Here is my look at natural gas

1. WHAT’S NEXT FOR NATURAL GAS
Paul Young CPA CGA
October18,2020

2. PAUL YOUNG - BIO
• CPA, CGA
• Academia (PF1, FA4 and MS2)
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Financial Solutions
• SME – Business Process Change
• SME – Supply Chain Management
Contact information:
Paul_Young_CGA@Hotmail.com

3. AGENDA
• Natural Gas Market Outlook
• Top Exporters of Natural Gas
• Conference Board / Natural Gas
• LNG / China
• LNG / Market Outlook
• Natural Gas Reserves
• Natural Gas / Power Generation
• Canada / LNG
• What’s needs to be done

4. NATURAL GAS MARKET OUTLOOK
Source - https://www.eia.gov/outlooks/steo/ or https://www.forbes.com/sites/judeclemente/2019/12/01/6-keys-for-the-
natural-gas-market-into-2020/#4f1684587586

5. NATURAL
GAS / BMO
Source – BMO

6. TOP EXPORTERS
OF NATURAL
GAS
Source -
https://www.statista.com/statist
ics/274528/major-exporting-
countries-of-lng/

7. LNG / CHINA
Source -
https://oilprice.com/Energy/Na
tural-Gas/US-Is-The-
Surprising-Winner-In-Chinas-
LNG-Market.html

8. LNG MARKET
Source - https://www.globenewswire.com/news-
release/2020/06/09/2045905/0/en/Small-Scale-LNG-Market-Size-By-2019-to-2026-
Strong-Revenue-and-Competitive-Outlook-By-Top-Leaders-Honeywell-
International-Inc-Linde-plc-W%C3%A4rtsil%C3%A4-General-Electric.html

9. NATURAL GAS
RESERVES
Source -
https://www.indexmundi.com/g/r.as
px?t=10&v=98 or
https://www.statista.com/statistics/4
84821/canadian-region-natural-
gas-reserves/

10. NATURAL
GAS / POWER
GENERATION
Source -
https://www.eia.gov/todayin
energy/detail.php?id=42497

11. CONFERENCE BOARD / NATURAL GAS
Source - https://www.conferenceboard.ca/e-library/abstract.aspx?did=10763 and https://www.canadianmanufacturing.com/environment-and-
safety/canadas-liquefied-natural-gas-industry-expected-to-create-new-job-opportunities-experts-257917/

12. CANADA / LNG
• Slower demand along with hijacking of government by environmentalist - https://www.worldoil.com/news/2020/3/6/canada-s-lng-
dreams-fade-as-blockades-add-new-costs-to-industry
• BC projects still going strong - https://www.jwnenergy.com/article/2019/10/lng-canada-ramping-project-marks-one-year-construction/
• Australia and USA have jumped ahead of Canada in terms of LNG exports - https://www.jwnenergy.com/article/2019/12/canadian-lng-
global-opportunity-global-competition/
• “Legendary investor Warren Buffett’s decision to walk away from a proposed export terminal for liquefied natural gas in Quebec is
being held up in a new report as a sign that the LNG sector in Canada and elsewhere is on shaky ground. The Global Energy Monitor
report released Monday says Buffett’s move in March underscores the growing political and economic uncertainty that LNG projects
are facing even as governments around the world tout liquefied natural gas as a clean alternative to coal power.
”https://globalnews.ca/news/7146108/lng-canada-future-report/
• Canada needs to focus on its policies, i.e. environment, taxation, trade/FIPA, etc. -
https://www.kallanishenergy.com/2020/06/17/canadian-lng-alliance-launched-to-spearhead-lng-development-projects/

13. RICHEST PER CAPITA INCOME
COUNTRIES
Source -
Source - https://www.indexmundi.com/g/r.aspx?v=67
• Qatar is world leader with both natural gas and oil - https://www.fitchratings.com/research/sovereigns/fitch-
affirms-qatar-at-aa-outlook-stable-24-06-2020 . Qatar has a lot of issues with human rights -
https://www.amnesty.org/en/countries/middle-east-and-north-africa/qatar/report-qatar/
• Many of the high per capita countries are tax havens - https://www.taxjustice.net/2019/05/28/new-ranking-
reveals-corporate-tax-havens-behind-breakdown-of-global-corporate-tax-system-toll-of-uks-tax-war-
exposed/

14. NATURAL GAS / CANADA
Source – Stats Canada

15. BLOG – NATURAL RESOURCES
@kevdeagle what good did you do for natural resources? Did you get oil to tidewater? Did you grow the natural resources sector?
Did you support the streamlining of regulations? Did you support tax reforms? https://www.slideshare.net/paulyoungcga/canada-
natural-resources-sector-whats-next
@ShannonStubbsMP @emilia_suze @GasPriceWizard
Canada’s natural resources are about 10% of its GDP. Canada is one of the most ethical and environmentally sound countries in the
world - https://www.slideshare.net/paulyoungcga/what-is-going-on-with-oil and https://www.slideshare.net/paulyoungcga/oil-
and-gas-sector-september-2020 or https://www.slideshare.net/paulyoungcga/latest-analysis-and-commentary-on-canadas-
natural-resources-sector
Canada GDP would be much higher if policies support GDP growth, tax reforms, efficient government, etc. -
https://www.slideshare.net/paulyoungcga/gdp-by-industry-canada-june-2020 and
https://www.slideshare.net/paulyoungcga/what-is-next-for-canada-throne-speech-september-23-2020

16. TECHNOLOGY AND NATURAL GAS
• Data and AI - https://www.ibm.com/industries/oil-gas/big-data-analytics
• Safety Analytics - https://www.ibm.com/thought-leadership/institute-business-value/report/ogrevolution
• Capacity Planning - https://revelwood.com/using-ibm-cognos-tm1-capacity-planning-oil-gas-industry/

17. WHAT’S NEXT
• Post-Covid19 will require all levels of government to focus on policies
that support the goods producing sector -
https://www.slideshare.net/paulyoungcga/how-best-to-reshore-supply-
chains
• All levels of government need to work the private sector to streamline
regulations and taxes for the natural resources sector -
https://www.slideshare.net/paulyoungcga/canada-natural-resources-
forestry-sector-june-2020-whats-next
• Canada could be a world leader in LNG, but needs a government that
supports development of LNG projects -
https://www.slideshare.net/paulyoungcga/2019-election-lng-natural-
resources-canada-august-2019
• People want social programs which require funding. The best way to
support social programs is through expansion of taxation through a
strong economy - https://www.slideshare.net/paulyoungcga/designing-
social-programs-and-tax-fairness-policies

18. TRAINING AND DEVELOPMENT
• 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.udemy.com/
(search Paul Young CPA
CGA)
• These subjects address
how to fixed issues with
housing and/or systemic
issues related to economy
including government
policies