Oil and Gas| Energy Sector| Analysis and Commentary| June 2021

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Blog – Oil and Gas – Canada and the World – June 2021 1. Oil shale - https://oilprice.com/Energy/Energy-General/Dealmaking-In-US-Shale-Patch-Heats-Up-As-Oil-Prices-Rise.html 2. OPEC raised production - https://oilprice.com/Latest-Energy-News/World-News/OPEC-Raised-Oil-Production-By-400000-Bpd-In-May.html 3. Oil demand = https://www.worldoil.com/news/2021/6/7/bp-ceo-sees-lasting-trends-in-global-oil-demand-growth-limited-us-crude-output 4. OPEC in total control of oil - https://www.worldoil.com/news/2021/6/7/world-s-largest-oil-trader-says-us-has-left-opec-in-control-of-global-crude-prices 5. Oil posts gains - https://www.rigzone.com/news/wire/oil_prices_post_gains_for_the_week-11-jun-2021-165675-article/ 6. Low carbon future - https://www.npr.org/2021/06/08/1002448099/big-oils-transition-3-takeaways-on-how-the-industry-is-and-isnt-going-green 7. Global plastics - https://www.prnewswire.com/news-releases/frost--sullivan-highlights-top-8-predictions-to-define-the-global-plastics-and-composites-market-301293220.html 8. Construction materials - https://www.forconstructionpros.com/concrete/article/21415713/emerging-concrete-technologies-to-reduce-embodied-carbon 9. EV adoption - https://news.yahoo.com/gas-powered-vehicle-sales-peaked-155400754.html 10. Gasoline - https://www.eia.gov/outlooks/steo/report/prices.php

Economy & Finance

• 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: Paul_Young_CGA@hotmail.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga

• CPA, CGA (1996)
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Costing and Profitability Solutions
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
Contact information: paul.young@ca.ibm.com

*** September Oil Price is estimated - https://countryeconomy.com/raw-materials/brent

Source -
https://economics.bmo.com/en/publications/detail/e0
2d8862-d74f-4437-bdba-66bd6bd29950/ or
https://economics.bmo.com/en/publications/detail/6fc
291d7-3560-41e1-84b0-28e397c48aaf/
Source -
https://economics.bmo.com/en/publications/detail/e608fff8
-1a18-4476-b987-11acd9649c39/

• 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

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

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

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Oil and Gas Sector| Analysis and Commentary| December 2020

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Blog – Oil and Gas Sector – What is next USA has increased its dependence on foreign oil Oil prices have gone over $90/barrel USA continues to lead the world with LNG exports Gasoline prices continue to rise a) Gasoline prices - https://finance.yahoo.com/video/gas-prices-president-biden-going-200318683.html b) Oil refineries - https://oilprice.com/Latest-Energy-News/World-News/US-Refinery-Outages-Are-Another-Headache-For-Biden.html c) LNG - https://www.mining.com/bhp-to-cut-emissions-by-30-with-first-lng-powered-bulk-carrier/ d) LNG - https://www.spglobal.com/platts/en/market-insights/videos/market-movers-europe/020722-oil-backwardation-crude-ukraine-gas-russia-eu-power-weather-carbon-prices e) Iran - https://www.forbes.com/sites/tilakdoshi/2022/02/07/paralysed-by-iran-and-oil-one-year-into-president-bidens-disastrous-middle-east-policies/?sh=958d1b330951 f) Venezuela - https://www.hellenicshippingnews.com/u-s-weighs-chevron-request-to-take-venezuela-oil-for-debt-payments-sources/ g) Imports - https://commodity.com/data/usa/ h) OPEC - https://www.deccanherald.com/national/govt-taking-up-crude-oil-price-volatility-issue-with-oil-producing-nations-opec-1079023.html i) Oil - https://ca.finance.yahoo.com/news/oil-prices-its-going-to-be-very-easy-to-get-to-100-barrel-analyst-says-192018963.html j) Egypt - https://www.egypttoday.com/Article/3/112603/Fitch-Solutions-Egypt-s-petrochemicals-projects-enhance-Egypt-s-position k) Plastics - https://www.icis.com/explore/cn/resources/news/2022/02/07/10731311/blog-carbon-and-plastic-waste-sorting-workable-solutions-from-the-confusion-and-complexity l) Recycling - https://www.thejakartapost.com/paper/2022/02/01/circular-economy-practices-must-be-scaled-to-answer-our-plastic-pollution-problem.html

