Aduro Clean Technologies (ACT) Water Tower Research Virtual Insights Conference summary

Company overview and technology platform

• Develops Hydrochemolytic technology to upgrade heavy, renewable, and waxy oils, and deconstruct waste plastics for chemical recycling.

• Achieves high liquid yields (around 90%) with minimal by-products and high tolerance to contamination.

• Addresses a potential market exceeding CAD 200 billion, currently at pilot phase for chemical recycling.

• Plans to build the first industrial unit by early 2028, targeting paraffinic crude as a key growth area.

Market opportunity and regulatory drivers

• Regulatory momentum in Europe is accelerating, with mandates for recycled content and energy independence.

• Europe is tightening rules to protect local industry from cheap imports and promote circularity.

• Global push for energy independence and in-house recycling aligns with the company's technology.

• The convergence of regulation and market needs creates a strong environment for technology adoption.

Technology differentiation and competitive moat

• Operates at lower temperatures, avoids external hydrogen, and delivers higher oil yields than conventional pyrolysis.

• Holds 11 patents (7 granted, 4 pending), with ongoing aggressive IP development.

• No direct competitors match performance; most rely on legacy pyrolysis methods.

• Environmental benefits include no hydrogen consumption and scalable, decentralized deployment.