New United States graphite producer Titan Mining (NYSE-A, TSX: TII) says it has begun shipments from its demonstration facility in New York State and is moving ahead with feasibility work on a proposed fully integrated graphite operation.
Vancouver-based Titan announced the start of graphite production at its Kilbourne demo plant in January, marking the first U.S. output of the critical mineral in decades. The facility, with a capacity of 1,200 tonnes per year, is located at the company’s Empire mine site in St. Lawrence County, where the company produces zinc.
Kilbourne has now produced around 1,600 kg of graphite concentrate, and has started shipping the material for customer qualification, Titan said Wednesday.
A feasibility study is under way for a planned 40,000-tonne-a-year integrated mining and processing operation centered around Kilbourne, Titan also said.
The deposit hosts an open-pit constrained inferred mineral resource estimate of 22 million tonnes at an average grade of 2.91% graphitic carbon (Cg), containing 653,000 tonnes of graphite.
Feasibility launch
As part of its feasibility study, which is fully funded, Titan began a drill program in late 2025 to upgrade and expand the resource. About 82% of infill drilling and 51% of exploration drilling are now complete, the company said.
“The launch of the feasibility study marks Kilbourne’s transition from concept to execution,” Titan CEO Rita Adiani said in a press release. “With an integrated mine-to-processed graphite strategy and federal financing support, we are advancing a project designed to strengthen U.S. supply chain resilience and enable large-scale domestic natural graphite production in the near term.”
In October 2025, the company received a letter of interest from the Export-Import Bank of the United States (EXIM) for up to US$120 million ($163 million) to support its graphite project. The proposed funding is part of the “Make More in America” initiative designed to improve the resilience of U.S. supply chains. Before Titan, the U.S. had no domestic production of graphite and solely relied on imports, with China being its biggest supplier.
As part of the Kilbourne feasibility work, Titan said it will evaluate several key aspects of the project, including final mine design, resource upgrade to reserves, processing optimization, infrastructure requirements, environmental advancement, and detailed capital and operating cost estimates.
The company is targeting a construction decision in late 2026 or early 2027, with construction activities expected to start in 2027, subject to study results, permitting progress and financing.
Titan Mining’s shares fell 2.8% to $4.95 in Toronto Wednesday afternoon for a market capitalization of $457 million. The stock has traded between 38¢ and $7.75 in the past year.
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