Pokerchamp
In your figures, you have allotted 10k tons per annum to Tesla. Since Zenyatta has stated that 30% of their 30k tons of annual production would be for Li-ion battery production, this proposal of Glorieux's would mean ALL Zenyatta's Li-ion battery graphite would go for free (after the $411 million). But you have still used $7500 for the average selling price, even though the 30% at $12000 has been removed from the equation. Without doing the actual math, your number is definitely too high for the reality of this proposal.