Titan Mining (TII) stock rose 42% after the US Army selected it to build a graphite plant

TLDR

• Titan Mining (TII) stock jumped 34%-42% on Friday after its Empire State Mines subsidiary was conditionally selected by the U.S. Army for graphite processing leases at two military bases.
• The company will build the Kilburn graphite refining plant at Pine Bluff Arsenal, Arkansas (primary site, approximately 245 acres) and Anniston Army Depot, Alabama (about 97 acres).
• Lease term up to 50 years; All construction and operating costs are the responsibility of Empire State Mines, with the Army retaining ownership of the land.
• The United States currently imports 100% of natural graphite flakes, while China controls more than 90% of the global processing of graphite used in batteries.
• TII has a GF score of 37/100 and is not yet profitable, with a negative P/E of -$0.01.

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Titan Mining (TII) stock rose as much as 42% on Friday after its subsidiary Empire State Mines received conditional selection notices from the U.S. Army for enhanced use leasing opportunities at two defense facilities.

Titan Mining Company, TII

The stock was trading around $2.23 before the session. Its price was well below its 52-week high of $5.65, making Friday’s move a sharp reversal.

The Army selected Empire State Mines to establish graphite refining facilities at the Pine Bluff Arsenal in Arkansas and Anniston Army Depot in Alabama. Pine Bluff is the flagship site, covering approximately 245 acres, while Anniston will follow on a staggered schedule with approximately 97 acres.

The U.S. Army will lease land at military bases to Titan Mining, EnergyX and Ioneer $IONR And REalloys processes critical minerals, per the Wall Street Journal.

The companies are expected to invest about $2 billion, with the military receiving a share of mineral production rather than cash payments. pic.twitter.com/x7ogrqCfAN

– Wall Street Engine (@wallstengine) June 25, 2026

This is the first time the US Army’s enhanced use leasing authority has been applied to a critical mineral processing facility. The awards fall under the Army’s Strategic Capital Initiatives Program.

The leases can last up to 50 years under 10 USC § 2667. Empire State Mines will cover all design, financing, construction and operating costs. The military retains ownership of the land at all times.

Construction is scheduled to begin in the second half of 2027.

Why does graphite matter here?

100% natural graphite flakes are imported from the United States. China controls more than 90% of the global capacity to process graphite used in batteries. Supply chain exposure has attracted increasing attention from defense and energy policymakers.

Titan Mining operates the Empire State Mine in upstate New York and describes itself as the only comprehensive producer of natural graphite flakes in the United States.

The move is consistent with President Trump’s Executive Order 14241, signed in March 2025, which directed the deployment of domestic mineral processing infrastructure at military facilities.

Titan wasn’t the only company mentioned. REalloys (ALOY) and Ioneer (IONR) also received selection notices as part of the Army’s broader initiative to bring critical mineral processing to U.S. soil.

What do the numbers say?

Despite Friday’s jump, TII’s fundamentals tell a different story. The company has a GF score of 37 out of 100, reflecting weaknesses in profitability, growth and financial strength.

Its profitability rating falls at 4/10. Growth comes in at 3/10. Financial strength is rated 5/10. The EPS is currently at -$0.01, which means the company is not profitable yet.

In the past three months, insider purchasing transactions have totaled 3,000 units – a modest sign of insider confidence.

Titan’s market capitalization is approximately $214.71 million. The stock was trading well off its 52-week high before Friday’s move.

Conditional election notices are not final contracts. Empire State Mines still must progress through the remaining steps before construction commitments can be locked in.