Agriculture Sector| Analysis and Commentary| October 2020
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This document provides an analysis of the agriculture equipment sector. It includes sections on North American equipment sales, commodity and food prices, farm income in major countries, the top farming states in the US, food processors, the role of technology in farming, and the relationship between government and farming. The presenter is identified as an expert in various fields including risk management, business processes, and emerging technology.
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Agriculture and Farm Equipment Sector| October 2021 (Revised)
The world continues to face challenges due to supply chain disruption. More needs to be done by all levels of government to support food security.
1. Food Prices - https://financialpost.com/pmn/business-pmn/food-prices-may-sow-seeds-of-next-inflation-crisis-nomura-says
2. Food prices - https://geneticliteracyproject.org/2021/11/12/food-prices-have-increased-by-33-worldwide-and-costs-are-continuing-to-rise-how-can-we-boost-productivity-to-feed-a-growing-population/
3. Integration - https://india.mongabay.com/2021/11/integrated-farming-systems-emerge-as-possible-climate-adaptation-solution/
4. Taxes and Cash Flow - https://www.producer.com/opinion/excess-cash-can-be-tax-problem-for-farming-corporations/
5. Climate change - https://www.bloomberg.com/news/features/2021-11-10/farmers-battle-climate-change-food-crisis
6. Vertical farming - https://www.itv.com/news/wales/2021-11-11/what-is-vertical-farming-and-could-it-be-a-solution-to-tackling-climate-change
7. Farming - http://thegrower.org/node/3580
8. Innovation - https://www.macleans.ca/economy/how-blockchain-could-revolutionize-food-supply-chains-and-lower-your-grocery-bill/
9. Food production - https://ipolitics.ca/2021/11/03/canadas-food-production-limited-by-lack-of-labour-and-tech-report/
10. Innovation - https://foodsafedrains.com/blog/8-innovative-food-technology-trends-for-2021
Agriculture and Farming Sector - What's next?
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- Major applications include yield monitoring, variable rate application, farm mapping, soil monitoring, crop scouting, and precision irrigation. Yield monitoring generates the highest revenue.
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Agriculture and Farm Equipment Sector| October 2021 (Revised)
The world continues to face challenges due to supply chain disruption. More needs to be done by all levels of government to support food security.
1. Food Prices - https://financialpost.com/pmn/business-pmn/food-prices-may-sow-seeds-of-next-inflation-crisis-nomura-says
2. Food prices - https://geneticliteracyproject.org/2021/11/12/food-prices-have-increased-by-33-worldwide-and-costs-are-continuing-to-rise-how-can-we-boost-productivity-to-feed-a-growing-population/
3. Integration - https://india.mongabay.com/2021/11/integrated-farming-systems-emerge-as-possible-climate-adaptation-solution/
4. Taxes and Cash Flow - https://www.producer.com/opinion/excess-cash-can-be-tax-problem-for-farming-corporations/
5. Climate change - https://www.bloomberg.com/news/features/2021-11-10/farmers-battle-climate-change-food-crisis
6. Vertical farming - https://www.itv.com/news/wales/2021-11-11/what-is-vertical-farming-and-could-it-be-a-solution-to-tackling-climate-change
7. Farming - http://thegrower.org/node/3580
8. Innovation - https://www.macleans.ca/economy/how-blockchain-could-revolutionize-food-supply-chains-and-lower-your-grocery-bill/
9. Food production - https://ipolitics.ca/2021/11/03/canadas-food-production-limited-by-lack-of-labour-and-tech-report/
10. Innovation - https://foodsafedrains.com/blog/8-innovative-food-technology-trends-for-2021
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This document provides an overview of issues facing Canadian farmers. It discusses declining farm incomes, increased costs from taxes and regulations under the Liberal government, and challenges from trade disputes that are hurting exports. New technologies like vertical farming are discussed as opportunities, but labor costs are identified as a potential pitfall. The document promotes eliminating the carbon tax and dairy supply management system in Canada.
Artificial intelligence in agriculture market
The global Artificial Intelligence in Agriculture market was estimated at $431.6 million in 2015 and is expected to grow at a CAGR of over 22% due to the increasing implementation of advanced technologies like machine learning and computer vision. Machine learning has become the dominant technology for applications like predictive analytics, drone analytics, and livestock monitoring. North America currently dominates the market due to major industry players implementing AI applications to improve crop management and productivity.
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The document provides an overview and market analysis of the global precision agriculture market from 2015 to 2022. Key points include:
- The precision agriculture market is expected to grow from $XX billion in 2015 to over $XX billion in 2022, at a CAGR of XX%.
- Major applications include yield monitoring, variable rate application, farm mapping, soil monitoring, crop scouting, and precision irrigation. Yield monitoring generates the highest revenue.
- The Americas lead the market currently, while Asia Pacific is the fastest growing region due to developing economies like India.
- Major players in the market include John Deere, AGCO, Trimble, Monsanto, and Lindsay Corp.
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But there are a few that have been deemed essential to everyday life, including healthcare, emergency services, food manufacturing, and farming.What is next for Agriculture Sector - February 2023.pptx
The document provides an analysis of the agriculture output and equipment sector for February 2023. It includes summaries and data on topics like North American AG equipment sales, commodity prices, crop estimates, food prices, farm income, top farming states, food processors, technology/farming trends, government programs, debt levels, and rail car loading. The overall message is that farmers continue to struggle with high input costs while efforts are ongoing to improve crop yields and food production through private sector and government initiatives.
Agriculture and Farm Equipment Sector| December 2021
Summary:
Farm incomes continue to be strong.
AG equipment sales had a banner year in 2021.
More and more farmers will continue to adopt expert farming and sustainable practices when it comes to managing their crop yields.
Agriculture subsidies continue to be a focus area as countries look to expand their AG exports.
