USA - Manufacturing - February 2022 and March 2022.pptx
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Summary USA manufacturing sector continues to face higher commodity prices USA manufacturing sector continues to face issues with supply chain Ports are still facing backlog More and more manufacturers are moving to Industry 4.0
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Merchandise Trade - USA - April 2022.pptx
Summary:
The U.S. trade deficit shrunk in April by the most on record in dollar terms, reflecting a drop in the value of imports amid COVID lockdowns in China while exports climbed.
The gap in goods and services trade narrowed $20.6 billion, or 19.1%, to $87.1 billion, Commerce Department data showed June 7. The median estimate in a Bloomberg survey of economists called for an $89.5 billion deficit. The figures aren’t adjusted for inflation.
Imports dropped in April as factory activity in China fell to the lowest level since February 2020 amid strict lockdowns to curb the spread of COVID-19. While manufacturing in the country has improved since, the measures still are straining already tenuous global supply chains, especially when coupled with Russia’s war in Ukraine
Source - https://www.ttnews.com/articles/trade-deficit-narrows-most-record-muted-china-imports
Manufacturing - USA - August 2022.pptx
Summary:
The copper price jumped on Tuesday after weak US manufacturing data eased concerns that the Federal Reserve will tighten monetary policy too rapidly.
The Institute for Supply Management’s gauge of US factory activity dropped to the lowest in more than two years in September, causing the dollar to retreat.
Source - https://www.usatoday.com/story/money/business/2022/10/03/s-p-500-dow-nasdaq-uk-axes-planned-tax-cut/8167019001/ or https://www.mining.com/copper-price-jumps-after-weak-us-manufacturing-data/
Merchande Trade - United States - August 2022.pptx
Blog – Trade – United States – August 2022 – Analysis and Commentary
Summary:
Exports
1. LNG exports increase by $1.4B
2. Crude Oil exports decrease $1B
Imports
1. Oil Imports Decrease by $2.7B
China trade deficit for 2022 is projected to be $407B as compared to $346B in 2021. More needs to be done to re-shore the supply chain
USA agricultural sector continues to see a boon in terms of exports
Threat of a global recession in 2023 continues to plague global trade
USA - Manufacturing - April 2022 and May 2022.pptx
Summary:
• The May ISM manufacturing index registered 56.1, topping expectations of a 54.5 print. The index rose 0.7 percentage points from the April reading of 55.4.
• New orders rose by 1.6 percentage points to 55.1, while new export orders rose by 0.2 percentage points to 52.9.
• The backlog of orders sub-index came in at 58.7, rising 2.7 percentage points from April's 56.0 print.
• The production index increased 0.6 percentage points to 54.2 while the employment index fell 1.3 percentage points to 49.6.
• The supplier deliveries sub-index fell to 65.7 from 67.2 in April. The sub-index continues to reflect difficulties in improving delivery rates due to production issues related to the pandemic.
• 15 of 18 manufacturing industries reported growth in May. Growth was led by Apparel, Leather & Allied Products; printing & Related Support Activities; Machinery; Nonmetallic Mineral Products; Computer Electronic Products; and Food, Beverage & Tobacco Products.
Source - https://economics.td.com/us-ism-manufacturing-index
Merchandise Trade|The United States| January 2022
USA hit a record $89B trade deficit in January 2022
China continues to lag on their trade agreements with the United States
USA is looking at dealing with despot countries as part of fixing issues with oil supplies - https://www.cnn.com/2022/03/08/politics/joe-biden-saudi-arabia-venezuela-iran-russia-oil/index.html. Both Canada and USA should be focus on increasing domestic production - https://www.slideshare.net/paulyoungcga/what-is-next-for-oil-and-gas-251300497
Russia is world leader in the critical metals. https://eandt.theiet.org/content/articles/2022/03/rare-earth-metal-prices-will-skyrocket-as-ukraine-russia-tensions-continue/
USA| Manufacturing| January 2022 and December 2021
Summary:
New orders for U.S.-made goods fell slightly more than expected in December, but manufacturing remains supported by businesses replenishing inventories.
The Commerce Department said on Thursday that factory orders decreased 0.4% in December. Data for November was revised higher to show orders increasing 1.8% instead of 1.6% as previously reported. Economists polled by Reuters had forecast factory orders slipping 0.2%. Orders increased 16.9% in 2021.
Manufacturing, which accounts for 11.9% of the economy, is being underpinned by businesses rebuilding inventories.
