What is interesting about the Tesla Gigafactory info i posted is that it speciifcally identifies Graphite as a high cost Raw Material in the battery production and that the cost of batteries has to come down to compete. There is only one way to accomplish this. Securing supply is not good enough, you have to OWN the supply so that the cost of the batteries do not have the mining profit margin built in, they have the process cost only built in. They are looking to add 100,000+ tonnes of demand and why serure this in an off take at $10K (throwing a number out) whne you can buy a 15 year supply at $1B in total?

Tesla is building the Gigafactory with large partners so they will want to own the supply chain. Zen would at the very least have to be looked at for this purpose.