Blog – What is next for Mining Oil Forestry Natural Gas and Agriculture – August 2023 The aftermath of the most aggressive global central bank tightening in history could burden commodity prices in the second half. The Bloomberg Commodity Spot Index — which tracks futures contracts for everything from oil to copper and wheat — spiked along with an unprecedented US money supply surge to the 2022 peak that’s now unwinding. Markets fueled by excess liquidity often see a slide once that glut reverses, according to Bloomberg Intelligence’s Mike McGlone. The two have mostly tracked since the end of 1999, emphasizing the propensity for dollar-denominated assets to advance because of the supply of the currency. What’s notable is the deflationary nature of broad commodities as shown by the greater appreciation in the price of gold. Source - https://www.bnnbloomberg.ca/five-key-charts-to-watch-in-global-commodity-markets-this-week-1.1955746 Sources and Links: Lithium - https://www.afr.com/markets/equity-markets/lithium-prices-to-fall-further-broker-e-and-p-says-20230807-p5duga Critical metals - https://smallcaps.com.au/clean-energy-demand-record-growth-critical-minerals-markets-iea/ Forestry - https://tnc.news/2023/08/06/bc-lumber-mill-layoffs/ Agriculture - https://opengovasia.com/smart-farming-how-thailands-advancing-technology-is-transforming-its-agriculture-industry/ Commodities - https://www.theguardian.com/world/2023/jul/15/drought-leaves-millions-in-uruguay-without-tap-water-fit-for-drinking ESG - https://www.businessdailyafrica.com/bd/opinion-analysis/columnists/why-organisations-need-assurance-for-their-sustainability--4328302 Metals - https://www.proactiveinvestors.com/companies/news/1022743/australian-copper-stocks-ride-high-on-looming-supply-gap-for-the-metal-of-electrification-1022743.html?region=ca Potash - https://menafn.com/1106794639/Comprehensive-Overview-Of-Potash-Market-Up-To-2030 Oil - https://www.cnbc.com/2023/08/07/oil-prices-rise-after-saudi-russia-cuts-and-russian-oil-export-hub-attack.html Natural Gas - https://www.bloomberg.com/opinion/articles/2023-08-06/gas-australia-ban-highlights-global-transition-challenges#xj4y7vzkg or https://www.forbes.com/sites/eliasferrerbreda/2023/08/06/natural-gas-eases-negotiations-between-europe-and-venezuela/?sh=29b3b1377613

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Global Mining,
Forestry, Agriculture,
Oil and Natural Gas
P a u l Yo u n g C PA C G A
S M E D a t a a n d A I
A u g u s t 7 , 2 0 2 3

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Paul Young CGA CPA
CSM / Business Strategist – Data
and AI
• 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_cga@outlook.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga
Youtube - https://www.youtube.com/user/youngercga1968/videos

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Agenda
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• Key Commodities
• Oil Production
• LNG Production
• Electricity Generation (Key Countries)
• Top Mineral Production Countries
• Top Mining Companies in the World
• GDP per capita
• Top FDI countries
• Blog – Junior Miners and Joint Ventures
• Data and Mining
• Data Management and Mining
• Asset Management and Monitoring
• ESG and Sustainability Reporting

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Key Commodities
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Oil Production
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Oil Production
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USA Natural Gas
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Electricity
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Food Index
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Top Mining Countries
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Source -
https://www.statista.com/statistics/1114898/l
eading-mining-countries-worldwide-based-
mineral-production-value/

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Top Mining Companies in the World
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Source - https://en.wikipedia.org/wiki/List_of_largest_mining_companies_by_revenue

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GDP Per Capita
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Source -
https://www.visualcapitalist.com/worlds-
richest-countries-2023-gdp-per-capita/

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Top FDI Destinations
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Source - https://www.opportimes.com/the-
25-economies-that-will-attract-the-most-
foreign-direct-investment-in-the-world/

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Blog – Junior Miners and Joint Ventures
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Blog - Are large-scale joint ventures making a comeback in the mining sector -
https://www.linkedin.com/posts/paul-young-055632b_are-large-scale-joint-ventures-
making-a-comeback-activity-7048293763248492544-
j3bn?utm_source=share&utm_medium=member_desktop
n the last few years, when public capital markets were harder to access (particularly for junior companies), it became
increasingly common for us to be spending our time advising companies on possible mergers and acquisitions (M&A)
targets (or “partners” for the less aggressive term). While alternatives such as royalties, streaming agreements,
amalgamations, offtake agreements and private equity investments continue to exist, many mining companies are now
being forced to consider M&A as a way to increase efficiencies through economies of scale and simply survive. But the
road to a happy M&A marriage isn’t always a smooth one.
https://www.lexology.com/library/detail.aspx?g=e7f7304f-a900-4953-b709-
415d4e822724

