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" 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.
 

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" 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.



That's why I laugh when people say that the Japanese are behind in battery technology. They have always had the biggest lithium-ion programs and they understand how important good battery technology is. They also realize that even the best battery has to be produced in massive volumes to be of any real use.

I hope our leaders also come to that realization and continue to create an environment that keeps our battery programs just as strong. It doesn't take a genius to realize how big this market is going to be this century.
 
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