Source - https://money.usnews.com/investing/news/articles/2022-02-03/u-s-factory-orders-fall-in-december-shipments-rise-further
1. USA Manufacturing – https://www.yakimaherald.com/reshoring-manufacturing-might-be-washingtons-future/article_453dc45d-b050-58a8-9bf9-27a7d6a0c516.html
2. Manufacturing optimization - https://www.energy.gov/eere/amo/articles/department-energy-awards-28-million-10-projects-will-develop-emerging
3. AI and manufacturing - https://research.aimultiple.com/manufacturing-ai/
4. Robotics - https://austincountynewsonline.com/a-record-number-of-robots-joined-american-workforce-in-2021-amid-covid-labor-crunch/
5. Shortages - https://shopmetaltech.com/industry-update/u-s-manufacturing-grew-in-january-but-remains-plagued-by-bottlenecks.html
6. Food Production - https://manufacturingglobal.com/ai-and-automation/expect-to-see-these-food-manufacturing-trends-in-2022
7. Semiconductors - https://rollcall.com/2022/02/04/cost-to-rebuild-u-s-semiconductor-manufacturing-will-keep-growing/
8. PMI - https://www.investing.com/economic-calendar/manufacturing-pmi-829
9. Future of manufacturing - https://seekingalpha.com/article/4484370-future-of-manufacturing
10. Automotive - https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-20220204.html
11. Farm - https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-20220204.html
12. Automation - https://www.bmc.com/blogs/it-automation-trends/
13. Raw material - https://www.koreatimes.co.kr/www/tech/2022/02/419_21021.html?fa
USA - Manufacturing - March 2022 and April 2022.pptx
Summary:
There were increases in orders for machinery, primary metals and electrical equipment, appliances and components. Orders for computers and electronic products also rose as did those of fabricated metal products.
Shipments of manufactured goods increased 2.3% after rising 1.1% in February. Inventories at factories gained 1.3%. Unfilled orders rose 0.4% after climbing 0.5% in the prior month.
The Commerce Department also reported that orders for non-defense capital goods, excluding aircraft, which are seen as a measure of business spending plans on equipment, rebounded 1.3% instead of 1.0% as previously reported last month.
Source - https://www.nasdaq.com/articles/rise-in-u.s.-factory-orders-beats-expectations-in-march
The United States runs a record trade deficit for March 2022
This document provides a summary and analysis of United States merchandise trade data for March 2022 by Paul Young, a CPA and subject matter expert in various fields including trade, supply chain management, and economics. It includes an agenda covering trade balance summaries for the US, analysis of imports and exports by key countries like China and Canada, blogs on energy crises and supply chain issues, and sources of additional information. The document analyzes recent trends in the US trade deficit hitting record highs as imports soar, driven by strong consumer demand and economic recoveries abroad remaining slower than the US. This import growth could pose a headwind to US economic growth if the trade deficit remains elevated.
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Merchandise Trade - USA - April 2022.pptx
Summary:
The U.S. trade deficit shrunk in April by the most on record in dollar terms, reflecting a drop in the value of imports amid COVID lockdowns in China while exports climbed.
The gap in goods and services trade narrowed $20.6 billion, or 19.1%, to $87.1 billion, Commerce Department data showed June 7. The median estimate in a Bloomberg survey of economists called for an $89.5 billion deficit. The figures aren’t adjusted for inflation.
Imports dropped in April as factory activity in China fell to the lowest level since February 2020 amid strict lockdowns to curb the spread of COVID-19. While manufacturing in the country has improved since, the measures still are straining already tenuous global supply chains, especially when coupled with Russia’s war in Ukraine
Source - https://www.ttnews.com/articles/trade-deficit-narrows-most-record-muted-china-imports
Manufacturing - USA - August 2022.pptx
Summary:
The copper price jumped on Tuesday after weak US manufacturing data eased concerns that the Federal Reserve will tighten monetary policy too rapidly.
The Institute for Supply Management’s gauge of US factory activity dropped to the lowest in more than two years in September, causing the dollar to retreat.
Source - https://www.usatoday.com/story/money/business/2022/10/03/s-p-500-dow-nasdaq-uk-axes-planned-tax-cut/8167019001/ or https://www.mining.com/copper-price-jumps-after-weak-us-manufacturing-data/
Merchande Trade - United States - August 2022.pptx
Blog – Trade – United States – August 2022 – Analysis and Commentary
Summary:
Exports
1. LNG exports increase by $1.4B
2. Crude Oil exports decrease $1B
Imports
1. Oil Imports Decrease by $2.7B
China trade deficit for 2022 is projected to be $407B as compared to $346B in 2021. More needs to be done to re-shore the supply chain
USA agricultural sector continues to see a boon in terms of exports
Threat of a global recession in 2023 continues to plague global trade
USA - Manufacturing - April 2022 and May 2022.pptx
Summary:
• The May ISM manufacturing index registered 56.1, topping expectations of a 54.5 print. The index rose 0.7 percentage points from the April reading of 55.4.
