Blogs – Ports and Intermodal capacity – Canada – July 2022 Canada has a lot of work to address issues with supply chain. Canada needs to partner with private sector on port and intermodal expansion. More inland and ocean ports require expansion as part of getting goods out of the ground to market. CPC left in 2015 the government left policies that better supporting the goods-producing sector. Trudeau’s team decided to put little focus on expanding farming and natural resources exports. The primary goal of the Liberals was to create big government and focus one expensive on many social programs like child benefit. Canada gdp per capita has fallen as compared to it peers like Qatar and Australia. The USA has now grown to superpower in LNG. Canada continues to push policies that will have impact on food security and costs.

1. Canada - Port Analysis –
Container Shipment and
Processing -2022
Paul Young CPA CGA
July 26, 2022

2. Paul Young - Bio
• CPA, CGA
• Financial Solutions
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Financial Solutions
• SME – Supply Chain Management
• SME – Business Strategy and Restructuring
Contact information:
Paul_Young_CGA@Hotmail.com

3. Agenda
 Trade Natural Resources
 GDP
 LNG – Canada vs USA
 Oil
 Forestry
 Agriculture
 Critical Metals
 Hydrogen
 Rail
 2017 Volume Analysis
 Port Expansion / Vancouver
 Port Expansion across Canada
 Trade / Stats
 Goods to Market – Blog
 Global Protectionism / Trade

4. Introduction
 25% of Canada’s GDP is tied to trade
 Liberals talked about getting goods to market, but have done little to get projects off the ground
 Canada continues to drag it feet when it comes to integrated strategy on how best to expand
ports across Canada.
 Canada needs to undertake both taxation and regulatory reforms.

5. Trade Analysis
 Major Trade Deals
 CETA (Europe) – Started by the CPC, but approved by LPC
 Trans Pacific Partnership – Started by the CPC, but approved by LPC

6. Trade Analysis vs Key Commodity Prices
Blog – Critical Metals – Australia vs Canada
Australia is doing something about critical metals unlike Canada who continues to sit on the fence. Canada could be a world
leader in mining but @JustinTrudeau and @GMbutts felt keeping goods in the ground was best for their climate agenda
https://www.slideshare.net/paulyoungcga/commodity-prices-continue-to-soar-as-inflation-woes-continues-around-the-
globe ! https://www.abc.net.au/news/2022-03-16/government-funds-critical-minerals-end-china-reliance/100912002 or
https://www.slideshare.net/paulyoungcga/natural-resources-canada-whats-next-july-2022pptx

7. Natural Resources – Canada
https://twitter.com/globeandmail/status/1551541296485236737
@JonathanWNV @s_guilbeault
China continues to control vast reserves of critical metals.
After nearly 7 years of Liberal govt there is still no active LI mine in CAN.
Little is be said about cobalt mining practices in the Congo, why?
https://www.slideshare.net/paulyoungcga/natural-resources-canada-whats-next-
july-2022pptx https://www.wealthprofessional.ca/news/industry-news/canadians-
decades-of-higher-living-standard-than-aussies-is-over/364974 or
https://www.wired.com/story/china-lithium-mining-production/

8. LNG
 Summary:
 Natural gas prices continue to rise
 30 municipalities in Ontario are pushing for a ban of
natural gas
 Ontario is set to retire Pickering Nuclear station and
needs to find new power sources
 EMEA is desperate for new natural gas sources.
 USA is global leader in LNG exports
Source -
https://www.slideshare.net/paulyoungcga/whats-next-
for-natural-gas-lngpptx-252278993

9. Oil
Blog – Oil and Natural Gas (Energy Sector) – What is next?
https://www.slideshare.net/paulyoungcga/oil-and-gas-sector-
analysis-and-commentary-june-2022pptx
Canada and USA oil production continues to lag pre-COVID19
EMEA and the world are looking at Iran and VZ oil as part of
dealing with oil capacity issues
Many governments continue to push their clean agenda at all
costs. Inflation is at all-time high that is forcing central banks to
raise interest rates. The last time there was this high inflation
was 1980 recession - https://www.marketwatch.com/story/u-s-
homeownership-rate-tumbles-to-1980s-levels-11657061992 or
https://financialpost.com/pmn/business-pmn/wall-street-says-
a-recession-is-coming-consumers-say-its-already-here
Electrical vehicles need to pay their fair share of taxes including
licensing, km taxes, etc. Switzerland is proposing new road
taxes for electrical vehicles.

