Sage Sustainable Electronics' 2026 benchmarking report reveals a secondary IT market in transition, driven by artificial intelligence infrastructure demand and constrained semiconductor supply chains. Server resale values have reached historic highs—approximately 2.5...
Markets
Takeways: 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.
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...
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...
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....
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,...
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...
Semiconductor 2Q2025 Sector Results and Implications on Hardware Decommissioning Industry
The latest semiconductor earnings reveal a sharp divide whereby AI and data centers are fueling extraordinary growth,...
Case Study: Close the Loop’s FY25 Loss Highlights the Danger of Chasing Volume Over Value in ITAD
Case Background Close the Loop Limited (ASX: CLG) is an Australia-headquartered circular economy company with...
Cautious Optimism: Market Signals Warrant Vigilance in the ITAD Sector
In the final week of August and the first days of September the ITAD and electronics‑recycling world took something...
The Independent ITAD Dilemma: HPE’s Growth Unlocks Volume but Locks Out Opportunity
Hewlett Packard Enterprise released its third quarter fiscal 2025 results on September 3, showing strong growth across...
Report: Abnormal Surge in PC Activity and What It Means for ITADs
Executive Summary For this report, titled: Abnormal And Temporary Surge in PC Activity: What It Means for ITADs,...
HP Inc.’s 3Q2025 Earnings Results & Implications for EOL Sectors
HP’s third quarter 2025 earnings delivered a stable financial performance, with 3% revenue growth and strong free cash...
Issue 3: Constructive Momentum with Rising Standards
Momentum Rating: 7/10. We evaluated the industry on a scale from 1 to 10. A rating of 1 describes an industry facing...
ITAD Certifications Under Scrutiny: Governance, Accountability, and the Path to Enterprise Credibility
Amid an ongoing debate over the value of ITAD certifications and despite their importance, this report argues that the...