• New orders rose by 1.6 percentage points to 55.1, while new export orders rose by 0.2 percentage points to 52.9.
• The backlog of orders sub-index came in at 58.7, rising 2.7 percentage points from April's 56.0 print.
• The production index increased 0.6 percentage points to 54.2 while the employment index fell 1.3 percentage points to 49.6.
• The supplier deliveries sub-index fell to 65.7 from 67.2 in April. The sub-index continues to reflect difficulties in improving delivery rates due to production issues related to the pandemic.
• 15 of 18 manufacturing industries reported growth in May. Growth was led by Apparel, Leather & Allied Products; printing & Related Support Activities; Machinery; Nonmetallic Mineral Products; Computer Electronic Products; and Food, Beverage & Tobacco Products.
Source - https://economics.td.com/us-ism-manufacturing-index
Merchandise Trade|The United States| January 2022
USA hit a record $89B trade deficit in January 2022
China continues to lag on their trade agreements with the United States
USA is looking at dealing with despot countries as part of fixing issues with oil supplies - https://www.cnn.com/2022/03/08/politics/joe-biden-saudi-arabia-venezuela-iran-russia-oil/index.html. Both Canada and USA should be focus on increasing domestic production - https://www.slideshare.net/paulyoungcga/what-is-next-for-oil-and-gas-251300497
Russia is world leader in the critical metals. https://eandt.theiet.org/content/articles/2022/03/rare-earth-metal-prices-will-skyrocket-as-ukraine-russia-tensions-continue/
USA| Manufacturing| January 2022 and December 2021
Summary:
New orders for U.S.-made goods fell slightly more than expected in December, but manufacturing remains supported by businesses replenishing inventories.
The Commerce Department said on Thursday that factory orders decreased 0.4% in December. Data for November was revised higher to show orders increasing 1.8% instead of 1.6% as previously reported. Economists polled by Reuters had forecast factory orders slipping 0.2%. Orders increased 16.9% in 2021.
Manufacturing, which accounts for 11.9% of the economy, is being underpinned by businesses rebuilding inventories.
Source - https://money.usnews.com/investing/news/articles/2022-02-03/u-s-factory-orders-fall-in-december-shipments-rise-further
1. USA Manufacturing – https://www.yakimaherald.com/reshoring-manufacturing-might-be-washingtons-future/article_453dc45d-b050-58a8-9bf9-27a7d6a0c516.html
2. Manufacturing optimization - https://www.energy.gov/eere/amo/articles/department-energy-awards-28-million-10-projects-will-develop-emerging
3. AI and manufacturing - https://research.aimultiple.com/manufacturing-ai/
4. Robotics - https://austincountynewsonline.com/a-record-number-of-robots-joined-american-workforce-in-2021-amid-covid-labor-crunch/
5. Shortages - https://shopmetaltech.com/industry-update/u-s-manufacturing-grew-in-january-but-remains-plagued-by-bottlenecks.html
6. Food Production - https://manufacturingglobal.com/ai-and-automation/expect-to-see-these-food-manufacturing-trends-in-2022
7. Semiconductors - https://rollcall.com/2022/02/04/cost-to-rebuild-u-s-semiconductor-manufacturing-will-keep-growing/
8. PMI - https://www.investing.com/economic-calendar/manufacturing-pmi-829
9. Future of manufacturing - https://seekingalpha.com/article/4484370-future-of-manufacturing
10. Automotive - https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-20220204.html
11. Farm - https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-20220204.html
12. Automation - https://www.bmc.com/blogs/it-automation-trends/
13. Raw material - https://www.koreatimes.co.kr/www/tech/2022/02/419_21021.html?fa
USA - Manufacturing - March 2022 and April 2022.pptx
Summary:
There were increases in orders for machinery, primary metals and electrical equipment, appliances and components. Orders for computers and electronic products also rose as did those of fabricated metal products.
Shipments of manufactured goods increased 2.3% after rising 1.1% in February. Inventories at factories gained 1.3%. Unfilled orders rose 0.4% after climbing 0.5% in the prior month.
The Commerce Department also reported that orders for non-defense capital goods, excluding aircraft, which are seen as a measure of business spending plans on equipment, rebounded 1.3% instead of 1.0% as previously reported last month.
