The document discusses trends in the global energy sector, including natural gas supplies in EMEA, oil production levels in Canada and the US trailing pre-pandemic levels, and the high costs of green hydrogen production. It also mentions the impact of carbon taxes on inflation rates. Several countries are reopening coal plants to manage power needs. Excessive regulations and taxes aimed solely at reducing carbon can negatively impact costs and productivity. A balanced approach is needed to address environmental issues.

2. • CPA, CGA
• Academia (PF1, FA4, FN2, MU1. and MS2)
• 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

9. USA Oil Production -
https://www.reuters.com
/article/usa-rigs-baker-
hughes/u-s-drillers-add-
oil-and-gas-rigs-for-
seventh-week-in-a-row-
baker-hughes-
idINL2N2WY1AB

11. Source –
https://economics.bmo.com/en/publications/detail/ae97550
d-8a18-46fc-bb31-ca013cee5f45/
BMO - Inflation - CPI
- Canada - July 2022.pdf
Canadian CPI (Aug.)
— Another Step Down a Long Road.pd

12. • Petrochemical investments –
• UAE - https://www.bnnbloomberg.ca/abu-dhabi-s-adnoc-forms-venture-for-petrochemical-investment-1.1469040
• Alberta / Petrochemicals - https://fortsaskonline.com/local/new-provincial-program-aims-to-bring-in-more-petrochemical-projects
• Petrochemicals / Sarnia - https://www.canadianenergycentre.ca/petrochemical-project-a-godsend-for-small-ontario-business/
• COVID19 Delays - https://cen.acs.org/business/petrochemicals/Pandemic-delays-big-US-petrochemical/98/i28

13. @FP_Champagne you are supporting tech that is not
proven for H2. CAN already has existing capacity to
make H2 via natural gas process. The natural gas
process is more efficient! Why are you not working
with Linde or Suncor
https://www.slideshare.net/paulyoungcga/the-future-of-
hydrogen-august-2022pptx

17. Canada ZEV are about 6.2% of total vehicle sales, or about 8.4K
to 12K per month. Global ZEV sales are about 13% of total
automotive sales. There is misnomer as ZEV are not zero
emission, especially as EMEA generates nearly 50% of its power
requirements from non-clean sources of energy.
There are significant challenges with lithium, rare metals, and
cobalt supplies that are forcing up the cost of electrical
vehicles.
Brownouts are a fear due to many governments pushing their
zero emissions agenda at all costs
Farmer in Netherlands continue to show their frustration with
tougher environmental laws. Food costs and security are
enormous issues for countries around the world.
There seems to be little appetite to push hybrid vehicles as well
as deal with gas taxes as part of managing the cost of gasoline.
https://www.slideshare.net/paulyoungcga/global-automotive-
sector-analysis-and-commentary-june-2022pptx

20. Source - https://www.iea.org/reports/monthly-oecd-electricity-statistics

22. https://www.prnewswire.com/news-releases/ibm-acquires-envizi-to-help-organizations-accelerate-sustainability-
initiatives-and-achieve-environmental-goals-301458256.html
Here is my initial look at IBM options with Envizi. More to come shortly as it relates to Envizi’s ESG solution.
Excel interface
https://knowledgebase.envizi.com/home/How-to-get-data-in-Excel-using-Envizi-API.2495529494.html
Integration with Maximo - https://www.prnewswire.com/news-releases/ibm-acquires-envizi-to-help-organizations-
accelerate-sustainability-initiatives-and-achieve-environmental-goals-301458256.html
This ties nicely with my work on Maximo and Cognos Analytics -
https://ibm.box.com/s/ow662tdpto1c1p6d9u2waqxwli40x0la
Here is an additional link on close, consolidate, and reporting -
https://ibm.box.com/s/i7efp948qvb5l8bt96y8sigsup8yes2u
ESG Reporting - https://ibm.box.com/s/vmyitcackqevvm1hcxv7wke6gudrpnce

24. Source - https://www.canadianmanufacturing.com/sustainability/fossil-fuels-
declining-but-still-big-in-canadas-energy-use-by-2050-report-264178/

25. Source - https://epi.yale.edu/downloads or https://www.ig.com/en/trading-
strategies/world-s-biggest-oil-producers-200722

26. Source - https://www.slideshare.net/paulyoungcga/corporate-tax-vs-direct-subsidies,
https://www.wallstreetmojo.com/income-tax-expense/
2020 - Suncor FS.pdf

27. Blog – Energy Sector – Oil and Gas – Analysis Commentary – September 2022 (Preliminary)
Materials are the next
frontier of decarbonization Sustainability McKinsey & Company.pdf
Clean energy ETFs
left exposed to company reopening coal-fired power stations.pdf
Column Australia
sees longer commodity boost from Russia's Ukraine war - MINING.COM.pdf
Why are gas prices
going up OPEC cuts production by 2 million barrels.pdf
LNG Market Supply
to Remain Tight for Years, Top Producers Say Financial Post.pdf
Oil OPEC+ imposes
deep production cuts in a bid to shore up prices.pdf
U.S. Production,
Demand Flat as Global Oil Market Enters New Era of Uncertainty - Natural Gas Intelligence.pdf
Green Hydrogen 3M
Increases R&D in Decarbonization and Renewable Fuels – pv magazine USA.pdf
Petrochemicals
Market to Develop at a CAGR of 4.3_ during Forecast Period, notes TMR Study.pdf
Sustainable
petrochemicals Markets explore multiple routes to a greener future S&P Global Commodity Insights.pdf
6 Eco-Friendly Roof
Designs.pdf
Amazon took solar
rooftops offline last year after fires, explosions.pdf
5 Stocks Set to Thrive
in the Booming LNG Export Environment.pdf
Australia’s Trade
Surplus Shrinks Further in August.pdf
Coal Stocks Pause,
But Demand Is Heading For Record Highs Investor's Business Daily.pdf
Germany, Spain
Ratchet Up Pressure on Macron Over Proposed Gas Pipeline.pdf
Critical metals.pdf Livent Lithium
Deficits, Elevated Prices To Stay Through 2024 (NYSE LTHM) Seeking Alpha.pdf
Bringing climate
change into council chambers ThePeterboroughExaminer.com.pdf
A farmer-centered
model to ensure food security – POLITICO.pdf
Invest in small
farmers or world will face regular food crises, says UN agency chief Food security The Guardian.pdf
The energy transition
will be expensive The Economist.pdf
Summary:
EMEA continues to look for new supplies of natural gas.
Both Canada and the United States oil production continues to trail pre-covid19 production levels
Green Hydrogen continues to be push as part of energy solution. The problem is the producing of green
technology is very costly
Carbon tax will continue impact inflation. Countries like Canada are targeting inflation rates of 2%.
Currently many countries around the world are between 6% to 8% inflation rates.
Canada oil sector has contributed to large trade surpluses. Canada is rank globally when it comes to
ethical and environmental production of its oil and natural gas.
Many countries are re-starting coal fired plants as part of managing their power grid -
https://www.etfstream.com/features/clean-energy-etfs-left-exposed-to-company-reopening-coal-fired-
power-stations/ or https://www.mining.com/web/column-australia-sees-longer-commodity-boost-
from-russias-ukraine-war/
Too many progressives are too narrow focus on carbon tax and excessive regulations. Excessive
regulations and taxes can have impact of costs as well as productivity.
I am all for doing things as part of making planet greener. The problem is policies by many governments
are one-side. https://www.slideshare.net/paulyoungcga/climate-change-and-the-green-economy-
canada-october-2022pptx
Source