Titan Mining Inks Non-Binding Graphite Supply Deal with U.S. Aerospace Manufacturer — Titan Mining Corporation

Event summary

Titan Mining's subsidiary ESM signed a non-binding LOI with a U.S. aerospace/defense manufacturer for graphite supply from its planned New York facility.
The deal reflects premium indicative pricing and positive early product qualification testing results.
Titan aims to commission the commercial graphite facility by 2028, subject to feasibility study completion, financing, and permitting.
Natural graphite is designated a critical mineral by the U.S. government, with most global processing capacity in China.

The big picture

This deal positions Titan as a potential key player in rebuilding U.S. critical mineral supply chains, particularly for high-demand aerospace and defense applications. The strategic importance of natural graphite—designated critical by the U.S. government—elevates this agreement beyond typical supplier relationships. With most global processing capacity concentrated in China, Titan's New York facility could become a significant domestic alternative if it successfully navigates financing and regulatory hurdles.

What we're watching

Execution Risk: Whether Titan can secure project financing and regulatory approvals to move from LOI to definitive supply agreement.
Market Positioning: How Titan's domestic graphite production will compete with China-dominated global processing capacity.
Industry Trends: The pace at which U.S. manufacturers adopt domestic critical mineral supply chains for aerospace and defense applications.