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374Water and Arcadis Execute Strategic Collaboration Agreement to Pursue Multi-Billion Dollar PFAS Destruction Market and Accelerate Deployment of AirSCWO

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374Water (NASDAQ:SCWO) announced a Memorandum of Understanding with Arcadis U.S. to jointly pursue federal, municipal, and industrial contracts for permanent destruction of PFAS-impacted waste, including aqueous film-forming foam (AFFF), using 374Water’s AirSCWO supercritical water oxidation systems.

The MOU outlines development of turnkey PFAS destruction solutions and regional treatment hubs, with Arcadis expected to lead federal prime contracting, client interface, and regulatory/permitting work, while 374Water provides patented AirSCWO technology, waste destruction services, and system deployment and operation. The collaboration leverages a U.S. Department of Defense–sponsored demonstration in which AirSCWO achieved >99.9% PFAS destruction across hard-to-treat waste streams, including >99.99% destruction in concentrated AFFF. 374Water’s existing Orlando Waste Destruction Services facility will serve as a commercial reference hub, with additional regional hubs anticipated to support a long-duration federal PFAS remediation market.

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Positive

  • >99.9% PFAS destruction validated in DoD-sponsored demonstration, including >99.99% for concentrated AFFF
  • Strategic MOU with Arcadis aligns AirSCWO technology with Arcadis’ federal contracting and PFAS expertise
  • Operational Orlando WDS hub provides commercial reference model for regional PFAS destruction infrastructure
  • Exposure to long-duration federal PFAS market with hundreds of identified remediation sites and large AFFF stockpiles

Negative

  • None.

News Explained

For existing holders, the disclosure adds a signed route to pursue PFAS work, not disclosed revenue, cash proceeds, or dilution.

In its July 16, 2026 release, 374Water says it executed a memorandum of understanding with Arcadis to pursue federal and commercial PFAS-destruction contracts.

The MOU sets an intended collaboration in which Arcadis may lead certain prime contracts and 374Water contributes AirSCWO systems and destruction services; it does not disclose an awarded contract, payment terms, or ownership change for existing common holders.

Although the release calls this a strategic collaboration agreement, its operative language says the parties intend to pursue contracts and that additional regional hubs are anticipated, so the disclosed state is a contract-pursuit framework rather than completed commercial deployment.

The release cites more than $400 million in reported remediation costs at one military base, at least 574 other potentially affected installations, and approximately $1 billion spent to date on AFFF destruction.

News Market Reaction – SCWO

+2.80% 1.8x vol
3 alerts
+2.80% Session close to close
-18.0% Trough Tracked
$37.44M Market Cap
1.8x Rel. Volume

In the Jul 16 session, SCWO gained 2.80%, reflecting a moderate positive market reaction. Argus tracked a trough of -18.0% from its starting point during tracking. Our momentum scanner triggered 3 alerts that day, indicating moderate trading interest and price volatility. Trading volume was above average at 1.8x the daily average, suggesting increased trading activity.

Data tracked by StockTitan Argus on the day of publication.

Market Context

Set against low reported short positioning and an effective S-3 shelf allowing up to $100,000,000 in...
Analysis

Set against low reported short positioning and an effective S-3 shelf allowing up to $100,000,000 in potential issuance, this collaboration fits a pattern of commercialization steps. The key risk is further equity financing; investors may watch how quickly PFAS contracts convert into recurring WDS revenue.

Key Figures

PFAS destruction rate: more than 99.9% AFFF PFAS destruction: >99.99% Pease AFB remediation cost: more than $400 million +2 more
5 metrics
PFAS destruction rate more than 99.9% AirSCWO performance across concentrated military and industrial waste streams
AFFF PFAS destruction >99.99% PFAS found in concentrated aqueous film-forming foam and other liquid wastes
Pease AFB remediation cost more than $400 million Remediation of Pease Air National Guard base in New Hampshire
Potential additional installations at least 574 installations DoD sites that could require PFAS remediation
AFFF destruction spend to date approximately $1 billion Amount already spent on destruction of aqueous film-forming foam

Previous Partnership Reports

1 past event · Latest: Jun 09 (Positive)
Same Type Pattern 1 events
Date Event Sentiment 24h Move Catalyst
Jun 09 PFAS hub partnership Positive -0.4% Expanded Orlando license to build full-scale PFAS destruction and manufacturing hub.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

The last partnership-related announcement in June 2026 coincided with a modest negative move despite its growth-oriented content.