1. Crop yields – http://geographical.co.uk/people/development/item/4253-adapt-to-survive
2. Crop insurance and Expert farming - https://www.agri-pulse.com/articles/16975-direct-checks-expected-to-ignite-cover-crop-surge-crop-insurance-may-play-role-too
3. Vertical farming - https://www.hortweek.com/pioneers-shaping-future-vertical-farming/fresh-produce/article/1737366
4. Ag subsidies - https://www.oxfordmartin.ox.ac.uk/blog/meat-and-dairy-gobble-up-farming-subsidies/
5. Trade - https://www.wattagnet.com/articles/44271-now-is-the-time-to-pursue-us-africa-agriculture-trade?v=preview
6. Trade - https://www.livemint.com/news/world/india-to-remove-longstanding-barrier-to-agricultural-trade-say-us-officials-11641858901225.html
7. Food costs - https://www.citizen-times.com/story/news/local/2022/01/13/rising-food-costs-2022-groceries-restaurants-farmers-department-agriculture/9184619002/
8. Inflation - https://ca.movies.yahoo.com/december-inflation-sees-fastest-price-152424665.html
9. Farm income - https://katv.com/news/local/farm-incomes-on-the-rise-fryar-center-predicts-trend-to-continue-in-20
10. Outlook - https://upstreamaginsights.substack.com/p/2022-upstream-ag-insights-outlook or https://www.agriculture.com/news/business/2021-was-a-year-unlike-any-other-for-farm-machinery
11. Automation - https://www.gmpresswire.com/agricultural-robots-market-outlook-by-opportunity-and-demand-analysis-forecast-2026/
12. Fertilizer - https://www.realagriculture.com/2017/12/vervaets-slurry-spreader-features-nir-for-precise-nitrogen-application/
Agriculture and Farm Equipment Sector| January 2022
Summary:
Last week, farmers, ranchers, and federal agency officials offered up their advice on how to do that to Congressmembers in two separate hearings. The first hearing was dedicated to the conservation programs through which the USDA pays farmers to adopt sustainable practices and take land out of production.
These programs—especially the Environmental Quality Incentives Program (EQIP) and the Conservation Stewardship Program (CSP)—are uniquely popular among farmers and most farm and environmental advocacy groups. But the programs don’t always deliver on their promises around improving soil health or maximizing carbon sequestration.
Source - https://civileats.com/2022/02/09/field-report-farm-bill-climate-action-vegan-fridays-meatpackers-usda-csp-eqip/
1. Farmers - https://www.realagriculture.com/2022/02/nearly-two-thirds-of-farm-family-income-in-canada-from-off-farm-statscan-report/
2. Farming income - https://www.agriculture.com/news/business/farm-income-is-forecast-far-above-average-for-second-year
3. Equipment - https://www.wholefarmcoop.com/agriculture-and-farm-equipment-market-to-witness-huge-growth-by-2027/
4. Vertical farming - https://www.hortibiz.com/newsitem/news/vertical-farming-has-a-big-role-in-sustainable-agri/
5. Farming productivity - https://germination.ca/farmers-innovation-experts-say-canada-needs-a-better-system-to-compete-on-the-world-stage/
6. Food costs - https://www.mirror.co.uk/money/food-could-end-up-30-26214677
7. Farming - https://www.arabnews.pk/node/1465881/saudi-arabia
8. Top Beef producers - https://beef2live.com/story-world-beef-production-ranking-countries-0-106885
9. Food innovation - https://www.foodnavigator-usa.com/Article/2022/02/11/Dietitians-forecast-a-future-of-food-innovations-warn-against-Tik-Tok-pseudoscience
10. Food Waste - https://www.winnipegfreepress.com/opinion/editorials/food-waste-is-largely-a-solvable-problem-576195892.html
What is next for Agriculture Equipment and Food/Farming Sector?
The world continues to face challenges due to supply chain disruption. More needs to be done by all levels of government to support food security.
1. Food Prices - https://financialpost.com/pmn/business-pmn/food-prices-may-sow-seeds-of-next-inflation-crisis-nomura-says
2. Food prices - https://geneticliteracyproject.org/2021/11/12/food-prices-have-increased-by-33-worldwide-and-costs-are-continuing-to-rise-how-can-we-boost-productivity-to-feed-a-growing-population/
3. Integration - https://india.mongabay.com/2021/11/integrated-farming-systems-emerge-as-possible-climate-adaptation-solution/
4. Taxes and Cash Flow - https://www.producer.com/opinion/excess-cash-can-be-tax-problem-for-farming-corporations/
5. Climate change - https://www.bloomberg.com/news/features/2021-11-10/farmers-battle-climate-change-food-crisis
6. Vertical farming - https://www.itv.com/news/wales/2021-11-11/what-is-vertical-farming-and-could-it-be-a-solution-to-tackling-climate-change
7. Farming - http://thegrower.org/node/3580
8. Innovation - https://www.macleans.ca/economy/how-blockchain-could-revolutionize-food-supply-chains-and-lower-your-grocery-bill/
9. Food production - https://ipolitics.ca/2021/11/03/canadas-food-production-limited-by-lack-of-labour-and-tech-report/
10. Innovation - https://foodsafedrains.com/blog/8-innovative-food-technology-trends-for-2021
Analysis of Agriculture Sector
This document provides an agenda for analyzing and commenting on the agriculture equipment sector. It covers topics like North American agriculture equipment sales, commodity and food prices, farming income, top farming states, food processors, the role of technology in farming, and the relationship between government and farming. The summary emphasizes that all levels of government need to work together to support agriculture and food processing, issues with the WTO need to be addressed, and environmental and economic policies require more balance.
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Summary
All levels of government need to work together to ease fear around food security
Liberals continue to push their climate change policies at all costs. Farmers are seeing higher input costs that are impacting their margins
More needs to be done to address the rural housing crisis.
More needs to be done to protect vital farmland
Vertical farming solutions need to be push as part of food security
What is next for Agriculture Equipment and Food/Farming Sector?