What is next for Oil and Gas

paul young cpa, cga

Oil prices continues to see increase due to many factors like capacity issues and global unrest Many countries like Canada continue to add more taxes to gasoline including higher carbon tax and a new fuel standard tax. USA has become a world leader in the export of LNG. https://www.slideshare.net/paulyoungcga/oil-and-gas-energy-sector-analysis-and-commentary-december-2021 1. Oil Production outlook - https://www.eia.gov/todayinenergy/detail.php?id=50738 2. Natural gas - https://oilprice.com/Latest-Energy-News/World-News/Higher-Natural-Gas-Prices-Push-Up-US-Wholesale-Electricity-Prices.html 3. Propane - https://www.fox41yakima.com/winter-weather-a-challenge-for-propane-delivery-but-supplies-remain-ample/ 4. Canada - https://torontosun.com/news/national/gas-in-canada-could-reach-1-65-per-litre-in-2022-expert 5. Hydrogen - https://www.compressortech2.com/news/doe-study-to-assess-hydrogen-compatibility-with-us-pipelines/8017345.article 6. LNG - https://www.reuters.com/markets/commodities/gas-gap-europe-drives-us-lng-exports-record-high-2022-01-06/ 7. LNG - https://www.spglobal.com/platts/en/market-insights/latest-news/lng/010722-australias-gladstone-lng-exports-set-record-high-in-2021-despite-december-drop 8. China and Middle East - https://oilprice.com/Energy/Energy-General/China-Secures-Foothold-In-This-Strategic-Middle-East-Oil-State.html 9. Oil - https://www.foxbusiness.com/markets/80-oil-fueled-by-fed-opec-snub 10. Climate Change - https://oilprice.com/Energy/Crude-Oil/Fossil-Fuel-Financing-Under-Pressure-As-Wall-Street-Caves-To-ESG-Demands.html

Oil and Gas| Energy Sector| Analysis and Commentary| December 2021 (Revised)

paul young cpa, cga

Oil prices continues to see increase due to many factors like capacity issues and global unrest Many countries like Canada continue to add more taxes to gasoline including higher carbon tax and a new fuel standard tax. USA has become a world leader in the export of LNG. 1. Oil Production outlook - https://www.eia.gov/todayinenergy/detail.php?id=50738 2. Natural gas - https://oilprice.com/Latest-Energy-News/World-News/Higher-Natural-Gas-Prices-Push-Up-US-Wholesale-Electricity-Prices.html 3. Propane - https://www.fox41yakima.com/winter-weather-a-challenge-for-propane-delivery-but-supplies-remain-ample/ 4. Canada - https://torontosun.com/news/national/gas-in-canada-could-reach-1-65-per-litre-in-2022-expert 5. Hydrogen - https://www.compressortech2.com/news/doe-study-to-assess-hydrogen-compatibility-with-us-pipelines/8017345.article 6. LNG - https://www.reuters.com/markets/commodities/gas-gap-europe-drives-us-lng-exports-record-high-2022-01-06/ 7. LNG - https://www.spglobal.com/platts/en/market-insights/latest-news/lng/010722-australias-gladstone-lng-exports-set-record-high-in-2021-despite-december-drop 8. China and Middle East - https://oilprice.com/Energy/Energy-General/China-Secures-Foothold-In-This-Strategic-Middle-East-Oil-State.html 9. Oil - https://www.foxbusiness.com/markets/80-oil-fueled-by-fed-opec-snub 10. Climate Change - https://oilprice.com/Energy/Crude-Oil/Fossil-Fuel-Financing-Under-Pressure-As-Wall-Street-Caves-To-ESG-Demands.html

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Oil and Gas Saudi Arabia - https://oilprice.com/Energy/Energy-General/Extra-Saudi-Cut-Sends-OPEC-Oil-Production-Plunging-By-650000-Bpd.html Saudi Arabi / smart cities https://economictimes.indiatimes.com/news/international/saudi-arabia/saudi-prince-pushes-on-with-500-billion-megacity-as-u-s-points-the-finger-over-khashoggi-killing/articleshow/81331205.cms?from=mdr Solar Panels – I am all for the environment, but I want solutions that are both viable and balanced when it comes to protecting the environment and growing the economy! https://www.linkedin.com/pulse/blog-solar-panels-what-next-paul-young/?published=t Petroleum Sector - https://linchpinseo.com/trends-in-the-petroleum-industry/

