Titan Mining (NYSE:TII) commented on the U.S. Department of Commerce’s final determination imposing aggregate antidumping and countervailing duties of at least ~160% on certain Chinese graphite imports. The ruling, if affirmed by the U.S. International Trade Commission in March 2026, would apply for a minimum five-year period and is additive to other U.S. tariffs.
Titan said the decision reinforces domestic graphite development and cited its Kilbourne demonstration facility and a planned 40,000 metric tonne per annum integrated operation designed to supply close to 50% of U.S. demand for natural flake graphite.
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Positive
AD/CVD duties ≥160% on certain Chinese graphite imports
Planned 40,000 tpa integrated graphite capacity
Target to supply ~50% of U.S. demand for natural flake graphite
Final debt facility payment and equity financing cutting net debt by about 60%.
Pattern Detected
Recent news has been largely positive or balance-sheet focused, yet price reactions skew mixed, with both rallies and selloffs around ostensibly constructive updates.
Recent Company History
Over the past weeks, Titan reported balance sheet de-leveraging with a final $5.2M debt payment and net debt cut to about $9.5M (Jan 5). It then highlighted conference visibility at Sidoti’s micro-cap event (Jan 20). Strategic pivot emphasis increased with launch of U.S. graphite production and a 40,000 tpa targeted profile (Jan 26), followed by a US$150M base shelf and ATM framework (Jan 29) and record 2025 zinc output plus 2026 guidance (Feb 10). Today’s AD/CVD news extends that graphite-focused narrative.
Market Pulse Summary
This announcement underscores a major policy tailwind for Titan, with U.S. AD/CVD duties of at least...
Analysis
This announcement underscores a major policy tailwind for Titan, with U.S. AD/CVD duties of at least 160% on certain Chinese graphite imports and a potential minimum five-year term. It reinforces Titan’s strategy to scale Kilbourne toward 40,000 tpa, targeting close to 50% of U.S. natural graphite demand. Investors may track progress on capacity ramp-up, customer qualification, capital deployment, and how these duties interact with broader U.S. critical minerals initiatives.
"aggregate antidumping and countervailing duties (“AD/CVD”) of at least 160%"
Countervailing duties are extra import taxes a government places on foreign goods to offset subsidies those goods receive from their home country, like adding a surcharge to products that got unfair help. For investors, these duties can raise costs for importers, protect domestic producers, shift competitive balance and change profit outlooks or supply chains—think of them as a corrective fee meant to restore a level playing field in trade.
tariffsregulatory
"These duties are separate and in addition to other existing US import tariffs"
Tariffs are taxes imposed by a government on goods imported from other countries. They increase the cost of those goods, which can lead to higher prices for consumers and impact international trade. For investors, tariffs matter because they can influence the profitability of companies, affect supply chains, and shift economic stability across different regions.
natural flake graphitetechnical
"the only U.S. company currently producing end to end natural flake graphite"
Natural flake graphite is a naturally occurring form of carbon that breaks into thin, plate-like flakes when mined. Investors care because its physical quality and availability determine how easily it can be turned into products such as battery anodes, conductive materials and industrial lubricants; think of it like raw cotton — the better the raw fiber, the less work and cost to make valuable end products, so supply, grade and processing needs drive price and investment risk.
AI-generated analysis. Not financial advice.
Decision Reinforces Structural Opportunity for U.S. Natural Graphite Production
GOUVERNEUR, N.Y., Feb. 13, 2026 (GLOBE NEWSWIRE) -- Titan Mining Corporation (NYSE-A:TII, TSX:TI), (“Titan” or the “Company”) an existing zinc concentrate producer in upstate New York and the only U.S. company currently producing end to end natural flake graphite, today commented on the U.S. Department of Commerce’s (“Commerce”) finalization of aggregate antidumping and countervailing duties (“AD/CVD”) of at least 160% on certain Chinese graphite imports.
The determination reflects Commerce’s conclusion that Chinese graphite has been unfairly dumped and subsidized in the U.S. market.
Highlights:
Department of Commerce determined aggregate AD/CVD rates of at least ~160% on certain Chinese graphite imports. This significantly enhances Titan’s position as the only U.S end to end natural flake graphite producer, scaling capacity
Minimum five-year duration if affirmed by the U.S. International Trade Commission (“ITC”) in March 2026
These duties are separate and in addition to other existing US import tariffs
Supports development of a secure, domestic graphite supply
Rita Adiani, President and Chief Executive Officer of Titan Mining, commented: “The imposition of aggregate AD/CVD duties of at least 160% represents a structural shift in the U.S. graphite market. The magnitude of these duties materially alters the economics of Chinese graphite imports and reinforces the need for a secure, domestic natural graphite supply.”
The United States currently imports 100% of its natural graphite requirements across all forms, while China accounts for the majority of global production and downstream processing capacity. This concentration of supply presents a strategic vulnerability across defense, advanced manufacturing, energy storage and industrial applications.
Titan’s Kilbourne graphite demonstration facility in St. Lawrence County, New York, is producing natural flake graphite concentrate and advancing customer qualification. The Company is progressing scale up of its facility for a planned 40,000 metric tonne per annum integrated mining and processing operation designed to supply close to 50% of U.S. demand.
