This presentation looks at how Canada is moving towards clean technology economy.

1. PAUL YOUNG, CPA, CGA
AUGUST 27, 2017
Transformation to Clean
Technology Economy – Canada –
August 2017

2.  This presentation discusses clean technology in Canada. The presentation will look at
the market for clean technology and issues facing Canada transforming to low carbon
economy.
Description

3.  GDP Analysis
 Cleantech Market Canada
 Carbon less economy
 Cleantech products
 Cleantech environmental impact
 Cleantech VC/Canada
 Cleantech Subsidies USA
Agenda

4. GDP Analysis
Source – Stats Canada

5. Canada Clean Tech Market
Key Programs
• SDTC
• Trade/FIPA
• Provincial Funds
for Clean
Technology
Market Size /Clean
Technology
• $44B
Market Growth
• 10% or about
$4.4B/year
• Technology evolving
(storage, microgrids,
solar, advance
materials, etc)
Downsize Risk
• Ability to commercialize
• Projects have to be profitable without Government Grants
• Access to raw materials
• Access to skills / Training
• Trade/FIPA Agreements
• The requirement for Carbon (mining to installation)

6.  You need substitute material for carbon based material, i.e. coal, metals, plastics, wood,
etc.
 You cannot transformed an economy overnight
Transforming to carbon-less economy

7. Clean Tech examples

8.  Refining
 Lithium
 Vanadium
 Rare Metals
 Assembling
 Fabrication
 Assembling
 Raw Materials
 Lithium
 Vanadium
 Rare Metals
 Aluminum
 Nickel
 Copper
Environmental Impact of Clean Technology

9. Venture Capital Issues

10. United States Subsidies for Clean Technology

11. Source - http://www.bnn.ca/awash-in-red-ink-canadian-clean-tech-struggling-despite-ottawa-s-green-goals-
1.729679
Clean Tech profitability
Canadian clean technology companies are struggling to stay afloat and falling behind global peers even as
Ottawa promises to boost the sector and move the country toward a low carbon future, a report released on
Thursday showed.
Analytica Advisors said in its seventh annual report that despite years of publicly funded support for research
and development, losses for clean tech companies widened to $3.56 billion in 2015 from $3.18 billion in 2014,
and shareholder returns limped in below the Canadian average. Figures for 2016 are not yet available.
Those metrics have made it difficult to convince pension funds and other investors to put money into the
sector even as Ottawa has made a string of promises designed to boost the green economy.
"In short, Canada's clean-technology industry is awash in red ink" and its companies vulnerable to foreign
takeover, the report said adding that Canada's share of the global clean tech export market slipped to 1.4 per
cent in 2015 versus 1.6 per cent in 2008, while Malaysia and China have taken much larger chunks over that
period.
BNN – April 20, 2017

12.  It takes time to move ideas from incubation to market (Testing)
 Canada is small market as such raising capital is very difficult compare to countries like
United States that have a large venture capital market
 Cleantech requires extraction, refining, fabrication, delivery and installation
 Cleantech is not truly clean tech until it is installed. You can not harness wind, solar or
methane without turbines, panels, storage and delivery systems
 Businesses need to be viable without subsidies. In the 1990s there was a big push for
ethanol. The problem is once you removed the subsidies ethanol as not profitable
 Climate change is overrated. You can put 30+ climate change specialist in a room and get
30+ different answers. More information can be found by searching the internet or google.
Here is one example - https://www.youtube.com/watch?v=5Smhn1gL6Xg&t=595s
 CO2 is foundation for life on this planet. Plants need CO2 for their development cycle.
Summary / Cleantech