Summary Electrical vehicles will need to have road taxes/user fees as part of supporting the infrastructure for electrical vehicle as well as fixing the revenue loss from the gas taxes. It will take billions of public and private sector moneys to build a plug-in station capacity The power grid will require upgrades to support the electrical capacity

1. GLOBAL
AUTOMOTIVE
SECTOR
Paul Young CPA CGA
April 4, 2022

2. 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

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

4. KEY TRENDS
Source – BakerHughes, BNS, BMO,
and Desrosier

5. CANADA
AUTOMOTIVE SALES
DesRosiers says
Canadian auto sales dropped nearly 20 per cent in March CP24.com.pdf

6. UNITED STATES
AUTOMOTIVE
SALES

7. PROVINCIAL SALES

8. ELECTRICAL VEHICLES
BNS_Global
Automotive.pdf

9. TOP 7 TRENDS FOR AUTOMOTIVE
Source - https://www.industryweek.com/leadership/media-gallery/21150611/back-to-
the-future-7-developments-shaping-automotive-in-2021-and-
beyond?oly_enc_id=7930I4506489J2B
1. A Biden Presidency
2. EV having a moment
3. Battery Battles Heating Up
4. New Ways of Working (Thanks, Pandemic)
5. Supply Chain Change-up
6. AVs Exiting the ‘Valley of Disillusionment
7. A Shift in Labor

10. 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

11. 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/

12. 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

13. AUTO PARTS
• Automotive Parts - https://linchpinseo.com/trends-in-the-automotive-aftermarket-parts-industry/
• Canada wholesale trade - https://www.cbc.ca/news/business/wholesale-sales-covid-19-1.5653476
• 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

14. 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

15. 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

16. CLIMATE CHANGE AND AUTOMOTIVE
General Motors announced July 2 it would move to source lithium for its electric-vehicle batteries from a U.S.-based startup. The automaker
made a multi-million-dollar investment in Controlled Thermal Resources, Ltd., a California-based startup, to help fund a lithium plant in
Southern California.
https://www.industryweek.com/technology-and-iiot/article/21168845/gm-to-source-lithium-for-ev-batteries-from-usbased-
startup?utm_source=IY+IW+Daily+Headlines+-
+Morning&utm_medium=email&utm_campaign=CPS210702079&o_eid=7930I4506489J2B&rdx.ident%5Bpull%5D=omeda%7C7930I4506489
J2B&oly_enc_id=7930I4506489J2B
Here is my work on eVehicles – https://www.slideshare.net/paulyoungcga/electrical-vehicles-and-plugin-stations-adoption
Blog – Heat Wave and Plug-In Stations
How so? As the heatwave continues to build, the California ISO has asked residents to relieve pressure on the electric grid, in part by charging
EVs at off peak times. This comes at a time when an aggressive move is underway to build a robust EV industry is well underway, including the
2035 target date to end sale of gas vehicles in California, events straining the utility grid could lead to limited mobility and high costs to
charge. While this instance will be short lived, other events will transpire in the future, putting similar strains on the critical infrastructure.
https://www.industryweek.com/technology-and-iiot/article/21168237/ev-dilemma-heating-up?utm_source=IY+IW+Daily+Headlines+-
+Morning&utm_medium=email&utm_campaign=CPS210627022&o_eid=7930I4506489J2B&rdx.ident%5Bpull%5D=omeda%7C7930I4506
489J2B&oly_enc_id=7930I4506489J2B
There are issues with grid as part of supporting the plug-in stations for eVehicles
https://www.slideshare.net/paulyoungcga/electrical-vehicles-and-plugin-stations-adoption