Rising food costs continue to hammer household budgets
More and more farmers are adopting technology as part of improving their crop yields
Governments around the world need to address issues with food supply and costs
1. Crop production - https://www.farmprogress.com/morning-market-review/morning-market-review-october-12-2021
2. AG Equipment - https://www.farmprogress.com/equipment/agriculture-equipment-economic-outlook
3. AG Subsidies - https://insidetrade.com/daily-news/us-ag-subsidies-hit-all-time-high-2019-just-shy-wto-limit
4. Vertical farming - https://techcrunch.com/2021/10/10/on-ten-years-of-the-vertical-farm/
5. AG futures - https://www.dtnpf.com/agriculture/web/ag/markets/futures
6. Food prices - https://news.yahoo.com/food-prices-rise-highest-level-183100670.html
7. Food - https://www.bbc.com/news/business-58847275
8. Supply chain woes - https://www.agri-pulse.com/articles/16619-supply-chain-woes-hit-us-ag-sector-hard
9. Water - https://www.weforum.org/agenda/2021/10/ancient-water-management-techniques-prairie-farmers-drought-climate-change-solution
10. Innovation - http://www.fruitnet.com/fpj/article/186534/gs-takes-lead-in-3-6m-science-programme
11. AI and farming - https://www.ai-startups.org/top/agriculture/
12. Technology - https://www.businessinsider.com/15-agriculture-tech-startups-vcs-take-off-2021-9
Agriculture Equipment Sector - Analysis and Commentary - Farming.pptx
Summary:
Farmers continue to struggle with both drought conditions and higher food costs.
Technology continues to transform the ag sector as more vertical and expert farming solutions are coming to market.
Food costs continue to plague many household
High inflation is here to stay for the near term
Agriculture Sector| Analysis and Commentary| July 2020
This document provides an agenda for analyzing and commenting on the agriculture equipment sector. It outlines topics to cover such as North American agriculture equipment sales, commodity and food prices, farming income, top farming states, food processors, the role of technology and government in farming. The summary calls for governments to better support agriculture through coordinated efforts, resolving World Trade Organization issues, and balancing environmental and economic policies.
Agriculture Equipment Sector - Analysis and Commentary
This document provides an analysis and commentary on the agriculture equipment sector. It includes sections on North American agriculture equipment sales, commodity and food prices, farming income, top farming states, food processors, technology and farming, and the relationship between government and farming. The document concludes that all levels of government need to better support agriculture and food processing, issues with the WTO need to be addressed, and environmental and economic policies require more balance.
Agriculture Equipment Sector - Analysis and Commentary - Farming.pptx
Summary
Food costs will continue to be high
Food insecurity will continue to plague governments around the world
Farm equipment sales are expected to be 4.6% through 2027
More and more governments are looking at vertical farming as a possible solution for food supply and security issues
Expert farming through data and AI practices are helping to improve crop yields and food production
Agriculture and Farm Equipment Sector| May 2021
Blog – Farming and AG Equipment – May 2021
1. Diesel fuel - https://www.dieselforum.org/about-clean-diesel/agriculture
2. Food Prices - https://www.reuters.com/world/china/world-food-price-index-climbs-april-highest-since-mid-2014-fao-2021-05-06/
3. Food supply - https://www.bloomberg.com/news/articles/2021-05-06/one-grain-is-keeping-the-world-s-food-crisis-from-getting-worse
4. Food Price Index - http://www.fao.org/worldfoodsituation/foodpricesindex/en/
5. https://troymedia.com/business/canadas-food-security-depends-on-significant-policy-shifts/#.YJz5waEpBPY - Food manufacturing lacks investment, suffers from thin margins, faces additional grocers’ fees and must deal with aging facilities
6. Carbon tax and farmers - https://westernstandardonline.com/2021/05/https-westernstandardonline-com-2021-05-farmers-may-catch-a-break-with-proposed-carbon-tax-exemptions/
7. Vertical farming - https://thebrockvilleobserver.ca/news/77133/global-vertical-farming-market-demand-and-future-trends-2021-to-2026-aerofarms-mirai-lufa-farms-gotham-greens-garden-fresh-farms-plenty-bright-farms/
8. Income/Canada - https://www.ft.com/content/e9eef237-eb5f-4f64-ac60-12df66320358
9. Land Values - https://www.harvestpublicmedia.org/post/high-farm-incomes-lead-rising-land-values
10. Food chain - https://www.newswire.ca/news-releases/food-tech-innovator-notch-launches-as-first-all-in-one-solution-to-bring-the-entire-restaurant-supply-chain-online-with-the-tap-of-an-app-809210643.html
Farming and Agricultural Equipment - June 2021
1. Farm Incomes – https://ec.europa.eu/info/news/farm-income-increased-over-last-decade-important-differences-between-eu-countries-2021-jul-09_en
2. Farm - https://www.farminguk.com/news/only-half-of-farmers-plan-to-use-farm-income-in-later-life_58566.html
3. Sustainable Farming Practices - https://sentientmedia.org/sustainable-farming/
4. AG Tech - https://www.fooddive.com/spons/fueling-the-future-of-food-and-sustainable-farming-through-agtech-innovatio/602306/
5. Expert farming has been around for nearly 10 years. https://www.slideshare.net/paulyoungcga/what-is-next-for-expert-and-vertical-farming
6. Farm Debt - https://farmpolicynews.illinois.edu/2021/06/farm-debt-declines-loan-performance-improves-kansas-city-fed/
7. Climate change - https://theconversation.com/to-make-agriculture-more-climate-friendly-carbon-farming-needs-clear-rules-160243
8. Climate change - https://www.reuters.com/business/environment/eu-farming-policy-failing-fight-climate-change-auditors-say-2021-06-21/
9. Food security - https://www.cbc.ca/news/canada/north/itk-food-security-strategy-released-1.6099119
10. Food Security - https://reliefweb.int/report/world/state-food-security-and-nutrition-world-2021-transforming-food-systems-food-security
11. Food Prices - https://blogs.imf.org/2021/06/24/four-facts-about-soaring-consumer-food-prices/
12. Food Prices - https://www.businessinsider.com/why-are-food-prices-rising-grocery-restaurants-inflation-more-expensive-2021-6
13. Rising fuel costs - https://www.deccanherald.com/state/top-karnataka-stories/rise-in-fuel-prices-proves-costly-for-farmers-1007524.html
Agriculture Equipment Sector - Analysis and Commentary - Farming.pptx
This document provides an analysis of the agriculture equipment sector and commentary on related topics. It includes summaries of North American equipment sales, commodity prices, Canadian agriculture prices, preliminary Canadian crop estimates, oilseed and energy prices, the carbon tax, food prices, the hospitality sector, farming income, top farming states, food processors, technology and farming, the role of government in farming, and debt. It also provides contact information for Paul Young, the author, and an agenda of topics covered in the analysis.
