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.
Competitive Analysis
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...
ERI and ReElement partner on rare earth magnet recover
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...
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...
Compliance: What Recent BAN and EPA Actions Reveal About Systemic Compliance Weaknesses
The recent Basel Action Network findings on outbound e-waste shipments by several U.S.-based ITAD operators have...
Quarterly Results Map Out Inflection Points in IT Asset Lifecycle and Infrastructure
The third-quarter earnings reports from hardware, cloud, and lifecycle companies confirm that the decommissioning...
Iron Mountain’s Strong Q3 Performance Confirms ITAD’s Shift Toward Integrated Data and Lifecycle Governance
Iron Mountain’s third quarter results confirm that the ITAD sector is evolving into a broader infrastructure and...
SK tes: Pathway to Hyperscale Decommissioning Through SK Group’s NVIDIA Partnership
The SK tes opportunity now extends well beyond traditional IT asset disposition. With SK Group’s new partnership to...
Connection’s Q3 Results: Public-Sector Delays, Enterprise Modernization Ahead
Connection’s Q3 results highlight an industry where modernization is guiding technology lifecycle and hardware flows....
Bridging Distribution and Lifecycle: How Ingram Micro is Doing it and Lessons for the ITAM/ITAD Sectors
Ingram Micro’s latest quarterly results reveal a rapid acceleration beyond traditional IT distribution and into the...
Analysis: What Apple and Amazon’s Latest Results Signal for the IT Circularity Chain
The September quarter results from Apple and Amazon together form one of the most revealing snapshots of where the...
Assessing Nvidia’s $350 Million Investment in Redwood Materials: Implications for the End-to-End Circular Recovery
Nvidia has taken a prominent position in Redwood Materials’ recently announced $350 million Series E funding round,...
The Windows 10 Sunset: How Enterprise Refresh Cycles Will Reshape ITAD, Refurbishment, and Urban Mining (2026–2028)
The approaching end of Microsoft’s Windows 10 era will set in motion one of the most synchronized technology...
New Smelting and Refining Capacity in the U.S. Strategic Metals Market
Aurubis is now operating a major recycling facility in Richmond, Georgia, its first big U.S. site. Built for $800...
Procurri’s Delisting from SGX and What’s Ahead
On September 22, 2025, Procurri Corporation Limited was delisted from the Singapore Exchange following its...
M&A: Tailwind Capital’s First ITAD Acquisition: Assessing the DMD Systems Recovery Transaction
Tailwind Capital has made a majority investment in DMD Systems Recovery, signaling private equity’s increasing...
iPhone 17’s Sustainability Profile Improves in Recycled Content and Security, But Repairability Stagnates
Apple’s iPhone 17 Pro and Pro Max arrive with a mix of sustainability upgrades, new design choices, and expanded...