Titan Mining Commences Graphite Concentrate Production at Kilbourne
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy TII?
Titan Mining commenced graphite concentrate production at its Kilbourne demonstration facility. Titan has successfully produced natural flake graphite concentrate, now transitioning to the production of material for customer and government qualification programs, marking the first step in re-establishing a domestic natural graphite supply chain in the United States for the first time in more than seven decades. Titan is also advancing financing discussions with the U.S. Export-Import Bank with respect to the previously announced letter of interest for the $120M loan facility, which would provide long-term, non-dilutive capital funding for the majority of the Kilbourne project's development, and expects to have an update in the near term. The company is also engaged with other federal agencies regarding complementary, accretive funding solutions. This production coincides with the issuance of a new Executive Order by the White House directing the application of Section 232 authorities to processed critical minerals and their derivative products, including natural graphite, in response to persistent U.S. import dependence and downstream supply-chain vulnerabilities. The graphite demonstration facility, located within Titan's existing Empire State Mine infrastructure, is designed to produce approximately 1,200 tons per year of graphite concentrate, providing a critical bridge to commercial scale. This milestone materially advances the Kilbourne Graphite Project toward its targeted 40,000-ton-per-year production profile, which could supply a substantial portion of current U.S. natural graphite demand.
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Analyst Views on TII
Wall Street analysts forecast TII stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TII is 6.00 USD with a low forecast of 6.00 USD and a high forecast of 6.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 3.640
Low
6.00
Averages
6.00
High
6.00
Current: 3.640
Low
6.00
Averages
6.00
High
6.00
About TII
Titan Mining Corporation is a natural resource company engaged in the acquisition, exploration, development and production of mineral properties. The Company produces zinc concentrate at its 100%-owned Empire State Mine (ESM) located in New York state. ESM is located approximately 1.3 miles southwest of Fowler, New York State, in St. Lawrence County. It controls more than 120,000 acres of mineral rights, of which approximately 2,700 acres have both fee simple surface and mineral rights. ESM consists of a group of high-grade mines, including ESM #1, #2 and #3, #4, Hyatt, Pierrepont and Edwards mines. The targets for exploration drilling are broken into three categories, such as near mine, within the Balmat (ESM #1¬-#4)-Pierrepont trend, and within the greater district. The Company’s 100% owned Kilbourne Graphite Project is located within the active use permit of the Company’s ESM #4 mine. The Company also maintains its unpatented mining claims in New Mexico, United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Reaction: While specific stocks are not mentioned, analyst rating changes typically influence investor decisions, potentially leading to price volatility in the affected stocks.
- Investor Focus: Investors considering purchasing MMSI stock should pay attention to analysts' opinions to make more informed investment decisions, especially amid increasing market uncertainty.
- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, providing a comprehensive market perspective and data support.
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TITAN MINING CORP: H.C. WAINWRIGHT BEGINS COVERAGE WITH A BUY RATING AND A TARGET PRICE OF $6.50
- Company Overview: Titan Mining Corp is highlighted in the news for its recent activities and developments.
- Analyst Rating: H.C. Wainwright has issued a "Buy" rating for Titan Mining Corp, indicating positive expectations for the company's performance.
- Target Price: The target price set for Titan Mining Corp's stock is $6.50, suggesting potential growth from its current valuation.
- Market Implications: The positive rating and target price may influence investor interest and market dynamics surrounding Titan Mining Corp.
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Titan Mining Secures $5.5M Financing to Accelerate Graphite Project
- Financing Support: Titan Mining has secured up to $5.5 million in non-dilutive financing through an amended credit agreement with the U.S. Export-Import Bank to support feasibility studies at its Kilbourne graphite project in New York, which is expected to accelerate resource drilling and engineering programs.
- Strategic Importance: This financing marks the first feasibility study support issued by U.S. EXIM for a domestic critical minerals project, highlighting federal commitment to rebuilding U.S. graphite supply chains and reinforcing Titan's position in the critical minerals sector.
