Aduro Clean Technologies Achieves Key Milestone with NGP Pilot Plant Transitioning to Operating Campaigns

Rhea-AI Summary

Aduro Clean Technologies (Nasdaq: ADUR) announced the NGP Pilot Plant in London, Ontario has transitioned into initial operating campaigns to support commercial scale-up, customer feedstock qualification, and performance data generation. Site selection for the FOAK facility is complete and equipment evaluation is underway to inform design and procurement.

Operations use Siemens automation, teams completed operator training, and early campaigns are performing consistent with planned trials to generate operational and environmental data for commercialization.

Positive

• NGP Pilot Plant transitioned to initial operating campaigns
• FOAK facility site selection completed
• Industrial-grade automation by Siemens for repeatable data collection
• Operations teams completed structured training and readiness

Negative

• Scale-up and commercialization remain subject to risks including potential delays
• Successful commercialization depends on generating decision-grade operating data

Market Reality Check

Price: $4.52 Vol: Volume 156,139 is at 0.29...

low vol

$4.52 Last Close

Volume Volume 156,139 is at 0.29x the 20-day average of 541,953, indicating limited pre-news activity. low

Technical Shares trade slightly above the 200-day MA at 11.54 vs 11.43, but remain 34.65% below the 52-week high of 17.66 and well above the 52-week low of 3.49.

Peers on Argus

ADUR was up 0.17% with low volume, while key peers showed mixed moves: ARQ gaine...

ADUR was up 0.17% with low volume, while key peers showed mixed moves: ARQ gained 2.39%, but ERII, CECO, FTEK and PCT declined between 0.35% and 4.26%, pointing to stock-specific rather than sector-driven dynamics.

Historical Context

5 past events · Latest: Jan 30 (Negative)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 30	Over-allotment closing	Negative	-3.5%	Exercise of over-allotment option adding shares and warrants for about US$3M.
Jan 29	FOAK site selection	Positive	-1.4%	Selection of Chemelot Industrial Park for first-of-a-kind industrial facility.
Jan 15	Earnings and update	Negative	-4.1%	Q2 FY2026 results with higher revenue but sizable losses and cash usage.
Dec 22	US$20M offering close	Negative	-1.3%	Closing of US$20M underwritten public equity offering with attached warrants.
Dec 19	US$20M offering price	Negative	-3.2%	Pricing of US$20M public share and warrant offering for demonstration plant funding.

Pattern Detected

Recent financings and business updates have generally been followed by negative price reactions, including both offerings and operational news.

Recent Company History

Over the last few months, Aduro has focused on funding and advancing its scale-up pathway. In December 2025, it priced and closed a US$20M underwritten public offering, followed in January 2026 by full exercise of the underwriter’s over‑allotment for an additional US$3M. A Q2 FY2026 update highlighted higher revenues but significant operating losses and pilot commissioning. The company then announced selection of Chemelot Industrial Park for its FOAK plant. Today’s pilot plant operating campaigns update fits this ongoing transition from development toward commercialization.

Market Pulse Summary

This announcement marks Aduro’s shift from commissioning to structured operating campaigns at its NG...

Analysis

This announcement marks Aduro’s shift from commissioning to structured operating campaigns at its NGP Pilot Plant, generating data to support commercial scale-up and the planned FOAK facility. In recent months, the company has raised capital for a demonstration plant and selected a European site for its first industrial-scale unit. Investors may focus on the quality of operational and environmental data produced, the robustness of longer-duration runs on real-world feedstocks, and how these results translate into engineering decisions and customer engagement.

Key Terms

pilot plant, first-of-a-kind, foak, hydrochemolytic, +1 more

5 terms

pilot plant technical

"NGP Pilot Plant in London, Ontario. Highlights Transition to Operations – The NGP Pilot"

A pilot plant is a small-scale version of a production facility built to test, refine and demonstrate a manufacturing process before investing in full commercial production. For investors, it acts like a prototype or test kitchen: it shows whether a process works at realistic scale, reveals likely costs and bottlenecks, and reduces technical and financial risk associated with scaling up to mass production.

first-of-a-kind technical

"Development of the First-of-a-Kind (“FOAK”) facility is progressing alongside"

A first-of-a-kind product, therapy, device, or project is one that has no prior commercial equivalent and breaks new ground in technology, regulation, or application. For investors, it signals both opportunity and risk: like backing the first airplane, it can capture big rewards if it succeeds but carries extra uncertainty about safety, rules, costs, and customer demand because there is no tested blueprint to follow.

foak technical

"First-of-a-Kind (“FOAK”) facility is progressing alongside Pilot Plant operations"

