This document provides an overview of green technology and clean tech in Canada. It discusses key sectors such as wind, solar, energy storage, water treatment, and advanced materials. It also examines Canada's ranking in green investment and profiles some of the fastest growing clean tech companies. Additionally, it analyzes mining of resources important for green technologies like lithium, graphene, and rare metals. The document also discusses policies from the NDP and Liberals but notes they provide little detail. It suggests more can be done to expand programs like SDTC and reduce internal trade barriers to help businesses. Exports of clean tech from Canada are approximately $6 billion annually.

1. Green Technology –
Canada Analysis
Paul Young, CGA, CPA

2. Canada Clean Tech
• Discuss the Trends
• Discuss mining/raw materials/trade agreements
• Discuss technology including current funding or costs or other factors
• Discuss NDP and LPC policies
• Discuss Exports and other strategies to expand clean tech

3. Investment by Green Sector
• Current Stats by area of focus

4. Canada Ranking

5. Canada Market

6. High level view

7. High level view

8. Canada Programs – Green Technology
• SDTC

9. Canada Programs – Green Technology
• SDTC – Successes

10. Green Energy / source material
• Green Energy technology requires raw materials
• Lithium
• Graphene
• Rare Metals
• Vanadium

11. Mining Rankings

12. World Largest Mining Countries- Lithium

13. World Largest Mining Countries- Lithium

14. World Largest Mining Countries- Lithium

15. Lithium – Canada
• Key areas
• Quebec
• Ontario
• Northwest Territories

16. Graphene

17. Graphene – Canada
• Main mining operations
• Ontario
• Quebec
• New Brunswick

18. Graphene – Canada

19. Rare Metals

20. Rare Metals

21. Rare Metals

22. Rare Metals - Canada
• Main Areas
• Ontario
• Northwest Territories

23. Rare Metals - issues
• China

24. Vanadium

25. Vanadium

26. Vanadium - Canada
• Key areas
• Ontario
• Quebec
• Newfoundland and Labrador

27. Trade and Investment Agreement
• China (FIPA) -
http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/fipa-apie/china-chine.aspx?lang=eng
• Chile (http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/chile-chili/index.aspx?lang=eng
• Australia (
http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/other-autre/australia-australie.aspx?lang=eng
• Argentina - http://www.treaty-accord.gc.ca/text-texte.aspx?id=101514&lang=eng
• Zimbabwe – (http://www.canadainternational.gc.ca/zimbabwe/bilateral_relations_bilaterales/canada_zimbabwe.aspx?lang=eng)
• USA (NAFTA) - http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/nafta-alena/index.aspx?lang=eng
• Portugal (CETA) http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/ceta-aecg/index.aspx?lang=eng
• Brazil - http://www.canadainternational.gc.ca/brazil-bresil/bilateral_relations_bilaterales/index.aspx?lang=eng
• India - http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/india-inde/index.aspx?lang=eng
• Russia - http://www.rusembassy.ca/node/598 or http://www.parl.gc.ca/Content/LOP/ResearchPublications/2013-68-e.htm (no
formal agreement)
• Vietnam (http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/fipa-apie/vietnam.aspx?lang=eng)
• South Africa (
http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/fipa-apie/madagascar.aspx?lang=eng
• Malaysia (Part of TPP)

28. Trade and Investment
• Both NDP and LPC talk about investment deal, but say little on
policies
• Green Technology is key focus point for the LPC and NDP, but no comment on
how they would strengthen investment deals. Many of the global players that
provide raw materials either have investment/trade deal or deals need to be
finalized. There is no comment on these deals by either NDP or LPC, why?

29. Green Technology by segment
• Wind
• Solar
• Energy Storage
• Water Treatment
• Advance Material
• Smart Grid
• Recycling
• Agriculture & Forestry
• Transportation
• Air

30. Canada Power Generation

31. Canada - Wind

32. Wind Cost breakdown

33. Wind Cost breakdown

34. Canada Solar

35. Canada Solar - Production

36. Canada – Smart Grid

37. Canada – Smart Grid

38. Canada – Water Treatment
• Canada is world leader in membrane solutions, but no comment from
either NDP or LPC, why?

39. Energy Storage

40. Energy Storage – Canada
• http://www.cbc.ca/news/canada/nova-scotia/tesla-announces-5-year-lithium
• http://www.canadianmanufacturing.com/sustainability/alberta-innovates-sin
• There is no comment on what has been done with energy storage by either
the NDP or LPC, why?

