So how much would Tesla require? Keeping in mind Tesla's Giga Plant is just one of many facilities rapidly tooling up.... This might give some insight as to what the market looks like for ALP... from an August 2015 estimate...
"Simon Moores-led
Benchmark Mineral Intelligence is one publication that’s put forward some predictions. In a white paper on mineral supply chain visibility, it states that Tesla is expected to require about 25,000 tonnes per year of lithium, 112,500 tonnes per year of flake graphite, 45,000 tonnes per year of spherical graphite and 7,000 tonnes of cobalt per year if it reaches its target capacity of 35 GWh by 2020. Respectively, those amounts equate to 6 percent, 28 percent and 7 percent of global supply in 2014."
Finf it here: https://www.linkedin.com/pulse/how-much-graphite-lithium-cobalt-tesla-motors-battery-smith
Other articless add, "
Each electric car contains more than 100 pounds of coated spherical graphite ("CSPG"). It takes 10 to 30 times more graphite than lithium to make a lithium-ion battery.
Read more at https://www.stockhouse.com/news/press-releases/2016/01/19/independent-test-results-alabama-graphite-corp-succeeds-in-producing-high#lB4q9mJUM2FRT5z8.99"
So,