Green Technology – Canada Analysis

Paul Young, CGA, CPA

Canada Clean Tech

• Discuss the Trends• Discuss mining/raw materials/trade agreements• Discuss technology including current funding or costs or other factors• Discuss NDP and LPC policies• Discuss Exports and other strategies to expand clean tech

Investment by Green Sector

• Current Stats by area of focus

Canada Ranking

Canada Market

High level view

High level view

Canada Programs – Green Technology• SDTC

Canada Programs – Green Technology• SDTC – Successes

Green Energy / source material

• Green Energy technology requires raw materials• Lithium• Graphene• Rare Metals• Vanadium

Mining Rankings

World Largest Mining Countries- Lithium

World Largest Mining Countries- Lithium

World Largest Mining Countries- Lithium

Lithium – Canada

• Key areas• Quebec• Ontario• Northwest Territories

Graphene

Graphene – Canada

• Main mining operations• Ontario• Quebec• New Brunswick

Graphene – Canada

Rare Metals

Rare Metals

Rare Metals

Rare Metals - Canada

• Main Areas• Ontario• Northwest Territories

Rare Metals - issues

• China

Vanadium

Vanadium

Vanadium - Canada

• Key areas• Ontario• Quebec• Newfoundland and Labrador

Trade and Investment Agreement• China (FIPA) -

http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/fipa-apie/china-chine.aspx?lang=eng • Chile (http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/chile-chili/index.aspx?lang=eng• Australia (

http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/other-autre/australia-australie.aspx?lang=eng• Argentina - http://www.treaty-accord.gc.ca/text-texte.aspx?id=101514&lang=eng • Zimbabwe – (http://www.canadainternational.gc.ca/zimbabwe/bilateral_relations_bilaterales/canada_zimbabwe.aspx?lang=eng)• USA (NAFTA) - http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/nafta-alena/index.aspx?lang=eng• Portugal (CETA) http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/ceta-aecg/index.aspx?lang=eng • Brazil - http://www.canadainternational.gc.ca/brazil-bresil/bilateral_relations_bilaterales/index.aspx?lang=eng • India - http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/india-inde/index.aspx?lang=eng• Russia - http://www.rusembassy.ca/node/598 or http://www.parl.gc.ca/Content/LOP/ResearchPublications/2013-68-e.htm (no

formal agreement) • Vietnam (http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/fipa-apie/vietnam.aspx?lang=eng) • South Africa (

http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/fipa-apie/madagascar.aspx?lang=eng• Malaysia (Part of TPP)

Trade and Investment

• Both NDP and LPC talk about investment deal, but say little on policies• Green Technology is key focus point for the LPC and NDP, but no comment on

how they would strengthen investment deals. Many of the global players that provide raw materials either have investment/trade deal or deals need to be finalized. There is no comment on these deals by either NDP or LPC, why?

Green Technology by segment

• Wind• Solar• Energy Storage• Water Treatment• Advance Material• Smart Grid• Recycling• Agriculture & Forestry• Transportation• Air

Canada Power Generation

Canada - Wind

Wind Cost breakdown

Wind Cost breakdown

Canada Solar

Canada Solar - Production

Canada – Smart Grid

Canada – Smart Grid

Canada – Water Treatment

• Canada is world leader in membrane solutions, but no comment from either NDP or LPC, why?

Energy Storage

Energy Storage – Canada

• http://www.cbc.ca/news/canada/nova-scotia/tesla-announces-5-year-lithium-ion-research-deal-with-dalhousie-1.3117126• http://www.canadianmanufacturing.com/sustainability/alberta-innov

ates-sinks-1-5m-into-energy-storage-projects-150541/• There is no comment on what has been done with energy storage by either

the NDP or LPC, why?

Advance Materials

Advance Materials

• What are advance materials?

Advance Materials

Advance Materials

Advance Material Examples

Advance Material Examples

Green – Forestry and Agriculture

Green – Forestry and Agriculture

Canada – Transportation

Canada – Recycling

Canada – air

Climate Change• It is pretty sad that we have so many people believing the pro-climate people than others sources, why? How of those same people do not

know how Tides? http://www.tides.org/. Tide.org is pushing funding up to stop the oil sands, why? http://habledash.com/political-insight/254-the-tides-foundation-the-heart-of-the-radical-left. It appears me this organization has done some backing for Obama?