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Here is my look at agriculture sector including food costs along with what challenges are facing farmers.
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Summary:
The largest year-over-year increase in farm cash receipts in 40 years helped to offset a similarly historic rise in operating expenses as Canadian realized net farm income jumped more than 40% in 2021.
A Statistics Canada farm income report on Wednesday pegged national realized net farm income at $13.5 billion, up 46.4% from a year earlier. (Realized net income is the difference between a farmer's cash receipts and operating expenses, minus depreciation, plus income in kind). The increase for 2021 follows on the heels of a nearly 80% rise in realized net farm income in 2020 and a much more modest 5.1% hike in 2019.
On the other side of the ledger, fertilizer expenses for Canadian farmers increased by 31.8% to $7.5 billion in 2021. Commercial feed expenses for livestock producers were up by 23% to $9.6 billion as the drought in Western Canada caused pastures to suffer and limited the amount of hay and grain feed that could be stored on farms or purchased from others. Machinery fuel expenses increased by 29.1% to $2.9 billion in 2021, as governments around the world reopened their economies after taking measures to curb the spread of COVID-19 in 2020, StatsCan said.
Source - https://www.syngenta.ca/market-news/realized-net-farm-income-up-sharply-in-2021
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Summary:
Farmers continue to struggle with higher input costs
Farmers continue to adopt more technology as part of improving crop and food output
Governments around the world need to do more to address rural and urban issues, especially around water, land, and forest management
Agriculture (Farming) and AG Equipment| November 2020
This document provides an agenda and commentary on the agriculture equipment sector. It includes sections on North American equipment sales, commodity and crop prices, energy costs, carbon taxes, food prices, farm incomes, top farming states, food processors, and the role of technology and government in farming. The document summarizes information from various sources on current issues and trends impacting the agriculture industry.
Manufacturing Sector - Canada and USA - August 2020 and September 2020
Paul Young is a CPA and expert in manufacturing, business strategy, and emerging technology. The document provides an analysis of manufacturing sectors in the US, Canada, and globally. It also discusses how technology like AI is being used to support manufacturing. Key areas for economic recovery are seen in reshoring medical supply chains, expanding healthcare products, and focusing on skills trades and locally-made goods. Moving forward, countries will need to strengthen supply chain management and government policies to support continued recovery.
Farming and Agriculture Sector| Analysis and Commentary
This document provides an agenda and commentary on the agriculture equipment sector. It includes sections on North American equipment sales, commodity and crop prices, energy costs, carbon taxes, food prices, farm incomes, top farming states, food processors, and the role of technology and government in farming. The document summarizes data from various sources on current industry trends and issues facing the agriculture sector.
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Canadian retail sales dropped 0.3% in August, the first decline since March, as higher interest rates start to impact household budgets. Seven of the nine retail subsectors saw sales increases in July, led by food and beverage retailers, while motor vehicle and parts dealers saw the largest decrease. Excluding autos, retail sales in July rose 1%, double expectations. The report suggests Canadians are tightening spending as more face higher mortgage payments and gas prices due to Bank of Canada rate hikes aimed at slowing inflation.
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The key challenges facing Australian business leaders in 2023 include:
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3. Adapting to changing regulations and reporting requirements.
Health risks from COVID-19, social reputation concerns, and disruptive emerging technologies are also significant social challenges impacting Australian businesses. Over the next 3-5 years, talent management for digitization, cybersecurity, digital transformation, regulatory changes, and identifying new growth opportunities will be the top challenges according to business leaders.
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Similar to Agriculture Sector| Analysis and Commentary| October 2020
What is next for Agriculture Sector - February 2023.pptx
The document provides an analysis of the agriculture output and equipment sector for February 2023. It includes summaries and data on topics like North American AG equipment sales, commodity prices, crop estimates, food prices, farm income, top farming states, food processors, technology/farming trends, government programs, debt levels, and rail car loading. The overall message is that farmers continue to struggle with high input costs while efforts are ongoing to improve crop yields and food production through private sector and government initiatives.
Agriculture and Farm Equipment Sector| December 2021
Summary:
Farm incomes continue to be strong.
AG equipment sales had a banner year in 2021.
More and more farmers will continue to adopt expert farming and sustainable practices when it comes to managing their crop yields.
Agriculture subsidies continue to be a focus area as countries look to expand their AG exports.
1. Crop yields – http://geographical.co.uk/people/development/item/4253-adapt-to-survive
2. Crop insurance and Expert farming - https://www.agri-pulse.com/articles/16975-direct-checks-expected-to-ignite-cover-crop-surge-crop-insurance-may-play-role-too
3. Vertical farming - https://www.hortweek.com/pioneers-shaping-future-vertical-farming/fresh-produce/article/1737366
4. Ag subsidies - https://www.oxfordmartin.ox.ac.uk/blog/meat-and-dairy-gobble-up-farming-subsidies/
5. Trade - https://www.wattagnet.com/articles/44271-now-is-the-time-to-pursue-us-africa-agriculture-trade?v=preview
6. Trade - https://www.livemint.com/news/world/india-to-remove-longstanding-barrier-to-agricultural-trade-say-us-officials-11641858901225.html
7. Food costs - https://www.citizen-times.com/story/news/local/2022/01/13/rising-food-costs-2022-groceries-restaurants-farmers-department-agriculture/9184619002/
8. Inflation - https://ca.movies.yahoo.com/december-inflation-sees-fastest-price-152424665.html
9. Farm income - https://katv.com/news/local/farm-incomes-on-the-rise-fryar-center-predicts-trend-to-continue-in-20
10. Outlook - https://upstreamaginsights.substack.com/p/2022-upstream-ag-insights-outlook or https://www.agriculture.com/news/business/2021-was-a-year-unlike-any-other-for-farm-machinery
11. Automation - https://www.gmpresswire.com/agricultural-robots-market-outlook-by-opportunity-and-demand-analysis-forecast-2026/
12. Fertilizer - https://www.realagriculture.com/2017/12/vervaets-slurry-spreader-features-nir-for-precise-nitrogen-application/
Agriculture and Farm Equipment Sector| January 2022
Summary:
Last week, farmers, ranchers, and federal agency officials offered up their advice on how to do that to Congressmembers in two separate hearings. The first hearing was dedicated to the conservation programs through which the USDA pays farmers to adopt sustainable practices and take land out of production.
