Titan Mining Launches Made-in-America Graphite Production as U.S. Moves to Secure Critical Minerals
U.S. Graphite Production Resumes After 70-Year Hiatus as Titan Mines Delivers on Strategic Promise
The most recent news release (January 26, 2026) announces the commencement of natural flake graphite concentrate production at the fully permitted 1,200-tonne-per-year Kilbourne demonstration facility in New York. This marks the first domestic U.S. production of graphite in over 70 years. The facility serves as a bridge to a targeted commercial scale of 40,000 tonnes per year. The release also notes that financing discussions with the U.S. Export-Import Bank (EXIM) regarding a US$120 million loan facility are advancing, alongside engagement with other federal agencies.
This news is a Material - Positive event. It represents the successful execution of a critical operational milestone that has been the central focus of the company's strategy for over a year. The start of production de-risks the Kilbourne project technically and operationally, validating the flowsheet and providing material for customer qualification. It is in line with the timeline projected throughout 2025 (commissioning Q4 2025, qualification Q1 2026). The news confirms the company's ability to deliver on its promises, aligning it with U.S. critical minerals policy and strengthening its narrative as a secure domestic supplier. While the market has anticipated this event, its confirmation is materially positive for investor confidence and project credibility.
Titan Mining is a dual-commodity company operating in upstate New York. Its flagship project is the Empire State Mine (ESM), a producing underground zinc mine that provides operational cash flow. The company's growth flagship is the Kilbourne Graphite Project, a near-surface natural flake graphite deposit adjacent to ESM. The strategy is to leverage ESM's existing infrastructure, workforce, and cash flow to develop Kilbourne into a commercial-scale graphite producer, aiming to supply up to 50% of U.S. natural graphite demand. A 1,200 tpy demonstration facility at ESM has just begun production.