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Summary: Eased restrictions trigged record spending sprees in Australia, following last year's COVID-19 lockdowns. According to newly released figures, retail sales jumped 7.3 per cent in November, which was the fourth-strongest monthly rise on record. The Australian Bureau of Statistics (ABS) data reveals shoppers brought forward Christmas spending and took advantage of sales, as spending rose to $33.4 billion. Online sales remain elevated, representing 12.5 per cent of total retailing in November. Source - https://www.9news.com.au/national/abs-november-retail-spending-figures-new-data-reveals-australian-retail-sales-hit-record-high-preomicron/2262eb5e-5820-4e22-b8b4-385d356e5729 1. Online Sales – https://www.webinterpret.com/au/blog/ecommerce-statistics/ 2. Housing costs - https://www.smh.com.au/property/news/inevitable-where-house-prices-are-heading-in-2022-20211215-p59hr7.html 3. Food Costs - https://www.9news.com.au/national/australia-consumer-predictions-for-2022-what-will-hurt-the-hip-pocket-the-most/ec47d6e2-d08f-486d-a9c2-37447423fe60 4. Metaverse - https://insideretail.com.au/technology/step-aside-luxury-retail-walmart-is-entering-the-metaverse-202201 5. Supply Chain - https://createdigital.org.au/how-engineers-can-help-build-smarter-more-resilient-supply-chains/ 6. Agriculture - https://www.lowyinstitute.org/the-interpreter/australia-has-solution-indonesia-s-soaring-food-prices 7. Sustainable - https://www.afr.com/work-and-careers/careers/the-sustainability-roles-that-employers-are-paying-big-money-for-20220116-p59oko 8. Gasoline - https://www.reuters.com/business/energy/australias-santos-quarterly-revenue-jumps-66-2022-01-19/ 9. Trucking - https://electrek.co/2022/01/18/australian-truckers-push-for-ev-adoption-to-solve-diesel-adblue-crisis/ 10. Electrical adoption - https://thedriven.io/2022/01/17/the-challenges-of-charging-electric-cars-when-you-live-in-a-high-rise/ 11. Wages - https://www.smh.com.au/politics/federal/economists-expect-wages-to-rise-this-year-but-so-will-the-cost-of-living-20220118-p59p9s.html 12. 13. Sentiment - https://www.reuters.com/markets/asia/australia-consumer-sentiment-slips-jan-omicron-spreads-2022-01-18/ 14. Outlook - https://insideretail.com.au/business/most-retailers-adopt-negative-outlook-in-wake-of-covid-wrecking-ball-202201

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Summary: Australia’s consumer sentiment fell on concerns that borrowing costs are set to begin climbing this year, intensifying pressure on highly-indebted households already struggling with soaring gasoline prices. Consumer sentiment slid 1.3% to 100.8 points in February, Westpac Banking Corp. said in a statement Wednesday. The survey showed the proportion of respondents expecting an increase in mortgage rates over the next 12 months lifted to 66% from 55% in January. Source - https://www.aximdaily.com/weekly-market-outlook-monetary-policy-aud-usd/ and https://www.bnnbloomberg.ca/australia-consumer-sentiment-drops-on-mounting-rate-rise-fears-1.1720468 1. Household intention - https://www.commbank.com.au/articles/newsroom/2022/02/January-HSI-records-spending-falls.html 2. Household debt - https://www.bnnbloomberg.ca/risks-to-australia-s-outlook-stand-in-way-of-rba-rate-liftoff-1.1725095 3. Housing - https://propertyupdate.com.au/property-predictions-for-2022-revealed/ 4. Transparency index - https://www.transparency.org/en/blog/cpi-2021-corruption-watch-list-australia-austria-el-salvador-kazakhstan 5. Wages - https://theconversation.com/why-theres-no-magic-jobless-rate-to-increase-australians-wages-176538 6. Food costs - https://www.backpackerbanter.com/blog/budget-for-a-month-in-australia 7. Gasoline - https://www.abc.net.au/news/2022-02-15/petrol-prices-at-record-highs-pushing-up-other-costs-of-living/100829584 8. Retail innovation - https://www.playinnovation.com.au/blog/retail-trends-how-3-industry-giants-are-shaking-up-the-in-store-shopping-experience 9. Innovation - https://retailtechinnovationhub.com/home/2022/2/18/the-five-biggest-retail-technology-news-stories-of-the-week 10. Supply chain - https://www.arnnet.com.au/article/695460/australia-joins-five-eyes-effort-curb-supply-chain-collusion/ 11. Supply Chain - https://collegeforadultlearning.edu.au/five-significant-australian-supply-chain-logistics-job-trends/ 12. Trade - https://collegeforadultlearning.edu.au/five-significant-australian-supply-chain-logistics-job-trends/

