One & One Green Technologies Lands $39M in Recycled Metals Contracts Amid Copper Supply Tightness
Event summary
- One & One Green Technologies secured $39M in contracts for recycled strategic metals in H2 2025, delivering 7,481 tons of products.
- Copper alloy ingots accounted for 71% of contract value ($27.9M), with aluminum contracts up 48% YoY.
- Contracts span electronics, automotive, and construction sectors, reflecting robust demand fundamentals.
- CEO Tina Yan cited tightening copper supply and rising market prices as key drivers of demand.
The big picture
One & One's contract wins reflect broader trends in Asia-Pacific manufacturing prioritizing recycled metals for cost and sustainability advantages. The company's strategic positioning in copper alloys is particularly notable amid structural demand from electrification and infrastructure investment. With $39M in H2 2025 contracts, One & One is capitalizing on tightening copper supply and rising market prices, positioning itself as a key supplier in high-value, certified, low-carbon metals.
What we're watching
- Copper Demand Dynamics
- How sustained copper supply tightness will affect One & One's pricing power and contract volumes.
- Regulatory Positioning
- Whether the company's government-issued license for hazardous waste import will face new scrutiny or competition.
- Aluminum Growth Trajectory
- The pace at which aluminum scrap contracts can scale to match copper's dominance in contract value.