1. Electrical vehicles - https://www.caranddriver.com/news/g29994375/future-electric-cars-trucks/ 2. USA electrical vehicle sales target will be 50% of all vehicles sold - https://www.cbc.ca/news/world/biden-fuel-economy-standards-trump-1.6130414 3. Plug-in stations - https://fortune.com/2021/08/04/electric-car-charging-stations-tesla-evgo-gm-ford/ 4. Affordability - https://driving.ca/auto-news/local-content/opinion-between-taxes-and-lack-of-rebate-hard-to-make-financial-case-to-buy-electric-vehicle-in-sask 5. Taxes - https://www.drivingelectric.com/your-questions-answered/100/electric-cars-and-road-tax 6. Lithium - https://www.bloomberg.com/news/articles/2021-08-05/higher-cost-is-a-speed-bump-in-lithium-supply-growth-albemarle 7. Battery design - https://www.reuters.com/technology/new-ev-battery-designs-unlikely-dampen-metals-demand-miners-say-2021-08-06/ 8. Lithium - https://www.mining.com/web/albemarle-doesnt-expect-bidens-ev-order-to-shift-lithium-demand/ 9. Deep sea mining - https://worldwarzero.com/magazine/2021/08/deep-sea-mining-becomes-battleground-between-conservation-and-clean-energy/ 10. Sustainable practices - https://www.energyenvironmentallawadviser.com/2021/08/how-manufacturers-can-improve-supply-chain-sustainability-based-on-new-dod-recommendations/ 11. Climate change - https://energy.economictimes.indiatimes.com/news/renewable/us-bipartisan-bill-leaves-out-key-climate-clean-energy-steps/84999772 12. Hydrogen - https://www.reuters.com/business/autos-transportation/hyundai-take-stake-german-hydrogen-fuelling-group-h2-mobility-2021-08-04/ 13. Zero emission - https://techcrunch.com/2021/08/04/gm-is-adding-to-two-new-zero-emission-commercial-vehicles-to-its-lineup/ 14. Deep sea mining - https://www.pbs.org/newshour/science/the-race-for-electric-vehicle-parts-leads-to-risky-deep-ocean-mining 15. Critical metals - https://world-nuclear.org/information-library/energy-and-the-environment/mineral-requirements-for-electricity-generation.aspx

1. Electrical
Vehicle Sales
and Adoption
PAUL YOUNG CPA CGA
AUGUST 8, 2021

2. Paul Young - Bio
• 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. Agenda
 Electrical Vehicle sales
 Blog – Critical Material
 Blog – Carbon Pricing
 Canada Power Production by Fuel
 Key Countries / Power Generation
 Smart Grids
 Micro Power Plants
 Top Countries / Clean Energy
 Technology / Power Generation
 Green Agenda
 Plug-in stations
 Power Rates / Canada
 Solar Power
 Sales Forecasting

4. EV Sales
Source - https://insideevs.com/news/523953/global-plugin-car-sales-june2021/

5. Global
Automotive
SOURCE – SCOTIA BANK
Global Automotive -
June 2021.pdf

6. Electrical Vehicle Environmental Issues
 Methods of mining critical material and how power used to re-charge them can impact the
environment - https://www.cbc.ca/news/science/ev-electric-vehicle-carbon-footprint-
1.5394126
 Sustainable Transit - https://www.popsci.com/story/environment/electric-vehicles-emissions/
 Firefighting - https://www.caranddriver.com/news/a34335268/electric-car-fire-preparedness-
ntsb-report/
 Failures - https://phys.org/news/2019-03-electric-vehicles-failure.html
 Fabrication process - https://www.forbes.com/sites/jamesellsmoor/2019/05/20/are-electric-
vehicles-really-better-for-the-environment/?sh=532bb86b76d2

7. EV as % of Total
Vehicle Sales
Source -
https://energy.economictime
s.indiatimes.com/news/powe
r/top-10-countries-with-
highest-share-of-electric-
vehicles/68584607

8. Blog – Critical Material
 Earth is getting greener.
 There are gaps between supply and demand for critical materials.
 Rising housing and food costs are enormous issues for consumers.
 https://www.slideshare.net/paulyoungcga/clean-technology-search-for-viable-solutions
 Blog – What is next for Critical Materials
1. EV Electrical Vehicles - https://www.ecoengineers.us/2021/05/06/ev-adoption/
2. Plug-in stations - https://www.autonews.com/regulation-safety/ev-charging-business-doing-everything-making-money
3. Supply and demand for critical materials - https://www.esi-africa.com/industry-sectors/future-energy/huge-mismatch-
between-critical-minerals-supply-and-global-climate-needs/
4. Food prices - http://www.fao.org/worldfoodsituation/foodpricesindex/en/
5. Supply Chain - https://www.bizjournals.com/charlotte/news/2021/05/10/3-supply-chain-lessons-learned-in-uncertain-
times.html
6. Carbon leakage - https://www.cbc.ca/news/business/carbon-adjustment-column-don-pittis-1.6016074
7. Water management - https://thenarwhal.ca/opinion-canada-water-agency-protect-freshwater/
8. World getting greener - https://fee.org/articles/rejoice-the-earth-is-becoming-greener/
9. Oil and the green economy - https://financialpost.com/commodities/energy/oil-gas/monetizing-carbon-how-one-canadian-oil-
producer-is-leveraging-its-technology-to-create-a-clean-tech-firm
10. Power - https://www.npr.org/2021/05/11/995849954/renewable-energy-capacity-jumped-45-worldwide-in-2020-iea-sees-
new-normal