These programs—especially the Environmental Quality Incentives Program (EQIP) and the Conservation Stewardship Program (CSP)—are uniquely popular among farmers and most farm and environmental advocacy groups. But the programs don’t always deliver on their promises around improving soil health or maximizing carbon sequestration.
Source - https://civileats.com/2022/02/09/field-report-farm-bill-climate-action-vegan-fridays-meatpackers-usda-csp-eqip/
1. Farmers - https://www.realagriculture.com/2022/02/nearly-two-thirds-of-farm-family-income-in-canada-from-off-farm-statscan-report/
2. Farming income - https://www.agriculture.com/news/business/farm-income-is-forecast-far-above-average-for-second-year
3. Equipment - https://www.wholefarmcoop.com/agriculture-and-farm-equipment-market-to-witness-huge-growth-by-2027/
4. Vertical farming - https://www.hortibiz.com/newsitem/news/vertical-farming-has-a-big-role-in-sustainable-agri/
5. Farming productivity - https://germination.ca/farmers-innovation-experts-say-canada-needs-a-better-system-to-compete-on-the-world-stage/
6. Food costs - https://www.mirror.co.uk/money/food-could-end-up-30-26214677
7. Farming - https://www.arabnews.pk/node/1465881/saudi-arabia
8. Top Beef producers - https://beef2live.com/story-world-beef-production-ranking-countries-0-106885
9. Food innovation - https://www.foodnavigator-usa.com/Article/2022/02/11/Dietitians-forecast-a-future-of-food-innovations-warn-against-Tik-Tok-pseudoscience
10. Food Waste - https://www.winnipegfreepress.com/opinion/editorials/food-waste-is-largely-a-solvable-problem-576195892.html
What is next for Agriculture Equipment and Food/Farming Sector?
The world continues to face challenges due to supply chain disruption. More needs to be done by all levels of government to support food security.
1. Food Prices - https://financialpost.com/pmn/business-pmn/food-prices-may-sow-seeds-of-next-inflation-crisis-nomura-says
2. Food prices - https://geneticliteracyproject.org/2021/11/12/food-prices-have-increased-by-33-worldwide-and-costs-are-continuing-to-rise-how-can-we-boost-productivity-to-feed-a-growing-population/
3. Integration - https://india.mongabay.com/2021/11/integrated-farming-systems-emerge-as-possible-climate-adaptation-solution/
4. Taxes and Cash Flow - https://www.producer.com/opinion/excess-cash-can-be-tax-problem-for-farming-corporations/
5. Climate change - https://www.bloomberg.com/news/features/2021-11-10/farmers-battle-climate-change-food-crisis
6. Vertical farming - https://www.itv.com/news/wales/2021-11-11/what-is-vertical-farming-and-could-it-be-a-solution-to-tackling-climate-change
7. Farming - http://thegrower.org/node/3580
8. Innovation - https://www.macleans.ca/economy/how-blockchain-could-revolutionize-food-supply-chains-and-lower-your-grocery-bill/
9. Food production - https://ipolitics.ca/2021/11/03/canadas-food-production-limited-by-lack-of-labour-and-tech-report/
10. Innovation - https://foodsafedrains.com/blog/8-innovative-food-technology-trends-for-2021
Analysis of Agriculture Sector
This document provides an agenda for analyzing and commenting on the agriculture equipment sector. It covers topics like North American agriculture equipment sales, commodity and food prices, farming income, top farming states, food processors, the role of technology in farming, and the relationship between government and farming. The summary emphasizes that all levels of government need to work together to support agriculture and food processing, issues with the WTO need to be addressed, and environmental and economic policies require more balance.
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Summary
All levels of government need to work together to ease fear around food security
Liberals continue to push their climate change policies at all costs. Farmers are seeing higher input costs that are impacting their margins
More needs to be done to address the rural housing crisis.
More needs to be done to protect vital farmland
Vertical farming solutions need to be push as part of food security
What is next for Agriculture Equipment and Food/Farming Sector?
Rising food costs continue to hammer household budgets
More and more farmers are adopting technology as part of improving their crop yields
Governments around the world need to address issues with food supply and costs
1. Crop production - https://www.farmprogress.com/morning-market-review/morning-market-review-october-12-2021
2. AG Equipment - https://www.farmprogress.com/equipment/agriculture-equipment-economic-outlook
3. AG Subsidies - https://insidetrade.com/daily-news/us-ag-subsidies-hit-all-time-high-2019-just-shy-wto-limit
4. Vertical farming - https://techcrunch.com/2021/10/10/on-ten-years-of-the-vertical-farm/
5. AG futures - https://www.dtnpf.com/agriculture/web/ag/markets/futures
6. Food prices - https://news.yahoo.com/food-prices-rise-highest-level-183100670.html
7. Food - https://www.bbc.com/news/business-58847275
8. Supply chain woes - https://www.agri-pulse.com/articles/16619-supply-chain-woes-hit-us-ag-sector-hard
9. Water - https://www.weforum.org/agenda/2021/10/ancient-water-management-techniques-prairie-farmers-drought-climate-change-solution
10. Innovation - http://www.fruitnet.com/fpj/article/186534/gs-takes-lead-in-3-6m-science-programme
11. AI and farming - https://www.ai-startups.org/top/agriculture/
12. Technology - https://www.businessinsider.com/15-agriculture-tech-startups-vcs-take-off-2021-9
Agriculture Equipment Sector - Analysis and Commentary - Farming.pptx
Summary:
Farmers continue to struggle with both drought conditions and higher food costs.
Technology continues to transform the ag sector as more vertical and expert farming solutions are coming to market.