FOAK stands for "first of a kind" and describes the initial unit or project using a new technology, process, or product that has never been built or operated at scale before. It matters to investors because FOAK items often carry higher costs, slower performance and greater technical or regulatory risk—like buying the prototype car from a new manufacturer—while also offering the potential for lower costs and faster production if follow-on units learn from and improve on the first.

hydrochemolytic technical

"The Company’s Hydrochemolytic™ technology relies on water as a critical agent"

Hydrochemolytic describes a chemical process where water and chemical agents are used together to break down materials or compounds, similar to using soap and warm water to dissolve grease but at industrial or laboratory scale. Investors care because this method can affect how cheaply and sustainably a product is made, influence regulatory or environmental risks, and alter supply chain costs or scalability for companies that rely on such processing.

continuous flow reactor technical

"Pilot Plant extends the work completed in the R2 continuous flow reactor, enabling us"

A continuous flow reactor is a piece of manufacturing equipment that runs chemical or biological reactions nonstop, feeding raw material in at one end and collecting product at the other, like an assembly line for chemistry rather than cooking one batch at a time. For investors it matters because continuous flow can cut production costs, improve consistency and safety, and speed scaling from lab to commercial output — all factors that can boost margins, reduce risk and accelerate revenue.

AI-generated analysis. Not financial advice.

LONDON, Ontario, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Aduro Clean Technologies Inc. (“Aduro” or the “Company”) (Nasdaq: ADUR) (CSE: ACT) (FSE: 9D5), a clean technology company using the power of chemistry to transform lower value feedstocks, like waste plastics, heavy bitumen, and renewable oils, into resources for the 21^st century, today announced that initial operating campaigns are now underway at its Next Generation Process (“NGP”) Pilot Plant in London, Ontario.

Highlights

• Transition to Operations – The NGP Pilot Plant has transitioned into initial operating campaigns and directly supporting the Company’s commercial scale-up through planned campaigns for ongoing research, customer engagement, and feedstock qualification.
• Operational Readiness – Operations and technical teams have completed training and are gaining significant knowhow in controlling, trouble shooting and hands-on experience on industrial like process to support next-scale execution.
• FOAK Advancing – Development of the First-of-a-Kind (“FOAK”) facility is progressing alongside Pilot Plant operations, with site selection completed and equipment evaluation underway to inform design and long-lead procurement planning.
• On-schedule Progression – The NGP Pilot Plant is performing to expectations, and initial campaigns are consistent with planned trials.
• Data-driven Validation – Aduro is well positioned to generate supportive operational and environmental performance data to support and advance its commercialization program.
  
  

Since the Company’s last commissioning update in October 2025, and following the conclusion of installation, mechanical completion, and system integration completed in December 2025, the Company has concluded commissioning close-out activities across all major systems, including process, utilities, automation, and safety systems. With initial operating campaigns underway, the facility has now shifted from project execution to operations.

The NGP Pilot Plant is functioning as an integrated process unit, supporting continuous operation and structured campaigns focused on learning, data generation, and optimization. These activities are intended to refine operating windows, assess process stability, and generate performance data under longer-duration, fully integrated Pilot Plant conditions. Feedstocks evaluated during these ongoing and planned campaigns will reflect materials supplied through customer engagement programs and other real-world sources, enabling Aduro to assess performance across a range of feedstock compositions representative of anticipated commercial conditions.

The NGP Pilot Plant represents the critical technical bridge between laboratory development and the Company’s FOAK industrial plant within Aduro’s structured scale-up pathway. Aduro is actively advancing FOAK development activities, with site selection completed and equipment evaluation and testing progressing to inform design decisions and prepare for long-lead procurement. Data generated through ongoing NGP Pilot Plant operations will feed directly into detailed engineering, equipment specification, and execution planning for the FOAK facility.

The NGP Pilot Plant operates with an industrial-grade automation and controls architecture supplied by Siemens, supporting repeatable operation, high-resolution data collection, and direct translation of control strategies to larger-scale facilities. To support the transition to operating campaigns Aduro has also expanded its operations and technical teams and completed a structured training program for all Pilot Plant operators covering process operation, automation and control systems, safety procedures, and abnormal operating condition response—establishing full operational readiness for sustained longer-duration testing programs.

“This milestone reflects disciplined execution across our engineering, operations, and project delivery teams,” said Ofer Vicus, Chief Executive Officer at Aduro. “With the NGP Pilot Plant now in structured test operations, it becomes a significant asset advancing our path to commercialization and deepening stakeholder engagement. The FOAK facility site has been selected, and the work underway in London will directly inform design and integration planning and strengthen the Company’s readiness to execute the next phase of scale-up.”

