" All Gray has to do is make sure GM picks the right lithium-ion system and then ensure that those battery packs are exhaustively tested. She'll have to navigate government safety-certification requirements in multiple countries and have the packs manufactured in large quantities and to very high quality standards. She's got two years to get it done. "
Is she still shopping? A123 or LG?
GM must put themselves deep into the battery research and production to their ears.
Look what competitors as doing:
Sanyo… investing 800 million dollars to supply VW/Audi (and possibly Ford and Honda)
Panasonic… 1 billion dollars to increase production to 75 million cells a month
Sony… 400 million dollars to increase production to 74 million cells a month
Toyota/Panasonic (Panasonic EV Energy Corporation)… 200 million dollars to increase production of NiMH and then production of Li-ion
Nissan/NEC (Automotive Energy Supply Corporation)… 120 million dollars additional investment
Mitsubishi (and possibly with PSA Peugeot Citroën) and GS/Yuasa… 30 million dollars initial investment
Think of the patents granted to those companies in these years. GM has no time to waste.