• Yet there are no comments from people to why the Greenpeace director spoke out about radical views of Greenpeace, why? http://www.youtube.com/watch?v=cA6WZ4SX_-0

• Yet we have people like Butts that will start at nothing to have no carbon in Canada: http://www.youtube.com/watch?v=zrdSCKDR5-Y. JT does support keystone http://www.youtube.com/watch?v=ViTIdnDJPj0

• So, where do the LPC stand on oil shipments? It appears to me that LPC only interested in pipelines that do not touch LPC held areas!!

• Here is what leading scientist said about UN and Climate Change:

http://www.sunnewsnetwork.ca/sunnews/canada/archives/2014/12/20141213-105217.html

Or• http://notrickszone.com/2014/12/12/harvard-astrophysicist-2014-hottest-year-claim-a-prostitution-of-science-global-warming-sorrowfully-

exaggerated/

• Ocean Trends - http://www.cfact.org/2014/12/22/what-if-obamas-climate-change-policies-are-based-on-phraud/

Climate Change •The Weather Channel - http://viral.buzz/video-there-is-no-global-warming-says-founder-and-former-ceo-of-the-weather-channel/ •It seems to me that Canada emissions are not the issue as compare to elsewhere in the World: http://business.financialpost.com/2014/11/27/new-emissions-from-canadas-oil-sands-extremely-low-says-ieas-chief-economist/?__lsa=7cb9-37c0

•http://www.wri.org/blog/2014/11/6-graphs-explain-world%E2%80%99s-top-10-emitters. How would a carbon tax help reduced emissions in Canada or make an impact on countries like India/China/USA? It seems to me that your party does not live in reality to big issues facing Canada, especially the economy and/or how big emitters have done little to curb greenhouse gases. So, is your party going to look at a carbon tax on items coming from China, India and USA? •Here is the BC results of their Carbon Tax•http://blogs.theprovince.com/2014/12/04/kenneth-green-carbon-taxes-take-big-bite-out-of-your-wallet/•Provincial and Consumers Impact: http://www.slideshare.net/paulyoungcga/carbon-tax-canada-and-its-provinces•http://www.dailymail.co.uk/sciencetech/article-2738653/Stunning-satellite-images-summer-ice-cap-thicker-covers-1-7million-square-kilometres-MORE-2-years-ago-despite-Al-Gore-s-prediction-ICE-FREE-now.html

Fastest Growing Companies Canada

Fastest Growing Companies

Fastest Growing Companies

Fastest Growing Companies

Canadian Innovation - Companies

Canadian Innovation - Companies

Canadian Innovation - Companies

Fastest Growing Companies

Fastest Growing Companies

Fastest Growing Companies

Fastest Growing Companies

Fastest Growing Companies

Fastest Growing Companies

How do companies grow?

• Access to capital/seed financing (http://www.canadabusiness.ca/eng/page/2848/)• Partnering with university (https://mcmasterinnovationpark.ca/)• Taxation policies (EI and Corporation Tax cuts -

http://www.cfib-fcei.ca/english/article/5299-employment-insurance-helping-workers-back-to-work.html or http://www.cfib-fcei.ca/english/article/7209-cfib-gives-2015-budget-an-a-big-tax-cut-for-small-business.html• Trade/Investment deals (EDC or other programs –

https://www.edc.ca/EN/Pages/default.aspx or http://www.international.gc.ca/economist-economiste/performance/index.aspx?lang=eng • Red tape/regulations -

http://www.cfib-fcei.ca/english/article/6893-red-tape-accountability-report-card-2015.html

