That's true that thorium would upend the ceramic uranium pellet market if if was a prevalent design, but it's not. The fuel fabrication business is tiny compare

That's true that thorium would upend the ceramic uranium pellet market if if was a prevalent design, but it's not. The fuel fabrication business is tiny compared to most other segments of the energy market. It's probably not even the main revenue stream for a company like Areva. Remember, the nuclear industry is not a vertical industry like oil that takes the product from the ground to the service pump. It's a scattering of smaller service companies, small mining companies, and construction that are dwarfed in size in comparison to fossil fuel companies.