Recently, Global X ETFs released an in-depth report indicating that copper's attributes have undergone a fundamental shift. It is no longer merely a traditional indicator of economic cycles but has officially evolved into a "structurally growing asset" driven by AI data centersandglobal electrification.
As a leading enterprise in resource recycling with deep roots in the Southeast Asian market, $One and one Green Technologies (YDDL.US)$ we deeply resonate with several core pain points mentioned in the report and have already made advanced arrangements:
1. Tariff Premium: From Risk to Advantage
The report emphasized that in 2025, affected by the Section 232 tariff investigation, US copper prices had seen a premium as high as 33%. In the turbulent trade policy environment of 2026, the "origin" of the supply chain directly determines costs.
YDDL Advantage: Positioned strategically in the Philippines, we leverage exclusive government-issued licenses to transform global recycled materials into high-purity copper ingots labeled as 'Made in the Philippines.' This origin attribute allows our partners to effectively bypass hefty tariffs imposed on raw ores, maintaining cost competitiveness amidst volatile trade environments.
2. Bridging the supply gap at the mining end
Traditional copper mines face challenges such as aging assets, declining ore grades, and long-cycle extraction restrictions. The report argues that the 'stickiness' of mineral supply will sustain copper prices over the long term.
YDDL Advantages: Compared to mining operations, ...

With the accelerated evolution of artificial intelligence and the modernization of global power systems, the strategic value of non-ferrous metals, especially copper, is being redefined. Recently, a deep-dive research report released by S&P Global has drawn significant attention from the capital markets. The report explicitly warns thatDriven by the surge in AI data centers, global copper demand will soar to 42 million tons by 2040. Even if the supply of recycled metals doubles, the world will still face a supply deficit of approximately 10 million tons.
In the face of this historic supply-demand mismatch, $One and one Green Technologies (YDDL.US)$ with its first-mover advantage in the Asia-Pacific market and unique business closed-loop, YDDL is firmly positioned as a key pivot in the global AI hardware supply chain.
Deep Moat and Market Leadership
Amid the lengthy development cycle for primary copper mines and escalating geopolitical risks, YDDL’s uniqueness lies in its full-chain integration capabilities in the recycled metal sector. As one of the few companies in the region holding complete import-export licenses, YDDL has established a solid entry barrier at the source of raw material procurement. This distinct advantage was strongly validated by the market in November 2025 when the company signed new contracts worth $7.7 million in a single month and efficiently delivered 634,000 kilograms of high-purity copper alloy ingots. This stability under extreme demand...

$One and one Green Technologies (YDDL.US)$ One and One Green Technologies is a leading recycled non-ferrous metal producer headquartered in the Philippines. The company holds government-issued licenses that permit the import and processing of hazardous waste as raw materials for production. As a professional organization specializing in the recycling of non-ferrous metals, the company is committed to transforming metal-containing waste into high-quality recycled copper, aluminum, gold, silver, and other strategic non-ferrous metal materials through advanced processes. The company announced that its recycled metal products signed contracts worth $7.7 million in November 2025. Compared with the same period last year, the contract value increased significantly by $3.2 million, fully demonstrating the strong demand from industrial customers in the Asia-Pacific region for recycled materials.
Key Highlights:
– Breakthroughs across multiple categories:Successfully signed multiple contracts for copper alloy ingots, further solidifying the market share of core products.
– Commitment to green and low-carbon practices: Significant growth in orders for aluminum scrap products, empowering global circular economy initiatives through concrete actions.
– Expansion of industry matrix:Contract coverage extended to multiple key industrial sectors including electronics, automotive, and construction.
"The successful signing of the November contracts further solidifies our position as a reliable supplier of high-quality recycled metals in the Asia-Pacific market," said Tina, Chairman and CEO of YDDL...

In October 2025, a Philippine waste and scrap metal recycling company $One and one Green Technologies (YDDL.US)$ announced its successful listing on the US Nasdaq under the stock code 'YDDL'.
Tina Yan, Chairman and CEO of YDDL, stated: 'The Nasdaq bell-ringing ceremony marks a pivotal milestone, reflecting our unwavering commitment to sustainable innovation in the field of waste recycling. We are grateful for the steadfast support of our team, partners, and investors. Moving forward, we will continue to enhance the environmental contributions of sustainable recycling while creating long-term value for both investors and society.'
Headquartered in the Philippines, YDDL is an advanced circular technology enterprise specializing in the recovery, refining, and sale of high-value metals from electronic waste and complex metal scrap. Its core business involves the efficient processing of metal-containing waste using proprietary separation technologies, with a focus on isolating and producing key metals such as copper, aluminum, gold, and silver. By further processing recycled raw materials into high-value products—including copper alloy ingots rich in precious metals, high-quality recycled aluminum feedstock, aluminum scrap, and plastic pellets—the company serves a wide range of applications in e-waste management, metal scrap handling, and industrial recycling. It consistently provides cost-effective, reliable, and environmentally compliant recycled materials to global electronics, automotive, and high-end manufacturing supply chains.