US Graphite Production Reinitiates After Decades: A Milestone Since the 1950s

FOX Business’ Jeff Flock joins ‘Mornings with Maria’ to report on America’s first graphite mine in decades and the push to reduce U.S. dependence on China for critical minerals.
A quiet revival is underway in New York State, highlighting a significant shift in America’s industrial and national security priorities.
Titan Mining has commenced processing the first newly produced U.S. graphite since the 1950s, transforming ordinary-looking rock into a material now deemed essential for everything from advanced batteries to modern weapons systems.
While many associate graphite with pencils, it has evolved into a cornerstone of the energy and defense economy. This mineral is a crucial component in lithium-ion batteries that power electric vehicles (EVs), drones, communications equipment, and military hardware. Additionally, it plays a vital role in nuclear reactors, missiles, and high-temperature industrial applications, underscoring its importance in both everyday technology and national defense.
For decades, the United States has allowed its graphite supply chain to gradually shift offshore. Currently, all U.S. graphite is imported, with approximately 42% sourced from our primary adversary, China. This reliance on a single foreign supplier has elevated graphite from a background mineral to a pressing national security concern as competition with China intensifies.
GM Defense President Steve duMont joins ‘Varney & Co.’ to discuss America’s race to build its first heavy rare earth refinery, the growing threat of Chinese supply cuts, and the urgent push to secure materials critical to U.S. military power.
Titan Mining CEO Rita Adiani has directly addressed these risks, stating, “That’s why it’s a very unique proposition being a domestic producer because it’s a national security issue.”
This growing concern has spurred a policy response in Washington. Under the National Defense Authorization Act (NDAA), federal agencies face stringent limits on sourcing critical materials from foreign adversaries, placing domestic graphite projects like Titan’s in the spotlight.
“Under the NDAA, there are severe restrictions on procurement, and that’s why we play a very crucial role,” Adiani emphasized.
She also highlighted how unexpected discoveries can reshape the country’s resource landscape. “We have a 120,000-acre mineral rights package. We went looking for zinc and found graphite,” she explained.
Adiani elaborated on the process of transforming raw rock into high-purity material on-site: “What you’re looking at here is the mined rock that we get from the ground. We take that and concentrate it to very high levels of graphite… The flotation circuit that you’re seeing here is about 95 to 99% graphite.”
VENEZUELA’S RARE EARTH MINERALS COULD REDUCE US DEPENDENCE ON CHINA, EXPERT SAYS
As Washington tightens procurement rules and U.S. industries seek to secure stable supplies, graphite is transitioning from a niche material to a strategic resource. The reopening of U.S. production marks a new chapter in the reconstruction of these vital supply chains.
Almonty Industries chairman and CEO Lewis Black discusses a new tungsten mine in Montana amidst skyrocketing prices on ‘The Claman Countdown.’

FOX Business’ Jeff Flock joins ‘Mornings with Maria’ to report on America’s first graphite mine in decades and the push to reduce U.S. dependence on China for critical minerals.
A quiet revival is underway in New York State, highlighting a significant shift in America’s industrial and national security priorities.
Titan Mining has commenced processing the first newly produced U.S. graphite since the 1950s, transforming ordinary-looking rock into a material now deemed essential for everything from advanced batteries to modern weapons systems.
While many associate graphite with pencils, it has evolved into a cornerstone of the energy and defense economy. This mineral is a crucial component in lithium-ion batteries that power electric vehicles (EVs), drones, communications equipment, and military hardware. Additionally, it plays a vital role in nuclear reactors, missiles, and high-temperature industrial applications, underscoring its importance in both everyday technology and national defense.
For decades, the United States has allowed its graphite supply chain to gradually shift offshore. Currently, all U.S. graphite is imported, with approximately 42% sourced from our primary adversary, China. This reliance on a single foreign supplier has elevated graphite from a background mineral to a pressing national security concern as competition with China intensifies.
GM Defense President Steve duMont joins ‘Varney & Co.’ to discuss America’s race to build its first heavy rare earth refinery, the growing threat of Chinese supply cuts, and the urgent push to secure materials critical to U.S. military power.
Titan Mining CEO Rita Adiani has directly addressed these risks, stating, “That’s why it’s a very unique proposition being a domestic producer because it’s a national security issue.”
This growing concern has spurred a policy response in Washington. Under the National Defense Authorization Act (NDAA), federal agencies face stringent limits on sourcing critical materials from foreign adversaries, placing domestic graphite projects like Titan’s in the spotlight.
“Under the NDAA, there are severe restrictions on procurement, and that’s why we play a very crucial role,” Adiani emphasized.
She also highlighted how unexpected discoveries can reshape the country’s resource landscape. “We have a 120,000-acre mineral rights package. We went looking for zinc and found graphite,” she explained.
Adiani elaborated on the process of transforming raw rock into high-purity material on-site: “What you’re looking at here is the mined rock that we get from the ground. We take that and concentrate it to very high levels of graphite… The flotation circuit that you’re seeing here is about 95 to 99% graphite.”
VENEZUELA’S RARE EARTH MINERALS COULD REDUCE US DEPENDENCE ON CHINA, EXPERT SAYS
As Washington tightens procurement rules and U.S. industries seek to secure stable supplies, graphite is transitioning from a niche material to a strategic resource. The reopening of U.S. production marks a new chapter in the reconstruction of these vital supply chains.
Almonty Industries chairman and CEO Lewis Black discusses a new tungsten mine in Montana amidst skyrocketing prices on ‘The Claman Countdown.’
