Electrical Vehicles and Plug-In Stations Adoption| February 2022

Electrical
Vehicle Sales
and Adoption
PAUL YOUNG CPA CGA
FEBRUARY 9, 2022

Paul Young - Bio
• CPA, CGA (1996)
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Customer Success Management
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
• SME – Data, AI, Security, and Platform
• SME – Internal Controls and Auditing
Contact information email: Paul_Young_CGA@hotmail.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga
Twitter: https://twitter.com/paulyoungcpa
YouTube - https://www.youtube.com/user/youngercga1968/videos

Agenda
 Electrical Vehicle sales
 Blog – Critical Material
 Blog – Carbon Pricing
 Canada Power Production by Fuel
 Key Countries / Power Generation
 Smart Grids
 Micro Power Plants
 Top Countries / Clean Energy
 Technology / Power Generation
 Green Agenda
 Plug-in stations
 Power Rates / Canada
 Solar Power
 Sales Forecasting

EV Sales
SOURCE -
HTTPS://INSIDEEVS.COM/NEW
S/564639/GLOBAL-PLUGIN-
CAR-SALES-DECEMBER2021/

USA – EV Sales
Source - https://insideevs.com/news/553972/us-bev-
sales-october-2021/
https://hedgescompany.com/automotive-
market-research-statistics/auto-mailing-lists-
and-marketing/

EV Sales
Source - https://www.wfae.org/energy-environment/2021-09-04/electric-vehicle-sales-are-
booming-in-the-u-s-but-the-southeast-lags

USA Market
Source -
https://insideevs.com/news/
532721/us-bev-market-july-
2021/

North American Automotive Market
Global auto sales slid for a fourth consecutive month in August with a -7.6% m/m (sa) contraction as limited inventory
around the world impacted sales
A sharp -10.7% m/m deterioration in US auto sales stood out as North American auto production pulled back by -12%
m/m (sa), keeping already-depressed retail inventory low. But no region was immune with notable sales declines in most
major markets including China (-6.6% m/m) and Germany (-10.5% m/m).
North American continues to see growth of electrical vehicles. The growth still lags the combustion engine due to many
factors including cost, lack of access to plug-in stations, fire risk (GM Volt), battery capacity, production capacity, etc.
Source – Scotiabank
Additional Links: https://www.slideshare.net/paulyoungcga/global-automotive-market-what-is-next-250358443

Global
Automotive
SOURCE – SCOTIA BANK
Global Automotive
Production.pdf

Electrical Vehicle Environmental Issues
 Methods of mining critical material and how power used to re-charge them can impact the
environment - https://www.cbc.ca/news/science/ev-electric-vehicle-carbon-footprint-
1.5394126
 Sustainable Transit - https://www.popsci.com/story/environment/electric-vehicles-emissions/
 Firefighting - https://www.caranddriver.com/news/a34335268/electric-car-fire-preparedness-
ntsb-report/
 Failures - https://phys.org/news/2019-03-electric-vehicles-failure.html
 Fabrication process - https://www.forbes.com/sites/jamesellsmoor/2019/05/20/are-electric-
vehicles-really-better-for-the-environment/?sh=532bb86b76d2

Fire issues / Batteries
Source - https://www.nextbigfuture.com/2021/09/gm-lg-and-hyundai-battery-fixes-from-mid-october-2021-
2023.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+blogspot%2Fadvancednano+%28nextbigfuture%29

Weather and eVehicle Batteries
 Cold weather - https://www.saskpower.com/about-us/our-company/blog/2021/myth-electric-vehicles-
cant-handle-our-cold-saskatchewan-winters
 Battery range - https://leasing.com/car-leasing-news/electric-vehicle-range-in-winter/
 Battery performance in the cold - https://www.notebookcheck.net/Electric-cars-performance-and-battery-
range-in-cold-weather-must-be-improved-say-Chinese-regulators.583003.0.html
 Heat and traffic jams - https://sports.yahoo.com/fact-check-electric-vehicles-more-180006875.html

EV as % of Total
Vehicle Sales
Source -
https://energy.economictime
s.indiatimes.com/news/powe
r/top-10-countries-with-
highest-share-of-electric-
vehicles/68584607

