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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Appearances
Australian Finance Podcast · Inside the ACDC ETF: A Deep Dive with Kanish Chugh · 22 Feb 2021
podcast
So that's sort of what we're looking at.
Lithium is the highest charge density, so it gives you a ton of energy, not very heavy.
When you consider...
cobalt and nickel and the other types of technology that exists.
There are certain limitations with some technologies and cobalt is one in particular.
So cobalt is a natural material.
It's very, very short in supply.
It's only found in a few places on earth.
And obviously because of its use within the chemical compound that makes up lithium batteries, it actually is seeing its demand rising.
So prices of cobalt is really increasing.
There's a bit of a concern around the supply of cobalt, for example.
or even nickel.
And what you're actually seeing in Tesla, Elon Musk came out last year creating the first Tesla vehicle that wasn't using cobalt in its battery at all.
And that was for just a Model 3 in China.
So you're starting to see developments in terms of trying to phase out some of these materials so that they're not as reliant upon them.
And that's probably one of the things we've seen is
the reason why the adoption of electric vehicles, which really is going to drive most of the battery sort of technology space and the battery demand looking forward for the next 20 or 30 years, has been slightly slower than what experts may have felt, you know, have wanted is because of the cost.
And it's really the initial drive away cost that when you walk into a dealership, they say, yep, sweet, I'm going to buy this battery electric vehicle.
But the cost is quite high.
It's
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