Aduro Clean Technologies (ACT) Lytham Partners 2026 Industrials & Basic Materials Summit summary

Technology overview and innovation

• Hydrochemolytic technology enables efficient breakdown and stabilization of heavy oil and waste plastics without hydrogen, using embedded catalysts and low-cost additives.

• The process is modular, cost-effective, and operates at lower temperatures, allowing for flexible, small-scale or scalable industrial applications.

• Applications include upgrading heavy oil, chemical recycling of plastics, and enhancing renewable fuels, with the ability to process contaminated or complex feedstocks.

• The technology yields higher circular material content (75-80%) compared to peers, supporting regulatory compliance in Europe.

• Over 10 patents protect the core technology, creating a strong IP moat in a field dominated by legacy processes.

Market opportunity and commercialization

• Addressable markets for applications such as bitumen upgrading and chemical recycling exceed $200 billion.

• Commercialization began in April 2021, with plans for full-scale chemical recycling processing within five years and additional applications in development.

• The business model includes both build-own-operate and licensing, with the first industrial unit targeted for commissioning by mid-to-end 2027.

• A partnership with a leading EPC firm is advancing the licensing pathway, providing performance guarantees and global marketing reach.

• The company is well-funded, with a recent $20 million raise providing at least 12 months of operational runway and no debt.

Strategic positioning and expansion

• The first-of-a-kind industrial unit is being developed at Brightlands Chemelot Campus in the Netherlands, leveraging Europe's advanced recycling regulations and infrastructure.

• The modular approach allows for rapid scaling by adding units, with each unit capable of processing 25,000 tons annually.

• The technology's adaptability enables tailored solutions for specific markets, such as synthetic turf and agricultural waste.

• Successful pilot results, including naphtha cracker compatibility, validate the process for circular plastics production.

• Ongoing engagement with global partners and investors supports expansion and de-risking of the business.