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Blog – February 2023 and January 2023 Key Metrics for Canada Canada GDP surprises in January 2023 - https://www.forexlive.com/news/canada-january-gdp-05-versus-03-expected-20230331/ More needs to be done to address Canada competitiveness - https://www.edc.ca/en/weekly-commentary/canada-competitive-business-environment.html Supporting investment through balance policies - https://canada.constructconnect.com/canadata/forecaster/economic/2023/03/three-factors-cloud-outlook-for-canadian-non-res-capital-spending Supporting balance policies that protect the environment while supporting mining development are key for all levels of government - https://www.mining.com/canadian-govt-recognizes-mining-industrys-critical-role-in-economy-net-zero-transition/ Sustainability and ESG Reporting - https://www.canadianunderwriter.ca/insurance/esg-reporting-expectations-on-suppliers-growing-report-says-1004232333/ Canada commitment to becoming a global leader in hydrogen production - https://www.westernstandard.news/business/vapourware-canada-and-germany-sign-commitments-to-develop-hydrogen-and-clean-energy-lng-curiously-absent/article_ff8d7362-cfce-11ed-a4ce-3f70f93e3830.html or https://www.energyintel.com/00000187-341f-da69-a7b7-b57f23c40000 Oil prices are expected to remain in the $80-85 per barrel for the near-term - https://ca.style.yahoo.com/oil-price-to-average-us85-for-next-12-months-survey-154814778.html Addressing issues with food inflation continues to plague policy makers at all levels of government - https://ca.style.yahoo.com/oil-price-to-average-us85-for-next-12-months-survey-154814778.html Canada manufacturing sector continues to face many challenges - https://shopmetaltech.com/shop-management/canadian-manufacturing-activity-rises-in-january/ Canadian small businesses continue to face many challenges - https://www.cfib-fcei.ca/en/media/federal-budget-makes-progress-in-lowering-credit-card-fees-for-small-business Supporting the agricultural sector will be critical as part of addressing food security and costs - https://www.globalagtechinitiative.com/market-watch/canada-agrifood-tech-market-map-166-startups-growing-canadas-agricultural-sector/ Addressing issues facing the construction sector - https://canada.constructconnect.com/canadata/forecaster/economic/2023/03/only-some-construction-material-costs-easing-others-elevated-and-sticky Household debt - https://www.collierscanada.com/en-ca/news/research-weekly-insights-can-canada-go-its-own-way

Fiscal and Economic Scorecard - Canada - February 2023 and January 2023.pptx

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Key risks areas facing corporate Canada - https://www.canadianunderwriter.ca/catastrophes/what-are-canadas-major-business-risks-for-2023-1004229705/ Adopting of ESG and Sustainability Reporting - https://www.pwc.com/ca/en/today-s-issues/environmental-social-and-governance/net-zero/preparing-for-esg-assurance.html Meeting the competitive challenges - https://thebusinesscouncil.ca/publication/meeting-the-competitive-challenge/ Canada GDP continues to face many challenges - https://thoughtleadership.rbc.com/canadian-economy-unlikely-to-dodge-a-downturn-despite-early-2023-resilience/ Canada needs to look at ways to develop its mining sector in a sustainable way - https://www.thesudburystar.com/opinion/columnists/column-the-critical-and-urgent-case-for-developing-critical-minerals-in-canada Canada forest sector continues to be world class – https://www.todayville.com/calgary/12-facts-showing-canada-world-class-forestry-sector/ Canada energy sector is had some of the toughest ethical and environmental rules in the world. More needs to be done to promote the oil and gas sector as part of the overall energy solution for world electricity power requirements. https://calgaryherald.com/opinion/columnists/varcoe-canadian-lng-projects-status

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Summary: Retailers are hoping for a "positive" summer trade as the combination of easing COVID-19 restrictions and the Christmas shopping season promises good returns. New data from Mastercard's Spending Pulse reveals that nationwide retail sales increased 4.2 per cent in October and are up 10.1 per cent on pre-pandemic levels in October 2019. The research – which tracks both in-store and online purchases – found that states who weren't under harsh restrictions continued to record positive retail growth. Source - https://www.9news.com.au/national/australia-retailers-looking-to-capitalise-on-booming-christmas-trade/28c083d1-8521-4638-899b-27a808fcaa1a 1. Consumer confidence - https://www.roymorgan.com/findings/8860-anz-roy-morgan-consumer-confidence-november-16-202111152327 2. Housing - https://www.news.com.au/finance/real-estate/nab-upgrades-2022-housing-price-predictions-anz-predicts-fall-in-2023/news-story/db142e089b50433eef4ffbbea5e3fa7d 3. Inflation - https://independentaustralia.net/politics/politics-display/inflation-worse-under-coalition-than-labor-contrary-to-morrisons-claims,15772 4. Supply chain - https://www.thedailystar.net/business/global-economy/news/world-leaders-seek-ways-strengthen-global-supply-chains-2211756 5. Industry 4.0 - https://www.aspistrategist.org.au/embracing-the-opportunities-of-industry-4-0-in-northern-australia/ or https://www.aspistrategist.org.au/embracing-the-opportunities-of-industry-4-0-in-northern-australia/ 6. eCommerce - https://www.cmo.com.au/article/693282/shopping-reports-shows-ecommerce-boomed-aussie-consumers-miss-in-store-retail/ 7. Retail innovation - https://retailbiz.com.au/offline-retailing/afterpay-unveils-edit-collection-store-of-the-future/ 8. Robots - https://mobilerobotguide.com/2021/11/05/mobile-robots-deliver-big-benefits-for-retail-giant-kmart/ 9. Data and AI - https://www.zdnet.com/article/australian-online-retailers-turn-to-ai-and-web-crawling-to-identify-unsafe-product-listings/ 10. In-store innovation - https://www.retailbiz.com.au/offline-retailing/why-it-is-a-mistake-to-overlook-in-store-innovation/ 11. Automation - https://ebizframe.com/retail-automation-the-best-time-to-automate-is-now/