Blog – Critical Material
 Earth is getting greener.
 There are gaps between supply and demand for critical materials.
 Rising housing and food costs are enormous issues for consumers.
 https://www.slideshare.net/paulyoungcga/clean-technology-search-for-viable-solutions
 Blog – What is next for Critical Materials
1. EV Electrical Vehicles - https://www.ecoengineers.us/2021/05/06/ev-adoption/
2. Plug-in stations - https://www.autonews.com/regulation-safety/ev-charging-business-doing-everything-making-money
3. Supply and demand for critical materials - https://www.esi-africa.com/industry-sectors/future-energy/huge-mismatch-
between-critical-minerals-supply-and-global-climate-needs/
4. Food prices - http://www.fao.org/worldfoodsituation/foodpricesindex/en/
5. Supply Chain - https://www.bizjournals.com/charlotte/news/2021/05/10/3-supply-chain-lessons-learned-in-uncertain-
times.html
6. Carbon leakage - https://www.cbc.ca/news/business/carbon-adjustment-column-don-pittis-1.6016074
7. Water management - https://thenarwhal.ca/opinion-canada-water-agency-protect-freshwater/
8. World getting greener - https://fee.org/articles/rejoice-the-earth-is-becoming-greener/
9. Oil and the green economy - https://financialpost.com/commodities/energy/oil-gas/monetizing-carbon-how-one-canadian-oil-
producer-is-leveraging-its-technology-to-create-a-clean-tech-firm
10. Power - https://www.npr.org/2021/05/11/995849954/renewable-energy-capacity-jumped-45-worldwide-in-2020-iea-sees-
new-normal

Australia and USA
@JoeBiden
China still has not lived up to their imports from the USA. China imports are 75% of the 200B
min. promise when USA signed an agreement with China.
USA is doing one thing right that is partnering with AUS on supplies related to critical metals
https://www.slideshare.net/paulyoungcga/merchandise-tradethe-united-states-december-2021
Blog – Trade – United States – December 2021
@mary_ng you like take credit for a reduction in tariffs for the softwood lumber. The reality you
have failed to resolve the softwood impasse for over 6 years. The only reason the tariff was
reduced is due to high cost of lumber.
https://www.slideshare.net/paulyoungcga/merchandise-tradethe-united-states-december-2021
USA Trade -
December 2021.pdf
US-China trade deal
a ‘historic failure’ with purchases more than 30 per cent short of target, PIIE report says South China Morning Post.pdf
trends-in-australias-b
alance-of-payments.pdf
The United States
and Australia A Vital Partnership for the Indo-Pacific Region and the World - United States Department of State.pdf
Rising LNG Exports
Are Becoming A Problem For Biden OilPrice.com.pdf
American Agricultural
Exports Shattered Records in 2021 USDA.pdf
US Crude Imports
Climb, Exports Dip in 2021 Energy Intelligence.pdf
USA origin -
Manufuacturing Automotive.pdf
DOC Reverses
Course on Canadian Softwood Lumber Duties - Structural Building Components Association.pdf
Global chip shortage
gives US manufacturing a boost - CNET.pdf
Trade and Japan.pdf US mineral mining
badly lags Biden’s clean energy goals IHS Markit.pdf
Best EV Stocks To
Buy And Watch Now 5 Top Stocks For December 2021 Investor's Business Daily.pdf
US-Ports US marine
terminal acreage abuse cements port congestion.pdf
Four Ways We Can
Boost Supply Chain Risk and Resilience Education 2022-02-08 SupplyChainBrain.pdf
Supply chain winners
and losers in 2022 - Investment Monitor.pdf
US Trade Deficit Hits
Record, Reflecting Strong Economic Growth.pdf
China bought none
of the extra $200 billion of US exports in Trump's trade PIIE.pdf
Summary:
The United States posted its largest ever full-year trade deficit in the 12 months ending in
December, according to data released by the Commerce Department on Tuesday, signaling
continued strong economic growth and vibrant consumer demand as the country emerges from
the recession induced by the COVID-19 pandemic.
https://www.voanews.com/a/us-trade-deficit-hits-record-reflecting-strong-economic-
growt/6433235.html
1. USA and Australia critical metals - https://www.state.gov/the-united-states-and-australia-a-
vital-partnership-for-the-indo-pacific-region-and-the-world/
2. LNG - https://oilprice.com/Energy/Energy-General/Rising-LNG-Exports-Are-Becoming-A-
Problem-For-Biden.html

