Kanish Chugh

speaker

604 appearances 3 recordings 1 series first heard Oct 2020 last heard Oct 2021

Kanish Chugh’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · Inside the ACDC ETF: A Deep Dive with Kanish Chugh · 22 Feb 2021 podcast

this green revolution.

And as we've had COVID, a lot of governments are potentially looking at using sort of the green push to come out of COVID and have really tried to apply further pressure on the deadlines that they're wanting to try and achieve.

You've actually seen the price of lithium really increase.

So exactly what you're saying is the space for it now is actually

So lithium miners are doing very well.

But you're also seeing a very big R&D capital investment into the technology, into the application side of battery technology, which is really going to push the entire value chain.

And I think one thing to mention about the value chain is, so we've talked about raw materials.

You've got the manufacturing of producing natural batteries.

You've got the application side.

And that's, by the way, the application is not just in electric vehicles.

It's also in solid state and industrial storage as well.

So you have a number of companies that are working in that particular space.

And then you look at emerging technology.

So within emerging technology, things like not just lithium batteries, but flow-based batteries.

Now, there's a holding within the ETF Lockheed Martin.

Most of us will know of it.

But Lockheed Martin are actually working and developing a

redox flow battery and essentially it's just a longer duration storage technology so lithium whilst it can hold a lot and it's not as heavy there are limitations especially if you're looking at solid states so when you're looking at you know for commercial factories or houses lesser but more on the industrial side and this is where potentially flow-based technology flow battery technology will really start to develop and

which one?

Yeah, so it's low marginal cost in terms of energy capacity.

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