Titan Mining (NYSE: TII) launches U.S. graphite production push
Rhea-AI Filing Summary
Titan Mining Corporation has begun producing natural flake graphite concentrate at its Kilbourne demonstration facility in upstate New York, marking the first step in re-establishing a domestic natural graphite supply chain in the United States in more than seven decades.
The facility, located within the existing Empire State Mine infrastructure, is designed to produce about 1,200 tonnes per year of graphite concentrate to support customer and government qualification programs and bridge toward a targeted 40,000-tonne-per-year production profile at the Kilbourne Graphite Project.
Titan is advancing financing discussions with the U.S. Export-Import Bank regarding a previously announced US$120 million loan facility that would provide long-term, non-dilutive funding for most of the project’s development, while also engaging with other federal agencies on additional funding options amid new U.S. Section 232 actions focused on critical minerals such as natural graphite.
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Insights
Titan starts U.S. graphite output and pursues US$120m EXIM funding.
Titan Mining has moved from planning to actual production at its Kilbourne graphite demonstration facility, designed for 1,200 tonnes per year of natural flake graphite concentrate. This creates a domestic source in a market where the company notes the United States has lacked natural graphite supply for over seventy years and remains import dependent.
The company targets scaling the Kilbourne Graphite Project to 40,000 tonnes per year, which it states could supply a substantial portion of current U.S. natural graphite demand. It is in discussions with the U.S. Export-Import Bank on a
Policy developments are a key backdrop, including a new White House Executive Order applying Section 232 authorities to processed critical minerals and derivatives, including natural graphite. The company links first domestic production with this trade and industrial policy focus, suggesting that domestically produced natural graphite may take on a more strategic role as Section 232-related trade remedies and mechanisms are implemented.
FAQ
What did Titan Mining (TII) announce in its January 2026 Form 6-K?
Titan Mining announced that it has commenced production of natural flake graphite concentrate at its Kilbourne demonstration facility in upstate New York, describing this as the first step toward re-establishing a domestic natural graphite supply chain in the United States in more than seven decades.
What is the planned production capacity of Titan Minings Kilbourne graphite facility?
The graphite demonstration facility within Titan Minings Empire State Mine infrastructure is designed to produce approximately 1,200 tonnes per year of graphite concentrate, supporting qualification programs and bridging toward a targeted 40,000-tonne-per-year production profile for the broader Kilbourne Graphite Project.
What financing is Titan Mining (TII) pursuing for the Kilbourne Graphite Project?
Titan is advancing discussions with the U.S. Export-Import Bank under a previously announced letter of interest for a US$120 million loan facility intended to provide long-term, non-dilutive capital funding for the majority of the Kilbourne projects development, and is also engaged with other federal agencies on complementary funding solutions.
How does U.S. critical minerals policy relate to Titan Minings graphite project?
The company highlights a new White House Executive Order applying Section 232 authorities to processed critical minerals and derivative products, including natural graphite. Titan states that this policy focus on supply-chain security aligns with its move to produce graphite domestically and believes domestically produced natural graphite will play an increasingly strategic role as trade remedies and policy mechanisms under Section 232 are implemented.
What markets does Titan Mining aim to serve with its graphite production?
Titan indicates that the Kilbourne Graphite Projects phased development strategy is intended to position the company to support U.S. demand across defense, industrial, and energy-related applications as downstream processing and refining capacity is added.
Who approved the technical information for Titan Minings Kilbourne Graphite Project?
The scientific and technical information was approved by Oliver Peters, MSc, P.Eng., who is identified as a Qualified Person under NI 43-101 and is independent of the company, with further details available in the technical report titled Empire State Mines 2025 NI 43-101 Technical Report, Gouverneur, New York, USA.