Titan Mining Validates Kilbourne Graphite Processing Chain with Battery-Grade Output
Event summary
- Titan Mining achieved 95.9% C(t) graphite concentrate at 91.4% recovery, exceeding PEA design assumptions.
- Downstream processing produced battery-grade (≥99.90% Fixed Carbon) spherical graphite with 66% yield, above industry average of ~50%.
- Feasibility Study for Kilbourne Graphite Project continues to advance with engineering progress across the value chain.
- Demonstration plant producing 1,200 mt/annum of concentrate supports customer qualification and commercial-scale engineering.
The big picture
Titan Mining's successful validation of its Kilbourne Graphite Project processing chain positions it as a key player in the domestic critical minerals supply chain, particularly for battery-grade materials essential to the EV and energy storage sectors. The project's above-average yields and purity levels could enhance its competitive positioning amid growing demand for secure graphite supplies.
What we're watching
- Customer Qualification
- How the pace of customer qualification will impact commercialization timelines for Kilbourne graphite products.
- Execution Risk
- Whether Titan can sustain above-average yields during full-scale production and maintain battery-grade purity levels.
- Supply Chain Dynamics
- The strategic implications of Titan building the first fully integrated U.S. graphite supply chain in over 70 years.
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