Key Terms

pfas, aqueous film-forming foam, supercritical water oxidation, memorandum of understanding
4 terms
pfas technical
"permanent destruction of PFAS and hazardous organic waste streams"
PFAS are a group of human-made chemicals used in many everyday products, such as non-stick cookware, water-repellent clothing, and food packaging, because they resist heat, water, and grease. They are often called "forever chemicals" because they do not break down easily in the environment or the human body, potentially leading to health concerns. For investors, the presence of PFAS-related risks can impact companies’ reputations, legal liabilities, and future costs.
aqueous film-forming foam technical
"permanent destruction of aqueous film-forming foam ("AFFF") and other PFAS-impacted"
Aqueous film-forming foam is a liquid firefighting agent that spreads a thin, water-based film over burning flammable liquids to smother flames and prevent vapors, like pouring a fast-spreading, heat-resistant blanket over a spill. It matters to investors because its past use at facilities can create environmental contamination, cleanup costs, regulatory fines and legal liabilities that affect a company’s finances and stock value.
supercritical water oxidation technical
"deploying supercritical water oxidation technology for the permanent destruction of PFAS"
Supercritical water oxidation is a process that uses extremely hot and pressurized water to break down waste materials into harmless substances, such as carbon dioxide and water. It is considered an efficient and environmentally friendly method for treating hazardous waste streams. For investors, advancements or increased adoption of this technology can signal growth opportunities in waste management and environmental services sectors.
memorandum of understanding regulatory
"it has executed a Memorandum of Understanding ("MOU") with Arcadis U.S., Inc."
A memorandum of understanding (MOU) is a formal agreement between two or more parties that outlines their shared intentions and plans to work together. It acts like a handshake in writing, clarifying each side’s roles and expectations before any official contract is signed. For investors, an MOU signals that parties are serious about collaboration, which can influence future business opportunities and potential growth.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Agreement combines Arcadis' federal & commercial contracting experience and PFAS remediation expertise with 374Water's USG validated AirSCWOdestruction technology, creating new pathways to scale permanent PFAS destruction solutions across government, municipal, and industrial markets.

MORRISVILLE, NC / ACCESS Newswire / July 16, 2026 / 374Water Inc. (NASDAQ:SCWO) ("374Water" or the "Company"), a cleantech and environmental services company deploying supercritical water oxidation technology for the permanent destruction of PFAS and hazardous organic waste streams, today announced that it has executed a Memorandum of Understanding ("MOU") with Arcadis U.S., Inc. ("Arcadis"), a global leader in environmental engineering and consulting, to jointly pursue federal and commercial contracts for the permanent destruction of aqueous film-forming foam ("AFFF") and other PFAS-impacted waste streams. This collaboration marks a significant step toward converting federally validated PFAS destruction performance into commercial deployment for one of the nation's most urgent environmental remediation challenges.

Under the MOU, the companies will develop turnkey PFAS destruction solutions that integrate waste characterization, regulatory support, permitting strategy, transportation logistics, treatment operations, and permanent destruction using 374Water's AirSCWO systems.

"This agreement is designed to convert federal validation into commercial execution," said Danny Bogar, CEO of 374Water. "By aligning with Arcadis, we are pairing AirSCWO's destruction performance with the federal market access, technical credibility, and project delivery infrastructure needed to pursue large-scale deployment."

