https://prezi.com/q31dnx2epglo/tesla-model-s-value-chain/

Good, easy to understand presentation of Tesla's use of graphite and it's source.

ZEN is on it's way in proving its suitability for the LIB market, as well as other markets; however, it's a very long road, and probably many bumps along the way. They have a lot of the ingredients to increase their probability of success, but by no means it is a slam dunk (latest NR states that testing does not represent a statistically large sample size, and "these positive results do not mean that Zenyatta can extract and process Albany graphite for high purity graphite applications on an economic basis").

Here's is an appropriate analogy i learned working on a very complex 3 year project: "When eating an elephant take one bite at a time!". This is why I like the path and strategy of developing the flow sheet and market for their graphite. What they are embarking on is intricate and complex. Expecting quick and easy will not happen.

If ZEN can meet end-users expectations on quality, consistency and environmentally, then skies the limit.

Here is the source of the analogy: http://simple.wikiquote.org/wiki/Creighton_Abrams