Titan Mining Advances U.S. Graphite Independence with Kilbourne Project Feasibility Study

Event summary

  • Titan Mining begins shipping graphite concentrate from its demonstration facility, with ~1,600 kg produced so far.
  • Formal feasibility study launched for the 40,000 tpa Kilbourne Graphite Project in New York.
  • Infill and exploration drilling 82% and 51% complete, respectively, aiming to expand mineral resources.
  • Construction decision targeted for late 2026 or early 2027, with project designed to supply ~50% of U.S. natural graphite demand.
  • Feasibility study co-funded by the Export-Import Bank of the United States (EXIM).

The big picture

Titan Mining's Kilbourne Graphite Project represents a strategic pivot toward U.S. self-sufficiency in critical minerals, addressing the nation's 100% import reliance on natural flake graphite. The project aligns with broader government initiatives to strengthen domestic supply chains for energy, defense, and industrial applications. With federal financing support and a multidisciplinary engineering team in place, Titan is positioning itself as a key player in the emerging critical minerals landscape.

What we're watching

Project Timing
Whether Titan can meet its late 2026 or early 2027 construction decision target, contingent on study results, permitting progress, and financing.
Market Impact
How the project's potential to supply ~50% of U.S. natural graphite demand will affect domestic supply chain resilience and pricing dynamics.
Execution Risk
The pace at which Titan can scale up from demonstration-scale production to a fully integrated mine, concentrator, and secondary transformation operation.

Related topics

Mining