374Water finishes $600,000 PFAS destruction campaign in St. Cloud

374Water completed a four-phase mobile waste destruction project in St. Cloud, Minnesota, under a $600,000 contract with the city and Barr Engineering. The company expects PFAS destruction results in the coming weeks, a key readout for potential follow-on deployments and future revenue.

Why it matters: - The St. Cloud campaign is a live test of 374Water's mobile AirSCWO system for destroying PFAS-laden waste streams. - The project could help validate a recurring mobile services business for municipal, industrial and federal customers. - The company says the deployment may support multiple millions of dollars in future revenue if the technology continues to prove effective.

What happened: - 374Water completed its mobile AirSCWO contract in St. Cloud, Minnesota, finishing a four-phase, multi-feedstock campaign. - The work was done under a $600,000 Waste Destruction Services contract with the City of St. Cloud, in partnership with Barr Engineering Co. - The deployment supported Minnesota's evaluation of AirSCWO for PFAS destruction. - The effort was funded through the Legislative-Citizen Commission on Minnesota Resources and the State's Environment and Natural Resources Trust Fund. - 374Water expects to release PFAS destruction results in the coming weeks.

The details: - From June through September, the field team processed four feedstocks: Class B biosolids, Class A biosolids, pre-digestion sludge, and Class B biosolids blended with spent granular activated carbon, or GAC. - Each phase ended without operational issues. - 374Water said the campaign generated a performance dataset across multiple feedstocks and operating conditions. - Samples are being analyzed now. - The final phase treated Class B biosolids blended with spent GAC from a drinking water purification plant in Cottage Grove, Minnesota. - Spent GAC is a disposal challenge because it captures PFAS from drinking water treatment systems. - 374Water said processing the blended stream showed AirSCWO can handle complex mixed waste in a single system. - Raj Melkote, chief technology officer at 374Water, said the deployment emphasized mass and energy balances and optimized sampling intervals. - Melkote also said the University of St. Thomas helped improve instrument accuracy and detect and quantify 96 PFAS species, more than twice the number measured under EPA Method 1633. - Brad Meyers, chief operating officer at 374Water, said the mobile system performed as expected through all four phases.

Between the lines: - The campaign is as much about proving operational consistency as it is about proving PFAS destruction. - The broad feedstock mix gives 374Water a stronger case that AirSCWO can work across different waste streams, not just a single pilot material. - A successful result could matter for utilities and industrial sites that need permanent PFAS destruction, not just interim storage or transport. - The company's revenue estimates are forward-looking and depend on deployment cadence, waste composition and contract structure.

What's next: - 374Water is analyzing the samples and expects to share detailed PFAS destruction results in the coming weeks. - The company plans to keep updating investors and customers on St. Cloud pilot results and future mobile deployments. - 374Water said it is in discussions about a potential follow-on mobile deployment at a prominent industrial project. - The company sees that possible next project as another chance to demonstrate the technology in an industrial setting. - 374Water estimates a mobile AirSCWO unit could generate between $500,000 and $1.5 million in annual revenue per unit, depending on how it is deployed.

The bottom line: - The St. Cloud project gives 374Water a key data point on whether AirSCWO can move from pilot validation to repeatable commercial waste destruction.