- Project Advancement: The funding will enable Titan to complete the Kilbourne feasibility study by 2026, paving the way for future project financing indications of $120 million, thereby enhancing the company's competitive edge in the market.
- Interest Rate Advantage: The financing features a fixed interest rate of approximately 4.77% per annum, with interest-only payments for the first 24 months followed by a 5-year repayment period, which will support Titan's ongoing development in the critical minerals space.
See More
Titan Mining Closes $15 Million Financing to Advance Graphite Project
- Successful Financing: Titan Mining has closed a $15 million private placement, issuing 6,666,666 special warrants, which will fund the advancement of the Kilbourne graphite project and enhance the company's competitiveness in the critical minerals sector.
- Project Advancement: This financing will support the company's establishment of a scalable U.S.-based natural graphite platform, prioritizing feasibility studies to align with critical supply chain needs, thereby improving market positioning.
- Market Positioning: Titan aims to become the first end-to-end producer of natural flake graphite in the U.S. in 70 years, reinforcing its role in the rare earths and critical minerals ecosystem to meet growing market demand.
- Strategic Implications: This financing not only provides Titan with financial flexibility but also advances its commitment to domestic supply chain security, aiding the company in achieving its long-term growth objectives.
See More
Titan Mining Secures $15 Million Investment to Accelerate Kilbourne Graphite Project
- Capital Injection: Titan Mining secures a $15 million investment from a leading institutional investor, strengthening its balance sheet and accelerating the development of the Kilbourne Graphite Project in New York, which is expected to facilitate the project's feasibility study completion in 2026.
- Project Advancement: This investment, combined with the previously announced $5.5 million support from the U.S. EXIM Bank, positions Titan to fast-track the construction of the Kilbourne project, further solidifying its role in the rare earths and critical minerals ecosystem.
- Special Warrants: The investment is structured through a private placement of 6,666,666 special warrants at $2.25 each, allowing holders to receive common shares and warrants upon meeting specific conditions, thereby enhancing potential returns for investors.
- Market Outlook: Titan aims to become the first end-to-end producer of natural flake graphite in the USA in 70 years, demonstrating a strong commitment to critical mineral assets that enhance domestic supply chain security and meet the growing market demand.
See More
Titan Mining Initiates First Graphite Production Line, Supporting U.S. Mineral Independence
- Project Launch: Titan Mining has commenced ore feeding at its Kilbourne graphite demonstration facility, marking the first restoration of U.S. natural flake graphite production in over 70 years, advancing the project toward initial graphite concentrate production.
- Capacity Goals: The facility is designed for an annual output of 1,200 tonnes, with a future target of 40,000 tonnes per year, potentially supplying nearly half of current U.S. natural graphite demand, thereby addressing supply chain vulnerabilities due to global graphite export restrictions.
- Funding Support: The Export-Import Bank of the United States (EXIM) has approved $5.5 million in non-dilutive funding to accelerate feasibility work and issued a non-binding Letter of Interest for up to $120 million in project financing, underscoring the strategic importance of restoring a fully integrated U.S. graphite supply chain.
- Market Impact: Titan's Kilbourne Project Study confirmed strong project economics, further enhancing the company's market position in critical minerals and supporting U.S. independence in battery-grade natural flake graphite supply.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Reaction: While specific stocks are not mentioned, analyst rating changes typically influence investor decisions, potentially leading to price volatility in the affected stocks.
- Investor Focus: Investors considering purchasing MMSI stock should pay attention to analysts' opinions to make more informed investment decisions, especially amid increasing market uncertainty.
- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, providing a comprehensive market perspective and data support.
See More
TITAN MINING CORP: H.C. WAINWRIGHT BEGINS COVERAGE WITH A BUY RATING AND A TARGET PRICE OF $6.50
- Company Overview: Titan Mining Corp is highlighted in the news for its recent activities and developments.
- Analyst Rating: H.C. Wainwright has issued a "Buy" rating for Titan Mining Corp, indicating positive expectations for the company's performance.
