Titan Advances Kilbourne Graphite Project With Feasibility Study and Initial Concentrate Shipments

New updates have been reported about Graphite.

Titan Mining is accelerating its move into natural flake graphite, positioning the Kilbourne Graphite Project in New York as a potential cornerstone of U.S. graphite supply. The company has begun shipping graphite concentrate from its Empire State Mine demonstration facility, which has already produced about 1,600 kilograms and is ramping toward nameplate capacity to support customer qualification.

In parallel, Titan has formally launched a fully funded Feasibility Study for Kilbourne, targeting a 40,000 tonne-per-year integrated graphite operation spanning mining, concentration, and secondary transformation into higher-value products. With roughly 82% of infill drilling and 51% of exploration drilling complete, Titan expects to expand its current graphite resource, upgrade a portion to reserves, and refine mine design, while the study also defines processing flowsheets, infrastructure needs, environmental workstreams, and detailed capital and operating cost estimates.

The company aims to reach a construction decision in late 2026 or early 2027, with build-out slated to start in 2027 subject to study outcomes, permitting, and financing, signaling a near-term pathway from demonstration scale to commercial graphite production. Management frames Kilbourne as a strategic response to 100% U.S. import dependence on natural graphite, emphasizing a mine-to-processed-graphite model that could materially strengthen domestic supply chains for energy storage, defense, and industrial markets.

Titan has assembled a specialized technical team to de-risk the project across the graphite value chain, including independent Qualified Persons for resource modeling, mine engineering, concentrator design, and advanced secondary processing. The secondary transformation scope covers refining natural flake concentrate into purified micronized graphite and coated spherical purified graphite, aligning Kilbourne with battery-grade anode material demand and offering potential margin uplift versus concentrate-only production.

For executives tracking critical minerals, Titan’s graphite strategy represents a shift from a pure zinc producer to a dual-commodity platform with exposure to energy-transition demand. Successful execution of the Feasibility Study and subsequent construction could establish one of the first large-scale, end-to-end natural flake graphite hubs in the U.S., though outcomes remain contingent on permitting, market pricing for graphite, capital cost control, and the company’s ability to secure financing and offtake commitments.