Blog – Automotive Industry Analysis and Commentary – April 2023 Summary: Forecasters expect U.S. auto sales to increase about 10% in April vs. a year ago. That’s a substantial improvement, based on better new-vehicle availability. It’s also the ninth month in a row when monthly auto sales exceed the year-ago total, according to S&P Global Mobility. However, the increase is less impressive than it looks, because U.S. auto sales were down sharply in April 2022 due to low inventory, so it’s an easy comparison. Source - https://www.forbes.com/sites/jimhenry/2023/04/30/april-auto-sales-rise-10-on-bigger-inventory-but-its-still-a-sellers-market-analysts-say/?sh=23ab0d0025de

1. GLOBAL
AUTOMOTIVE
SECTOR
Paul Young CPA CGA
May 7, 2023

2. PAUL YOUNG - BIO
• CPA, CGA (1996)
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Customer Success Management
• SME – Risk Management
• SME – ESG and Sustainability Reporting
and Policy Development
• 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@actionkpi.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/

3. AGENDA
• Canada – Automotive Sales
• USA – Automotive Sales
• Automation/Productivity
• Ford
• Electrical Vehicles
• Global Sales
• Auto Parts
• Summary

4. UNITED STATES
AUTOMOTIVE
SALES

5. CANADA
Source – Desrosiers Automotive

6. ELECTRICAL VEHICLES

7. AUTOMOTIVE PRODUCTION

8. FORD
MOTOR
COMPANY
• Ford continues to restructure its operations -
https://www.industryweek.com/leadership/articl
e/22027835/ford-will-close-six-european-
plants-as-part-of-global-downsizing or
https://www.industryweek.com/talent/article/22
027622/ford-slashing-7000-jobs-as-sweeping-
disruption-hits-automakers

9. AUTOMATION / PRODUCTIVITY
• Laser Welding - https://www.globenewswire.com/news-release/2019/11/13/1946423/0/en/Welding-
Market-to-Reach-USD-48-16-billion-by-2026-Emergence-of-Automation-in-Welding-to-Escalate-Sales-
Opportunities-Fortune-Business-Insights.html
• Robotics/Automotive - https://roboticsandautomationnews.com/2020/04/20/automotive-robotics-market-
forecast-to-reach-6-billion-by-2024/31826/
• 3D printing Car - https://shop.advanceautoparts.com/r/advice/car-technology/how-the-automotive-
industry-is-using-3d-printing
• Emissions - https://www.epa.gov/automotive-trends/highlights-automotive-trends-report
• Fuel Standards - https://www.nber.org/papers/w23340 or https://www.canada.ca/en/environment-climate-
change/news/2019/06/canadas-clean-fuel-standard-reducing-pollution-fighting-climate-change-and-
driving-clean-growth.html
• Connected car - https://ksusentinel.com/2021/01/18/connected-car-market-with-emerging-key-players-
scope-and-overview-forecast-till-2027/

10. TECHNOLOGY
• RPA / Logistics - https://www.mhlnews.com/technology-automation/article/22055044/how-robotics-
technology-is-modernizing-thirdparty-logistics
• Analytics / Automotive - https://www.mygreatlearning.com/blog/analytics-is-driving-the-automotive-industry-
from-good-to-great/
• IBM and Automotive - https://www.ibmbigdatahub.com/industry/automotive
• AI and Automotive - http://www.canadianautoworld.ca/industry-news/how-artificial-intelligence-is-
transforming-the-auto-manufacturing-sector
• Big data and IOT - https://www.financialexpress.com/brandwagon/how-big-data-and-iot-connection-has-
transformed-the-automotive-industry/2107977/
• Digital - https://digitalmarketinginstitute.com/blog/5-ways-digital-is-transforming-the-car-buying-experience
• Cloudpak - https://www.youtube.com/watch?v=ZxDVnBWX3Qw
• Supply chain management -
https://ibm.ent.box.com/file/648099650319?s=63aqf8jo004v2bo5f8cf6eppgglhbvs5

11. AUTO PARTS
• Automotive Parts - https://linchpinseo.com/trends-in-the-automotive-aftermarket-parts-industry/
• Re-starting Automotive - https://www.prnewswire.com/news-releases/deloitte-restarting-the-stalled-
automotive-sector-301092622.html
• Warehousing and distribution - https://www.autoserviceworld.com/transportation-and-warehousing-sector-
down-23-1-in-april-statscan/
• eCommerce / Parts Management - https://www.businesswire.com/news/home/20200727005165/en/U.S.-
Auto-Parts-Network-CarParts.com
• New USMCA deal - https://www.industryweek.com/the-economy/article/22026500/how-will-the-shift-from-
nafta-to-usmca-affect-the-auto-industry
• Unifor / Automotive - https://canada.autonews.com/labour/unifor-select-detroit-3-bargaining-target-sept-8

