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

Industry Overview - The uranium sector is experiencing a generational tailwind due to significant global developments, positioning North American explorers and producers favorably [1] - Global energy markets are undergoing a structural realignment as governments seek reliable, low-carbon baseload power amid rising electricity demand driven by various factors including artificial intelligence and industrial decarbonization [2] U.S. Policy Developments - In January 2026, the U.S. government announced a series of actions to strengthen domestic nuclear power generation, including USD 2.7 billion in federal funding for uranium enrichment and support for advanced reactor fuel supply [3] - U.S. policy initiatives aim to reduce reliance on foreign uranium and enrichment services, particularly from geopolitically sensitive areas, while enhancing domestic production and processing capabilities [4] Strategic Positioning - The current environment emphasizes the importance of early-stage uranium exploration in stable jurisdictions, as utilities and governments focus on long-term supply security [5] - The CEO of Refined Energy Corp. highlighted that the uranium sector is being reshaped by energy security priorities and decarbonization mandates, reinforcing the need for companies to advance quality projects in stable regions [6] Company Focus - Refined Energy Corp. is dedicated to building a strong exploration portfolio aligned with evolving industry fundamentals, while monitoring global market and policy developments [6]