Source - https://www.nasdaq.com/articles/rise-in-u.s.-factory-orders-beats-expectations-in-march
The United States runs a record trade deficit for March 2022
This document provides a summary and analysis of United States merchandise trade data for March 2022 by Paul Young, a CPA and subject matter expert in various fields including trade, supply chain management, and economics. It includes an agenda covering trade balance summaries for the US, analysis of imports and exports by key countries like China and Canada, blogs on energy crises and supply chain issues, and sources of additional information. The document analyzes recent trends in the US trade deficit hitting record highs as imports soar, driven by strong consumer demand and economic recoveries abroad remaining slower than the US. This import growth could pose a headwind to US economic growth if the trade deficit remains elevated.
United States manufacturing sector continues to face many challenges
The document discusses trends in US manufacturing for January 2022. It notes that shipments of durable and nondurable goods increased month-over-month in January. Several news articles are summarized that discuss investments in electronics manufacturing, industrial projects, robotics adoption, and challenges around competitiveness, innovation, productivity, reshoring efforts, and ongoing supply chain issues.
Merchandise Trade - USA - February 2022.pptx
Blog – Trade and FDI – United States – February 2022
Both Canada and USA are now pushing policies related to critical metals
USA continues to look at ways to expand energy exports to EMEA
Middle East oil imports to USA continue to expand under Biden
Merchandise Trade - Canada and the World.pptx
The increase came as imports of energy products gained 26.3 per cent for the month helped higher by imports of crude oil and bitumen as both prices and volumes rose. Imports of consumer goods rose 6.5 per cent, while motor vehicles and parts added 9.9 per cent.
Meanwhile, total exports rose 6.3 per cent to a record $63.6 billion in March as higher prices helped exports of energy products gain 12.8 per cent to a record $17.9 billion. Exports of motor vehicles and parts rose 7.9 per cent.
Excluding energy products, exports gained 4.0 per cent in March.
https://economics.bmo.com/en/publications/detail/21fe3df8-4b7e-4686-8766-d42eb0539c69/ and https://www.therecord.com/ts/business/2022/05/04/canada-posts-25b-trade-surplus-for-march-as-imports-and-exports-hit-record-highs.html
Steel Sector| Canada and the World| September 2021
Steel sector continues to face many challenges.
1. Steel production - https://www.bdonline.co.uk/news/imminent-risk-of-steel-production-shutdown-amid-critical-magnesium-shortage/5114345.article
2. Energy crisis - https://www.reuters.com/business/energy/china-power-curbs-are-challenge-steel-mills-industry-group-2021-10-25/
3. Green steel - https://www.abc.net.au/news/2021-10-25/bluecope-long-road-to-green-steel/100563530
4. Climate change - https://www.ft.com/content/6f378cad-a449-4e43-bb33-ab110a850196
5. Demand - https://spendmatters.com/2021/10/22/commodities-roundup-recovering-steel-demand-in-2021-zinc-surges-housing-starts-fall/
6. Magnesium - https://www.news.com.au/finance/business/manufacturing/global-car-industry-to-grind-to-a-halt-within-weeks-amid-catastrophic-chinese-magnesium-shortage/news-story/95391646713f4b2f6246b7664881c304
7. Reserves https://www.statista.com/statistics/264953/global-reserves-of-magnesium-by-major-countries/
8. Magnesium = https://alliancemagnesium.com/en/government-of-canada-invests-in-clean-technology-for-the-mining-industry/
9. Mining = https://www.osler.com/en/blogs/energy/september-2021/opportunity-knocks-lithium-and-graphite-development-in-canada
10. Canada - https://www.mining.com/canada-invests-12m-extract-magnesium-asbestos-tailings/
11. BC - https://www.canadianminingjournal.com/news/west-high-yield-updates-magnesium-progress-in-b-c/
What is next for the Global Economy - April 2022.pptx
Summary
Canada has one of the slowest growing economies in the G20
Canada is finally adopting Australia similar strategy on taxation and funding for the critical metals
Interest rates are about to rise around the world
Global Inflation continues to challenge both the private and pubic sectors
What is up with the stock market february 11, 2022
The document provides an agenda for a presentation on the stock market. It includes sections on the TSX and markets in Canada, the United States, audit, corporate reporting, automation, geopolitical risks, scorecards for various countries and regions, and key blogs and resources. It also lists Paul Young's background and contact information. The document contains links to additional documents and resources to supplement the presentation topics.
Canada achieved nearly $3B trade surplus for the month of January 2022
The document summarizes recent trade data and trends between Canada, Australia, and other countries. It highlights that Canada's exports continue to be led by commodities and that higher commodity prices should enable Canada to register large trade surpluses in the coming months. However, supply chain issues and the conflict in Ukraine add uncertainty. The document also discusses risks to food security from the Ukraine conflict and China and Russia expanding influence over critical metals in Africa. Australia is shown to have stronger trade relations and manages natural resources extraction more sustainably than Canada.
