Why This Small Cap Mining Stock Surged 1,000%+ in 2025

Core Insights - Titan Mining, a Canadian small-cap mining company, has experienced a remarkable share price increase of over 1,000% in 2025, driven by rising demand for graphite in the EV and AI sectors, as well as U.S. supply chain considerations [3][6]. - Graphite is becoming increasingly important in the lithium-ion battery supply chain, essential for energy storage and release, and is expected to see heightened demand as electric vehicle adoption grows [4][6]. Company Overview - Titan Mining is valued at approximately $250 million and is primarily a zinc miner, but is expanding into graphite projects with plans for a commercial-scale facility capable of producing up to 40,000 tonnes (over 88 million pounds) of graphite annually by 2028 [3][6]. - Despite not yet generating revenue from graphite, the company's strategic pivot is attracting investor interest amid speculation about reduced reliance on China for graphite supplies [6]. Industry Context - The mining sector has benefited from strong performance in 2025, particularly in gold, silver, and lithium, with graphite emerging as a key commodity due to its critical role in various applications, including EV batteries and consumer electronics [2][4]. - Graphite's unique properties, such as its electrical and thermal conductivity, low price point (approximately $328 to $363 per tonne for natural graphite), and chemical stability, make it a preferred material in the production of lithium-ion batteries [5][6].