10. Lumber Production
Blog – Climate Change – Forestry Management and Land Use – Analysis and Commentary – April 2022 -
https://www.slideshare.net/paulyoungcga/what-is-next-for-the-forestry-sector-april-2022pptx
More needs to be done to mitigate the impact of forest and wildfires.
All levels of government need to redefine their land use policies.
Trees are a natural carbon sink. Canada has large portion of its land made up of vegetation like forests.

11. Critical Metals
https://twitter.com/davidakin/status/15377733018
41416193
Why? @JustinTrudeau said back in 2015 that
Canada should be known for its resourcefulness
and not its resources.
https://www.cbc.ca/news/politics/trudeau-davos-
future-look-economy-harper-1.3412182
Could you imagine how GDP would be
performing if PM Selfie focused on the goods-
producing sector?
https://www.slideshare.net/paulyoungcga/natural-
resources-canada-whats-next-april-2022-
revisedpptx
https://www.slideshare.net/paulyoungcga/natural-resources-canada-
whats-next-april-2022-revisedpptx
https://www.canadianmanufacturing.com/manufacturing/jonatha
n-wilkinson-presents-critical-minerals-strategy-at-pdac-282611/
China continues to make strategic purchases
https://www.yicaiglobal.com/news/china-zangge-gains-on-
buying-65-stake-in-argentinian-lithium-mine-from-canadian-
miner
CAN has no active mines producing LI
https://www.juniorminingnetwork.com/junior-miner-
news/press-releases/2963-cse/meda/123026-medaro-mining-
corp-to-drill-lac-la-motte-lithium-property.html .
@JonathanWNV you now have a mining strategy? Why was
this not address in 2015?
@GasPriceWizard
https://www.slideshare.net/paulyoungcga/natural-resources-
canada-whats-next-april-2022-revisedpptx

12. Energy Transition (Hydrogen Role)
Energy transition
https://calgaryherald.com/business/energy/auditor
-general-slams-ottawas-support-for-transition-
from-coal-in-alberta
Climate policy -
https://www.theglobeandmail.com/opinion/editori
als/article-these-are-the-holes-to-patch-in-canadas-
climate-policy/
Hydrogen plan -
https://www.thestar.com/business/2022/04/26/ca
nadas-hydrogen-plans-feasible-despite-auditor-
concerns-says-minister.html
Small businesses -
https://discover.rbcroyalbank.com/canadian-
federal-budget-2022-3-key-takeaways-for-small-
businesses/
There are risks and challenges with hydrogen including its environmental impact
and its production cycle (fossil fuels, water, etc.)
https://www.slideshare.net/paulyoungcga/the-future-of-hydrogen-october-2021
Risks
1. In the atmosphere, ozone and water vapour react with sunlight to produce
what are known as hydroxyl radicals. These powerful oxidants react with and
help remove other chemicals released into the atmosphere via natural and
human processes, such as burning fossil fuels. One of these chemicals is
methane, a potent greenhouse gas.
2. Our understanding so far suggests that if a hydrogen economy replaced the
fossil fuel-based energy system and had a leakage rate of 1%, its climate
impact would be 0.6% of the fossil fuel system. But we need to better
understand the hydrogen cycle, such as how land surfaces absorb hydrogen.
In the meantime, we must try to minimise leakage of hydrogen in production,
storage and use. Source https://theconversation.com/dont-rush-into-a-
hydrogen-economy-until-we-know-all-the-risks-to-our-climate-140433
3. Repurposing infrastructure - https://www.siemens-
energy.com/global/en/news/magazine/2020/repurposing-natural-gas-
infrastructure-for-hydrogen.html

13. Rail Car Loading
https://twitter.com/OmarAlghabra/status/1551711431162200067
https://www.canada.ca/en/transport-canada/news/2022/07/minister-of-transport-announces-new-measures-to-
improve-rail-safety-in-response-totsb-recommendations-on-the-2019-derailment-in-field-british-columbia.html or
@OmarAlghabra A day little late, right Omar? There was also an AG report that you fail to mention.
https://www.slideshare.net/paulyoungcga/canada-rail-transportation-safety-and-shipments-may-2022pptx or
https://www.oag-bvg.gc.ca/internet/English/mr_20210225_e_43762.html
8 years later and now you act, right Omar? (You knew about the rail safety issues in '15
https://globalnews.ca/news/991153/significant-weaknesses-in-transport-canadas-oversight-of-

