U.S. Imposes 160% Tariff on Chinese Graphite Imports
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy TII?
Source: Newsfilter
- 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.
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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: 3.460
Low
6.00
Averages
6.00
High
6.00
Current: 3.460
Low
6.00
Averages
6.00
High
6.00
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
- 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.
See More
Titan Mining Achieves Record Production in 2025
- 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.
See More
Titan Mining Reports Record Zinc Production in 2025
- 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.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Reaction: While specific stocks are not mentioned, analyst rating changes typically influence investor decisions, potentially leading to price volatility in the affected stocks.
- Investor Focus: Investors considering purchasing MMSI stock should pay attention to analysts' opinions to make more informed investment decisions, especially amid increasing market uncertainty.
- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, providing a comprehensive market perspective and data support.
See More
TITAN MINING CORP: H.C. WAINWRIGHT BEGINS COVERAGE WITH A BUY RATING AND A TARGET PRICE OF $6.50
- Company Overview: Titan Mining Corp is highlighted in the news for its recent activities and developments.
- Analyst Rating: H.C. Wainwright has issued a "Buy" rating for Titan Mining Corp, indicating positive expectations for the company's performance.
- Target Price: The target price set for Titan Mining Corp's stock is $6.50, suggesting potential growth from its current valuation.
- Market Implications: The positive rating and target price may influence investor interest and market dynamics surrounding Titan Mining Corp.
See More
Titan Mining Secures $5.5M Financing to Accelerate Graphite Project
- Financing Support: Titan Mining has secured up to $5.5 million in non-dilutive financing through an amended credit agreement with the U.S. Export-Import Bank to support feasibility studies at its Kilbourne graphite project in New York, which is expected to accelerate resource drilling and engineering programs.
- Strategic Importance: This financing marks the first feasibility study support issued by U.S. EXIM for a domestic critical minerals project, highlighting federal commitment to rebuilding U.S. graphite supply chains and reinforcing Titan's position in the critical minerals sector.
- Project Advancement: The funding will enable Titan to complete the Kilbourne feasibility study by 2026, paving the way for future project financing indications of $120 million, thereby enhancing the company's competitive edge in the market.
- Interest Rate Advantage: The financing features a fixed interest rate of approximately 4.77% per annum, with interest-only payments for the first 24 months followed by a 5-year repayment period, which will support Titan's ongoing development in the critical minerals space.
See More
U.S. Imposes 160% Tariff on Chinese Graphite Imports
- 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.
See More
Titan Mining Achieves Record Production in 2025
- 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.
See More
Titan Mining Reports Record Zinc Production in 2025
- 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.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Reaction: While specific stocks are not mentioned, analyst rating changes typically influence investor decisions, potentially leading to price volatility in the affected stocks.
- Investor Focus: Investors considering purchasing MMSI stock should pay attention to analysts' opinions to make more informed investment decisions, especially amid increasing market uncertainty.
- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, providing a comprehensive market perspective and data support.
See More
TITAN MINING CORP: H.C. WAINWRIGHT BEGINS COVERAGE WITH A BUY RATING AND A TARGET PRICE OF $6.50
- Company Overview: Titan Mining Corp is highlighted in the news for its recent activities and developments.
- Analyst Rating: H.C. Wainwright has issued a "Buy" rating for Titan Mining Corp, indicating positive expectations for the company's performance.
- Target Price: The target price set for Titan Mining Corp's stock is $6.50, suggesting potential growth from its current valuation.
- Market Implications: The positive rating and target price may influence investor interest and market dynamics surrounding Titan Mining Corp.
See More
Titan Mining Secures $5.5M Financing to Accelerate Graphite Project
- Financing Support: Titan Mining has secured up to $5.5 million in non-dilutive financing through an amended credit agreement with the U.S. Export-Import Bank to support feasibility studies at its Kilbourne graphite project in New York, which is expected to accelerate resource drilling and engineering programs.
- Strategic Importance: This financing marks the first feasibility study support issued by U.S. EXIM for a domestic critical minerals project, highlighting federal commitment to rebuilding U.S. graphite supply chains and reinforcing Titan's position in the critical minerals sector.
- Project Advancement: The funding will enable Titan to complete the Kilbourne feasibility study by 2026, paving the way for future project financing indications of $120 million, thereby enhancing the company's competitive edge in the market.
- Interest Rate Advantage: The financing features a fixed interest rate of approximately 4.77% per annum, with interest-only payments for the first 24 months followed by a 5-year repayment period, which will support Titan's ongoing development in the critical minerals space.
See More
