What a Visionary, this Elon Musk.
This is why GigaFactory will work, not just the Car Batteries but these Home Fuel Cells tied to Elon's Solar Vision (Solar City).
Every Graphite Stock will benefit, not just ZEN, plus the other to many to name and even CCB. If your mine can produce and process Battery Grade feedstock w/o impurities, you'll be in.
Demand for high-end Battery Grade Graphite will sky rocket.
I mentioned US, as of 2006 had 125m houses. Some will convert but bet the big push will be for new homes with some kind gov't mandate, for solar and these new Tesla Fuel Cell storage units.
New Home Sales now about 1.4M per year, down from 2 million in peak years. Now that is Demand!
Awaiting the Musk official announcement and to see how much graphite is used in each of these home Fuel Cell Storage devices.
Cheers, Mark