Looks like there could could be a shortage for graphite coming up in the US. Will need a lot of graphite pebbles if Bill Gates plan roll forward.
https://www.washingtonpost.com/national/health-science/bill-gates-comes-to-washington--selling-the-promise-of-nuclear-energy/2019/01/25/4bd9c030-1445-11e9-b6ad-9cfd62dbb0a8_story.html?utm_term=.78b5b4168641
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