Retai Sales| Australia| September 2021

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Blog – Inflation – Cost of Living – United States 1. USA prices - https://www.thestar.com/life/health_wellness/2021/06/10/another-jump-in-prices-tightens-the-squeeze-on-us-consumers.html 2. Housing costs - https://www.millionacres.com/real-estate-market/homebuying/why-are-houses-so-expensive-investors-guide-housing-prices-us/ 3. Carbon prices - https://www.scmp.com/news/china/article/3135977/us-economist-joseph-stiglitz-warns-carbon-pricing-mismatch-may-trigger 4. EMEA - https://taxfoundation.org/carbon-taxes-in-europe-2021/ 5. Wage growth - https://www.reuters.com/business/us-job-growth-picks-up-may-unemployment-rate-falls-58-2021-06-04/ 6. Construction materials - https://www.worldconstructiontoday.com/news/construction-material-shortages-to-continue-in-2021/ 7. Construction - http://www.infrastructure-intelligence.com/article/jun-2021/construction-growth-reaches-seven-year-high-inflation-and-supply-fears-remain 8. Climate change - https://catalyst.independent.org/2021/06/02/bidens-climate-justice/ 9. Government - https://icma.org/blog-posts/4-factors-influencing-local-government-financial-decisions or https://www.pewtrusts.org/en/research-and-analysis/articles/2021/06/10/how-california-detects-fiscal-distress-in-local-governments 10. Skills gaps - https://www.burning-glass.com/research-project/skills-gap-different-skills-different-gaps/ 11. Corporate tax - https://www.lexology.com/library/detail.aspx?g=27940294-9f50-477c-85f2-ea5d1861fe68 12. Competitiveness - https://silveradopolicy.medium.com/two-big-steps-forward-for-u-s-competitiveness-f707cd8f6519

Cost of Living| United States| May 2021

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Canada's merchandise exports decreased 2.3% in September, while imports were down 3.0%. Both declines were largely due to the shortage of semiconductor chips and their impact on the production of motor vehicles in North America. Canada's merchandise trade surplus widened from $1.5 billion in August to $1.9 billion in September, a fourth consecutive monthly surplus. It is also the seventh monthly surplus recorded so far in 2021. https://www150.statcan.gc.ca/n1/daily-quotidien/211104/dq211104a-eng.htm 1. Critical metals - https://www.mining.com/nova-scotias-mining-focus-expands-into-critical-minerals/ 2. OPEC - https://www.cnbc.com/2021/11/04/opec-members-likely-to-hold-firm-on-slow-oil-output-despite-international-pressure-.html 3. USA and Canadian oil - https://www.canadianenergycentre.ca/a-matter-of-fact-more-canadian-oil-could-be-helping-the-u-s-right-now/ 4. Lumber - https://www.woodbusiness.ca/record-high-us-lumber-prices-shifted-global-lumber-trade-flows-in-h1-2021-wri/ 5. Ring of Fire - https://republicofmining.com/2021/10/18/road-to-ring-of-fire-is-green-national-priority-for-ontario-and-canada-by-stan-sudol/ 6. Climate change - https://nationtalk.ca/story/canadas-natural-resources-sector-should-be-a-climate-action-model-at-united-nations-cop26 7. Supply chain - https://www.saanichnews.com/business/as-trade-bottlenecks-weigh-on-economy-liberals-urged-to-help-reshape-supply-chains/ 8. Supply chain - https://eiexchange.com/content/building-a-stronger-supply-chain-lessons-from-the-crisis?amp 9. Commodity prices - https://www.ebrd.com/news/2021/high-commodity-prices-threaten-recovery-gains-ebrd-says.html 10. Battery - https://www.bloomberg.com/news/articles/2021-11-04/the-commodity-boom-is-starting-to-push-battery-prices-higher

