One of the heavy hitters in graphite and materials has done a few recent acquisitions to supplement their focus in the battery market.

Note - Not indicating they are going to want ZEN graphite, nor do i know if they requested a sample of ZENs graphite. Just trying to watch the industry to see if there is positioning from some of the players...as there may be a clue in the industry if some of these players (not a Tesla) are securing raw material sources.

Here's is their subsidiary (Alfa Aesar) and the various graphite (prices included) that they supply:

http://www.alfa.com/en/gp140w.pgm

Johnson Matthey to buy Clariant's energy storage business for $75 mn |

http://www.business-standard.com/content/b2b-chemicals/johnson-matthey-to-buy-clariant-s-energy-storage-business-for-75-mn-114102901493_1.html#.VFE-8XKefpg.twitter

Quietly expanding into battery market: Johnson Matthey Acquires A123′s Cathode Manufacturing Facility

http://insideevs.com/johnson-matthey-acquires-a123s-cathode-manufacturing-facility/