41. Advance Materials

42. Advance Materials
• What are advance materials?

43. Advance Materials

44. Advance Materials

45. Advance Material Examples

46. Advance Material Examples

47. Green – Forestry and Agriculture

48. Green – Forestry and Agriculture

49. Canada – Transportation

50. Canada – Recycling

51. Canada – air

52. Climate Change
• It is pretty sad that we have so many people believing the pro-climate people than others sources, why? How of those same people do not
know how Tides? http://www.tides.org/. Tide.org is pushing funding up to stop the oil sands, why? http://habledash.com/political-
insight/254-the-tides-foundation-the-heart-of-the-radical-left. It appears me this organization has done some backing for Obama?
• Yet there are no comments from people to why the Greenpeace director spoke out about radical views of Greenpeace, why?
http://www.youtube.com/watch?v=cA6WZ4SX_-0
• Yet we have people like Butts that will start at nothing to have no carbon in Canada: http://www.youtube.com/watch?v=zrdSCKDR5-Y. JT
does support keystone http://www.youtube.com/watch?v=ViTIdnDJPj0
• So, where do the LPC stand on oil shipments? It appears to me that LPC only interested in pipelines that do not touch LPC held areas!!
• Here is what leading scientist said about UN and Climate Change:
http://www.sunnewsnetwork.ca/sunnews/canada/archives/2014/12/20141213-105217.html
Or
• http://notrickszone.com/2014/12/12/harvard-astrophysicist-2014-hottest-year-claim-a-prostitution-of-science-global-warming-sorrowfully-exaggerated/
• Ocean Trends - http://www.cfact.org/2014/12/22/what-if-obamas-climate-change-policies-are-based-on-phraud/

53. Climate Change
•The Weather Channel -
http://viral.buzz/video-there-is-no-global-warming-says-founder-and-former-ceo-of-the-weather-channel/
•It seems to me that Canada emissions are not the issue as compare to elsewhere in the World:
http://business.financialpost.com/2014/11/27/new-emissions-from-canadas-oil-sands-extremely-low-says-ieas-chief-economi
•http://www.wri.org/blog/2014/11/6-graphs-explain-world%E2%80%99s-top-10-emitters. How would a carbon
tax help reduced emissions in Canada or make an impact on countries like India/China/USA? It seems to me that
your party does not live in reality to big issues facing Canada, especially the economy and/or how big emitters
have done little to curb greenhouse gases. So, is your party going to look at a carbon tax on items coming from
China, India and USA?
•Here is the BC results of their Carbon Tax
•http://blogs.theprovince.com/2014/12/04/kenneth-green-carbon-taxes-take-big-bite-out-of-your-wallet/
•Provincial and Consumers Impact:
http://www.slideshare.net/paulyoungcga/carbon-tax-canada-and-its-provinces
•http://www.dailymail.co.uk/sciencetech/article-2738653/Stunning-satellite-images-summer-ice-cap-thicker-covers-1-7million

54. Fastest Growing Companies Canada

55. Fastest Growing Companies

56. Fastest Growing Companies

57. Fastest Growing Companies

58. Canadian Innovation - Companies

59. Canadian Innovation - Companies

60. Canadian Innovation - Companies

61. Fastest Growing Companies

62. Fastest Growing Companies

63. Fastest Growing Companies

64. Fastest Growing Companies

65. Fastest Growing Companies

66. Fastest Growing Companies

67. How do companies grow?
• Access to capital/seed financing (
http://www.canadabusiness.ca/eng/page/2848/)
• Partnering with university (https://mcmasterinnovationpark.ca/)
• Taxation policies (EI and Corporation Tax cuts -
http://www.cfib-fcei.ca/english/article/5299-employment-insurance-helping-work
or
http://www.cfib-fcei.ca/english/article/7209-cfib-gives-2015-budget-an-a-big-tax-c
• Trade/Investment deals (EDC or other programs –
https://www.edc.ca/EN/Pages/default.aspx or
http://www.international.gc.ca/economist-economiste/performance/index.aspx?l
• Red tape/regulations -
http://www.cfib-fcei.ca/english/article/6893-red-tape-accountability-report-card-2