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Blog – Forestry Sector Analysis and Commentary – June 2023 Summary: Lumber prices continue to see wild swings in terms of prices. Housing starts for Canada continue to show slow growth. Biodiversity policies by various levels of government continue to put pressure on the forestry sector tree inventory management. Forestry sector continues to look at ways to embrace automation and AI as part of their overall forestry operations. Profitability and asset optimization are key focus areas by the forestry sector. Additional links and sources: Mitigating forest fires - https://news.northeastern.edu/2023/06/02/forest-fire-risk-prediction/ Geospatial - https://www.gim-international.com/content/news/harnessing-geospatial-ai-for-forest-conservation Reforestration - https://eos.com/blog/reforestation/ Investment Funds - https://www.globalaginvesting.com/folium-launches-regenerative-natural-resource-fund-folium-fund-iii/ Lumber Production - https://www.lesprom.com/en/news/Canadian_lumber_production_rises_in_March_107994/ Price of Lumber - https://www.rockethomes.com/blog/housing-market/lumber-prices Biodiversity - https://www.business.hsbc.com/en-gb/insights/sustainability/the-evolution-of-corporate-behaviour-to-tackle-biodiversity-challenges Automation - https://www.vancouverisawesome.com/resources-agriculture/robots-the-wave-of-a-digitized-forest-industry-future-7004653 Vegetation - https://www.euronews.com/green/2023/05/25/utrechts-new-vertical-forest-will-be-home-to-10000-plants-and-trees-how-will-residents-ben Tree Planting - https://www.upworthy.com/this-is-really-cool-u-s-announces-they-are-quadrupling-the-number-of-new-trees-to-be-planted Forestry and AI - https://www.globalwoodmarketsinfo.com/potential-of-ai-in-the-wood-processing-industry/ Housing Starts - https://globalrubbermarkets.com/2023/06/03/canadas-slowing-home-building-is-bad-news-for-buyers-and-trudeau-2/ Commodities - https://www.spglobal.com/marketintelligence/en/mi/research-analysis/weekly-pricing-pulse-commodity-selloff-data-disapoint.html

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Summary: Homebuilders are walking a fine line when it comes to new projects as high mortgage rates curb demand. New residential construction, including single-family homes and multifamily, dropped 11.3% month over month in August to 1.283 million units on a seasonally adjusted basis, according to Census Bureau data released Tuesday. That's down 14.8% compared with a year ago and well below the 1.44 million units economists surveyed by Bloomberg projected. But authorized residential permits — an indicator of potential future activity — rose 6.9% to 1.543 million permits in August from July. That was still down 2.7% from last August. Single-family permits, though, were up 2% from July to 949,000. Multifamily permits came in at 535,000. The data reflects two opposing forces builders are trying to balance: the ongoing need for new construction to fill in limited inventory and elevated mortgage rates that are hurting their biggest customer right now, the first-time homebuyer. "High mortgage rates are clearly taking a toll on builder confidence and consumer demand, as a growing number of buyers are electing to defer a home purchase until long-term rates move lower," Robert Dietz, chief economist of the National Association of Home Builders, said Monday in a press release after builder confidence dropped for the second straight month. Source: https://ca.finance.yahoo.com/news/homebuilders-face-a-tough-balancing-act-on-new-construction-amid-high-mortgage-rates-130744368.html

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Blog – What is next for the Mining Sector – September 2023 The mining sector provides critical material that support solar, wind, and lithium-ion batteries as part of the green transition. https://www.iea.org/news/critical-minerals-market-sees-unprecedented-growth-as-clean-energy-demand-drives-strong-increase-in-investment The mining sector products play a key role with the global GDP - https://www.yicaiglobal.com/news/global-mining-industry-value-was-69-of-world-gdp-last-year-china-says Mining practices need to be sustainable including following all ESG policies - https://www.linkedin.com/advice/1/how-can-you-monitor-sustainable-mining-practices Other links and sources – Lithium Supply and Price - https://zbr.com.mx/en/sin-categoria-es/lithium-prices-fall-44-in-china-due-to-lack-of-demand/138168/ Cobalt - https://www.linkedin.com/posts/mahmut-karada%C5%9F-a2b7a5151_china-exportrestrictions-gallium-activity-7082603182589157376-Zrty/?trk=public_profile_like_view Nickel https://www.eureporter.co/business/2023/09/15/stanislav-kondrashov-from-telf-ag-nickel-prices-outlook-remains-positive/ Iron-ore - https://www.brecorder.com/news/40263584/sgx-iron-ore-set-for-best-week-in-3-months TD Bank / Metals - https://www.tdsecurities.com/ca/en/setting-the-stage-for-gold-outlook Biodiversity / Mining - https://worldcrunch.com/green/lithium-green-energy-argentina-indigenous ESG - https://iriscarbon.com/the-added-value-of-integrated-esg-reporting-a-threefold-framework/

