Philippine Recycler Secures $39M as Demand for Green Metals Soars

📊 Key Data
  • $39M in contracts: Secured by One & one Green Technologies in H2 2025
  • 7,481 tons delivered: 12% increase in recycled copper and aluminum products vs. 2024
  • 71% copper focus: $27.9M of the total contracts driven by copper demand
🎯 Expert Consensus

Experts agree that the surge in demand for recycled metals like copper and aluminum reflects a critical market shift toward sustainability, with One & one Green Technologies positioned as a key supplier in the Asia-Pacific circular economy.

3 months ago
Philippine Recycler Secures $39M as Demand for Green Metals Soars

Philippine Recycler Secures $39M as Demand for Green Metals Soars

SAN RAFAEL, BULACAN, PHILIPPINES – January 22, 2026 – One & one Green Technologies. INC (NASDAQ: YDDL) announced it has secured customer contracts valued at approximately $39 million in the second half of 2025, signaling robust demand for recycled strategic metals amid a global push for sustainability and a tightening supply of virgin materials.

The Philippines-based company delivered 7,481 tons of recycled copper alloy ingots and aluminum alloy products to long-standing customers in China and the Philippines between July and December 2025. This marks a significant 12% increase in volume compared to the same period in 2024, underscoring the company's growing role in the Asia-Pacific circular economy.

This financial success is not just a company win but a clear indicator of a powerful market shift, where recycled materials, or "green metals," are becoming an indispensable resource for modern industry. As the world grapples with decarbonization, the demand for metals like copper and aluminum is skyrocketing, and companies that can supply them sustainably are finding themselves in an increasingly powerful position.

The Surging Demand for "Green Gold"

The impressive contract value is largely driven by copper, which accounted for 71% of the total, or approximately $27.9 million. This performance aligns perfectly with broader market dynamics. Global copper demand is projected to surge by 24% by 2035, driven by the immense material needs of the energy transition, widespread electrification, and the expansion of digital infrastructure, including AI-powered data centers.

Market analysts at firms like Wood Mackenzie have warned that this structural demand, which could require an additional two million tonnes of copper supply over the next decade, may lead to significant price volatility and supply deficits. This scarcity makes recycled copper not just an environmentally friendly choice, but a critical and cost-competitive necessity for manufacturers in the automotive, electronics, and construction sectors that One & one serves.

"These second-half 2025 contract wins validate our position as a trusted supplier of high-quality recycled strategic metals in the Asia-Pacific market during a period of tightening copper supply and rising market prices," said Ms. Tina Yan, Chairman and CEO of One & one. "As global copper prices continue to trend upward amid structural demand from electrification, infrastructure investment, and energy transition, we are seeing manufacturers prioritize recycled copper solutions that offer both cost competitiveness and sustainability advantages."

While copper takes the spotlight, the company also reported a remarkable 48% year-over-year increase in the contract value of its aluminum products. This reflects strong regional demand for the lightweight metal, which is essential for improving fuel efficiency in vehicles and for sustainable building materials, further cementing the company's diversified role in the green economy.

A Unique Advantage in a Regulated Market

What sets One & one Green Technologies apart in a competitive landscape is its unique regulatory standing. The company holds a government-issued license from the Philippine Department of Environment and Natural Resources (DENR) to import and process hazardous waste as raw materials. This positions the Philippines as a burgeoning hub for advanced recycling and allows One & one to tap into a wider, more international stream of feedstock that is unavailable to many competitors.

This license is not a free pass but comes with stringent environmental obligations. The company emphasizes its adherence to these standards, employing what it describes as environmentally friendly technology to manage its operations. Its processing facility utilizes an advanced exhaust gas recirculation system, which is examined and approved annually by the Philippine Environmental Management Bureau (EMB). This system is designed to minimize and eliminate contamination while efficiently capturing ash and slag, from which additional metals can be recovered. This dual benefit of maximizing resource extraction while ensuring released exhaust meets environmental standards provides a significant operational and reputational advantage.

By professionally managing and converting non-ferrous metal hazardous waste—a complex and often problematic waste stream—into valuable industrial inputs, the company serves a vital function. It provides an essential service for waste disposal while simultaneously feeding the supply chains of manufacturers who are under increasing pressure to demonstrate responsible sourcing and reduce their carbon footprint.

Powering the Future Beyond the Mine

The success of One & one Green Technologies is a case study in the circular economy's potential. Every ton of recycled copper or aluminum it produces directly displaces the need for energy-intensive and environmentally disruptive mining operations. Recycling aluminum, for instance, uses about 95% less energy than producing it from virgin bauxite ore. For copper, the energy savings are around 85%.

This is particularly critical in the context of the global energy transition. Building the electric vehicles, wind turbines, solar farms, and grid infrastructure needed to decarbonize the planet will require staggering amounts of copper. Meeting this demand solely through new mines is becoming increasingly challenging due to declining ore grades, geopolitical risks, and social and environmental opposition. Recycled copper is therefore not a niche market but an essential component of the world's climate strategy.

By providing certified, low-carbon metals, One & one is positioning itself as a key enabler of this transition. Its products flow directly into the supply chains for the electronics that power our digital world, the vehicles that are shifting from combustion to electric, and the buildings that are being constructed with a greater focus on sustainability. The company’s ability to offer these materials as an economical and flexible solution makes it an indispensable partner for industries navigating the twin pressures of commodity price inflation and environmental, social, and governance (ESG) mandates. As manufacturers and investors alike search for stable growth and sustainable innovation, the business of turning waste into wealth is poised for continued expansion.

Sector: Metals & Minerals Mining Electronics Manufacturing Cloud & Infrastructure Automotive Manufacturing
Product: Copper
Metric: Revenue Market Capitalization Gross Margin Net Income
Theme: Venture Capital
UAID: 11904