17. SUMMARY
• Consumer spending drives the economy. There are issues with household debt -
https://www.slideshare.net/paulyoungcga/debt-and-insolvency-global-crisis
• More and more focus on electrical vehicles -
https://www.slideshare.net/paulyoungcga/ev-electrical-vehicles-all-you-need-to-know
or https://www.fool.com/investing/2020/09/28/ford-reveals-plans-to-build-electric-
vehicles-in-c/
• Canada needs to refocus policies to ensure it is competitive for manufacturing -
https://www.slideshare.net/paulyoungcga/how-best-to-reshore-supply-chains
• Post-COVID/Global Economy - https://www.slideshare.net/paulyoungcga/what-is-next-
for-the-global-economy-september-2020 or
https://www2.slideshare.net/paulyoungcga/global-economy-outlook-december-2020
Blog – Automotive Analysis – March 2022
BNS_Global
Automotive.pdf
2022 U.S. Auto Sales
Figures by Brand GCBC.pdf
DesRosiers says
Canadian auto sales dropped nearly 20 per cent in March CP24.com.pdf
Desrosier and
Automotive.pdf
China Plug-In Electric
Car Sales Almost Tripled In February 2022.pdf
Global EVs market
grew 91.7% year-on-year in Feb. 2022 - E-Vehicleinfo.pdf
globalweekahead202
20401.pdf
Demand for EVs Will
Keep Lithium Prices High Barron's.pdf
EV charging rebates
for apartment and condo buildings Electric Vehicles BC Hydro.pdf
Canada's charging
networks see 39 per cent jump in fast chargers in 2021.pdf
The Future of EVs.pdf Norway needs
$1.6-billion power grid upgrade to support EVs by 2040 study Driving.pdf
Cost of electric
vehicle batteries surges 20% due to rising commodity prices.pdf
Climate change is
one of Australia's biggest challenges. But according to the government and Labor, it's not so clear-cut - AlmoOon.pdf
The U.S. Zigs While
the Rest of the World Zags on EV Subsidies - Bloomberg.pdf
Road use fees
discourage early adoption of electric vehicles Opinion.pdf
Goodbye gas tax.
Hello road user fees. Fierce Electronics.pdf
Biden looks to
expand mining of minerals for electric vehicles KATV.pdf
India to invest in
exploring lithium, cobalt mines in Australia Reuters.pdf
High metal prices
and green tech a boon for Ontario mining, says industry CBC News.pdf
Summary
Electrical vehicles will need to have road taxes/user fees as part of supporting the infrastructure for
electrical vehicle as well as fixing the revenue loss from the gas taxes.
It will take billions of public and private sector moneys to build a plug-in station capacity
The power grid will require upgrades to support the electrical capacity
1. Ontario - https://www.cbc.ca/news/canada/sudbury/metal-prices-green-economy-ontario-
1.6404010
2. Lithium costs - https://www.barrons.com/articles/ev-demand-lithium-prices-51648710901
3. Rebates - https://electricvehicles.bchydro.com/incentives/charger-rebates/apartment
4. Charging stations - https://electricautonomy.ca/2022/03/31/canadas-public-charging-networks-
2021/
5. Billions require to add plug-in station capacity - https://www.jdpower.com/cars/shopping-
guides/the-future-of-evs
6. Power Grid upgrades - https://driving.ca/auto-news/news/norway-needs-1-6-billion-power-
grid-upgrade-to-support-evs-by-2040-
study?gclid=CjwKCAjwrqqSBhBbEiwAlQeqGrHD_LG4rVUhBxWjwyMTPjqqW_pkj1jL2sKzGZXF2d
Ww_A7GAVDpfxoCypcQAvD_BwE&utm_source=google&utm_medium=cpc&utm_campaign=dri
ving_make-model&utm_content=ontario_toronto&cid=SEARCH%7CGOOGLE%7CTORONTO-
DYN%7CPPC&ef_id=YkqyWgAABOr2-hnp:20220404085450:s

18. TRAINING AND DEVELOPMENT
• If you like to learn more
about trade and/or other
subjects as part of your
professional learning and
development then feel
free to review my material
on
https://www.udemy.com/
(search Paul Young CPA
CGA)
• These subjects address
how to fixed issues with
housing and/or systemic
issues related to economy
including government
policies