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Blog – Manufacturing Shipments and Orders – The United States – August 2023 Summary: New orders for manufacturing technology in the United States totaled $353.9 million in July 2023, as per the latest report by AMT – The Association For Manufacturing Technology. This figure marked a 12.4% decline from June 2023 but remained only 10.5% lower than July 2022. Year-to-date orders amounted to $2.83 billion, reflecting a 12.7% decrease compared to the same period the previous year. Douglas K. Woods, President of AMT, noted that July is typically a slower month for manufacturing technology orders, so a slight drop was expected. However, he pointed out a notable trend: over the last two months, the year-to-date order gap has narrowed during historically slow periods. While job shops have seen decreased orders, other industries that benefited from reshoring or government investments have helped fill the gap. Among specific sectors, job shops, the largest customer segment, placed their lowest total monthly orders since August 2020. In contrast, metal valve manufacturers recorded their third-highest monthly order value on record, last seen in September 2018, making up nearly 5% of the total manufacturing technology order value for July 2023. Manufacturers of motor vehicle transmissions continued to order machinery at an elevated pace. However, the aerospace industry continued to order below its early 2022 peaks, with hopes that recent projects like the federal government's $1.5 billion investment in communications satellites might reverse this trend. Source: https://www.sme.org/technologies/articles/2023/september/u.s.-manufacturing-technology-orders-dip-in-july-but-show-resilience-amid-economic-uncertainty

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Blog – Analysis and Commentary – Stock Market – WE September 15 2023 Summary: Stocks fell Friday as investors wrap up a volatile week ahead of the Federal Reserve's policy meeting. The Dow Jones Industrials tumbled 288.87 points to close out Friday and the week at 34,618.24. At its lows, it completely wiped out Thursday's 332-point rally. The S&P 500 index sank 54.78 points, or 1.2%, to 4,450.32. The NASDAQ index plunged 217.72 points, or 1.6%, to 13,708.33. The Dow held onto a winning week. The S&P 500 and NASDAQ both closed out the week with losses. Information technology was the worst-performing sector in the S&P 500, down nearly 2%. Adobe shares fell more than 4% even after the software firm posted better-than-expected quarterly results. Shares of Arm Holdings were lower one day after its successful public debut. Auto stocks General Motors and Stellantis N.V. were higher Friday, while Ford Motor was about flat. Thousands of members of the United Auto Workers went on strike after failing to reach a deal with the automakers Thursday night. Elsewhere, Lennar shares slid 3%. The home construction firm posted third-quarter results that beat on the top and bottom lines. On the economic front, the University of Michigan's consumer sentiment survey showed one-year inflation expectations dropped to 3.1% in September, tied for the lowest since January 2021. Also, the five-year outlook fell to 2.7%, matching its lowest since December 2020.

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Summary: Over three-quarters of the world’s total coal-generated electricity is consumed in just three countries. China is the top user of coal, making up 53.3% of global coal demand, followed by India at 13.6%, and the U.S. at 8.9%. Burning coal—for electricity, as well as metallurgy and cement production—is the world’s single largest source of CO2 emissions. Nevertheless, its use in electricity generation has actually grown 91.2% since 1997, the year when the first global climate agreement was signed in Kyoto, Japan. However, even as non-renewables enjoy their time in the sun, their days could be numbered. In 2022, renewables, such as wind, solar, and geothermal, represented 14.4% of total electricity generation with an extraordinary annual growth rate of 14.7%, driven by big gains in solar and wind. Non-renewables, by contrast, only managed an anemic 0.4%. The authors of the Statistical Review do not include hydroelectric in their renewable calculations, even though many others, including the International Energy Agency, consider it a “well-established renewable power technology.” With hydroelectric moved into the renewable column, together they accounted for over 29.3% of all electricity generated in 2022, with an annual growth rate of 7.4%. Source - https://energynow.ca/2023/09/infographic-what-electricity-sources-power-the-world-see-them-here-visual-capitalist/

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What did the markets tell us this week? 1. Housing supply and costs continue to plague countries around the world. 2. Gasoline prices are on the rise that puts pressure on central banks ability to hit their core inflation targets. 3. ESG adoption by both the private and public sector is leading to both funding concerns and the overall cost of implementing ESG policies. 4. Adopting technology as part of increasing food production is facing both capital and operational funding concerns. 5. Strike at LNG facility in Australia is leading to concerns around a supply chain disruption of natural gas for EMEA and Asia. 6. The threat of China dumping batteries into markets - https://www.ft.com/content/b6038e51-7b5b-4f97-a5da-9202e71562fc 7. Adoption of generative AI has been facing many challenges related to security, privacy, and ethical issues. 8. Lack of biodiversity planning as part of the overall climate mitigation including sustainable mining, forestry, oil, gas, agriculture, and housing 9. Geopolitical issues continue to impact supply chain. 10. The concerns of recession continue to plague both the private and public sector. 11. Productivity issues continue to plague governments around the world.

