Canada NR is at the make-or-break point as world is need of key commodities like oil, LNG, lithium, food, and other commodities. After over 6 years the Liberals are now focusing on the critical metal sector in Canada. High commodity prices continue to benefit government revenues India continues looks at ways to expand trade relations with Canada Iran oil production has now hit pre-sanction levels EMEA and USA continue to look at ways to wane EMEA off Russian oil and gas Halifax port was sold a Singapore outfit

1. P A U L Y O U N G C P A C G A
A P R I L 5 , 2 0 2 2
MERCHANDISE
TRADE – CANADA VS
THE WORLD

2. Paul Young - Bio
• 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

3. Agenda
• Monthly change
• Exports and Imports
• Exports by major areas
• Trade deficits and surpluses by major areas
• Trade by key countries
• Nearshoring
• Building a resilient supply chain
• Australia vs Canada

4. Stats Canada - Trade Trade - Canada -
February 2022.pdf

5. Stats Canada - Trade

6. Stats Canada - Trade

7. Trade Analysis – Canada
Source – Stats Canada

8. Trade – Australia vs Canada
er20220203BullTrade
Dec21.pdf

9. Blog – Near Shoring
Blog – Reshoring of Supply Chain – United States – June 7, 2021
According to the report, 83% of North American manufacturers are likely or extremely likely to reshore
production, which is an increase from the 54% of respondents who said they planned to reshore back in March
2020. In particular, the automotive and oil & gas sectors were the most motivated verticals with plans to add
North American suppliers to their supply chains.
Another key takeaway from the Annual Report is that this shift toward reshoring will lead to a massive amount of
economic opportunity in the U.S., with the potential to drive $443 billion in economic value over the next 12
months.
Source - https://www.thomasnet.com/insights/reshoring-could-drive-443-billion-in-u-s-economic-
opportunity/?ecms_id=6122f9c5-7a9a-4ccf-961b-
7540cffc5a29&ecms_short=ART5244&doc_type=ted_video_article&parent_id=a04a1690-9867-4fc7-a523-
2113c6de57a5&utm_content=featuredvideo&linktype=title&channel=email&campaign_type=thomas_industry_update&ca
mpaign_name=tiu210607&utm_campaign=tiu210607&utm_medium=email&utm_source=thomas_industry_update&tinid=2
21763045
Here is my work on supply chain - https://ibm.box.com/s/bqy9mr0ktlgi64sbf49o4rg5d9w0rqkn

10. Supply Chain
Blog - Manufacturing Automation: Technology, automation key to Canadian supply chain survival
Trade wars and nationalism, artificial intelligence and automation all have put pressure on global supply chains. Continuing to add
uncertainty to the mix: the proliferation of misinformation, increasing populism, and a resulting volatile market.
https://www.canadianmanufacturing.com/features/manufacturing-automation-technology-automation-key-to-canadian-
supply-chain-survival/
https://www.slideshare.net/paulyoungcga/manufacturing-canada-june-2021

11. What is next for Container ships
1. Autonomous ships
2. IoT
3. Blockchain
4. Port automation
5. Digital twins
Source - https://www.thomasnet.com/insights/5-maritime-shipping-trends-that-are-the-wave-of-the-
future/?ecms_id=fa73157e-ea09-4809-95ce-
684f7331a943&ecms_short=ART6523&doc_type=ted_article&sponsored=&acct=&parent_id=989b7bcd-7758-
47df-999c-
5fa679a630fa&utm_content=featuredstory&position=1&linktype=title&channel=email&campaign_type=thoma
s_industry_update&campaign_name=tiu220208&utm_campaign=tiu220208&utm_medium=email&utm_source
=thomas_industry_update&tinid=221763045
My work:
https://www.slideshare.net/paulyoungcga/transportation-sector-analysis-and-commentary-november-2021