68. NDP policies comments
• Mulcair’s speech - http://www.thestar.com/news/canada/2015/01/27/ndp-leader-thomas-mulcair-promises-boost-for-manufacturing-small-
businesses.html
• NDP main planks
• Reduced small business taxes to 9% from 11% (Harper has reduced taxes to 11% with plans over the next few years to bring the rate down 9%) -
http://www.cfib-fcei.ca/english/article/7211-budget-2015.html
• Emphasize R&D/Innovation - (Harper has various funds designed to support advance manufacturing, renewable energy, etc. -
http://www.slideshare.net/paulyoungcga/federal-government-programs-canada or http://www.wd.gc.ca/eng/16.asp or
http://www.feddevontario.gc.ca/eic/site/723.nsf/eng/home or
http://www.thestar.com/news/canada/2014/12/07/ottawa_investing_millions_in_pratt_and_whitney_maintaining_and_creating_1500_jobs.html
• Focus on small manufacturers - NDP approach is too narrow as you support hiking corporate tax up to 22% for medium to large corporation and
reducing small business tax by 2% over two years. Where is your analysis to support this will help small business -
https://www.ic.gc.ca/eic/site/061.nsf/vwapj/KSBS-PSRPE_July-Juillet2012_eng.pdf/$FILE/KSBS-PSRPE_July-Juillet2012_eng.pdf. It seems to me that
only 1/3 of manufacturers in Canada would be small business, right? So how is NDP program going to help the other 2/3? CME already complimented
Harper on his 2015 Budget - http://www.cme-mec.ca/?action=show&lid=JCKNC-E742G-1W6JA&comaction=show&cid=X4NX7-CPP8J-8EJNG.
•
• So, how is the NDP plan not Harper lite? It seems to me that Mulcair is stealing programs from Harper and not introducing anything major in terms of
shift that will impact the economy. FYI – How come Mulcair always talks about information at summary level and not the details:
http://www.slideshare.net/paulyoungcga/key-industry-and-market-indicators-for-may-2015-canada-and-north-america. Yet, exports in energy have
been improving along with other areas. Does Mulcair ever do proper research? http://www.canadianmanufacturing.com/financing/ndp-leader-
mulcairs-corporate-tax-policy-needs-clarity-150026/

69. Liberal Party Green Technology
• SDTC was created by Ralph Goodale. So, why no comment on this
programs
• Justin Trudeau promotes federal price for Carbon
(http://www.slideshare.net/paulyoungcga/edit_my_uploads?page=2 or
http://www.ctvnews.ca/politics/justin-trudeau-vows-to-put-a-price-on-
carbon-invest-in-clean-tech-1.2445752
• So how is Justin Trudeau’s program different to what is going on Canada now in
terms of business investment? (FYI – Did the LPC not get the message that Canada is
#7 or #12 depending on survey for green investment?
http://dualcitizeninc.com/GGEI-Report2014.pdf
• Is there more that can be done? The answer is yes, but some of that has to do with
cultivated business opportunities. There is a also a need to have an integrated
strategy with provinces, but that statement has never been made by either LPC or
NDP

70. Green Energy Mistakes
• Pushing Green at all costs
• FIT/Ontario - http://www.blazingcatfur.ca/2015/04/30/trudeau-advisor-gerald-
butts-green-energy-policies-cost-ontario-300000-jobs-admits-liberal-think-tank/ -
Both the NDP and LPC seem to be pushing projects without understanding costs or
how best to move projects forward as part of diversifying the economy
• Leverage existing programs and/or expanding programs
• SDTC is very good, but needs to be expanded including more moneys to help with
technology
• Breaking down internal trade barriers to allow free flow on technology/resources
(AB program is benefitting Canada -
http://www.canadianmanufacturing.com/financing/ccemc-annual-report-213m-in-
funds-supports-1-56b-in-value-128173/, but more needs to be done to be done as
part of expanding business opportunities

71. Exports

72. Exports
• Clean Tech exports approximate $6B
• CAGR 11%
• Each $1B of export sales generates 5,500 jobs

73. NDP Comments

74. NDP Comments

75. NDP Comments

76. NDP Facts
• Fact 1 – Canada has already has programs like SDTC that provide
support (no comment from NDP, why?
• Fact 2 – 68% companies export green technology. Yet, Mulcair says
little on trade, why? http://news.nationalpost.com/full-
comment/john-ivison-with-asian-trade-a-looming-election-issue-ndp-
still-preoccupied-with-protectionism
• Fact 3 – Is there more that can be done, yes? It starts will expanding
R&D programs (SDTC), Expanding Trade/Investment Deals, working
with universities/colleges on cultivating new ideas, etc.
• Fact 4 -

77. Alberta