Powering the AI Infrastructure: How YDDL’s High-Purity Recycled Metal Strengthens Global Supply Chain Resilience
As the global race for Artificial Intelligence (AI) and the modernization of electrical grids accelerate, the strategic value of non-ferrous metals, particularly copper, is undergoing a historic redefinition. A recent in-depth report by S&P Global has highlighted capital markets to a looming crisis: driven by the surge in AI data centers, global copper demand is projected to soar to 42 million metric tons by 2040. Even with a doubling of recycled metal supply, the world still faces an estimated structural deficit of approximately 10 million metric tons.
In response to this significant supply-demand mismatch, $One and one Green(YDDL)$ is leveraging its first-mover advantage in the Asia-Pacific market and a specialized closed-loop business model to establish itself as a critical pivot point in the global AI hardware supply chain.
Significant Barriers to Entry and Market Leadership
In an environment where primary copper mining is hindered by decade-long development cycles and intensifying geopolitical risks, YDDL’s competitive edge lies in its full-chain integration within the recycled metal sector. As one of the few regional enterprises holding comprehensive import and export special licenses, YDDL has established a robust barrier to entry at the primary source of raw material procurement. This distinctive advantage was validated in November 2025, when the company secured new contracts totaling $7.7 million in a single month and successfully delivered 634,000 kilograms of high-purity copper alloy ingots. This ability to maintain stable, high-volume delivery amidst surging demand solidifies YDDL’s standing in the green infrastructure supply chain across Asia-Pacific and beyond.
Exceptional Profitability and Asset Quality
Unlike from traditional, capital-intensive resource enterprises, YDDL’s resilience is rooted in its superior financial structure. In the first half of 2025, the company’s revenue grew by 50.66% year-over-year, with gross margins climbing to 25.3%—outperforming broader market trends. Within the non-ferrous metal industry, such significant margins underscore YDDL’s high product value-add and formidable downstream pricing power. Furthermore, the company maintains a healthy zero-interest debt profile and has strategically utilized IPO proceeds to expand its inventory to $20.6 million. This proactive stockpile strategy ensures that YDDL secures a dominant position in supplying scarce spot goods ahead of the supply deficit era forecasted by S&P Global.
Strategic Vision: A Critical Foundation for Global Supply
The trajectory of AI is inextricably linked to energy, and the physical conduit of that energy is non-ferrous metal. YDDL provides more than just recycled resources; it offers the "supply certainty" essential the expansion of the digital age . By transforming high-purity recycled copper into core raw materials for AI infrastructure, YDDL meets the rigorous green supply chain compliance standards of global tech giants while building an inimitable competitive moat through its closed-loop production model.
Moving forward, YDDL remains committed to cultivating high-growth sectors, focusing on high-purity recycled copper ingots to empower the next generation of global computing infrastructure and green energy. Through this dedication, YDDL is positioned as a core growth engine driving sustainable industry development.
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