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Aduro's NGP Pilot Delivers High Yields; FoAK Chemelot Progress Supports Upside

Sep 23, 2026, 10:17 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Positive pilot data and progress on the FOAK program suggest execution risk is declining and near-term upside potential may materialize as the project advances; translates to potential re-rating if milestones confirm scale-up viability.

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What happened, with direct paths to the underlying reporting

Aduro Clean Technologies reported strong condensable hydrocarbon yields from a 75-hour Next Generation Process pilot run, maintaining high performance across polypropylene and polyethylene blends and returning to target conditions sooner than in earlier campaigns. The results bolster confidence in process control and feed-diversity testing ahead of the First-of-a-Kind plant at Chemelot, with Saipem advancing Early Works. The next phase will test longer campaigns with more complex waste plastics, signaling near-term catalysts for potential deployment and revenue opportunities.

Aduro reports 75-hour NGP pilot yields of 88.8–90.8% condensable hydrocarbons.
Yields hold across PP/PE blends; faster return to target conditions vs prior campaign.
Saipem advances FOAK Chemelot program; Early Works progressing for scale-up.
Future testing will broaden feed range, including 80:20 PE:PP blends.

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