RE:When it comes to Tesla's graphite needs, it will be FMS
When it comes to Tesla's battery needs, it probably will be Panasonic aiming for spherical graphite (and also Lithium) - not Tesla itself.
Have a look at todays newsflow on the Tesla / Panasonic gigafactory agreement which is obviously confirmed and will go public including more details still this month !
Haven't we heard that FMS accordingly is in negotiations with a "well-known japanese electronics manufacturer" ?
It will hardly be Samsung which is already deeply involved in BMW.
So who else could be left ?