STOCK TITAN

Titan Mining (NYSE American: TII) signs non-binding graphite LOI with U.S. defense-linked buyer

(Neutral)
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

Titan Mining Corporation, through its wholly owned subsidiary Empire State Mines, has entered into a non-binding Letter of Intent with a U.S. manufacturer serving the aerospace, defense and advanced industrial sectors for the potential supply of natural graphite products from a planned commercial facility in New York. The LOI supports Titan’s customer qualification program and its strategy to build a commercial order book for the Kilbourne Graphite Project, with premium indicative pricing reflecting aerospace/defense-grade graphite and customer qualification testing already underway using samples from Titan’s demonstration plant, with early positive results.

The arrangement is intended to position Titan as a domestic source of critical graphite for aerospace, defense and other strategic industries and to support a commercial graphite facility targeted for commissioning in 2028, subject to a feasibility study, financing, permitting, regulatory approvals, successful qualification and negotiation of a definitive supply agreement. Titan also produces zinc concentrate from its 100%-owned Empire State Mine in New York and describes itself as the United States’ first end-to-end producer of natural flake graphite in 70 years, advancing graphite and germanium initiatives with support from the U.S. Export-Import Bank’s Make More in America Initiative.

Positive

  • None.

Negative

  • None.
Target commissioning date 2028 Targeted commissioning year for Titan’s commercial graphite facility, subject to multiple conditions
Empire State Mine ownership 100% Titan produces zinc concentrate at its 100%-owned Empire State Mine in New York State
Historic graphite milestone 70 years Described as the United States’ first end-to-end producer of natural flake graphite in 70 years
Letter of Intent financial
"has entered into a non-binding Letter of Intent with a U.S. manufacturer"
A letter of intent is a document that shows an agreement in principle between parties to work towards a future deal or transaction. It outlines their intentions and key terms, acting like a roadmap before a formal contract is signed. For investors, it signals serious interest and helps clarify expectations early in the process.
customer qualification program technical
"supports the Company's ongoing customer qualification program as it advances development"
feasibility study technical
"subject to completion of a feasibility study, financing, and permitting"
A feasibility study is an assessment that evaluates whether a proposed project or idea is practical and likely to succeed before investing significant time and resources. It considers factors like costs, potential benefits, and challenges, helping stakeholders decide if moving forward makes sense. Think of it as a detailed plan that gauges if a new venture is worth pursuing.
critical mineral regulatory
"Natural graphite has been designated a critical mineral by the U.S. government"
A critical mineral is a naturally occurring element or metal that is essential for modern technologies—like batteries, electronics, clean energy systems and defense—and whose supply is vulnerable to disruption. Investors care because these minerals act like key building blocks: shortages, geopolitical controls, or production bottlenecks can sharply raise costs, stall product rollouts, change profit forecasts, and prompt government policy or subsidies that affect company valuations.
Make More in America Initiative regulatory
"support from the U.S. Export-Import Bank (EXIM) under its Make More in America Initiative"

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What did Titan Mining (TII) announce regarding its graphite business?

Titan Mining announced a non-binding Letter of Intent with a U.S. aerospace and defense-focused manufacturer for potential supply of natural graphite from its planned New York commercial facility, supporting its customer qualification program and commercialization of the Kilbourne Graphite Project.

How does the new LOI support Titan Mining (TII)’s Kilbourne Graphite Project?

The LOI helps build Titan’s commercial order book for the Kilbourne Graphite Project and supports ongoing customer qualification testing using samples from its demonstration plant, with early positive results indicating aerospace/defense-grade graphite quality for strategic U.S. industries.

When is Titan Mining (TII) targeting commissioning of its commercial graphite facility?

Titan is targeting commissioning in 2028 for its commercial graphite facility in New York. This timing is expressly subject to completion of a feasibility study, securing project financing, obtaining permits and regulatory approvals, and successful customer qualification and contracting.

Is Titan Mining’s (TII) graphite supply Letter of Intent binding or definitive?

The graphite supply arrangement is a non-binding Letter of Intent. It remains subject to feasibility study results, project financing, required regulatory approvals, successful qualification, and negotiation of a definitive supply agreement, with no assurance of commercial sales at this stage.

What role does Titan Mining (TII) play in U.S. critical minerals supply chains?

Titan describes itself as the United States’ first end-to-end natural flake graphite producer in 70 years, while also producing zinc concentrate. It is advancing graphite and germanium initiatives to support domestic critical minerals supply chains, with support from EXIM’s Make More in America Initiative.

What is the significance of natural graphite for Titan Mining (TII) and its customers?

