Markets

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Metals and electronics recycling firms report stronger downstream trends

Recent earnings updates from Aurubis, Umicore and Sims Limited suggest that parts of the downstream metals and electronics recycling market remain comparatively healthy heading into the remainder of 2026. The companies cited supportive precious-metal and non-ferrous pricing, strong recycling activity levels, and continued demand for high-value secondary materials, even as they warned of ongoing pressure from feedstock tightness and volatile treatment charges.

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 reaches none of the channels ITAD and recycling professionals are built to serve. After tracking this industry for decades, I’ve watched it go from a...

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 market, and by extension, the downstream ITAD and recycling channels that process those devices at end of life. Both Gartner and IDC reported year-over-year shipment growth in the first quarter of 2026.

The PC Market’s “Memflation” Moment: Why Q1 Shipment Growth Is a Mirage

PC shipment data from Gartner and IDC suggests a healthy market on the surface, but both firms warn that Q1 2026 growth is being driven by inventory build, rising memory costs, and Windows 10 migration rather than real demand.

For ITAD and recycling executives, memflation is likely to boost residual values for Windows 11-capable enterprise fleets even as a large cohort of non-upgradeable Windows 10 devices tilts toward materials recovery, while shifting vendor share, growing Apple volumes, and geopolitical freight shocks force a rethink of pricing, logistics, and Apple-specific capabilities over the next 18–36 months.