12. EV BATTERY
PRODUCTION
Source – Moody's
Here is my work on clean
material -
https://www2.slideshare.net/paulyou
ngcga/clean-technology-what-is-
next-for-raw-materials
or

13. BLOG – AUTOMATION
Blog - Manufacturing Automation: Connected manufacturing: Realizing your ROI on data -
https://www.linkedin.com/posts/paul-young-055632b_manufacturing-automation-connected-manufacturing-activity-
6818842790190030849-BByT
Thanks to wide deployment of IoT sensors, many manufacturers are sitting on mountains of collected data. Capitalizing
on their investments will come not from mega-projects, but from incremental initiatives. Source -
https://www.canadianmanufacturing.com/features/manufacturing-automation-connected-manufacturing-realizing-
your-roi-on-data/
This ties nicely to my work on automation and machine learning -
https://www.slideshare.net/paulyoungcga/automation-robots-and-machine-learning

14. ESG AND SUSTAINABILIT Y REPORTING
What is next for Sustainability and ESG reporting - https://www.linkedin.com/posts/paul-young-055632b_accounting-the-line-between-transparency-
activity-7038190497969950720-meoM?utm_source=share&utm_medium=member_desktop
 The ISSB is to allow companies to hold back commercially sensitive information about sustainability-related opportunities
 But they must still disclose the effects of sustainability-related risks on their business
 Materiality, scalability and interoperability have emerged as three key themes to watch
https://www.ipe.com/esg/accounting-the-line-between-transparency-and-confidentiality/10065346.article
This ties nicely with many of my blogs on ESG and Sustainability:
Blog – Sustainability and ESG Reporting – How best to Manage the Supply Chain to Achieve Net Zero - https://www.linkedin.com/posts/paul-young-
055632b_4-steps-supply-chain-leaders-can-take-now-activity-7038135133589176320-_CHz?utm_source=share&utm_medium=member_desktop
Blog – Sustainability and ESG Reporting – How best to be a leader in Resource Stewardship - https://www.linkedin.com/posts/paul-young-
055632b_resource-stewardship-activity-7038124098052382720-JjNS?utm_source=share&utm_medium=member_desktop
Blog: Sustainability and ESG Reporting – How to Decarbonization and Efficient Energy - https://www.linkedin.com/pulse/blog-sustainability-esg-
reporting-how-decarbonization-paul-young
Blog – ESG and Sustainability – Biodiversity Capturing and Reporting - https://www.linkedin.com/posts/paul-young-055632b_what-is-
biodiversity-and-how-does-it-affect-activity-7038115093066223617-CUHj?utm_source=share&utm_medium=member_desktop
Blog - Sustainability and ESG Reporting - Developing key Policies related to Waste and Pollution - https://www.linkedin.com/posts/paul-
young-055632b_waste-management-critical-for-businesses-activity-7038127159349039104-
66VS?utm_source=share&utm_medium=member_desktop

15. SUMMARY
• Green transition continues for the automotive sector
Blog – Automotive Industry Analysis and Commentary – April 2023
Summary:
Forecasters expect U.S. auto sales to increase about 10% in April vs. a year ago.
That’s a substantial improvement, based on better new-vehicle availability. It’s also the ninth
month in a row when monthly auto sales exceed the year-ago total, according to S&P Global
Mobility.
However, the increase is less impressive than it looks, because U.S. auto sales were down
sharply in April 2022 due to low inventory, so it’s an easy comparison.
Source - https://www
.forbes.com/sites/jimhenry/2023/04/30/april-auto-sales-rise-10-on-bigger-
inventory-but-its-still-a-sellers-market-analysts-say/?sh=23ab0d0025de
Links:
Plug-in Vehicle sales - https://insideevs.com/news/665731/byd-plugin-car-sales-april2023/
Global Supply Chain - https://www
.economist.com/leaders/2021/03/31/global-supply-chains-are-still-a-
source-of-strength-not-
weakness?utm_medium=cpc.adword.pd&utm_source=google&ppccampaignID=18798097116&ppcadID
=&utm_campaign=a.22brand_pmax&utm_content=conversion.direct-
response.anonymous&gclid=Cj0KCQjwmN2iBhCrARIsAG_G2i5WRW_KDF8O3bBWkurKhAhx8hjTD0ZcfjyI
bzNJtHpAFHnEiyHDAEAaAlkQEALw_wcB&gclsrc=aw
.ds
Global automot
ive sales - https://ca.sports.yahoo.com/news/car-market-prices-plummet-due-
153706713.html
Global automot
ive production - https://www
.reuters.com/business/autos-transportat
ion/auto-parts-
maker-magna-international-raises-annual-forecast-2023-05-05/
Lithium Price and Supply - https://stockhead.com.au/resources/eye-on-lithium-technical-grade-lithium-
carbonate-price-climbs/
Supply chain - https://www
.binance.com/en/feed/post/283943