- Target Price: The target price set for Titan Mining Corp's stock is $6.50, suggesting potential growth from its current valuation.
- Market Implications: The positive rating and target price may influence investor interest and market dynamics surrounding Titan Mining Corp.
See More
Titan Mining Secures $5.5M Financing to Accelerate Graphite Project
- Financing Support: Titan Mining has secured up to $5.5 million in non-dilutive financing through an amended credit agreement with the U.S. Export-Import Bank to support feasibility studies at its Kilbourne graphite project in New York, which is expected to accelerate resource drilling and engineering programs.
- Strategic Importance: This financing marks the first feasibility study support issued by U.S. EXIM for a domestic critical minerals project, highlighting federal commitment to rebuilding U.S. graphite supply chains and reinforcing Titan's position in the critical minerals sector.
- Project Advancement: The funding will enable Titan to complete the Kilbourne feasibility study by 2026, paving the way for future project financing indications of $120 million, thereby enhancing the company's competitive edge in the market.
- Interest Rate Advantage: The financing features a fixed interest rate of approximately 4.77% per annum, with interest-only payments for the first 24 months followed by a 5-year repayment period, which will support Titan's ongoing development in the critical minerals space.
See More
Titan Mining Closes $15 Million Financing to Advance Graphite Project
- Successful Financing: Titan Mining has closed a $15 million private placement, issuing 6,666,666 special warrants, which will fund the advancement of the Kilbourne graphite project and enhance the company's competitiveness in the critical minerals sector.
- Project Advancement: This financing will support the company's establishment of a scalable U.S.-based natural graphite platform, prioritizing feasibility studies to align with critical supply chain needs, thereby improving market positioning.
- Market Positioning: Titan aims to become the first end-to-end producer of natural flake graphite in the U.S. in 70 years, reinforcing its role in the rare earths and critical minerals ecosystem to meet growing market demand.
- Strategic Implications: This financing not only provides Titan with financial flexibility but also advances its commitment to domestic supply chain security, aiding the company in achieving its long-term growth objectives.
See More
Titan Mining Secures $15 Million Investment to Accelerate Kilbourne Graphite Project
- Capital Injection: Titan Mining secures a $15 million investment from a leading institutional investor, strengthening its balance sheet and accelerating the development of the Kilbourne Graphite Project in New York, which is expected to facilitate the project's feasibility study completion in 2026.
- Project Advancement: This investment, combined with the previously announced $5.5 million support from the U.S. EXIM Bank, positions Titan to fast-track the construction of the Kilbourne project, further solidifying its role in the rare earths and critical minerals ecosystem.
- Special Warrants: The investment is structured through a private placement of 6,666,666 special warrants at $2.25 each, allowing holders to receive common shares and warrants upon meeting specific conditions, thereby enhancing potential returns for investors.
- Market Outlook: Titan aims to become the first end-to-end producer of natural flake graphite in the USA in 70 years, demonstrating a strong commitment to critical mineral assets that enhance domestic supply chain security and meet the growing market demand.
See More
Titan Mining Initiates First Graphite Production Line, Supporting U.S. Mineral Independence
- Project Launch: Titan Mining has commenced ore feeding at its Kilbourne graphite demonstration facility, marking the first restoration of U.S. natural flake graphite production in over 70 years, advancing the project toward initial graphite concentrate production.
- Capacity Goals: The facility is designed for an annual output of 1,200 tonnes, with a future target of 40,000 tonnes per year, potentially supplying nearly half of current U.S. natural graphite demand, thereby addressing supply chain vulnerabilities due to global graphite export restrictions.
- Funding Support: The Export-Import Bank of the United States (EXIM) has approved $5.5 million in non-dilutive funding to accelerate feasibility work and issued a non-binding Letter of Interest for up to $120 million in project financing, underscoring the strategic importance of restoring a fully integrated U.S. graphite supply chain.
- Market Impact: Titan's Kilbourne Project Study confirmed strong project economics, further enhancing the company's market position in critical minerals and supporting U.S. independence in battery-grade natural flake graphite supply.
See More
