Refined Energy Corp. Comments on Unprecedented Global Uranium Supply Deficit and U.S. Nuclear Policy Acceleration

Rhea-AI Summary

Refined Energy Corp. (OTC: RRUUF) provided a strategic update on uranium amid accelerating U.S. nuclear policy and global supply tightening. The company highlighted a USD $2.7 billion U.S. federal funding commitment for enrichment and fuel-cycle support in January 2026 and reiterated its focus on early-stage uranium exploration in stable jurisdictions.

Refined said these developments strengthen long-term demand and underscore the strategic importance of advancing de-risked uranium projects aligned with evolving fuel‑cycle priorities.

Positive

• USD $2.7B U.S. federal funding for uranium enrichment and fuel cycle
• U.S. policy shift toward domestic uranium supply and reduced foreign reliance
• Increased long-term uranium demand from nuclear expansion and electrification trends

Negative

• Company remains an early-stage explorer without announced production or binding off-take agreements
• Outcomes depend on policy implementation and timing of federal programs

News Market Reaction

-17.47%

1 alert

-17.47% News Effect

On the day this news was published, RRUUF declined 17.47%, reflecting a significant negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

VANCOUVER, British Columbia, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Refined Energy Corp. (CSE: RUU; OTC: RRUUF; FRA: CWA0) (“Refined” or the “Company”) is pleased to provide a strategic update on the uranium sector following a series of significant global developments that have created a generational tailwind for North American explorers and producers.

The Company believes that global energy markets are undergoing a structural realignment as governments seek reliable, low-carbon baseload power amid rising electricity demand, including demand driven by artificial intelligence, data centers, electrification, and industrial decarbonization. Nuclear power has re-emerged as a central solution within this framework, with corresponding implications for uranium supply chains worldwide.

United States – Accelerated Nuclear and Fuel Cycle Strategy

In January 2026, the United States government advanced a series of actions aimed at strengthening domestic nuclear power generation and rebuilding the U.S. uranium fuel cycle. These measures include USD $2.7 Billion¹ in federal funding commitments for uranium enrichment, support for advanced reactor fuel supply, and executive actions intended to streamline regulatory processes and accelerate deployment timelines.

U.S. policy initiatives appear to be focused on reducing reliance on foreign uranium and enrichment services, particularly from geopolitically sensitive jurisdictions, while supporting domestic production, processing, and enrichment capacity. These developments reflect a broader recognition of uranium as a strategic resource linked to national energy security and critical infrastructure resilience.

Positioning for a Long-Term Nuclear Cycle

Management believes these developments emphasize the importance of early-stage uranium exploration in stable jurisdictions, particularly as utilities, governments, and supply chain participants increasingly focus on long-term security of supply. For exploration companies, this environment underscores the strategic relevance of identifying, advancing, and de-risking uranium projects capable of supporting future development decisions as the nuclear fuel cycle continues to evolve.

Mark Fields, Chief Executive Officer of Refined Energy Corp., “The uranium sector is being reshaped by long-term structural forces, including energy security priorities, decarbonization mandates, and sustained growth in global electricity demand. In the United States, policy has clearly shifted toward rebuilding domestic nuclear fuel supply chains. For companies operating in the uranium exploration space, these changes reinforce the importance of advancing quality projects in stable jurisdictions and maintaining a disciplined, long-term approach to exploration and asset development. Refined continues to focus on building a strong exploration portfolio aligned with these evolving industry fundamentals.”

The Company continues to monitor global market and policy developments as it advances its exploration programs and evaluates opportunities aligned with long-term uranium supply fundamentals.

References and Public Sources

Information referenced in this news release is derived from publicly available sources, including but not limited to:

• U.S. Department of Energy announcements and policy statements regarding domestic uranium enrichment, HALEU supply, and nuclear fuel cycle investment
• Executive Orders and federal policy communications relating to U.S. nuclear energy expansion and critical minerals supply chains
• Public disclosures and production guidance issued by National Atomic Company Kazatomprom
• World Nuclear Association reports on global uranium supply, demand, and reactor buildout trends
• Legislative announcements from the Government of Sweden regarding the repeal of its uranium mining moratorium
• Public filings and market disclosures from physical uranium investment vehicles and nuclear utilities

About Refined Energy Corp.

Refined Energy Corp. is a Canadian exploration company focused on the discovery and advancement of uranium and critical energy metal projects in tier-one jurisdictions. Its Dufferin, Milner, and Basin projects are located in Saskatchewan’s Athabasca Basin, supporting a diversified pipeline of assets for the clean energy transition.

For further information, please contact
Eli Dusenbury
Chief Financial Officer
+1 (604) 398-3378
info@refinedenergy.com

Forward-Looking Information

This news release contains “forward-looking statements” within the meaning of applicable Canadian securities laws. Forward-looking statements include, but are not limited to, statements regarding the uranium market, nuclear energy policy developments, the impact of global and U.S. nuclear initiatives, and Refined Energy Corp.’s potential positioning in the uranium exploration sector. Forward-looking statements are based on expectations, estimates, and projections as of the date of this news release and are subject to known and unknown risks, uncertainties, and other factors that may cause actual results, performance, or achievements to differ materially from those expressed or implied by such statements. Investors are cautioned not to place undue reliance on forward-looking statements. The Company undertakes no obligation to update such statements except as required by law.

The Canadian Securities Exchange (CSE) has not reviewed, approved, or disapproved the contents of this press release.

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¹ https://www.energy.gov/articles/us-department-energy-awards-27-billion-restore-american-uranium-enrichment

FAQ

What did Refined Energy (RRUUF) announce about U.S. nuclear funding on January 28, 2026?

Refined Energy highlighted a USD $2.7 billion U.S. federal funding commitment for enrichment and fuel-cycle support. According to Refined Energy, this funding aims to bolster domestic enrichment capacity and advanced reactor fuel supply, which may benefit North American uranium explorers over time.

How does the U.S. nuclear policy change affect Refined Energy (RRUUF) exploration plans?

Refined Energy said the policy shift increases strategic relevance of early-stage exploration in stable jurisdictions. According to Refined Energy, the company will continue advancing and de‑risking projects to align with expected long-term supply needs and utility procurement timelines.

Does Refined Energy (RRUUF) report any production or binding contracts in the update?

No production or binding commercial contracts were disclosed in the update; the company described exploration progress. According to Refined Energy, it remains focused on building an exploration portfolio and monitoring market and policy developments for future opportunities.

Why does Refined Energy (RRUUF) view uranium as strategically important in 2026?

Refined Energy cited energy security, decarbonization mandates, and rising electricity demand as drivers for uranium demand. According to Refined Energy, rebuilding domestic fuel-cycle capacity and reducing foreign reliance are central to U.S. energy resilience strategies.

What near-term investor implications did Refined Energy (RRUUF) highlight in the Jan 28, 2026 update?

Refined Energy emphasized the value of advancing quality exploration assets as policy supports domestic supply chains. According to Refined Energy, investors should note the company remains exploration-stage and outcomes depend on project advancement and policy execution timelines.