Titan Mining Reports Record Zinc Production in 2025

Written by Emily J. Thompson, Senior Investment Analyst

Source: Newsfilter

Updated: Feb 10 2026

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TII+6.21%

Should l Buy TII?

Source: Newsfilter

Record Zinc Production: Titan Mining achieved a record zinc production of 64.2 million payable pounds in 2025, an 8% increase from 2024, successfully meeting full-year guidance and demonstrating strong operational performance with a Q4 output of 18.7 million pounds, up 28% sequentially, indicating robust growth potential in the zinc market.
Graphite Production Commencement: The company began producing graphite concentrate from the Kilbourne facility in January 2026, marking the first production of natural flake graphite in the U.S. in over 70 years, which is expected to enhance the domestic critical minerals supply chain and strengthen market competitiveness.
2026 Production Guidance: Titan's production guidance for 2026 estimates recoverable zinc production between 73-78 million pounds and payable zinc production between 62-66 million pounds, with C1 cash costs projected at $0.93 to $1.01 per payable pound, reflecting a strong focus on future production efficiency and cost control.
Capital Expenditure Plans: The 2026 capital expenditure plan includes $8.5 to $8.9 million for sustaining capital and $3.5 to $3.9 million for exploration capital, aimed at enhancing underground development and production capacity through the introduction of new equipment, thereby supporting long-term sustainable growth.

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Analyst Views on TII

Wall Street analysts forecast TII stock price to rise

1 Analyst Rating

1 Buy

0 Hold

0 Sell

Moderate Buy

Current: 3.540

Low

6.00

Averages

6.00

High

6.00

Current: 3.540

Low

6.00

Averages

6.00

High

6.00

H.C. Wainwright

Buy

initiated

$6.50

2026-02-06

Reason

H.C. Wainwright

Price Target

$6.50

AI Analysis

2026-02-06

initiated

Buy

Reason

H.C. Wainwright initiated coverage of Titan Mining with a Buy rating and $6.50 price target. Titan is a Canadian mining company focused on zinc production and the development of its graphite project, the analyst tells investors in a research note. The firm says the dual focus on zinc and graphite uniquely positions Titan as a "multi-commodity player that can support the domestic supply chain for both traditional and strategic minerals."

Maxim

Buy

initiated

2026-01-05

Reason

Maxim

Price Target

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.

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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.

U.S. Imposes 160% Tariff on Chinese Graphite Imports

Mar 01 2026Benzinga

National Security Concern: The U.S. imports 100% of its natural graphite, with approximately 42% sourced from China, making this dependency a national security issue that has prompted government intervention.
Tariff Impact: The U.S. Department of Commerce has finalized a 160% antidumping and countervailing duty on certain Chinese graphite imports, which is expected to eliminate China's pricing advantage and affect supply chains for at least five years.
Shifting Market Demand: With energy storage systems expanding at a rate of 37% year-over-year, U.S. industrial, defense, and energy storage customers are reassessing supply chain risks, indicating a rising demand for domestic graphite.
Strategic Investment: Titan's Kilbourne project in New York aims to produce 40,000 tonnes of graphite annually by 2028, potentially meeting nearly half of U.S. demand, supported by up to $120 million in long-term capital financing.

U.S. Imposes 160% Tariff on Chinese Graphite Imports

Feb 13 2026Newsfilter

Tariff Impact: The U.S. Department of Commerce has finalized a 160% antidumping and countervailing duty on certain Chinese graphite imports, significantly enhancing Titan's position as the only end-to-end natural flake graphite producer in the U.S., which is expected to drive capacity expansion.
Market Structure Shift: This tariff is expected to last for a minimum of five years if affirmed by the U.S. International Trade Commission in March 2026, fundamentally altering the economics of Chinese graphite imports and reinforcing the need for a secure domestic graphite supply.
Production Capacity Increase: Titan's Kilbourne graphite demonstration facility in New York is producing natural flake graphite concentrate and plans to scale up to a 40,000 metric tonne per annum operation, which is projected to supply nearly 50% of U.S. demand, thereby enhancing the company's competitiveness in critical minerals.
Strategic Investment Commitment: Titan's commitment to developing critical mineral assets underscores its strategic importance in the global graphite market, particularly in applications across defense and advanced manufacturing, enhancing the security of the domestic supply chain.

Titan Mining Achieves Record Production in 2025

Feb 10 2026seekingalpha

Record Production: Titan Mining achieved a record production of 64.2 million payable pounds of zinc in 2025, reflecting an 8% year-over-year increase, which not only met full-year production guidance but also demonstrated the company's strong market performance.
Significant Quarterly Growth: The fourth-quarter output reached 18.7 million pounds, up 28% quarter-over-quarter, driven by the extraction of high-grade pillars in the Lower Mahler zone and a high-grade stope in New Fold, which further improved mill feed grades.
Future Plans: Although mining in the N2D zone was temporarily suspended in July 2025 for planned sequencing, the company plans to reactivate this area in 2026 to prioritize higher-grade zones, ensuring stable production in the future.
Graphite Project Advancement: Titan Mining is advancing its Kilbourne natural flake graphite project, expected to be the first U.S. natural flake graphite processing plant in over 70 years, with the first concentrate produced in January 2026, marking a strategic expansion into new sectors.