Food costs continue to plague many household
High inflation is here to stay for the near term
Agriculture Sector| Analysis and Commentary| July 2020
This document provides an agenda for analyzing and commenting on the agriculture equipment sector. It outlines topics to cover such as North American agriculture equipment sales, commodity and food prices, farming income, top farming states, food processors, the role of technology and government in farming. The summary calls for governments to better support agriculture through coordinated efforts, resolving World Trade Organization issues, and balancing environmental and economic policies.
Agriculture Equipment Sector - Analysis and Commentary
This document provides an analysis and commentary on the agriculture equipment sector. It includes sections on North American agriculture equipment sales, commodity and food prices, farming income, top farming states, food processors, technology and farming, and the relationship between government and farming. The document concludes that all levels of government need to better support agriculture and food processing, issues with the WTO need to be addressed, and environmental and economic policies require more balance.
Agriculture Equipment Sector - Analysis and Commentary - Farming.pptx
Summary
Food costs will continue to be high
Food insecurity will continue to plague governments around the world
Farm equipment sales are expected to be 4.6% through 2027
More and more governments are looking at vertical farming as a possible solution for food supply and security issues
Expert farming through data and AI practices are helping to improve crop yields and food production
Agriculture and Farm Equipment Sector| May 2021
Blog – Farming and AG Equipment – May 2021
1. Diesel fuel - https://www.dieselforum.org/about-clean-diesel/agriculture
2. Food Prices - https://www.reuters.com/world/china/world-food-price-index-climbs-april-highest-since-mid-2014-fao-2021-05-06/
3. Food supply - https://www.bloomberg.com/news/articles/2021-05-06/one-grain-is-keeping-the-world-s-food-crisis-from-getting-worse
4. Food Price Index - http://www.fao.org/worldfoodsituation/foodpricesindex/en/
5. https://troymedia.com/business/canadas-food-security-depends-on-significant-policy-shifts/#.YJz5waEpBPY - Food manufacturing lacks investment, suffers from thin margins, faces additional grocers’ fees and must deal with aging facilities
6. Carbon tax and farmers - https://westernstandardonline.com/2021/05/https-westernstandardonline-com-2021-05-farmers-may-catch-a-break-with-proposed-carbon-tax-exemptions/
7. Vertical farming - https://thebrockvilleobserver.ca/news/77133/global-vertical-farming-market-demand-and-future-trends-2021-to-2026-aerofarms-mirai-lufa-farms-gotham-greens-garden-fresh-farms-plenty-bright-farms/
8. Income/Canada - https://www.ft.com/content/e9eef237-eb5f-4f64-ac60-12df66320358
9. Land Values - https://www.harvestpublicmedia.org/post/high-farm-incomes-lead-rising-land-values
10. Food chain - https://www.newswire.ca/news-releases/food-tech-innovator-notch-launches-as-first-all-in-one-solution-to-bring-the-entire-restaurant-supply-chain-online-with-the-tap-of-an-app-809210643.html
Farming and Agricultural Equipment - June 2021
1. Farm Incomes – https://ec.europa.eu/info/news/farm-income-increased-over-last-decade-important-differences-between-eu-countries-2021-jul-09_en
2. Farm - https://www.farminguk.com/news/only-half-of-farmers-plan-to-use-farm-income-in-later-life_58566.html
3. Sustainable Farming Practices - https://sentientmedia.org/sustainable-farming/
4. AG Tech - https://www.fooddive.com/spons/fueling-the-future-of-food-and-sustainable-farming-through-agtech-innovatio/602306/
5. Expert farming has been around for nearly 10 years. https://www.slideshare.net/paulyoungcga/what-is-next-for-expert-and-vertical-farming
6. Farm Debt - https://farmpolicynews.illinois.edu/2021/06/farm-debt-declines-loan-performance-improves-kansas-city-fed/
7. Climate change - https://theconversation.com/to-make-agriculture-more-climate-friendly-carbon-farming-needs-clear-rules-160243
8. Climate change - https://www.reuters.com/business/environment/eu-farming-policy-failing-fight-climate-change-auditors-say-2021-06-21/
9. Food security - https://www.cbc.ca/news/canada/north/itk-food-security-strategy-released-1.6099119
10. Food Security - https://reliefweb.int/report/world/state-food-security-and-nutrition-world-2021-transforming-food-systems-food-security
11. Food Prices - https://blogs.imf.org/2021/06/24/four-facts-about-soaring-consumer-food-prices/
12. Food Prices - https://www.businessinsider.com/why-are-food-prices-rising-grocery-restaurants-inflation-more-expensive-2021-6
13. Rising fuel costs - https://www.deccanherald.com/state/top-karnataka-stories/rise-in-fuel-prices-proves-costly-for-farmers-1007524.html
Agriculture Equipment Sector - Analysis and Commentary - Farming.pptx
This document provides an analysis of the agriculture equipment sector and commentary on related topics. It includes summaries of North American equipment sales, commodity prices, Canadian agriculture prices, preliminary Canadian crop estimates, oilseed and energy prices, the carbon tax, food prices, the hospitality sector, farming income, top farming states, food processors, technology and farming, the role of government in farming, and debt. It also provides contact information for Paul Young, the author, and an agenda of topics covered in the analysis.
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Here is my look at agriculture sector including food costs along with what challenges are facing farmers.
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Summary:
The largest year-over-year increase in farm cash receipts in 40 years helped to offset a similarly historic rise in operating expenses as Canadian realized net farm income jumped more than 40% in 2021.
A Statistics Canada farm income report on Wednesday pegged national realized net farm income at $13.5 billion, up 46.4% from a year earlier. (Realized net income is the difference between a farmer's cash receipts and operating expenses, minus depreciation, plus income in kind). The increase for 2021 follows on the heels of a nearly 80% rise in realized net farm income in 2020 and a much more modest 5.1% hike in 2019.
On the other side of the ledger, fertilizer expenses for Canadian farmers increased by 31.8% to $7.5 billion in 2021. Commercial feed expenses for livestock producers were up by 23% to $9.6 billion as the drought in Western Canada caused pastures to suffer and limited the amount of hay and grain feed that could be stored on farms or purchased from others. Machinery fuel expenses increased by 29.1% to $2.9 billion in 2021, as governments around the world reopened their economies after taking measures to curb the spread of COVID-19 in 2020, StatsCan said.
