In February this year, Goldman Sachs published a strategy report formally introducing the “HALO Effect” framework—Heavy Assets, Low Obsolescence. The report argues that, as AI infrastructure buildout accelerates and geopolitical forces drive supply-chain reconfiguration, global capital is increasingly rotating away from asset-light technology models and toward businesses backed by physical barriers to entry and tangible assets that are difficult to disrupt technologically. Power infrastructure, industrial capacity, and resource networks are becoming central themes in the next cycle of market attention. The recycled metals industry is, in many ways, a textbook example of this framework in action. Copper is a foundational raw material for AI data centers, grid expansion, and the new energy v

San Rafael, Bulacan, Philippines, Feb. 04, 2026 (GLOBE NEWSWIRE) -- $One and one Green(YDDL)$ (“One and One” or the “Company”) (NASDAQ: YDDL), currently the only Philippines-based recycler licensed to import and convert hazardous waste streams into Valuable nonferrous metals, today announced that it has received a purchase order  (the “Purchase Order”) from Japan China Trading Co., Ltd., an industrial materials supplier based in Osaka, Japan. The purchase order provides for the supply of up to 16,000 metric tons of shredded electronic assemblies and scrap metal (the “Materials”), with a total order value of approximately $17 million. Shipments are expected to commence upon completion of the supplier’s export licensing requirements and be deli

$One and one Green(YDDL)$ H1 2025 Earnings Call (Recorded Live: November 18, 2025)