One & One Green Technologies Targets Copper Deficit with Philippine Tailings Slag Venture
Event summary
- One & One Green Technologies launched a copper-gold ore tailings slag recovery venture in Luzon, Philippines, on March 27, 2026.
- The project aims to address a projected 150,000-ton global copper supply deficit in 2026, per ICSG estimates.
- The company will partner with small-scale miners in Luzon to process and export tailings slag from its main plant.
- One & One plans to integrate this venture with its existing recycling business to capture value across the metals lifecycle.
The big picture
The global copper market faces a structural supply deficit, driven by the energy transition and electrification. One & One's venture into tailings slag recovery positions it to capitalize on this gap while diversifying its revenue streams. The project aligns with broader industry trends toward sustainable resource management and vertical integration in the metals supply chain.
What we're watching
- Supply Chain Integration
- How One & One's ability to merge primary tailings slag recovery with its recycling business will impact operational efficiency and profitability.
- Regulatory Compliance
- Whether the company can maintain its government-issued licenses while scaling this venture, given the hazardous nature of the materials involved.
- Market Demand
- The pace at which global copper demand from energy transition and AI data centers will outstrip supply, validating One & One's strategic pivot.
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