Key Takeaways Titan Mining (TII) shares climbed between 34% and 42% on Friday following conditional approval from the U.S. Army for its subsidiary Empire State Mines to develop graphite proce
Titan Mining (TII) shares surged by as much as 42% during Friday’s trading session after Empire State Mines, its subsidiary, secured conditional selection notifications from the U.S. Army for Enhanced Use Lease arrangements at two military facilities.
Shares entered the trading day near $2.23, positioned significantly beneath the 52-week peak of $5.65, rendering Friday’s surge a notable turnaround.
The military branch chose Empire State Mines to develop graphite purification operations at Arkansas’ Pine Bluff Arsenal and Alabama’s Anniston Army Depot. Pine Bluff serves as the principal location, encompassing approximately 245 acres, while Anniston will proceed on a phased timeline across 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 represents the inaugural application of the U.S. Army’s Enhanced Use Lease authority toward a critical mineral processing operation. The selections are part of the Army’s Strategic Capital Initiatives program.
Lease agreements may extend up to 50 years under 10 U.S.C. § 2667 provisions. Empire State Mines assumes responsibility for all design, financing, construction and operational expenditures. Land title remains with the Army throughout the duration.
Construction commencement is scheduled for the latter half of 2027.
America currently sources 100% of its natural flake graphite from foreign suppliers. Chinese operations account for more than 90% of worldwide battery-grade graphite processing capabilities. This dependency has attracted growing scrutiny from defense and energy officials.
Titan Mining manages the Empire State Mine located in upstate New York and positions itself as America’s sole comprehensive natural flake graphite producer.
The development corresponds with President Trump’s Executive Order 14241, issued in March 2025, which mandated the establishment of domestic mineral processing operations at military facilities.
Titan wasn’t the sole recipient. REalloys (ALOY) and Ioneer (IONR) similarly received selection notifications under the Army’s broader strategy to establish critical mineral processing within American borders.
Notwithstanding Friday’s rally, TII’s underlying metrics paint a contrasting picture. The company registers a GF Score of 37 out of 100, indicating challenges across profitability, expansion and financial stability.
Profitability ranks at 4/10. Growth registers 3/10. Financial strength stands at 5/10. Current EPS reads -$0.01, indicating the company has yet to achieve profitability.
Over the preceding three months, two insider purchase transactions totaled 3,000 units—a limited indication of internal optimism.
Titan’s market capitalization stands near $214.71 million. The stock had been trading substantially below its 52-week high preceding Friday’s movement.
The conditional selection notifications do not constitute finalized agreements. Empire State Mines must complete additional requirements before construction obligations become binding.
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