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    Titan Mining graphite supply deal: project timeline and specs for mine planners

    July 30, 2026|

    Reviewed by Joe Ashwell

    Titan Mining graphite supply deal: project timeline and specs for mine planners

    First reported on MINING.com

    30 Second Briefing

    Titan Mining’s Empire State Mines subsidiary has signed a non-binding supply agreement with an unnamed US aerospace and defence manufacturer for natural graphite from its planned commercial facility in New York, backed by product qualification tests already under way on samples from its Kilbourne demonstration plant. The Kilbourne facility, located at the Empire State Mine infrastructure in St. Lawrence County, began producing graphite concentrate in January, marking the first US output in decades and offering a traceable domestic source in a market dominated by Chinese processing. Titan targets commissioning of the full-scale graphite plant in 2028, signalling future US-based supply options for high-spec defence and energy-storage applications.

    Technical Brief

    • Product qualification testing for the aerospace/defence customer uses concentrate samples produced directly from the operating demonstration plant.
    • Early qualification results are reported as positive, indicating initial conformity with high-spec aerospace and defence graphite requirements.
    • Empire State Mines, LLC, Titan’s wholly owned subsidiary, is the contracting entity for the non-binding graphite supply agreement.
    • With most global graphite processing in China, the New York facility is being positioned as a North American processing alternative.
    • For similar critical mineral projects, early non-binding offtake plus pilot-scale qualification testing is becoming a de-risking pattern.

    Our Take

    The Kilbourne graphite project has appeared repeatedly in our recent coverage as a 1,200 t/y demonstration plant embedded in the Empire State Mine complex, signalling Titan Mining’s strategy to leverage existing zinc infrastructure in New York state to fast‑track a commercial graphite facility by the 2028 horizon.

    A May 2026 item on Titan’s cooperation with Teck Resources to recover germanium from Empire State Mine waste streams shows the same site being positioned as a multi‑commodity critical minerals hub (zinc, graphite, germanium), which is likely attractive to US aerospace and defence buyers seeking non‑Chinese supply diversification.

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    Prepared by collating external sources, AI-assisted tools, and Geomechanics.io’s proprietary mining database, then reviewed for technical accuracy & edited by our geotechnical team.

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