9. Blog – Carbon Pricing
 Carbon pricing / taxation are regressive taxes.
 There are more issues with environment that go beyond carbon pricing/tax
 More emphasis should be on all aspects of the environment including mandatory public and private sector on ESG reporting -
https://www.slideshare.net/paulyoungcga/does-the-world-need-carbon-pricing
1. Recycling - https://www.paperadvance.com/news/sustainability/the-fight-against-climate-change-and-the-role-of-recycled-
products.html
2. Producing environmentally friendly products - https://www.onyalife.com/eco-friendly-products/
3. Urban planning - https://urbanpolitical.podigee.io/43-greening
4. Green transportation - https://www.trucknews.com/sustainability/vision-of-green-transportation-faces-business-
challenges/1003151542/
5. AG – sustainable practices - https://www.ctvnews.ca/business/mccain-foods-aims-to-have-fully-sustainable-agricultural-practices-
by-2030-1.5459055
6. Water management - https://www.waterworld.com/environmental/article/14204399/developing-a-water-management-strategy-
for-drought-and-fire-season
7. Access to critical materials - https://mineralprices.com/
8. Middle class - https://pledgetimes.com/2021/06/columns-the-climate-issue-should-not-be-made-repulsive-to-the-middle-class/
9. Big government - https://www.nationaljournal.com/s/712502/the-era-of-small-government-is-over/
10. Electricity - https://elements.visualcapitalist.com/nuclear-energy-in-the-clean-energy-transition/

10. Canada Power Production by Fuel
Source - https://www.iea.org/reports/monthly-oecd-electricity-statistics

11. Smart Grids
Source -
https://www.globenewswire.c
om/news-
release/2020/08/13/2077717
/0/en/Worldwide-
Transformer-Monitoring-
System-2019-to-2027-
Offshore-Wind-Farms-
Presents-Opportunities.html

12. Micro power plants
Source - https://www.marketsandmarkets.com/PressReleases/micro-grid-
electronics.asp

13. Waste to Energy
The focus should be on the circular economy as part of recycling and zero-waste management. I am floored also why
we do not incinerate garbage as part of energy management.
Circular Economy - https://www.slideshare.net/paulyoungcga/how-to-best-support-a-circular-economy
Waste to Energy - https://greenerideal.com/news/energy/waste-to-energy-technologies/
• Sweden biogas -
https://sweden.se/nature/the-swedish-
recycling-revolution/
• Top companies (Waste to Energy) -
https://www.energystartups.org/top/waste-
energy/
• EU and Waste Energy -
https://www.statista.com/statistics/1122082/e
urope-waste-to-energy-capacity-by-country/
• USA -
https://www.eia.gov/energyexplained/biomas
s/waste-to-energy.php

14. Top Countries /
Clean Energy
 Top 10 green countries are European -
https://www.conserve-energy-future.com/greenest-
countries-earth.php
 Iceland leads the world in terms of clean energy (Wind,
Solar, Tidal, and Geothermal) -
https://www.clickenergy.com.au/news-blog/12-
countries-leading-the-way-in-renewable-energy
 50% of the emissions come from China, USA, and India
- https://www.ucsusa.org/resources/each-countrys-
share-co2-emissions
 Circular Economy -
https://www.slideshare.net/paulyoungcga/how-to-
best-support-a-circular-economy

15. Plug-in Stations
 Use of diesel generators - https://thedriven.io/2018/12/14/diesel-charge-evs-
remote-locations-greener-than-you-think/
 Viability - https://financialpost.com/commodities/energy/electric-vehicles/ev-
charging-industry-is-doing-everything-except-showing-a-profit or
https://www.bloomberg.com/news/articles/2021-04-30/ev-charging-industry-is-
doing-everything-except-showing-a-profit
 Sizeable infrastructure must be built to support electrical vehicles
 Source - https://www.slideshare.net/paulyoungcga/plugin-stations-electrical-vehicles-february-
2021

