The four markets covered in the Euro Report series constitute a single, investable Western European ITAD and electronics-lifecycle complex: roughly 180 million people, four distinct regulatory regimes, and a combined hyperscale and AI infrastructure build-out now measured in tens of billions of euros of disclosed, committed capital. We view the region as underpriced relative to the United States on a like-for-like basis, not because the underlying asset flows are smaller, but because capital formation has been uneven across the four markets and because Germany — the largest single market in the group by a wide margin — remains structurally unconsolidated.
The Euro Report 4: Germany: Europe’s Largest Electronics Market Can’t Account for Its Own E-Waste
Germany is Europe’s largest electronics market by far — and by its own government’s measurement, one of the region’s weaker performers at collecting what it places on the market. That gap between size and system performance is where the opportunity sits for ITAD operators, recyclers, and investors. This report follows that gap into three places most country-level briefings skip: where “reusable” German electronics actually end up, the battery-recycling buildout tied to the auto industry, and the solar-panel waste wave Germany will hit before almost anyone else.
The Euro Report 3: The Netherlands: Investors Are Already Consolidating the Electronics Lifecycle Market
The Netherlands has become one of Europe’s most consolidated electronics lifecycle markets, organized collection, deep enterprise ITAD demand, and prime logistics access. Private equity, bank financing, and infrastructure capital are already active in the market, competing for the same fragmented mid-tier operators investors would otherwise be evaluating from scratch.
Secondary Market: Intel boosts margins by selling what it used to scrap
On April 27, Resource Recycling reported on Intel’s latest earnings call. But the company’s results also contained a...
Research: The Independent ITAD Operator in the United States
Strategic Positioning, Structural Risks, and the Coming Capital Inflection A Primary-Research-Based Strategic...
Markets: The whitebox blind spot in PC recycling
There’s a growing segment of the PC market that doesn’t show up in shipment data and in market share reports, and...
Markets: PC shipments grew in Q1, but questions remain
Two closely watched PC market reports released in April painted what looked like an encouraging picture for the device...
The PC Market’s “Memflation” Moment: Why Q1 Shipment Growth Is a Mirage
About this analysis PC shipment data from Gartner and IDC suggests a healthy market on the surface, but both firms...
Markets: Less premium smartphone inventory is reaching recyclers
Assurant’s latest mobile trade-in data shows that the best smartphones are being pulled into reuse and refurbishment...
Less premium smartphone inventory is reaching recyclers
Assurant’s latest mobile trade-in data shows that the best smartphones are being pulled into reuse and refurbishment...
ERI enters Japan through joint venture with Itochu
US-based electronics recycler and IT asset disposition (ITAD) provider ERI has formed a 50-50 joint venture with...
Client Note: Foundries Hike DRAM Prices as Automated Bots Sweep DDR5 Inventory
In this memo to clients, we note that the global memory market is showing an accelerated phase of tightening, driven...
What the NAND flash crunch means for remarketing, refurbishment and residual values
A warning from one of the storage industry’s most connected insiders is raising major concerns. Khein-Seng Pua, CEO of...
SIMS and Iron Mountain Are Repricing the ITAD and Positioning it as a Primary Growth Engine
Transcript: Two global public companies — Iron Mountain and Sims Limited — both reported roughly 70 percent...
Advisory: AI Capex Will Flood Servers and Tighten Laptop Supply: What ITAD CEOs Must Do in 2026
The latest forecast pegs 2026 IT spending at $6.15 trillion and quietly rewires the economics of end‑of‑life hardware....
Apple’s Two‑Track Trade‑In Strategy: Macs Up, Mobile Down, and the ITAD Impact
On January 15, 2026, Apple quietly raised the stakes on used Macs while trimming mobile payouts, sending a clear price...
Client Brief: Iron Mountain Q4 2025 – Growth Analysis, Execution Risks, and Industry Benchmarks
Iron Mountain reported exceptional Q4 2025 results for its Asset Lifecycle Management business, with 70% total revenue...
Malaysia clamps down on illegal e-waste imports amid probes
Malaysia’s growing role as a hub for global e‑scrap is colliding with corruption probes, large container seizures and...