2 lithium ion battery packs for every Chevy Volt?

Battery replacements in the warranty

Thus far, whenever GM discusses the ongoing lithium ion battery tests for the Chevy Volt, it's all sunshine. Everything regarding the battery tests is perfect. Yet, GM is already anticipating that the Volt's 10 year warranty will also include a battery change, which is probably why GM has been putting forth the idea of battery leases almost since the debut of the Volt.

To counter the negative connotations of such a possibility, GM has been quick to postulate that the costs of lithium technology will quickly go down because of economies of scale and a better lithium than nickel supply.

Yet, Hybridcarblog has already blogged on a report that suggests that the world's lithium supplies could dry up rather fast. Back in April I discussed this possibility with A123Systems CEO and President, David Vieau. Vieau told me that A123's suppliers had assured the company that enough lithium existed to convert America's fleet of automobiles to battery-powered vehicles. However, he did admit that most of the world's lithium mines exist in just a few places in the world - some with strong socialist undercurrents.

Perhaps the Volt and its lithium technology will run the course that some GM execs have suggested, but a number of assumptions are being made - assumptions predicated on perfect world scenarios. Unfortunately, as a good friend of mine used to regularly remind me, to assume too much is to make an as ass of u and me.

Obviously, new technologies always require a certain amount of assumptions, or educated guesses. Equally as obvious, GM is no position to discuss any negative possibilities regarding the Volt - it has become GM's "most valuable brand" and the lynch pin to loan negotiations with the government.

Nonetheless, just a few short years ago, GM was willing to bet the farm on SUVS and trucks for the near term - despite 9/11 and Katrina - not just dismissing hybrid cars, but small cars altogether. Today proves the futility of that bad assumption.

Thus, is GM beginning to assume a bit too much about the speed of the Volt's success, or is GM just boldly heading into the future?