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Even if this fails spectacularly, if he really spends $2bn it could have an effect globally on increased demand/manufacturing, and lower prices in $ per kWh for good quality lithium ion batteries.

I may be wrong on this, but as I recall, Vietnam's domestic auto industry exists because they have escalating high tariffs on foreign manufactured cars with certain engine sizes (eg: 35% tariff on foreign made 4 cyl 1.6 L, 40% or more on 2.4L and larger engines, 50% tariff on things with 3.5 to 5L engines). Similar to China.



It isn't just the size of the engine, but also type of car. When you get into the lambo territory, it is 300% markup.

That said, there is so much insane wealth in Vietnam now, it doesn't matter. You see them all over Saigon.

(I've lived in Vietnam going on 4 years now)




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