NANO Nuclear Buys Logistics Firm to Master Microreactor Supply Chain

NEW YORK, NY – May 26, 2026 – NANO Nuclear Energy Inc. (NASDAQ: NNE) has made a decisive move to control its destiny in the burgeoning advanced nuclear sector, announcing today its acquisition of Secured Transportation Services LLC (STS). The deal, valued at up to $13 million, integrates a highly specialized and profitable nuclear logistics company into NANO Nuclear’s operations, a strategic maneuver aimed at overcoming one of the most significant hurdles to deploying next-generation microreactors: transportation.

The acquisition immediately transforms NANO Nuclear from a pre-revenue development company into a revenue-generating entity, a rare feat among its microreactor peers. It also signals a bold bet on vertical integration as the key to winning the clean energy race.

Solving a Critical Bottleneck

While advanced reactor designs capture headlines, their success hinges on the unglamorous but essential work of logistics. The transport of nuclear materials—from fresh fuel to reactor components and spent fuel—is a complex, highly regulated, and operationally demanding field. Industry analysts have long pointed to transportation as a looming bottleneck, particularly for the High-Assay Low-Enriched Uranium (HALEU) fuel required by many advanced reactor designs.

“Transportation is one of the most overlooked, but most critical, pieces of the nuclear value chain,” said James Walker, Chief Executive Officer of NANO Nuclear, in the company’s announcement. “By bringing STS into the NANO Nuclear ecosystem, we are removing a major bottleneck.”

Research confirms the severity of this constraint. The U.S. currently lacks commercial-scale certified transport capacity for HALEU. Existing shipping containers are not optimized for it, meaning thousands of shipments could be required to fuel a single advanced reactor. Developing new, efficient transport solutions is a multi-year, multi-million-dollar process. By acquiring STS, NANO Nuclear gains not just the physical capability but also two decades of institutional knowledge in navigating this complex landscape.

Founded in 2005, STS brings an impeccable track record, with operational experience in over 40 countries and approvals for more than 90% of active U.S. Nuclear Regulatory Commission (NRC) approved spent fuel routes. This expertise is critical for a company planning to deploy microreactors for diverse clients, from remote industrial sites to data centers and defense installations.

A Strategic Play for Vertical Integration

The acquisition is a cornerstone of NANO Nuclear's broader strategy to build a fully integrated business, spanning reactor design, fuel sourcing, transportation, deployment, and operational support. This “end-to-end” approach aims to give the company unparalleled control over project timelines and costs, reducing reliance on a limited pool of third-party logistics providers like NAC International and Orano.

“With STS, we now control a vital link in the nuclear value chain that very few companies possess globally,” stated Jay Yu, Chairman and President of NANO Nuclear. “This capability will allow us to move faster, deploy quicker, and deliver our technologies anywhere in the world.”

The move complements NANO Nuclear’s existing assets, particularly the exclusive license held by its subsidiary, Advanced Fuel Transportation Inc. (AFT), for a patented high-capacity HALEU fuel transportation basket. Combining this advanced hardware with STS's proven operational prowess creates a powerful synergy, positioning the company to solve the HALEU transport problem not only for its own reactors—like the KRONOS MMR™ and ZEUS™ systems—but potentially for the wider industry.

From R&D to Revenue Generation

Beyond the strategic and operational advantages, the acquisition marks a pivotal financial milestone. NANO Nuclear, which reported a net loss of $40.07 million for fiscal year 2025 as it funded intensive research and development, now adds a profitable business to its portfolio. For the twelve months ended December 31, 2025, STS generated audited revenues of approximately $7.1 million and a net income of around $1.3 million.

This immediate influx of revenue and profit provides a new source of non-dilutive capital and signals a new phase of financial maturity for the company. While NANO Nuclear maintains a strong balance sheet with approximately $569 million in cash and equivalents as of March 31, 2026, the transition to a revenue-generating enterprise is likely to be welcomed by investors. The acquisition was funded with $6 million in cash and up to $7 million in restricted NANO Nuclear shares, demonstrating a balanced approach to deploying its capital.

Roy Boyd, Founder and President of STS, who will continue in his role, noted the strategic fit. “Joining NANO Nuclear gives STS the resources and platform to expand our capabilities while maintaining the safety-first culture, regulatory discipline and customer focus that have defined our company since its founding,” he said in the press release.

Navigating a Complex Regulatory Landscape

Operating in the nuclear sector means navigating a labyrinth of regulations from bodies like the NRC, the Department of Transportation (DOT), and the International Atomic Energy Agency (IAEA). STS's deep-seated expertise in compliance and its stellar safety record—a hallmark of the broader nuclear transport industry—are invaluable assets that cannot be built overnight.

This move also comes at an opportune time. The recently passed Accelerating Deployment of Versatile, Advanced Nuclear for Clean Energy (ADVANCE) Act of 2024 is designed to streamline the licensing process and bolster the domestic nuclear supply chain. By investing in critical infrastructure like transportation, NANO Nuclear is aligning its business strategy with this supportive national policy, positioning itself to capitalize on the push for a U.S.-led nuclear energy renaissance. This acquisition doesn't just add a subsidiary; it accelerates the entire mission to deliver on the promise of advanced nuclear power.