Copper Recycling & Secondary Metal

113.1+13.1%All 128.0 +28.0%

The world is heading for a serious copper shortage in about 10 years — new mines can't keep up with demand from EVs, AI, and power lines. But there's a huge amount of copper you don't have to dig for at all: it's buried in old wiring, EV motors, and circuit boards, millions of tons of it reaching end of life. Copper recycles 100% with no loss of quality, and remelting scrap uses about 85% less energy than smelting from ore. This is the story of the “urban mine” — the business that turns metal waste back into pure copper, and is becoming the second pillar of the world's copper supply.

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Feinan Resources Wins Disposal Project for Scrapped Items from a Telecom Equipment Company and Signs Agreement

Feinan Resources announced that the company has won the destruction-type scrapped item disposal project of a well-known domestic communications equipment enterprise, and recently signed a scrapped item disposal agreement with the tendering party. The estimated quantity of scrapped items to be disposed of under the agreement is about 21,000 tonnes. The agreement takes effect on October 1, 2026, and is valid until September 30, 2028. The company said that the performance of the agreement is expected to have a positive impact on overall operations, but will not have a significant impact on operating results in the short term.
About megatrends
Climate Adaptation & Water › Waste Management & Circular Economy ▲Demand
Critical Materials & Supply Chain › Metal Recycling & Scrap Processing ▲Demand
Critical Materials & Supply Chain › Copper Recycling & Secondary Metal ▲Demand
301500.CS · Demand · Positive Feinan won and signed a disposal agreement for ~21,000 tonnes of scrapped telecom equipment, a concrete new order expected to positively impact operations.
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Copper Recycling & Secondary Metal sits inside the Critical Materials & Supply Chain value chain — highlighted below.
Separation, Refining & Rare-Earth MetalsEMAT
Magnets, Metals & AlloysMPJl Mag Rare-Ea…USARHengdian Group…+11
Copper Mining & ConcentrateSCCOZijin Mining G…FCXAAL.LSE+20
Lithium Refining & ChemicalsSQMJiangxi Ganfen…ALBShenzhen Cheng…+1
Lithium Battery RecyclingGEM Co Ltd
Nickel & CobaltRML
Nickel & Cobalt Battery Chemicals & PrecursorsEcopro BM. Co.…Cngr Advanced…NVJP.XETRAGuangdong Dows…+1
Nuclear Fuel Fabrication & Fuel TechnologyBWXTLEU
Platinum Group Metals (PGM)VALT.LSE0S2J.LSESBSWJMAT.LSE+2
GoldNEMAEMBWPM+45
Semiconductor MaterialsHvm, Co.,Ltd.
Compound-Semi Substrates (GaN/SiC/GaAs)COHRAXTIVisual Photoni…Guangdong Tian…+3
Industrial GasesLINAI.PAAPDNippon Sanso H…+12
Electronic & Semiconductor MaterialsENTGResonac Holdin…Kingboard Lami…DD+12
Coatings, Adhesives & SealantsSHWPPGNippon Paint H…AKZA.AS+8
Catalysts, Additives & Performance ChemicalsECLWanhua Chemica…DSFIR.ASEMSN.SW+80
Bulk & Structural Metals (Reshoring)Aluminum Corp…CHONGQING POLY…Maanshan Iron…
Iron Ore, Bauxite & Metallurgical InputsRIO.LSEVALEALMShanxi Meijin…+7
Primary Steel & Aluminum SmeltingNUEMT.ASSTLDChina Hongqiao…+37
Structural Products, Fabrication & Metal ProcessingShandong Hongc…RSYunnan Chuangx…Walsin Lihwa C…+40
Metal Recycling & Scrap ProcessingYe Chiu Metal…Shenzhen Sunxi…

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