About Titan Mining Corporation
Titan is an Augusta Group company which produces zinc concentrate at its 100%-owned Empire State Mine located in New York state. Titan is also a natural flake graphite producer and the USA’s first end-to-end producer of natural flake graphite in 70 years. Titan’s goal is to deliver shareholder value through operational excellence, development and exploration. We have a strong commitment towards developing critical minerals assets which enhance the security of the domestic supply chain. For more information on the Company, please visit our website at www.titanminingcorp.com
Cautionary Note Regarding Forward-Looking Information
Certain statements and information contained in this new release constitute “forward-looking statements”, and “forward-looking information” within the meaning of applicable securities laws (collectively, “forward-looking statements”). These statements appear in a number of places in this news release and include statements regarding our intent, or the beliefs or current expectations of our officers and directors, including the U.S. Department of Commerce’s determination imposing antidumping and countervailing duties on certain Chinese graphite imports; that if affirmed, the duties would apply for a minimum period of five years and are separate from, and additive to, other existing U.S. tariff measures; the Company is progressing scale up its facility for a planned 40,000 metric tonne per annum integrated mining and processing operation designed to supply close to 50% of U.S. demand. When used in this news release words such as “to be”, “believe”, “targeted”, “could”, “will”, “planned”, “expected”, “potential”, and similar expressions are intended to identify these forward-looking statements. Although the Company believes that the expectations reflected in such forward-looking statements and/or information are reasonable, undue reliance should not be placed on forward-looking statements since the Company can give no assurance that such expectations will prove to be correct. These statements involve known and unknown risks, uncertainties and other factors that may cause actual results or events to vary materially from those anticipated in such forward-looking statements, including risks relating to cost increases for capital and operating costs; risks of shortages and fluctuating costs of equipment or supplies; risks relating to fluctuations in the price of zinc and graphite; the inherently hazardous nature of mining-related activities; potential effects on our operations of environmental regulations in New York State; risks due to legal proceedings; and risks related to operation of mining projects generally; risks that the new antidumping and countervailing duties do not receive final affirmative determination by the ITC; and the risks, uncertainties and other factors identified in the Company's periodic filings with Canadian securities regulators and the United States Securities and Exchange Commission. Such forward-looking statements are based on various assumptions, including assumptions made with regard to our forecasts and expected cash flows; our projected capital and operating costs; our expectations regarding mining and metallurgical recoveries; mine life and production rates; that laws or regulations impacting mining activities will remain consistent; our approved business plans; our mineral resource estimates and results of the preliminary economic assessment; our experience with regulators; political and social support of the mining industry in New York State; our experience and knowledge of the New York State mining industry and our expectations of economic conditions and the price of zinc and graphite; demand for graphite; exploration results; the ability to secure adequate financing (as needed); the Company maintaining its current strategy and objectives; and the Company’s ability to achieve its growth objectives. While the Company considers these assumptions to be reasonable, based on information currently available, they may prove to be incorrect. Except as required by applicable law, we assume no obligation to update or to publicly announce the results of any change to any forward-looking statement contained herein to reflect actual results, future events or developments, changes in assumptions or changes in other factors affecting the forward-looking statements. If we update any one or more forward-looking statements, no inference should be drawn that we will make additional updates with respect to those or other forward-looking statements. You should not place undue importance on forward-looking statements and should not rely upon these statements as of any other date. All forward-looking statements contained in this news release are expressly qualified in their entirety by this cautionary statement.
FAQ
What did Titan Mining (TII) announce about the U.S. AD/CVD decision on February 13, 2026?
Titan said the Department of Commerce set aggregate AD/CVD rates of at least ~160% on certain Chinese graphite imports. According to Titan, the duties would support domestic graphite development if the ITC affirms them in March 2026.
How could the AD/CVD duties affect Titan Mining's (TII) graphite business and capacity plans?
The company said the duties materially change import economics and reinforce domestic production incentives. According to Titan, it is scaling up toward a planned 40,000 tpa integrated operation to address U.S. demand.
What is the timeline for the U.S. International Trade Commission decision relevant to Titan Mining (TII)?
The ITC is expected to consider affirmation in March 2026, which would determine whether duties apply for a minimum five-year period. According to Titan, ITC affirmation is required before the duties take effect.
What portion of U.S. natural graphite demand does Titan Mining (TII) aim to supply with its planned capacity?
Titan targets its planned 40,000 metric tonne per annum operation to supply close to 50% of U.S. demand for natural flake graphite. According to Titan, this reflects its scaled production goal if build-out proceeds.
Is Titan Mining (TII) already producing natural flake graphite at scale?
Titan operates the Kilbourne demonstration facility which is producing natural flake graphite concentrate. According to Titan, the facility is advancing customer qualification while the company progresses scale-up plans.
Are the Commerce AD/CVD duties on Chinese graphite final and immediately effective for Titan Mining (TII)?
The Commerce finding sets duties of at least ~160%, but effectiveness depends on ITC affirmation expected in March 2026. According to Titan, duties would apply for at least five years if affirmed by the ITC.
