One and One Green Technologies, Inc. (NASDAQ: YDDL), a Philippines-based recycler of non-ferrous metals supplying recycled copper and aluminum to industrial customers, announced that it is positioning its operations to support rising global copper demand driven by the expansion of artificial intelligence infrastructure and electrification.
The company’s competitive advantage is anchored by an exclusive government license to import and process hazardous waste, a rare regulatory moat and significant barrier to entry. Leveraging advanced metallurgy, One and One transforms this complex waste into high-purity copper, aluminum, gold, and silver. Its recycling operations aim to provide a reliable source of responsibly sourced metals as supply from traditional mining becomes increasingly constrained.
According to S&P Global, global copper demand is projected to reach approximately 42 million metric tons by 2040, a 50% increase from current levels. With global supply expected to peak around 2030, recycling is increasingly seen as a practical, scalable solution to address future supply gaps.
AI Infrastructure Is Reshaping Global Copper Demand
AI infrastructure is accelerating copper demand as supply tightens and new mine development remains slow. S&P Global expects total global data center capacity to increase fivefold by 2040, driven by cloud computing, generative AI, and high-performance workloads. These facilities require significant copper for power transmission, cooling systems, and internal wiring.
Copper demand is also rising across electric vehicles, renewable energy installations, and advanced defense systems. S&P Global has described the potential supply shortfall as a systemic risk that could slow technological progress and energy transition goals.
As tech giants like Amazon directly secure copper supplies, a quiet "upstream war" over the foundation of AI computing has begun. Global copper demand is reaching historic levels driven by AI infrastructure and the energy transition, while traditional mining struggles to keep pace. In this landscape, metal recycling emerges as a critical strategic solution.
Recycling Emerges as a Strategic Solution
Recycling plays a critical role in addressing the copper supply gap, particularly in the near- and medium-term. Unlike new mining projects, recycled copper can be brought to market faster, with lower environmental impact and reduced capital intensity. Aggressive expansion of recycling capacity is expected to be essential to meeting future demand.
One and One Green Technologies operates as a licensed recycler, capable of importing and processing hazardous waste materials as raw inputs. This regulatory approval provides access to consistent feedstock and supports the recovery of copper and aluminum for industrial reuse. The company supplies recycled metal products to customers across the Asia Pacific region, serving sectors such as electronics manufacturing, automotive production, and construction.
Operational Momentum Supports Long-Term Strategy
Recent performance reflects growing market demand for recycled metals. In November 2025, One and One Green Technologies secured $7.7 million in contracts for recycled copper and aluminum products, an increase of $3.2 million from the same period in 2024. Copper alloy ingots accounted for $5.8 million of the contracts, totaling more than 634,000 kilograms, driven by demand from electronics and electrical manufacturers. Aluminum scrap products contributed $1.9 million, representing over 764,000 kilograms, supporting the automotive and construction industries.
The company also reported strong unaudited financial results for the first half of 2025. Total revenue reached $28.1 million, up more than 50% year over year. Net income increased to $3.8 million, while gross margin expanded to 25.3%. Copper ingot sales were the primary contributor to revenue growth, reflecting sustained demand across the region.
Positioned for an AI-Driven Copper Supply Challenge
As of June 30, 2025, One and One Green Technologies reported total assets of $49.9 million and no interest-bearing debt. In October 2025, the company raised approximately $11.5 million through its initial public offering, reinforcing its balance sheet and supporting disciplined expansion.
CEO Tina Yan said the company’s performance reflects structural shifts in global demand. Management believes One and One Green Technologies is well-positioned to benefit from the global energy transition, transportation electrification, and the expansion of AI computing, all of which require significant copper resources. The company aims to contribute to a more resilient and sustainable copper supply through scalable recycling solutions.
About One and One Green Technologies
One and One Green Technologies, Inc. is a Philippines-based recycler of non-ferrous metals focused on sustainable processing and resource recovery. The company utilizes advanced recovery technologies and exclusive regulatory licensing to supply high-quality copper and aluminum, supporting the circular economy and the global transition toward resilient material supply chains. For more information, visit www.onepgti.com.
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