I just got back from the 2010 Equinox training and I had the opportunity to sit down with some of the trainers to ask some questions and apparently GM did find another company to build the ground effects kit. They just got clearance for shipping and the new ground effects kits should be at dealers soon! So if anyone ordered them and was waiting for them to come in, your wait is almost over...
The original supplier of many of the LPO's (ground effects, stripes, car covers) unfortunately went under a while back, so this is great news.