12. Energy Crisis
Australia exported 3-13 million tons per month of coal to China in 2020. If China needs 50 million tons per
month that is rapid increase in coal production. It is unclear in China and Australia would be able to ramp to
meet the demand. China is already in a shortage of perhaps 50 million tons per month.
If there is a rapid surge in coal importing to China, there could be overbidding that causes shortages for other
Asian countries. This will also make the supply chain problems even worse.
Prioritizing heating over electricity means more factory shutdowns.
Prioritizing heating coal imports over other supply chain means that the 200 ships waiting to get unloaded get
bumped back at the ports for hundreds of coal ships.
China having coal production problems is tough because building other sources of electricity and heating will
take years. Especially if China wants to get beyond current levels to support 6% per year GDP growth.
https://www.nextbigfuture.com/2021/10/173364.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Fee
d%3A+blogspot%2Fadvancednano+%28nextbigfuture%29
This ties nicely to my work on energy - https://www.linkedin.com/pulse/world-heading-energy-crisis-paul-
young/

13. How to maximize the Natural Resources
Sector for Canada
Commodity prices continue to experience a bull market
Australia seems have done a better job of managing its environment as part of natural resources extraction
process as compared to Canada. Australia ranks 13th as compared to 20th by Canada. Australia has been
running trade surpluses for over 4 years as compared to Canada who has one year of trade surpluses.
https://www.slideshare.net/paulyoungcga/what-is-next-for-the-natural-resources-sector

14. Australia vs Canada (Trade)
Australia Canada

15. Summary
• Canada exports continue to be led by commodities
Trade - Canada -
February 2022.pdf
Another Month of
Energetic Trade.pdf
https://www150.statcan.gc.ca/n1/daily-quotidien/220405/dq220405a-eng.htm
Great Savings - RBC -
20212810.pdf
March Wrap-up
Spring brings growth to Waterloo.pdf
Canadian technology
to recover strategic metals from spent Li-ion batteries gets $18m in funding - MINING.COM.pdf
Lithium Americas
CEO says more private-sector lithium funding needed despite Biden’s best efforts to stimulate industry - The Globe and Mail.pdf
The Top Canadian
Lithium Stocks to Buy in March 2022 - Stocktrades.pdf
America Is Finally
Taking The Battery Metal Shortage Seriously.pdf
Billion-Dollar Boost
for Farmers to Safeguard EU Food Security - Modern Diplomacy.pdf
U.S. SEC chair
previews path forward on crypto trading scrutiny, investor protection Reuters.pdf
Lawmakers Echo
NAHB Concerns on Rising Lumber Prices, Tariffs NAHB Now The News Blog of the National Association of Home Builders.pdf
Energy groups target
Biden administration over unwillingness to expand domestic oil production Fox Business.pdf
Oil production in Iran
reaches pre-sanction levels Daily Sabah.pdf
Europe's appetite for
U.S. gas fast-tracks two new LNG projects Reuters.pdf
‘India hopeful of
clinching early harvest trade deal with Canada’ World News - Hindustan Times.pdf
Canada plans $1.6bn
investment on critical minerals for EV battery.pdf
Canada’s turning
point for energy and natural resources is now - CEOWORLD magazine.pdf
N.S. container
terminal sold CTV News.pdf
Is U.S. port
congestion improving Numbers don't tell everything - iNEWS.pdf
Blog – Trade and FDI – Canada – February 2022
Canada NR is at the make-or-break point as world is need of key commodities like oil, LNG, lithium, food,
and other commodities.
After over 6 years the Liberals are now focusing on the critical metal sector in Canada.
High commodity prices continue to benefit government revenues
India continues looks at ways to expand trade relations with Canada
Iran oil production has now hit pre-sanction levels
EMEA and USA continue to look at ways to wane EMEA off Russian oil and gas
Halifax port was sold a Singapore outfit
1. FDI - https://blog.waterlooedc.ca/march-news-2022
2. Spent batteries - https://www.mining.com/canadian-technology-to-recover-strategic-metals-
from-spent-li-ion-batteries-gets-over-20m-in-funding/
3. Lithium - https://www.theglobeandmail.com/business/article-lithium-americas-ceo-says-more-
private-sector-lithium-funding-needed/ and https://www.stocktrades.ca/lithium-stocks/
4. Critical metals - https://ca.finance.yahoo.com/news/america-finally-taking-battery-metal-
210000032.html

16. Other Sources
• 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.udem
y.com/ (search Paul
Young CPA CGA