16. Charging issues
Source -
https://www.supplypro.ca/slo
w-charging-times-threaten-
ev-sales/

17. Technology /
Power
 AI and Power Production - https://www.uniper.energy/news/4-
benefits-of-ai-in-the-operation-of-power-plants/
 AI will reshape energy production - https://www.petroleum-
economist.com/articles/low-carbon-energy/energy-
transition/2020/ai-will-shape-the-energy-transition
 IBM and Verizon (5G) - https://newsroom.ibm.com/2020-07-16-
IBM-and-Verizon-Business-to-Collaborate-on-5G-and-AI-
Solutions-at-the-Enterprise-Edge
 RPA and Energy Sector - https://www.tcs.com/blogs/measuring-
effort-in-robotic-process-automation
 Analytics / Utilities - https://www.globenewswire.com/news-
release/2020/06/22/2051219/0/en/4-3-Billion-Energy-and-
Utilities-Analytics-Industry-to-2025-COVID-19-to-Have-a-
Significant-Impact-on-the-Sector.html
 Hydro Quebec line inspection -
https://ca.finance.yahoo.com/news/hydro-qu-bec-nucleom-sign-
100000195.html

18. Green Agenda
 Economies around the world are very fragile.
There is a big movement to push more spending
towards the green economy
 Green https://www.slideshare.net/paulyoungcga/fail-
green-agenda-ontario-july-2019
 Climate Change -
https://www.slideshare.net/paulyoungcga/clean-
technology-the-green-economy
 Clean - https://financialpost.com/technology/liberals-
600-million-cleantech-fund-is-losing-money-and-
struggling-to-find-investments
 Economy -
https://www.slideshare.net/paulyoungcga/global-
economy-current-state-and-whats-next

19. Solar Power
Blog – Solar Panels – What is Next? - https://www.linkedin.com/pulse/blog-solar-panels-what-next-paul-young/?published=t
- Shortage of raw materials to make solar panels.
- Load factors with solar panels.
- Natural resources sector needs to be identified as a critical area with the supply chain.
Summary
 The global solar panels market exceeded USD $115 billion in 2019 and is expected to exceed $176 billion by 2027.
 The global solar panels market exceeded USD $115 billion in 2019 and is expected to exceed $176 billion by 2027. The German government has
undertaken initiatives to implement solar power in the country and target having 50% of their energy being derived from renewable sources by 2025.
 https://www.canadianmanufacturing.com/manufacturing/gblt-corp-announces-relaunching-of-its-solar-energy-division-267817/
 Risks
 Risk 1: Changing Regulations: Losing Net Metering or SRECs.
 Risk 2: Electric Prices Stagnating, or Worse, Getting Cheaper.
 Risk 3: Partnering with an Underperforming Installer.
 Risk 4: Damage to Your Roof.
 Risk 5: Spending More Money if your Roof Needs Replaced.
 https://www.paradisesolarenergy.com/blog/the-top-risks-to-owning-a-solar-system

20. Sales
Forecasting

21. ESG Reporting
SEC may require climate risk disclosures in expanded 10-Ks: Gensler
 Securities and Exchange Commission (SEC) Chair Gary Gensler has asked agency staff to submit a proposal for mandatory climate risk
disclosures for consideration by the end of 2021. Such reports may be required in an expanded Form 10-K and describe a company’s direct
and indirect carbon emissions, including those by suppliers and partners in its “value chain.”
 Companies may be required to disclose both qualitative and quantitative details, including how they manage climate-related risks and
opportunities in day-to-day operations and in broad strategy, Gensler said Wednesday. They may also need to report on metrics such as
greenhouse gas emissions, financial impacts of climate change and progress towards climate-related goals.
 “Today, investors increasingly want to understand the climate risks of the companies whose stock they own or might buy,” Gensler said in
remarks during a webinar. “Investors are looking for consistent, comparable, and decision-useful disclosures so they can put their money in
companies that fit their needs.”https://www.cfodive.com/news/sec-may-require-climate-risk-disclosures-expanded-10-ks-
gensler/604084/?utm_source=Sailthru&utm_medium=email&utm_campaign=Issue:%202021-07-
29%20CFO%20Dive%20%5Bissue:35724%5D&utm_term=CFO%20Dive
Here is my latest presentation on Environmental, Social, and Governance (ESG) reporting - https://www.linkedin.com/posts/paul-young-
055632b_box-activity-6822831792043769856-T0Fe

22. Summary
 More and more countries are moving to cleaner fuel supply for their electricity needs
 Cold weather has played havoc with renewable sources like wind and solar - https://www.foxbusiness.com/energy/texas-
winter-storm-shows-diverse-energy-supply-needed-ex-energy-secretary
 More options when it comes to smart grids - https://www.whatissmartenergy.org/energy-blog/3-key-benefits-of-the-
smart-grid
 There are issues with government subsidies and EV adoption - https://uk.motor1.com/news/491304/report-questions-
government-ev-grant/ or https://theconversation.com/electric-vehicles-as-an-example-of-a-market-failure-111783
 Tesla makes up the vast majority of electrical vehicles - https://www.cnet.com/roadshow/news/tesla-cars-ev-registrations-
us/
 Global economy continues to be very fragile - https://www.slideshare.net/paulyoungcga/what-is-next-for-the-global-
economy-january-2021 or https://www.slideshare.net/paulyoungcga/what-is-next-for-the-global-economy-april-2021 or
https://www.slideshare.net/paulyoungcga/what-is-next-for-the-global-economy