The MOU builds on the recently completed U.S. government PFAS destruction demonstration led by the U.S. Department of Defense ("DoD") Defense Innovation Unit ("DIU") and the Environmental Security Technology Certification Program ("ESTCP"). In that demonstration, AirSCWO - with results independently validated and presented by Arcadis - destroyed more than 99.9% of PFAS across highly concentrated, hard-to-treat military and industrial waste streams, inclusive of >99.99% destruction PFAS found in concentrated AFFF and other liquid wastes. After successful completion and rigorous validation of that demonstration, the companies are aligning their respective strengths to pursue recurring federal and commercial business at scale.

"374Water's AirSCWO technology offers the federal market a unique opportunity to truly destroy PFAS," said Dr. Craig Divine, Senior Vice President at Arcadis. "They have the technology, the team, and the operational capabilities to address one of the federal government's most pressing and ambitious goals - destroy millions of gallons of stockpiled AFFF. We are excited to provide a pathway between AirSCWO and our federal and industrial clients."

How the Collaboration Agreement Works

Under the framework established by the MOU, Arcadis and 374Water intend to collaborate on turnkey waste destruction solutions and regional treatment hubs for federal clients. Arcadis is expected to hold prime contracts where appropriate - including federal PFAS destruction engagements - and to lead client interface, market development, and subject-matter expertise on the management of PFAS-impacted waste streams, including regulatory drivers, waste characterization, and permitting. 374Water will contribute its patented AirSCWO technology, continued technology development, waste destruction services ("WDS"), and the deployment and operation of turnkey systems.

The collaboration includes the intended use of 374Water's existing Orlando facility for AFFF destruction, establishing a commercial reference point for the regional hub model evaluated by the DoD-funded demonstration. The establishment of other regional hub facilities is anticipated in the future.

"PFAS is one of the most significant environmental challenges facing our government and industrial clients, and permanent destruction is the objective everyone is working toward," said Dr. Divine. "Arcadis brings decades of federal contracting experience and deep PFAS expertise. Pairing that with 374Water's AirSCWO destruction technology gives our clients an end-to-end solution - from waste characterization through permanent destruction. We see substantial opportunity to deploy this technology across the federal market and to help our clients meet their PFAS obligations with confidence."

The Size of the Federal Opportunity

The federal PFAS remediation market represents a long-duration, mission-critical opportunity, driven by regulatory pressure, legacy AFFF inventories, contaminated infrastructure, and the need for permanent destruction rather than continued containment or other disposal options that allow a pathway for PFAS to reenter the environment.

The DOD has mounting costs and liabilities related to PFAS contamination on military installations. Remediation of the Pease Air National Guard base in New Hampshire alone was reported to cost more than $400 million. The DOD has identified at least another 574 installations that could require similar remediation.

While destruction of AFFF is already underway - with approximately $1 billion spent to date - large legacy stockpiles of AFFF and its residuals still need to be destroyed and replaced with new, fluorine-free firefighting foams. Beyond the DoD, the Departments of Energy and Transportation are directly engaged in PFAS remediation projects across the country, further expanding the addressable federal market this collaboration intends to serve.

A Commercial Platform, Ready Now

The AirSCWO technology, validated through the DoD-sponsored demonstration, is operational at 374Water's Orlando Waste Destruction Services ("WDS") Facility in Orlando, Florida. The facility serves as 374Water's WDS hub and a commercial reference model for the regional infrastructure the federal market will require. Building on the completed demonstration, the parties intend to extend this model to additional sites - on both federal and commercial properties.

Together, 374Water and Arcadis believe the collaboration creates a practical commercialization pathway for permanent PFAS destruction - from validated performance, to contracted deployment, to recurring regional treatment infrastructure serving federal and adjacent markets.

About 374Water
374Water Inc. (NASDAQ:SCWO) is a cleantech and environmental services company deploying supercritical water oxidation technology for the destruction of organic waste streams within the industrial, municipal, and federal markets. 374Water's AirSCWO technology is designed to efficiently destroy and mineralize a broad spectrum of nonhazardous and hazardous organic wastes, producing safe dischargeable water streams, safe mineral effluent, safe vent gas, and recoverable heat energy. 374Water's AirSCWO technology has the potential to assist its customers to meet discharge requirements, reduce or eliminate disposal costs, remove bottlenecks, and reduce litigation and other risks. 374Water continues to be a leader in innovative waste treatment solutions, dedicated to creating a greener future and eradicating harmful pollutants. Learn more by visiting www.374water.com and follow us on LinkedIn.