Source - https://www.syngenta.ca/market-news/realized-net-farm-income-up-sharply-in-2021
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Summary:
Farmers continue to struggle with higher input costs
Farmers continue to adopt more technology as part of improving crop and food output
Governments around the world need to do more to address rural and urban issues, especially around water, land, and forest management
Agriculture (Farming) and AG Equipment| November 2020
This document provides an agenda and commentary on the agriculture equipment sector. It includes sections on North American equipment sales, commodity and crop prices, energy costs, carbon taxes, food prices, farm incomes, top farming states, food processors, and the role of technology and government in farming. The document summarizes information from various sources on current issues and trends impacting the agriculture industry.
Manufacturing Sector - Canada and USA - August 2020 and September 2020
Paul Young is a CPA and expert in manufacturing, business strategy, and emerging technology. The document provides an analysis of manufacturing sectors in the US, Canada, and globally. It also discusses how technology like AI is being used to support manufacturing. Key areas for economic recovery are seen in reshoring medical supply chains, expanding healthcare products, and focusing on skills trades and locally-made goods. Moving forward, countries will need to strengthen supply chain management and government policies to support continued recovery.
Farming and Agriculture Sector| Analysis and Commentary
This document provides an agenda and commentary on the agriculture equipment sector. It includes sections on North American equipment sales, commodity and crop prices, energy costs, carbon taxes, food prices, farm incomes, top farming states, food processors, and the role of technology and government in farming. The document summarizes data from various sources on current industry trends and issues facing the agriculture sector.
Similar to Agriculture Sector| Analysis and Commentary| October 2020 (20)
What is next for Agriculture Sector - February 2023.pptx
What is next for Agriculture Sector - February 2023.pptx
Agriculture and Farm Equipment Sector| December 2021
Agriculture and Farm Equipment Sector| December 2021
Agriculture and Farm Equipment Sector| January 2022
Agriculture and Farm Equipment Sector| January 2022
What is next for Agriculture Equipment and Food/Farming Sector?
What is next for Agriculture Equipment and Food/Farming Sector?
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
What is next for Agriculture Equipment and Food/Farming Sector?
What is next for Agriculture Equipment and Food/Farming Sector?
Agriculture Equipment Sector - Analysis and Commentary - Farming.pptx
Agriculture Equipment Sector - Analysis and Commentary - Farming.pptx
Agriculture Sector| Analysis and Commentary| July 2020
Agriculture Sector| Analysis and Commentary| July 2020
Agriculture Equipment Sector - Analysis and Commentary
Agriculture Equipment Sector - Analysis and Commentary
Agriculture Equipment Sector - Analysis and Commentary - Farming.pptx
Agriculture Equipment Sector - Analysis and Commentary - Farming.pptx
Agriculture Equipment Sector - Analysis and Commentary - Farming.pptx
Agriculture Equipment Sector - Analysis and Commentary - Farming.pptx
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Agriculture Equipment Sector - Analysis and Commentary - AG Prices.pptx
Agriculture (Farming) and AG Equipment| November 2020
Agriculture (Farming) and AG Equipment| November 2020
Manufacturing Sector - Canada and USA - August 2020 and September 2020
Manufacturing Sector - Canada and USA - August 2020 and September 2020
Farming and Agriculture Sector| Analysis and Commentary
Farming and Agriculture Sector| Analysis and Commentary
More from paul young cpa, cga
Retail Sales and Consumer Spending Analysis and Commentary - July 2023.pptx
Canadian retail sales dropped 0.3% in August, the first decline since March, as higher interest rates start to impact household budgets. Seven of the nine retail subsectors saw sales increases in July, led by food and beverage retailers, while motor vehicle and parts dealers saw the largest decrease. Excluding autos, retail sales in July rose 1%, double expectations. The report suggests Canadians are tightening spending as more face higher mortgage payments and gas prices due to Bank of Canada rate hikes aimed at slowing inflation.
Addressing issues with the Public Sector Governance Model.pptx
The key challenges facing Australian business leaders in 2023 include:
1. Talent acquisition, retention and training staff for digital transformation.
2. Implementing successful digital transformation while managing cyber risks.
3. Adapting to changing regulations and reporting requirements.
Health risks from COVID-19, social reputation concerns, and disruptive emerging technologies are also significant social challenges impacting Australian businesses. Over the next 3-5 years, talent management for digitization, cybersecurity, digital transformation, regulatory changes, and identifying new growth opportunities will be the top challenges according to business leaders.
Global Housing Market Analysis and Commentary- September 2023.pptx
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
What is next for the Mining Sector.pptx
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/
Manufacturing Sector – United States – August 2023.pptx
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
Stock Market Analysis and Commentary for WE September 15 2023.pptx
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.
Manufacturing Sector – Canada – September 2023.pptx
- Canadian manufacturing sales increased 1.6% in July, led by higher sales in food products, petroleum and coal products, and transportation equipment. Paper and plastics sales decreased the most.
- Inventory levels increased slightly while unfilled orders decreased, pointing to a potential slowdown.
- The manufacturing sector in Canada will continue to face challenges such as global economic uncertainty, rising costs, supply chain issues, climate change risks, and skills shortages.
Electricity Analysis - Canada and the OECD - June 2023.pptx
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/
Logistics Warehousing Transportation and Distrbution Analysis and Commentary ...
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United States retail sales rose 0.6% in August despite flat sales at internet retailers after Amazon Prime Day. Most of the increase was due to higher gasoline prices. While consumer spending has been strong, higher interest rates and a slowdown in hiring are expected to restrain purchases in the coming months. Forecasters predict the 2023 holiday shopping season could be the weakest in five years due to economic challenges facing consumers. The retail sector continues facing inventory management challenges and social governance issues.
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Biotech Pharmaceutical Medical Equipment and Supplies - Analysis - September ...