Blog – Carbon Pricing
 Carbon pricing / taxation are regressive taxes.
 There are more issues with environment that go beyond carbon pricing/tax
 More emphasis should be on all aspects of the environment including mandatory public and private sector on ESG reporting -
https://www.slideshare.net/paulyoungcga/does-the-world-need-carbon-pricing
1. Recycling - https://www.paperadvance.com/news/sustainability/the-fight-against-climate-change-and-the-role-of-recycled-
products.html
2. Producing environmentally friendly products - https://www.onyalife.com/eco-friendly-products/
3. Urban planning - https://urbanpolitical.podigee.io/43-greening
4. Green transportation - https://www.trucknews.com/sustainability/vision-of-green-transportation-faces-business-
challenges/1003151542/
5. AG – sustainable practices - https://www.ctvnews.ca/business/mccain-foods-aims-to-have-fully-sustainable-agricultural-practices-
by-2030-1.5459055
6. Water management - https://www.waterworld.com/environmental/article/14204399/developing-a-water-management-strategy-
for-drought-and-fire-season
7. Access to critical materials - https://mineralprices.com/
8. Middle class - https://pledgetimes.com/2021/06/columns-the-climate-issue-should-not-be-made-repulsive-to-the-middle-class/
9. Big government - https://www.nationaljournal.com/s/712502/the-era-of-small-government-is-over/
10. Electricity - https://elements.visualcapitalist.com/nuclear-energy-in-the-clean-energy-transition/

Power Generation / Key Country –
Blog – What is going on with Electricity Market? https://www.slideshare.net/paulyoungcga/electricity-analysis-and-
commentary-october-2021

Smart Grids
Source -
https://www.globenewswire.c
om/news-
release/2020/08/13/2077717
/0/en/Worldwide-
Transformer-Monitoring-
System-2019-to-2027-
Offshore-Wind-Farms-
Presents-Opportunities.html

Micro power plants
Source - https://www.marketsandmarkets.com/PressReleases/micro-grid-
electronics.asp

Waste to Energy
The focus should be on the circular economy as part of recycling and zero-waste management. I am floored also why
we do not incinerate garbage as part of energy management.
Circular Economy - https://www.slideshare.net/paulyoungcga/how-to-best-support-a-circular-economy
Waste to Energy - https://greenerideal.com/news/energy/waste-to-energy-technologies/
• Sweden biogas -
https://sweden.se/nature/the-swedish-
recycling-revolution/
• Top companies (Waste to Energy) -
https://www.energystartups.org/top/waste-
energy/
• EU and Waste Energy -
https://www.statista.com/statistics/1122082/e
urope-waste-to-energy-capacity-by-country/
• USA -
https://www.eia.gov/energyexplained/biomas
s/waste-to-energy.php

Top Countries /
Clean Energy
 Top 10 green countries are European -
https://www.conserve-energy-future.com/greenest-
countries-earth.php
 Iceland leads the world in terms of clean energy (Wind,
Solar, Tidal, and Geothermal) -
https://www.clickenergy.com.au/news-blog/12-
countries-leading-the-way-in-renewable-energy
 50% of the emissions come from China, USA, and India
- https://www.ucsusa.org/resources/each-countrys-
share-co2-emissions
 Circular Economy -
https://www.slideshare.net/paulyoungcga/how-to-
best-support-a-circular-economy

Plug-in Stations
 Use of diesel generators - https://thedriven.io/2018/12/14/diesel-charge-evs-
remote-locations-greener-than-you-think/
 Viability - https://financialpost.com/commodities/energy/electric-vehicles/ev-
charging-industry-is-doing-everything-except-showing-a-profit or
https://www.bloomberg.com/news/articles/2021-04-30/ev-charging-industry-is-
doing-everything-except-showing-a-profit
 Sizeable infrastructure must be built to support electrical vehicles
 Source - https://www.slideshare.net/paulyoungcga/plugin-stations-electrical-vehicles-february-
2021

Charging issues
Source -
https://www.supplypro.ca/slo
w-charging-times-threaten-
ev-sales/

Technology /
Power
 AI and Power Production - https://www.uniper.energy/news/4-
benefits-of-ai-in-the-operation-of-power-plants/
 AI will reshape energy production - https://www.petroleum-
economist.com/articles/low-carbon-energy/energy-
transition/2020/ai-will-shape-the-energy-transition
 IBM and Verizon (5G) - https://newsroom.ibm.com/2020-07-16-
IBM-and-Verizon-Business-to-Collaborate-on-5G-and-AI-
Solutions-at-the-Enterprise-Edge
 RPA and Energy Sector - https://www.tcs.com/blogs/measuring-
effort-in-robotic-process-automation
 Analytics / Utilities - https://www.globenewswire.com/news-
release/2020/06/22/2051219/0/en/4-3-Billion-Energy-and-
Utilities-Analytics-Industry-to-2025-COVID-19-to-Have-a-
Significant-Impact-on-the-Sector.html
 Hydro Quebec line inspection -
https://ca.finance.yahoo.com/news/hydro-qu-bec-nucleom-sign-
100000195.html

