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.

Analyst Opinion: The independent ITAD at a crossroads

The US independent ITAD sector is entering a decisive phase that few participants are fully seeing. What appears as scattered activity—rising M&A interest, private equity engagement, and early succession discussions among founder-led firms—is in fact a single structural shift.

General: Bloom ESG and e-Stewards roll out critical metals metric

Bloom ESG and e-Stewards have added a critical metals conservation metric to their jointly developed Environmental Benefits Calculator. Electronics recyclers and ITAD providers can now quantify recovered cobalt, lithium and rare earth elements at the order level.

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