Titan Mining Pushes to Rebuild U.S. Graphite Supply Chain as Domestic Demand Surges

Titan Mining Corp. is positioning itself to reshape the U.S. supply chain for graphite, a critical mineral used in batteries, defense systems and energy storage, as the company works to scale production from its New York operations over the next several years.

The Vancouver-based mining company’s shares recently traded around $3.72, according to data from Yahoo Finance, placing Titan in the small-cap category with a market capitalization of roughly $340 million.

The strategic push comes as the U.S. remains heavily dependent on foreign graphite supplies. Currently, 100% of the country’s domestic graphite demand is met through imports, with about 42% sourced from China, according to Titan’s chief executive.

Rita Adiani, President and Chief Executive of Titan Mining, said the company has already begun producing graphite domestically and intends to expand rapidly in the coming years.

“We are already the United States first and only integrated graphite producer as of now,” Adiani said during an interview with AInvest. “We are currently supplying about 5% of the US’s domestic needs already from our initial pilot plant.”

The company aims to dramatically increase that share. Adiani said Titan plans to scale production to approximately 40,000 metric tons annually, a level she expects could supply about 50% of U.S. domestic demand by 2027.

Graphite plays a key role across several industries. Adiani noted that the material is used “in everything from military tanks where you needed for lubricants, you needed for coatings for ammunition, all the way down to batteries… and energy storage.”

Titan’s graphite strategy centers on its Empire State Mine in Gouverneur, New York, where the company is developing an integrated operation that includes mining, processing and refining at the same site.

“The new mine is actually located 4,000 feet from the existing operations,” Adiani said. “We’re digging it out of the ground, we are processing it, we’re refining it all within New York State.”

The project is part of a broader effort by policymakers and industry leaders to strengthen domestic supply chains for so-called “critical minerals,” which are used in advanced manufacturing, clean energy technology and defense systems.

Adiani said federal agencies have shown interest in the company’s work. The Defense Industrial Base Consortium, connected to the Department of Defense, recently issued a solicitation seeking to develop supply chains for 13 critical minerals, including graphite, she said.

Titan has also been in discussions with government agencies including the Department of Commerce, she said, as the U.S. evaluates ways to secure reliable supplies of strategic materials.

The push to revive domestic graphite production comes after decades of reliance on imports. According to Adiani, the last time the United States produced graphite at scale domestically was in 1956, meaning the country has gone roughly 70 years without significant local production.

Titan’s leadership structure includes several high-profile figures in U.S. politics. The company’s board of directors includes former Speaker of the House John Boehner and former New York Governor George Pataki, according to Titan Mining’s corporate governance materials.

Adiani said Titan believes its operations can remain competitive despite lower production costs in China, where government subsidies, lower labor costs and inexpensive energy often give producers an advantage.

“On a Western supply cost curve… we’re very competitive as a Western supplier,” she said. “And really in the United States, we sit at the bottom end of that cost curve.”

For investors and policymakers alike, Titan’s progress is being closely watched as the U.S. attempts to rebuild domestic supply chains for materials essential to electric vehicles, artificial intelligence infrastructure and defense systems.