Core Insights - 374Water Inc. is advancing its Waste Destruction Services (WDS) to provide scalable solutions for eliminating hazardous and non-hazardous wastes, particularly targeting PFAS and other environmental contaminants [1][2][3] - The company is actively bidding on tens of millions of dollars in WDS contracts across various market segments, indicating strong demand for its services [1][6] WDS Business Model Highlights - WDS leverages AirSCWO technology to offer a flexible and scalable waste destruction solution, addressing persistent environmental contaminants without leaving harmful byproducts [2][3] - The business model aims to generate revenue beyond traditional equipment sales, facilitating broader market absorption of AirSCWO technology [3] - Increasing demand for destruction solutions for PFAS contaminated waste streams is driving the company's growth strategy [3] WDS Operations and Expansion Plans - Over the next 12 to 18 months, the company plans to establish multiple WDS operations at Treatment, Storage, and Disposal Facilities (TSDF) across the U.S. [4] - Initial deployment will utilize AS6 systems, with plans to expand to AS30 systems and mobile operations [4] WDS Financial Model Highlights - The company anticipates compelling unit economics for both clients and itself, with flexible access options and a pay-as-you-go service model [5] - AirSCWO units are designed to process between 1-30 wet tons per day, allowing for rapid deployment to meet growing demand [5] Orange County Sanitation Update - The delivery of the AS6 system to Orange County Sanitation District has been postponed due to supply chain delays and permitting issues, with hopes to complete the deployment by late Q4 2025 or early Q1 2026 [7][8] - The partnership with OC San is seen as a significant opportunity to showcase the AirSCWO technology [8] Company Overview - 374Water Inc. is positioned as a leader in innovative waste treatment solutions, focusing on the destruction of a wide range of organic wastes while producing safe dischargeable water streams and recoverable heat energy [9] - The company aims to address wastewater treatment and waste management challenges within municipal, federal, and industrial markets [9]