“Post commissioning, our focus has shifted to operating the integrated system and learning from it,” said David Weizenbach, Chief Operating Officer at Aduro. “The NGP Pilot Plant extends the work completed in the R2 continuous flow reactor, enabling us to evaluate mixed waste plastic samples from customer programs and other real-world sources under longer-durations, and more integrated operating conditions. These campaigns are designed to refine operating parameters for optimal yield and consistent performance across variable feedstocks, while validating design assumptions for the FOAK Industrial Plant.”

About Aduro Clean Technologies

Aduro Clean Technologies is a developer of patented water-based technologies to chemically recycle waste plastics; convert heavy crude and bitumen into lighter, more valuable oil; and transform renewable oils into higher-value fuels or renewable chemicals. The Company’s Hydrochemolytic™ technology relies on water as a critical agent in a chemistry platform that operates at relatively low temperatures and cost, a game-changing approach that converts low-value feedstocks into resources for the 21st century.

For further information, please contact:

Abe Dyck, Head of Corporate Development / Investor Relations
ir@adurocleantech.com
+1 226 784 8889

KCSA Strategic Communications
Jack Perkins, Senior Vice President
aduro@kcsa.com

Forward-Looking Statements

This news release contains “forward-looking statements” within the meaning of applicable Canadian and U.S. securities laws, including the U.S. Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical fact, that address activities, events, or developments that the Company plans, expects, intends, anticipates, or believes will or may occur in the future are forward-looking statements. These forward-looking statements include, but are not limited to, statements regarding the advancement and scale-up of the Company’s Hydrochemolytic™ Technology, ongoing and future operating campaigns at the Pilot Plant, the scope and outcomes of testing and experimentation activities, the generation and use of operating data, the development and planning of a First-of-a-Kind or demonstration-scale facility, commercialization pathways, and future partnerships or offtake arrangements.

Forward-looking statements reflect management’s current expectations and are subject to a number of risks and uncertainties that may cause actual outcomes to differ materially from those expressed or implied. Such risks and uncertainties include, but are not limited to, assumptions regarding sustained and stable operation of the Pilot Plant, the ability to generate decision-grade operating data, the availability of skilled personnel and engineering resources, the supply of feedstock at anticipated cost and quality, continued intellectual property protection, market demand for recycled hydrocarbons, access to capital on acceptable terms, and the regulatory environment applicable to chemical recycling and related technologies. Important factors that could cause actual results to differ materially include, but are not limited to, technical or operational challenges, delays in scale-up or engineering activities, changes in project scope, fluctuations in oil prices and petrochemical markets, changes in environmental or chemical regulations, supply chain disruptions, difficulties in securing partnerships or offtake arrangements, competitive pressures from alternative technologies, and other risks described in the Company’s public disclosure filings available on SEDAR+ and EDGAR.

Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date of this news release. Aduro undertakes no obligation to update or revise any forward-looking statements, except as required by applicable law.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/625910e7-865b-426e-91dd-1bd33b342f86

FAQ

What did Aduro (ADUR) announce about the NGP Pilot Plant on February 11, 2026?

The company announced the NGP Pilot Plant has moved into initial operating campaigns focused on testing, data collection, and feedstock qualification. According to the company, campaigns will support FOAK design, customer engagement, and longer-duration integrated testing for commercialization.

How will NGP Pilot Plant operations affect Aduro's FOAK industrial plant plans (ADUR)?

Pilot operations will provide operational and environmental data to inform FOAK design and procurement. According to the company, site selection is complete and equipment evaluation is underway using Pilot Plant learnings to guide long-lead procurement and detailed engineering.

What automation and controls does Aduro use at the NGP Pilot Plant (ADUR)?

The plant operates with industrial-grade automation and controls supplied by Siemens for repeatable operation and high-resolution data collection. According to the company, this architecture supports direct translation of control strategies to larger-scale facilities.

Will Aduro (ADUR) test real-world feedstocks at the NGP Pilot Plant?

Yes. Aduro will evaluate mixed waste plastic samples and real-world feedstocks to assess performance across variable compositions. According to the company, customer-supplied materials and other sources will be used to refine operating windows and validate design assumptions.

Has Aduro completed staffing and training for Pilot Plant operations (ADUR)?

Aduro expanded operations and technical teams and completed structured training for all Pilot Plant operators covering process, controls, and safety. According to the company, this establishes operational readiness for sustained, longer-duration testing programs.