I think you are bang on with capabilities vs capacity. We should have one factory for anything critical so that in case we can’t get as much as we need on the f

I think you are bang on with capabilities vs capacity. We should have one factory for anything critical so that in case we can’t get as much as we need on the free market we can ramp up capacity by building more of the machine that makes the product. If you don’t have all of the know how that is in that machine or plant design already in your one factory making the product you are starting from zero. Hence why all of China’s cheap labour deals had technology transfer riders.