Competitive Analysis

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Client Note: HPE Downgrade Highlights Demand Fragility and Uneven AI Monetization

In our latest client note, we connect data from HPE’s downgrade, Morgan Stanley’s sector-wide hardware warning, and HPE’s own earnings disclosures to five specific operational implications for End-Of-Life service providers, including why linear volume planning is now a liability, where residual value assumptions need to be revised downward, and what phased decommissioning means for how services are structured going forward.

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 million, the plant can handle up to 180,000 metric tons of scrap and recover copper, nickel, tin, and precious metals from things like circuit boards and...

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