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Notes on domestic supply, recovery and compliance.

Analysis and updates from the team building the platform, critical materials, chain of custody, and what's actually changing in the ITAD and recycling market.

Retired devices on a processing line
Critical materials

Why 1.5 million hard drives equal one ton of rare earths

The math behind domestic magnet recovery, and why only hyperscale volume makes the economics work.

LW
Luke WrayVP, Critical Materials & Defense6 min read
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