This document provides an overview and agenda for a presentation on the biotech, pharmaceutical, and healthcare sector. It includes:
- An introduction and biography of presenter Paul Young CPA CGA
- An agenda covering topics like vaccine production, drug discovery, innovation in areas like storage and AI, and the life sciences strategy
- Links and summaries of information on these topics, including the top vaccine manufacturers, regulations in Canada, and growth in the pharmaceutical market
The presentation aims to discuss key areas of the biotech/pharmaceutical sector including vaccine development and production, drug discovery, innovation, and strategies for the life sciences industry. Links and outside sources are provided to support the topics in the agenda.
Better Public Safety Management using Analytics - September 2023.pptx
This document discusses using analytics to improve public safety management. It outlines rising public safety costs for governments and key issues facing policing like complex crimes and accountability. The document presents crime rate data for Canada and discusses building machine learning models in SPSS and dashboards in Cognos Analytics to analyze police data and forecast expenses. Finally, it lists potential next steps for crime in Canada like bail and corrections reforms, gun control, and increased police oversight.
Stock Market Analysis and Commentary for WE September 9 2023.pptx
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.
Workforce Planning and Employment Analysis - August 2023.pptx
The document discusses workforce planning and employment analysis. It provides an overview of employment statistics in the United States, Canada, and Australia. It then discusses Sysco's workforce planning model and the role of the CFO in workforce planning. Finally, it defines autonomous finance as the automation of financial operations through software and algorithms, and provides some key statistics on its adoption.
Global Automotive - Analysis and Commentary - August 2023.pptx
This presentation provides an overview of key trends in the global automotive sector in August 2023. It discusses 1) sales trends in Canada, the US and globally, 2) the growth of electric vehicles and focus on reducing emissions, and 3) ongoing transformation in the industry through automation, connectivity and new technologies. Sources included discuss topics like electric vehicle production and adoption, public safety issues regarding EV fires, gasoline and car prices, supply chain challenges, and green transitions in transportation.
Global (Mining Oil and Gas Forestry and Agriculture) Analysis and Commentary ...
The mining, oil, gas, agriculture, forestry, and mining continue to face environmental, social, and governance policy review including reporting of key metrics as part of ESG reporting cycle.
There is more focus on profitability and investment returns as part of the integrated planning and reporting cycle.
World Merchandise Trade – September 2023.pptx
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
What is next for the Forestry Sector and Lumber Production - September 2023.pptx
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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Agriculture Sector| Analysis and Commentary| October 2020
- 1. Agriculture Equipment Sector – Analysis and Commentary PAUL YOUNG CPA CGA NOVEMBER 12, 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 North American AG Equipment Sales / July 2020 Commodity Prices Food Prices Farming Income Top Farming States Food Processors Technology and Farming Government and Farming Summary
- 4. North American Equipment Sales Source - https://www.aem.org/Market-Data/
- 5. Commodity Prices Source – BMO - https://economics.bmo.com/ en/publications/detail/341ab ac3-adf2-4a25-ad7f- 82a2a329f907/
- 6. Food Prices Canada Food Prices - https://cfjctoday.com/2020/07/30/food-prices-on-the-rise-amid-covid-19- pandemic/ USA Food Prices - https://www.reuters.com/article/us-usa-economy/us-consumer-prices-push-higher- high-unemployment-likely-to-keep-lid-on-inflation-idUSKCN2581SA World Food Prices - https://www.ontariofarmer.com/business/farm-business/world-food-prices-rising Food Prices - https://www.thepigsite.com/news/2020/10/new-study-explores-food-prices-around-the- world
- 7. Farm Income Farming Income in Canada has been struggling for the past few years - https://www150.statcan.gc.ca/n1/daily-quotidien/191126/dq191126b-eng.htm USA farm income and aid - https://www.agriculture.com/markets/newswire/us-farm-income-expected-to- rise-in-2019-but-only-because-of-government-aid AG subsidies - https://www.agriculture.com/news/business/world-farm-subsidies-hit-2-billion-a-day
- 8. Top Farming States Source - https://www.statista.com/statistics/196114/top-10-us-states-by-number-of-farms/
- 9. Food Processors Source - www.fao.org or https://www.globenewswire.com/news-release/2019/09/04/1910664/0/en/Food-Processing-Market-to-Exceed-4-Trillion- by-2024-Key-Trends-Analysis-Opportunities-to-Succeed.html
- 10. Technology and Farming AI is transforming farming - https://www.forbes.com/sites/cognitiveworld/2019/07/05/how-ai-is- transforming-agriculture/#1fa34bec4ad1 AI and farming - https://customerthink.com/the-role-of-artificial-intelligence-in-agriculture-sector/ IBM and farming - https://farmtario.com/news/ibm-expands-artificial-intelligence-platform-into- agriculture/ RPA and Farming - https://blog.accubits.com/robotic-process-automation-in-agribusiness/ IBM and Expert Farming - https://www.prnewswire.com/news-releases/farmplan-using-ibm-pairs-to- predict-blackgrass-weed-before-it-damages-crops-301151067.html AG App - https://www.techrepublic.com/article/farming-assistant-app-agrolly-wins-ibms-call-for- code-contest/ Smart farming - https://farmingfirst.org/2020/10/transforming-agriculture-through-smart-farming- from-data-ownership-to-open-data/
- 11. Government / Farming Elimination of trade barriers - https://www.slideshare.net/paulyoungcga/what-is-next-for-for-global- trade-protectionism More emphasis on local supply chain management solutions - https://www.slideshare.net/paulyoungcga/tranformation-of-supply-chains Tax fairness and regulatory reforms - https://www.slideshare.net/paulyoungcga/does-the-world-need- a-wealth-tax Government provides direct subsidies and/or loans to farmers Government needs to revisit all their programs to ensure various programs are efficient and effective - https://www.slideshare.net/paulyoungcga/market-food-protein-market-analysis-and-commentary or https://www.oag-bvg.gc.ca/internet/English/parl_lpt_e_934.html or https://thetyee.ca/Opinion/2016/03/08/BC- Carbon-Tax-Failure/ Automation can help with automation of audits - https://www.slideshare.net/paulyoungcga/internal-audit-and- performance-base-auditing
- 12. Summary All levels of government need to work together to better support the agriculture and food processing sector The world needs to unite to fixed issues with WTO More balanced between environmental and economic policies.