Titan Mining commenced graphite concentrate production at its Kilbourne demonstration facility. Titan has successfully produced natural flake graphite concentrate, now transitioning to the production of material for customer and government qualification programs, marking the first step in re-establishing a domestic natural graphite supply chain in the United States for the first time in more than seven decades. Titan is also advancing financing discussions with the U.S. Export-Import Bank with respect to the previously announced letter of interest for the $120M loan facility, which would provide long-term, non-dilutive capital funding for the majority of the Kilbourne project's development, and expects to have an update in the near term. The company is also engaged with other federal agencies regarding complementary, accretive funding solutions. This production coincides with the issuance of a new Executive Order by the White House directing the application of Section 232 authorities to processed critical minerals and their derivative products, including natural graphite, in response to persistent U.S. import dependence and downstream supply-chain vulnerabilities. The graphite demonstration facility, located within Titan's existing Empire State Mine infrastructure, is designed to produce approximately 1,200 tons per year of graphite concentrate, providing a critical bridge to commercial scale. This milestone materially advances the Kilbourne Graphite Project toward its targeted 40,000-ton-per-year production profile, which could supply a substantial portion of current U.S. natural graphite demand.
Wall Street analysts forecast TII stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TII is 6.00 USD with a low forecast of 6.00 USD and a high forecast of 6.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
Wall Street analysts forecast TII stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TII is 6.00 USD with a low forecast of 6.00 USD and a high forecast of 6.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 4.930
Low
6.00
Averages
6.00
High
6.00
Current: 4.930
Low
6.00
Averages
6.00
High
6.00
Maxim
Maxim
Buy
initiated
$6
2026-01-05
Reason
Maxim
Maxim
Price Target
$6
AI Analysis
2026-01-05
initiated
Buy
Reason
Maxim initiated coverage of Titan Mining with a Buy rating and $6 price target. Titan is positioned to expand from zinc to profitable graphite production, potentially becoming the sole U.S. producer of battery-grade graphite and reducing reliance on China's 80% share of global supply, the analyst tells investors in a research note. Industry tailwinds, recent equity and debt raises, and planned project funding set the stage for growth, alongside profitable zinc operations and anticipated capital raises in 2026, Maxim adds.
About TII
Titan Mining Corporation is a natural resource company engaged in the acquisition, exploration, development and production of mineral properties. The Company produces zinc concentrate at its 100%-owned Empire State Mine (ESM) located in New York state. ESM is located approximately 1.3 miles southwest of Fowler, New York State, in St. Lawrence County. It controls more than 120,000 acres of mineral rights, of which approximately 2,700 acres have both fee simple surface and mineral rights. ESM consists of a group of high-grade mines, including ESM #1, #2 and #3, #4, Hyatt, Pierrepont and Edwards mines. The targets for exploration drilling are broken into three categories, such as near mine, within the Balmat (ESM #1¬-#4)-Pierrepont trend, and within the greater district. The Company’s 100% owned Kilbourne Graphite Project is located within the active use permit of the Company’s ESM #4 mine. The Company also maintains its unpatented mining claims in New Mexico, United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
