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Energy density (per kilogram or per square meter), cost of manufacture, lifetime, and safety have been critical factors in the design and manufacture of laptops, mobile phones, EVs, etc for a long time now. I remember the 1980s when battery technology was identified as the key constraint on the future of the mobile phone business.
How far and how quickly the technology will progress is anyone's guess. Incremental improvements in any technology get more difficult over time, but that's offset by the huge amount of R&D funding for battery technology these days. My expectation is gradual but constant year-over-year improvement, much like we have seen in semiconductor technology. Over time, those year-over-year improvements add up.
Will Li-S batteries be a breakthrough? Maybe, but they could just as easily turn out to be a dead end that profits only the academics.
They have to perform to get the tax breaks.
The infrastructure for the site will benefit any tenants in the future.
If Vinfast does do a full build out and then decides to exit the automotive business / abandon the facility, infrastructure on site may not necessarily be beneficial. This site was also in the running for a microchip facility for example... a microchip manufacturer would probably just prefer to demolish everything Vinfast built and start completely over as the manufacturing processes are completely different. They would expect the developer / state to do that demo work for them to be comparable to vacant locations elsewhere on speed / cost to construct the custom factory....
All of the core electricity, roads, water, et... is already prepped for the mega site, so the Vinfast additions will largely be automotive manufacturing specific (and specific to how Vinfast makes cars).
If Vinfast does do a full build out and then decides to exit the automotive business / abandon the facility, infrastructure on site may not necessarily be beneficial. This site was also in the running for a microchip facility for example... a microchip manufacturer would probably just prefer to demolish everything Vinfast built and start completely over as the manufacturing processes are completely different. They would expect the developer / state to do that demo work for them to be comparable to vacant locations elsewhere on speed / cost to construct the custom factory....
All of the core electricity, roads, water, et... is already prepped for the mega site, so the Vinfast additions will largely be automotive manufacturing specific (and specific to how Vinfast makes cars).
Sanford is onboard to deliver water and sewer service, a $50 million investment which should have residual value and appeal for any future tenant.
A significant investment in highways and roads is also in the works.
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