Aduro Clean Technologies (ACT) 12th Annual Waste & Environmental Services Symposium summary

Technology overview and innovation

• Hydrochemolytic technology (HCT) selectively breaks down plastics, heavy oil, and renewable oils into higher-value feedstocks and fuels, operating at lower energy and with higher contamination tolerance than legacy pyrolysis methods.

• The process does not require external hydrogen, reducing costs and environmental impact, and enables modular, small-scale units adaptable to diverse waste streams.

• HCT achieves higher yields of circular naphtha, nearly doubling the output compared to competitors, and supports a more circular plastics economy.

• The company holds 10 patents, leveraging cross-sector innovation from heavy oil to renewable oil and chemical recycling, building a strong intellectual property moat.

• The technology's modularity allows for rapid deployment and scaling by adding units, rather than building large centralized plants.

Market strategy and business model

• Focus is on chemical recycling of plastics as the fastest path to revenue, with heavy oil and renewable fuels as additional growth pillars.

• The addressable market exceeds $200 billion, with aggressive expansion plans in Europe, North America, and Mexico.

• Initial commercial rollout targets niche, clean feedstocks like synthetic turf and agricultural waste to quickly generate revenue and validate the technology.

• The company is pursuing both build-own-operate and licensing models, with early facilities owned and operated to ensure quality and learning before scaling through partners.

• Partnerships with EPCs and Fortune 500 companies are underway, supporting rapid market entry and future licensing opportunities.

Operational milestones and outlook

• A pilot plant is operational, with the first commercial unit planned for the Netherlands due to advanced regulatory support and proximity to customers.

• The company aims to commission its first client machine in 2027, with regulatory permitting as the main hurdle.

• Modular units of 25,000 tons capacity can be rapidly deployed, enabling flexible scaling to meet market demand.

• Expansion plans include North America and Mexico, with each region capable of supporting multiple units.

• Financially stable with CAD 40 million in cash, the company is focused on execution and expects significant developments in 2026 and beyond.