I hate to be that guy, but do you have a source on this type of activity in the auto industry? I worked in new program launches. In my experience, the auto maker would require us to have certain production capacity. If there was a long-term change in demand, we would re-negotiate deals and take back some of that capacity for future programs or spread production from over-loaded lines. If a whole plant is being built just to supply one automaker, I would expect them to provide some capital. Granted, my experience is only in a few types of automotive components. It might be a radically different structure for other types of components.