented and largely state-led. Connecticut’s repair law took effect July 1, adding to a wider state-level policy trend linking repair access with waste prevention and consumer protection.

Packaging EPR program deadlines and implementation work also continued in states including Washington and California. But the period did not produce a major new federal electronics-recycling statute.

The summer’s more significant developments came from rules and restrictions moving into practical effect. Repair rights and packaging regulation are broad EU changes. Malaysia’s enforcement campaign shows the commercial consequences of tighter controls on cross-border waste shipments. These developments increase the importance of repair capability, product classification, battery-handling procedures, packaging compliance and shipment documentation across the electronics circular economy.

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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MORE ANALYSES:

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

Twenty-two ITAD transactions closed between October 2024 and July 2026. Deal frequency held flat year over year, but composition shifted: private equity platforms moved from opportunistic bolt-ons to stated, multi-deal roll-up programs, buyers began acquiring governance and program-management capability alongside processing capacity, and materials companies with no prior ITAD history took equity positions tied directly to data-center hardware lifecycle value.

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.

Alphabet’s 2Q2026 Results: More Capital Spending and Cloud Backlog

Alphabet’s Q2 2026 earnings call put a number on the AI buildout: $44.9 billion in quarterly capex, with guidance raised to $195–$205 billion for the year. For ITAD and recycling providers, the real story isn’t the revenue growth, it’s the asset volume that spending signals down the line.

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.

M&A: Telamon acquires 21-year-old ITAD consultancy Retire-IT, retaining founder Kyle Marks

Telamon Corporation has acquired Retire-IT, with founder Kyle Marks staying on as VP of ITAD services under Telamon’s enterprise services division. The deal follows Telamon’s 2025 hire of Mark Vander Kooy, a former ITAD executive whose earlier company was acquired into what became CloudBlue — a sequence that reads as a company using an experienced operator to identify a target before buying one.

What makes this deal notable is that Retire-IT doesn’t process equipment; it’s a managed-service and tracking layer that oversees roughly three dozen certified processors on clients’ behalf, a model Marks calls “defensible IT disposition.” Marks argues the acquisition points to a broader shift in enterprise ITAD, away from processors vouching for their own compliance and toward separating execution from independent oversight, though whether that’s an industry-wide trend or one operator’s thesis remains to be seen. Full analysis, including Telamon’s revenue and customer figures, sourcing details, and the two open questions likely to matter most to clients of both firms, available to Compliance Standards subscribers.

Client Brief: Samsung Just Posted the Largest Tech Profit Yet Reported: Old Memory Now Costs More Than AI Chips

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The mechanism behind that is directly relevant to component pricing in the ITAD channel. DRAM contract prices are up 58–63% quarter-on-quarter and NAND Flash up 70–75% QoQ. Legacy memory has been hit hardest by scarcity, with DDR4 spot pricing running above even advanced HBM3e, which is a real inversion where end-of-life memory costs more per gigabit than the chip industry’s most advanced product.

That inversion is the number to watch. It means components pulled from older, decommissioned enterprise hardware are sitting on unusually strong resale value right now. Industry commentary places relief no earlier than late 2027–2028, so this is a multi-quarter pricing environment, not a one-time spike, though it is a window, not a new floor.

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