14. Farming / Agriculture
https://www.cbc.ca/news/politics/pm-clean-energy-nova-scotia-announcement-1.6527350 How much valuable farmland is tied up with
these projects? You would think food security and prices would be a concern for these Liberals. You would guess wrong!
https://investmentu.com/vertical-farming-stocks/ or https://www.slideshare.net/paulyoungcga/agriculture-equipment-sector-
analysis-and-commentary-farmingpptx-252166622
or is the goal vertical farming?
Let us talk about the real issues that are ignored by this author:
Banning of nitrogen fertilizer
Carbon Tax
Water management
Green Agenda
Left leaning people always lack a clean understanding economics and how food is produced
https://investmentu.com/vertical-farming-stocks/ or https://www.slideshare.net/paulyoungcga/agriculture-equipment-sector-
analysis-and-commentary-farmingpptx-252166622

15. Port Volume /
Canada
Source -
https://canadiansailings.ca/record-
performances-highlight-generally-
positive-2017-for-canadian-ports/ or
https://www.tc.gc.ca/eng/policy/tran
sportation-canada-2017.html#toc1-3
or https://www.joc.com/maritime-
news/strong-canadian-growth-
forecast-after-laden-import-surge-
2017_20180227.html

16. Capital
Investment /
Ports
Source -
https://biv.com/article/2018/12/
canada-faces-container-
terminal-crunch

17. Other Port Expansions
 No new expansion for Halifax - https://www.cbc.ca/news/canada/nova-scotia/inside-failed-fight-
federal-funding-for-port-of-halifax-1.4857943 - More money to Montreal, Quebec City and Vancouver
- So far this year the Liberals have announced $300 million in upgrades for ports in Vancouver,
Montreal and Quebec under a new National Trade Corridors Fund.
 $2B fund over 11 years for Port Expansion.
 Expansion for Hamilton, Ontario - https://www.maritime-executive.com/article/canada-s-port-of-
hamilton-set-for-expansion
 Montreal Port - https://montrealgazette.com/business/local-business/port-of-montreal-considers-
taking-on-more-debt-to-fund-500-million-expansion
 Prince Rupert - https://www.britishcolumbia.ca/global/trade-and-investment-british-columbia-
blog/october-2018/prince-rupert-port-expansion-sustaining-its-strong/
 Thunder Bay Port - https://www.portofthunderbay.com/cargo/
 Sydney, NS - https://www.thechronicleherald.ca/business/taylor-nova-scotia-needs-cohesive-ports-
strategy-256205/
 Saint John, NB Port - https://www.craneandhoistcanada.com/features/port-of-saint-john-expansion-
underway-1348

18. Goods to
Market
 Anything @JustinTrudeau @jimcarr_wpg
touched has gone south in a hurry. Liberals are
not getting goods to market. Liberals are
failing on under campaign promise!
 https://www.slideshare.net/paulyoungcga/imp
ortance-of-trade-to-canada-june-2018
 Trump and EU Trade -
https://twitter.com/CNBCnow/status/10222048
81095077889
 Goods to Market -
https://www.slideshare.net/paulyoungcga/how
-to-reshore-supply-chain-and-build-a-resilent-
supply-chain-pptx

19. Global Protectionism and Issues at Hand for
Canada
 The world is starting to wakeup that United States under Donald Trump will not be pushed around
when it comes to FIPA and Trade.
 https://www.slideshare.net/paulyoungcga/global-protectionism-and-gdp-analysis-and-commentary-
february-2019
Issues at hand for Canada
• Canada is moving to slow with getting goods to market
• C69 will hinder expansion of natural resources - https://globalnews.ca/news/4969319/pipeline-rally-bill-
c69-saskatchewan-conservative/
• Liberals have focused on adding more regulations and taxes. FDI is down due to Canada being less
competitive - http://www.mining.com/web/headwinds-horizon-canadian-mining-industry-official-warns/
“In 2017, investments in mining accounted for 37% of total foreign direct investment (FDI) in Australia, a
share worth nearly $300 billion. The same year, mining-related FDI into Canada was worth just over $28
billion, or 2.5% of total Canadian FDI. Australia has also overtaken Canada as the world’s second-largest
mining supplier. ”
• Canada GDP has been facing many challenges even before COVID19 -
https://www.slideshare.net/paulyoungcga/failure-of-trudeaunomics-june-2022pptx