About Arcadis
Arcadis is the world's leading company delivering data-driven sustainable design, engineering, and consultancy solutions for natural and built assets. With around 34,000 architects, data analysts, designers, engineers, project planners, water management and sustainability experts, Arcadis is committed to accelerating a planet positive future and working with clients to make sustainable project choices, combining digital and human innovation, and embracing future-focused skills across the environment, energy and water, buildings, transport, and infrastructure sectors. Arcadis operates in over 30 countries, and reported €5 billion in gross revenues for 2025. www.arcadis.com

Forward-Looking Statements

Certain statements in this communication are "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, as amended. Words such as "anticipate," "believe," "confidence," "could," "design," "estimate," "expect," "intend," "may," "plan," "predict," "project," "potential," or other comparable terminology are intended to identify forward-looking statements. 374Water has based these forward-looking statements on its current expectations, assumptions, estimates, beliefs, and projections. While 374Water believes these expectations, assumptions, estimates, and projections are reasonable, such forward-looking statements are only predictions and involve known and unknown risks and uncertainties, many of which involve factors or circumstances that are beyond the 374Water's control. These forward-looking statements are subject to risks and uncertainties, including those discussed under "Risk Factors" in 374Water's Form 10-K for the year ended December 31, 2025, and in 374Water's subsequent filings and reports with the SEC. The forward-looking statements herein are made only as of the date they were first issued, and unless otherwise required by laws, 374Water disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.

Investor Relations Contact
Belton Copp
Vice President
Direct: 401-419-1545
Belton.Copp@374water.com
www.374Water.com

SOURCE: 374Water Inc.



View the original press release on ACCESS Newswire

FAQ

What is the new collaboration between 374Water (SCWO) and Arcadis announced in July 2026?

374Water and Arcadis signed a Memorandum of Understanding to jointly pursue federal and commercial PFAS destruction contracts using AirSCWO technology. According to 374Water, the agreement targets turnkey solutions and regional treatment hubs across government, municipal, and industrial markets for permanent PFAS destruction.

How effective is 374Water’s AirSCWO technology at destroying PFAS according to the DoD demonstration?

AirSCWO destroyed more than 99.9% of PFAS in hard-to-treat waste streams and over 99.99% in concentrated AFFF. According to 374Water, these results were independently validated in a U.S. government demonstration led by DoD DIU and ESTCP and presented by Arcadis.

What role will Arcadis play in the 374Water (SCWO) PFAS destruction partnership?

Arcadis is expected to hold prime contracts where appropriate and lead client interface, market development, and PFAS subject-matter expertise. According to 374Water, Arcadis will focus on regulatory drivers, waste characterization, permitting, and federal PFAS destruction engagements using AirSCWO-based turnkey solutions.

How will 374Water contribute to the collaboration with Arcadis on PFAS destruction?

374Water will provide its patented AirSCWO technology, continued technology development, and waste destruction services, and will deploy and operate turnkey systems. According to 374Water, its Orlando Waste Destruction Services facility will serve as a commercial hub and reference model for regional PFAS treatment infrastructure.

What is the size and nature of the federal PFAS remediation opportunity targeted by 374Water (SCWO) and Arcadis?

The federal PFAS remediation market is described as a long-duration, mission-critical opportunity driven by regulatory pressure and legacy AFFF inventories. According to 374Water, Pease Air National Guard base remediation alone cost over $400 million, with at least 574 additional DoD installations potentially requiring remediation.

How does the 374Water and Arcadis agreement aim to use regional PFAS destruction hubs?

The companies intend to develop regional treatment hubs modeled on 374Water’s Orlando facility for AFFF and PFAS-impacted waste. According to 374Water, this hub approach supports recurring treatment infrastructure on federal and commercial properties, extending the DoD-evaluated regional hub concept to broader markets.