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Summary: The global economy faces what at least one forecaster is calling a mild trade recession as shipments from China slump and German factories downshift. China’s export declines extended into August, though there were signs that the worst of a world trade slowdown may be over for the leading exporter. Overseas shipments from China fell 8.8% in dollar terms from a year earlier while imports contracted 7.3%, both better than economists’ estimates and significantly less severe than July’s downturn. Other data have suggested trade may be stabilizing after weakening for most of this year. Exports from South Korea also declined at a more moderate pace in August than the previous month. Source: https://www.bloomberg.com/news/newsletters/2023-09-07/supply-chain-latest-world-trade-faces-a-shallow-recession?srnd=economics-v2 Additional sources and links: Lithium - https://source.benchmarkminerals.com/article/falling-lithium-prices-challenge-potential-cost-advantages-of-sodium-batteries Oil Production - https://www.cnn.com/2023/09/06/business/oil-price-goldman-sachs/index.html Natural gas - https://www.fxstreet.com/news/natural-gas-holds-up-as-markets-in-limbo-over-strikes-202309070956 Lumber - https://www.fastmarkets.com/insights/sawmill-capacity-closures-reshape-us-lumber-supply Critical metals - https://www.wasterecyclingmag.ca/feature/how-recycling-could-solve-the-shortage-of-minerals-essential-to-clean-energy/ Agriculture - https://www.morningagclips.com/economists-forecast-positive-end-of-year-crop-outlook-despite-warmer-midwestern-climate/ ESG - https://www.skadden.com/insights/publications/2023/09/the-informed-board/the-eus-new-esg-disclosure-rules Ports - https://www.marketscreener.com/quote/stock/HAPAG-LLOYD-AG-24857717/news/Hapag-Lloyd-chief-warns-of-rougher-seas-ahead-for-container-shipping-44789017/ Top destination for reshoring - https://www.thenationalnews.com/business/economy/2023/08/29/uae-in-top-10-most-powerful-passports-for-investment-opportunity/ Global Trade - https://phys.org/news/2023-09-opinion-broke-global-climate-finish.html

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Lumber production in Canada continues to face many hurdles Canada forest management practices are some of the bests in the world Canada planted over 440M in seedlings back in 2018. It is now 2022 which means close 2M seedlings have been planted. All levels need to put more focus on urban and rural planning solutions More work including spending on wildfire and forest fire mitigation Canada and USA need to find a path forward to resolve the softwood lumber dispute There needs to a better balanced between climate change policies and growing the economy in a sustainable way 3D printing for housing needs to become mainstream More protection needs to happen with key ecosystems like wetlands, forest, and peatlands. There is a risk of debt default if interest rates are hike over the next few months

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Oil and Gas| Energy Sector| Analysis and Commentary| June 2021

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: Paul_Young_CGA@hotmail.com LinkedIn: https://www.linkedin.com/in/paul-young-055632b/ SlideShare - https://www.slideshare.net/paulyoungcga

3. • CPA, CGA (1996) • Academia (PF1, FA4, FN2, MU1. and MS2) • SME – Risk Management • SME – Close, Consolidate and Reporting • SME – Public Policy • SME – Costing and Profitability Solutions • SME – Emerging Technology • SME – Business Process Change • SME – Financial Solutions • SME – Macro/Micro Indicators • SME – Supply Chain Management Contact information: paul.young@ca.ibm.com

10.

11. *** September Oil Price is estimated - https://countryeconomy.com/raw-materials/brent

12. Source - https://economics.bmo.com/en/publications/detail/e0 2d8862-d74f-4437-bdba-66bd6bd29950/ or https://economics.bmo.com/en/publications/detail/6fc 291d7-3560-41e1-84b0-28e397c48aaf/ Source - https://economics.bmo.com/en/publications/detail/e608fff8 -1a18-4476-b987-11acd9649c39/

13.

14. • 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

15.

16.

17.

18.

19.

20.

21.

22.

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

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

Editor's Notes

https://tradingeconomics.com/canada/crude-oil-production

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