Answer to your question, no graphite company will be supplying graphite to Tesla directly.
However they'll be in the supply chain.
Tesla buy the finished product if I'm right.
Companies such as TON produce the raw material.
Before it reaches Tesla, there could be a chain of 2 to 4 different suppliers
Anyhow that's how I see it will happen.
Other knowledgable posters may know more
Cheers
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