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Data and Mining
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Data Management
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Asset Management and Monitoring
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ESG and Sustainability Reporting
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Blog - ESG reporting expectations on suppliers growing, report says - https://www.linkedin.com/posts/paul-young-
055632b_esg-reporting-expectations-on-suppliers-growing-activity-7048296427751424000-
qyl5?utm_source=share&utm_medium=member_desktop
A new report finds that small and medium suppliers face growing expectations from their larger customers
to report on environmental, social and governance (ESG) standards.
The Business Development Bank of Canada (BDC) survey of 121 large companies and public-sector
buyers found that already, 82 per cent require some disclosure from their suppliers on ESG, but that’s
expected to grow to 92 per cent by 2024.
https://www.canadianunderwriter.ca/insurance/esg-reporting-expectations-on-suppliers-growing-report-says-
1004232333/

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ESG and Mining
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Reporting
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Here is my look at the key reporting challenges facing both the private and public sectors for 2023 and beyond.
Video: https://www.youtube.com/watch?v=FsgkgUjqAOY
Presentation: https://www.slideshare.net/paulyoungcga/top-reporting-challenges-facing-both-the-private-and-
public-sectorpptx
Linked in Post:
https://www.linkedin.com/posts/paul-young-055632b_top-reporting-challenges-for-2023-and-beyond-activity-
6995351317179240448-MpN8?utm_source=share&utm_medium=member_desktop

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Vegetation Management
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Blog - Safeguarding Assets through use of Weather Analytics and Vegetation Management Solutions - ESG and
Climate Change - https://www.linkedin.com/posts/paul-young-055632b_vegetation-
TQfV?utm_source=share&utm_medium=member_desktop
https://www.ibm.com/products/environmental-intelligence-suite/vegetation-management
This is a great opportunity for the utility sector to re-look at their asset management through using vegetation and
weather management solutions. Mitigation of risk from climate is becoming a key focus area for the utility sector.

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Autonomous Finance
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Autonomous finance is a data-driven or algorithm-driven process that employs software to automate financial
operations and management.
Source - https://learn.g2.com/autonomous-finance
Key Stats
Consider the following statistics:
 89% of financial services leaders believe that the first financial services companies to deploy autonomous finance will
carve out a large competitive advantage.
 60% of financial institutions believe that autonomous finance enhances personalisation capabilities, which improves
their customer experience (CX).
 As things stand, over 50% of the following finance and accounting activities are mostly or partially automated:
processing of transactions, procurement, preparation of financial reports, and planning/forecasts, etc.
Source - https://www.receeve.com/blog/autonomous-finance-drives-collections-success or Blog – What is Autonomous
Finance - https://www.linkedin.com/pulse/blog-what-autonomous-finance-paul-young

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Contact
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• Paul Young - Paul_Young_CGA@outlook.com
Blog – What is next for Mining Oil Forestry Natural Gas and Agriculture – August 2023
The aftermath of the most aggressive global central bank tightening in history could burden commodity
prices in the second half. The Bloomberg Commodity Spot Index — which tracks futures contracts for
everything from oil to copper and wheat — spiked along with an unprecedented US money supply surge
to the 2022 peak that’s now unwinding. Markets fueled by excess liquidity often see a slide once that
glut reverses, according to Bloomberg Intelligence’s Mike McGlone. The two have mostly tracked since
the end of 1999, emphasizing the propensity for dollar-denominated assets to advance because of the
supply of the currency. What’s notable is the deflationary nature of broad commodities as shown by the
greater appreciation in the price of gold.
Source - https://www.bnnbloomberg.ca/five-key-charts-to-watch-in-global-commodity-markets-this-
week-1.1955746
Sources and Links:
Lithium - https://www.afr.com/markets/equity-markets/lithium-prices-to-fall-further-broker-e-and-p-
says-20230807-p5duga
Critical metals - https://smallcaps.com.au/clean-energy-demand-record-growth-critical-minerals-
markets-iea/
Forestry - https://tnc.news/2023/08/06/bc-lumber-mill-layoffs/
Agriculture - https://opengovasia.com/smart-farming-how-thailands-advancing-technology-is-
transforming-its-agriculture-industry/
Commodities - https://www.theguardian.com/world/2023/jul/15/drought-leaves-millions-in-uruguay-
without-tap-water-fit-for-drinking
ESG - https://www.businessdailyafrica.com/bd/opinion-analysis/columnists/why-organisations-need-
assurance-for-their-sustainability--4328302
Metals - https://www.proactiveinvestors.com/companies/news/1022743/australian-copper-stocks-ride-
high-on-looming-supply-gap-for-the-metal-of-electrification-1022743.html?region=ca