One plus for Tesla and new entrants like Apple/Lucid is ICE car companies are about to start drowning in red ink, they will be forced shutter some factories and a "fire-sale" of some assets is very likely.
IMO this is completely different to GM and Toyota stripping machines from the shuttered NUMI plant, car companies can't redeploy the equipment, they have nowhere to store it and they may need cash desperately.
Tesla can value factories as "land and equipment", someone like Apple may be prepared to pay more.
Should Tesla buy a shuttered factory, they don't need to use that that equipment on that site.
There are 2 separate questions:-
- Can Tesla use some of the equipment?
- Can Tesla use the factory site for something?