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.
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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 a multi-regional grid of hyperscale, AI-compute, and colocation campuses extending across the Midwest, Southeast, Southwest, and Mountain West. This...
M&A Heats up in IT Equipment Recycling: Ingram Micro Acquires CloudBlue
[tell-a-friend id="1" title="Share this analysis with a colleague"] The News and the Issues: Technology distributor...
ITAD Outlook: What to Expect
Welcome to this podcast, dated September 16, 2013. This podcast came as a result of a keynote address I gave last week...
Recycling Smartphones: Think Data Security Too
There is growing concern in corporate circles that BYOD and the rise of consumer smartphones that access their...
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The Seven Functions Involved in Enterprise Asset Disposition
A confluence of events has created an interesting environment in the recycling and IT asset disposition sector over...