Green Agenda
 Economies around the world are very fragile.
There is a big movement to push more spending
towards the green economy
 Green https://www.slideshare.net/paulyoungcga/fail-
green-agenda-ontario-july-2019
 Climate Change -
https://www.slideshare.net/paulyoungcga/clean-
technology-the-green-economy
 Clean - https://financialpost.com/technology/liberals-
600-million-cleantech-fund-is-losing-money-and-
struggling-to-find-investments
 Economy -
https://www.slideshare.net/paulyoungcga/global-
economy-current-state-and-whats-next

Solar Power
Blog – Solar Panels – What is Next? - https://www.linkedin.com/pulse/blog-solar-panels-what-next-paul-young/?published=t
- Shortage of raw materials to make solar panels.
- Load factors with solar panels.
- Natural resources sector needs to be identified as a critical area with the supply chain.
Summary
 The global solar panels market exceeded USD $115 billion in 2019 and is expected to exceed $176 billion by 2027.
 The global solar panels market exceeded USD $115 billion in 2019 and is expected to exceed $176 billion by 2027. The German government has
undertaken initiatives to implement solar power in the country and target having 50% of their energy being derived from renewable sources by 2025.
 https://www.canadianmanufacturing.com/manufacturing/gblt-corp-announces-relaunching-of-its-solar-energy-division-267817/
 Risks
 Risk 1: Changing Regulations: Losing Net Metering or SRECs.
 Risk 2: Electric Prices Stagnating, or Worse, Getting Cheaper.
 Risk 3: Partnering with an Underperforming Installer.
 Risk 4: Damage to Your Roof.
 Risk 5: Spending More Money if your Roof Needs Replaced.
 https://www.paradisesolarenergy.com/blog/the-top-risks-to-owning-a-solar-system

ESG Reporting
SEC may require climate risk disclosures in expanded 10-Ks: Gensler
 Securities and Exchange Commission (SEC) Chair Gary Gensler has asked agency staff to submit a proposal for mandatory climate risk
disclosures for consideration by the end of 2021. Such reports may be required in an expanded Form 10-K and describe a company’s direct
and indirect carbon emissions, including those by suppliers and partners in its “value chain.”
 Companies may be required to disclose both qualitative and quantitative details, including how they manage climate-related risks and
opportunities in day-to-day operations and in broad strategy, Gensler said Wednesday. They may also need to report on metrics such as
greenhouse gas emissions, financial impacts of climate change and progress towards climate-related goals.
 “Today, investors increasingly want to understand the climate risks of the companies whose stock they own or might buy,” Gensler said in
remarks during a webinar. “InveHttps://www.cfodive.com/news/sec-may-require-climate-risk-disclosures-expanded-10-ks-
gensler/604084/?utm_source=Sailthru&utm_medium=email&utm_campaignstors are looking for consistent, comparable, and decision-
useful disclosures so they can put their money in companies that fit their needs. =Issue:%202021-07-
29%20CFO%20Dive%20%5Bissue:35724%5D&utm_term=CFO%20Dive
Here is my latest presentation on Environmental, Social, and Governance (ESG) reporting - https://www.linkedin.com/posts/paul-young-
055632b_box-activity-6822831792043769856-T0Fe

Summary
 More and more countries are moving to cleaner fuel supply for their electricity needs
 Cold weather has played havoc with renewable sources like wind and solar - https://www.foxbusiness.com/energy/texas-
winter-storm-shows-diverse-energy-supply-needed-ex-energy-secretary
 More options when it comes to smart grids - https://www.whatissmartenergy.org/energy-blog/3-key-benefits-of-the-
smart-grid
 There are issues with government subsidies and EV adoption - https://uk.motor1.com/news/491304/report-questions-
government-ev-grant/ or https://theconversation.com/electric-vehicles-as-an-example-of-a-market-failure-111783
 Tesla makes up the vast majority of electrical vehicles - https://www.cnet.com/roadshow/news/tesla-cars-ev-registrations-
us/
 Global economy continues to be very fragile - https://www.slideshare.net/paulyoungcga/what-is-next-for-the-global-
economy-january-2021 or https://www.slideshare.net/paulyoungcga/what-is-next-for-the-global-economy-april-2021 or
https://www.slideshare.net/paulyoungcga/what-is-next-for-the-global-economy

Electrical Vehicles and Plug-In Stations Adoption| February 2022

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