NDP policies comments• Mulcair’s speech - http://www.thestar.com/news/canada/2015/01/27/ndp-leader-thomas-mulcair-promises-boost-for-manufacturing-small-

businesses.html• NDP main planks• Reduced small business taxes to 9% from 11% (Harper has reduced taxes to 11% with plans over the next few years to bring the rate down 9%) -

http://www.cfib-fcei.ca/english/article/7211-budget-2015.html • Emphasize R&D/Innovation - (Harper has various funds designed to support advance manufacturing, renewable energy, etc. -

http://www.slideshare.net/paulyoungcga/federal-government-programs-canada or http://www.wd.gc.ca/eng/16.asp or http://www.feddevontario.gc.ca/eic/site/723.nsf/eng/home or http://www.thestar.com/news/canada/2014/12/07/ottawa_investing_millions_in_pratt_and_whitney_maintaining_and_creating_1500_jobs.html

• Focus on small manufacturers - NDP approach is too narrow as you support hiking corporate tax up to 22% for medium to large corporation and reducing small business tax by 2% over two years. Where is your analysis to support this will help small business - https://www.ic.gc.ca/eic/site/061.nsf/vwapj/KSBS-PSRPE_July-Juillet2012_eng.pdf/$FILE/KSBS-PSRPE_July-Juillet2012_eng.pdf. It seems to me that only 1/3 of manufacturers in Canada would be small business, right? So how is NDP program going to help the other 2/3? CME already complimented Harper on his 2015 Budget - http://www.cme-mec.ca/?action=show&lid=JCKNC-E742G-1W6JA&comaction=show&cid=X4NX7-CPP8J-8EJNG.

• • So, how is the NDP plan not Harper lite? It seems to me that Mulcair is stealing programs from Harper and not introducing anything major in terms of

shift that will impact the economy. FYI – How come Mulcair always talks about information at summary level and not the details: http://www.slideshare.net/paulyoungcga/key-industry-and-market-indicators-for-may-2015-canada-and-north-america. Yet, exports in energy have been improving along with other areas. Does Mulcair ever do proper research? http://www.canadianmanufacturing.com/financing/ndp-leader-mulcairs-corporate-tax-policy-needs-clarity-150026/

Liberal Party Green Technology

• SDTC was created by Ralph Goodale. So, why no comment on this programs• Justin Trudeau promotes federal price for Carbon

(http://www.slideshare.net/paulyoungcga/edit_my_uploads?page=2 or http://www.ctvnews.ca/politics/justin-trudeau-vows-to-put-a-price-on-carbon-invest-in-clean-tech-1.2445752 • So how is Justin Trudeau’s program different to what is going on Canada now in

terms of business investment? (FYI – Did the LPC not get the message that Canada is #7 or #12 depending on survey for green investment? http://dualcitizeninc.com/GGEI-Report2014.pdf

• Is there more that can be done? The answer is yes, but some of that has to do with cultivated business opportunities. There is a also a need to have an integrated strategy with provinces, but that statement has never been made by either LPC or NDP

Green Energy Mistakes

• Pushing Green at all costs • FIT/Ontario - http://www.blazingcatfur.ca/2015/04/30/trudeau-advisor-gerald-

butts-green-energy-policies-cost-ontario-300000-jobs-admits-liberal-think-tank/ - Both the NDP and LPC seem to be pushing projects without understanding costs or how best to move projects forward as part of diversifying the economy

• Leverage existing programs and/or expanding programs• SDTC is very good, but needs to be expanded including more moneys to help with

technology• Breaking down internal trade barriers to allow free flow on technology/resources

(AB program is benefitting Canada - http://www.canadianmanufacturing.com/financing/ccemc-annual-report-213m-in-funds-supports-1-56b-in-value-128173/, but more needs to be done to be done as part of expanding business opportunities

Exports

Exports

• Clean Tech exports approximate $6B• CAGR 11%• Each $1B of export sales generates 5,500 jobs

NDP Comments

NDP Comments

NDP Comments

NDP Facts

• Fact 1 – Canada has already has programs like SDTC that provide support (no comment from NDP, why?• Fact 2 – 68% companies export green technology. Yet, Mulcair says little

on trade, why? http://news.nationalpost.com/full-comment/john-ivison-with-asian-trade-a-looming-election-issue-ndp-still-preoccupied-with-protectionism • Fact 3 – Is there more that can be done, yes? It starts will expanding

R&D programs (SDTC), Expanding Trade/Investment Deals, working with universities/colleges on cultivating new ideas, etc. • Fact 4 -

Alberta