I’ve been covering Aduro Clean Technologies since before the IPO. I’ve interviewed management. I’ve dug into the chemistry. I’ve explained to anyone who would listen why Hydrochemolytic Technology is different from pyrolysis.
And through all of that, there’s always been that question: “But does it actually work?”
Today, Shell answered that question.
Aduro just graduated from Shell’s GameChanger program - a multi-year collaboration under their Chemical Decarbonisation initiative. This wasn’t an accelerator or a pitch competition. This was Shell’s engineers testing the technology, validating the process-design model, and confirming the scale-up pathway.
The results? Over 80% liquid hydrocarbon yield. Direct-to-steam-cracker quality. Tolerance to the contaminated feedstocks that other processes can’t handle.
The global chemical recycling market is projected to reach $120 billion by 2030. Aduro’s current market cap? Around $400 million. For a company that just got its technology validated by Shell, those numbers are worth sitting with.
In the video above, I break down exactly what this means - for the technology, for the company, and for investors who’ve been paying attention.
The skeptics asked for proof. Shell just provided it.
