TLDR
- Titan Mining (TII) stock jumped 34%–42% Friday after its subsidiary Empire State Mines was conditionally selected by the U.S. Army for graphite processing leases at two military bases.
- The company will build the Kilbourne Graphite Purification Plant at Pine Bluff Arsenal, Arkansas (primary site, ~245 acres) and Anniston Army Depot, Alabama (~97 acres).
- Lease terms run up to 50 years; all construction and operating costs fall on Empire State Mines, with the Army keeping land title.
- The U.S. currently imports 100% of its natural flake graphite, with China controlling over 90% of global battery-grade graphite processing.
- TII carries a GF Score of 37/100 and is not yet profitable, with a negative EPS of -$0.01.
Titan Mining (TII) stock shot up as much as 42% on Friday after its subsidiary Empire State Mines received conditional selection notices from the U.S. Army for Enhanced Use Lease opportunities at two defense installations.
The stock was trading around $2.23 heading into the session. It had been sitting 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 purification facilities at Pine Bluff Arsenal in Arkansas and Anniston Army Depot in Alabama. Pine Bluff is the primary site, covering roughly 245 acres, while Anniston will follow on a sequenced schedule with about 97 acres.
The U.S. Army will lease land on military bases to Titan Mining, EnergyX, Ioneer $IONR and REalloys for critical mineral processing, per WSJ.
The companies are expected to invest ~$2B, with the Army receiving a share of mineral output instead of cash payments. pic.twitter.com/x7ogrqCfAN
— Wall St Engine (@wallstengine) June 25, 2026
This marks the first time the U.S. Army’s Enhanced Use Lease authority has been applied to a critical mineral processing facility. The awards fall under the Army’s Strategic Capital Initiatives program.
The leases can run up to 50 years under 10 U.S.C. § 2667. Empire State Mines will cover all design, financing, construction and operating costs. The Army keeps title to the land throughout.
Construction is targeted to begin in the second half of 2027.
Why Graphite Matters Here
The U.S. imports 100% of its natural flake graphite. China controls more than 90% of global battery-grade graphite processing capacity. That supply chain exposure has drawn increasing attention from defense and energy policymakers.
Titan Mining operates the Empire State Mine in northern New York and describes itself as the only end-to-end producer of natural flake graphite in the United States.
The move aligns with President Trump’s Executive Order 14241, signed in March 2025, which directed deployment of domestic mineral processing infrastructure on military installations.
Titan was not the only company named. REalloys (ALOY) and Ioneer (IONR) also received selection notices as part of the broader Army initiative to bring critical mineral processing onto U.S. soil.
What the Numbers Say
Despite Friday’s jump, TII’s fundamentals tell a different story. The company carries a GF Score of 37 out of 100, reflecting weaknesses in profitability, growth and financial strength.
Its profitability rank sits at 4/10. Growth comes in at 3/10. Financial strength is rated 5/10. EPS is currently -$0.01, meaning the company is not yet turning a profit.
In the past three months, two insider buying transactions totaled 3,000 units purchased — a modest signal of internal confidence.
Titan’s market cap sits around $214.71 million. The stock had been trading well off its 52-week high before Friday’s move.
The conditional selection notices are not final contracts. Empire State Mines must still advance through remaining steps before construction commitments are locked in.
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