Natural graphite is designated a critical mineral in the U.S. and is used in aerospace, defense, energy storage and advanced manufacturing. Titan’s Kilbourne Graphite Project aims to provide a secure, traceable domestic source, reducing reliance on overseas processing capacity concentrated in China.
 

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

Form 6-K

REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934

For the month of July 2026

Commission File Number: 001-42955

Titan Mining Corporation
(Translation of registrant's name into English)

408 Sylvia Lake Rd
Gouverneur, New York
NY 13642

(Address of principal executive office)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F [   ]      Form 40-F [ X ]

 

 


The following documents are being submitted herewith:

Exhibit Description
  
99.1 Press Release dated July 29, 2026

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

      Titan Mining Corporation    
  (Registrant)
   
  
Date: July 29, 2026     /s/ Purni Parikh    
  Purni Parikh
  SVP Corporate Affairs and Corporate Secretary
  

EXHIBIT 99.1

logo 

Titan Secures Strategic Supply Agreement with U.S. Aerospace and Defense Manufacturer

Supports Customer Qualification Program and Advances Commercialization of Titan's New York Kilbourne Graphite Project

GOUVERNEUR, N.Y., July 29, 2026 (GLOBE NEWSWIRE) -- Titan Mining Corporation (NYSE-A:TII, TSX:TI), (“Titan” or the “Company”), a U.S.-focused critical minerals producer and developer, is pleased to announce that its wholly owned subsidiary, Empire State Mines, LLC (“ESM”), has entered into a non-binding Letter of Intent ("LOI") with a U.S. manufacturer serving the aerospace, defense and advanced industrial sectors for the supply of natural graphite products from Titan's planned commercial graphite facility in New York.

The LOI represents an important milestone in Titan's commercialization strategy and supports the Company's ongoing customer qualification program as it advances development of a secure domestic U.S. natural graphite supply chain. The Company is building its commercial order book through a series of similar customer agreements as it advances towards allocating significant production capacity for its commercial facility.

"This is exactly the kind of validation we've been working toward," said Rita Adiani, President and Chief Executive Officer of Titan. "Landing early interest from a qualified U.S. manufacturer at the heart of the aerospace and defense supply chain is a powerful signal that our New York graphite measures up to the most demanding specifications in the market. As Washington and industry double down on rebuilding domestic critical mineral supply chains, Titan is positioning itself to be a key American solution."

HIGHLIGHTS

  • Premium indicative pricing reflects the aerospace/defense-grade quality of Titan's graphite
  • Customer has initiated product qualification testing using samples from Titan's operating demonstration plant, with early positive results
  • Positions Titan as a trusted domestic supply source for critical graphite inputs powering aerospace, defense, and other strategic industries
  • Supports Titan's commercial graphite facility, targeted for commissioning in 2028, subject to completion of a feasibility study, financing, and permitting

Natural graphite has been designated a critical mineral by the U.S. government and is essential to a wide range of strategic applications, including aerospace, defense, energy storage and advanced manufacturing. With the majority of global graphite processing capacity located in China, Titan's Kilbourne Graphite Project is designed to establish a secure, traceable domestic source of natural graphite to support North American supply chains.

The Company continues to advance customer qualification programs across multiple end markets while progressing the feasibility study for its proposed commercial graphite facility.

The LOI is non-binding and remains subject to a number of conditions, including completion of Titan's feasibility study, securing project financing, receipt of required regulatory approvals, successful completion of customer qualification and negotiation of a definitive supply agreement. There can be no assurance that a definitive agreement will be executed or that any commercial sales will result from the LOI.

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 the United States' first end-to-end producer of natural flake graphite in 70 years and is advancing graphite and germanium initiatives to strengthen domestic critical minerals supply chains. The Company has also received support from the U.S. Export-Import Bank (EXIM) under its Make More in America Initiative. 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.

Investor Relations Contact

Irina Kuznetsova
Director, Investor Relations
Phone: (778) 870-7735
Email: info@titanminingcorp.com

Media Relations Contact

KCSA Strategic Communications
Email: TitanMining@KCSA.com

Cautionary Note Regarding Forward-Looking Information

Certain statements and information contained in this news 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, but are not limited to, statements regarding Titan's plan to build the first fully integrated U.S. graphite supply chain in over 70 years; that we're now focused on completing customer qualification and advancing toward construction; future potential results of the Feasibility Study; the Company is building its commercial order book through a series of similar customer agreements as it advances towards allocating significant production capacity for its commercial facility; targeted commissioning of Titan’s commercial demonstration facility in 2028; and any potential future commercial sales of graphite related to the LOI or otherwise. 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; 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; study results; permitting progress; 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.

Filing Exhibits & Attachments

1 document