Steel Sector| Canada and the World| December 2021
Summary:
World crude steel production for the 64 countries reporting to the World Steel Association (worldsteel) was 158.7 million tonnes (Mt) in December 2021, a 3.0% decrease compared to December 2020.
Source - https://worldsteel.org/media-centre/press-releases/2022/december-2021-crude-steel-production-and-2021-global-totals/
1. Annual steel production - https://recyclinginternational.com/business/annual-global-steel-production-nears-2-000-million-tonnes/47779/
2. Iron-ore - https://recyclinginternational.com/business/annual-global-steel-production-nears-2-000-million-tonnes/47779/
3. Green Steel - https://www.hellenicshippingnews.com/chinas-goal-for-green-olympics-squeezes-short-term-metal-supplies/
4. China and Steel - https://www.spglobal.com/platts/en/market-insights/latest-news/electric-power/012722-eu-to-invest-eur1-billion-in-green-deal-cross-border-energy-infrastructure
5. Automotive - https://www.natlawreview.com/article/foley-automotive-report-january-25-2022
6. Class 8 truck sales - https://www.truckpartsandservice.com/business/outlook-and-benchmarking/article/15287805/paccar-announces-record-fourth-quarter-and-2021-earnings
7. Oil rigs - https://ca.finance.yahoo.com/news/permian-oil-drilling-rig-count-151003633.html
8. 3D printing - https://www.thefabricator.com/additivereport/blog/additive/yo-electric-vehicles-are-speeding-adoption-of-3d-printing
9. Mining - https://mexicobusiness.news/mining/news/mining-markets-set-expand-2021-trends-2022
10. Construction - https://news.conexpoconagg.com/news/Will-higher-interest-rates-slow-construction-in-2022-/6403.article
Merchandise Trade|The United States November 2021
Summary:
USA is world leader in LNG exports
USA continues to struggle with protectionism policies
USA zest for their green agenda is causing issues with sourcing critical metals
USA has won a trade dispute with Canada
China continues owns key areas of the green economy
USA trade deficit is projected to be $900B for 2021 as compare to $858B in 2020
1. USA and China - https://theconversation.com/the-china-shock-of-trade-in-the-2000s-reverberates-in-us-politics-and-economics-and-warns-of-the-dangers-for-fossil-fuel-workers-173629
2. Solar Panels - https://prosperousamerica.org/will-u-s-solar-be-totally-owned-by-china-we-will-know-in-february/
3. WTO - https://theconversation.com/the-china-shock-of-trade-in-the-2000s-reverberates-in-us-politics-and-economics-and-warns-of-the-dangers-for-fossil-fuel-workers-173629
4. Indo-Pacific - https://www.reuters.com/article/us-usa-china-idAFKBN2JG1IF
5. Trade Wars - https://www.bloomberg.com/news/articles/2022-01-03/stock-market-is-fixated-on-covid-with-trade-issues-percolating
6. LNG - https://oilprice.com/Latest-Energy-News/World-News/US-Overtakes-Qatar-To-Become-The-Worlds-Largest-LNG-Exporter.html
7. Oil = https://www.energyintel.com/0000017e-30bc-d2e5-a9fe-7abe76f00000
8. Dairy - https://www.energyintel.com/0000017e-30bc-d2e5-a9fe-7abe76f00000
9. Wheat - https://www.agriculture.com/news/business/higher-prices-smaller-exports-for-us-wheat
10. Critical metals - https://news.cgtn.com/news/2022-01-04/America-s-rare-earth-vulnerability-deepens-16wqHHvL5gQ/index.html
11. Energy Storage - https://www.oliverwyman.com/our-expertise/insights/2021/dec/the-us-needs-to-produce-batteries-not-just-evs0.html
Steel Sector| Canada and the World| November 2021
Summary:
World crude steel production for the 64 countries reporting to the World Steel Association (worldsteel) was 143.3 million tonnes (Mt) in November 2021, a 9.9% decrease compared to November 2020.
https://www.worldsteel.org/media-centre/press-releases/2021/November-2021-crude-steel-production.html
1. Steel Prices - https://www.metalbulletin.com/Article/4021339/Latest-news/ArcelorMittal-announces-100t-increase-in-European-long-steel-prices-sources-Exclusive.html
2. Steel Production - https://www.metalbulletin.com/Article/4021339/Latest-news/ArcelorMittal-announces-100t-increase-in-European-long-steel-prices-sources-Exclusive.html
3. Green steel - https://www.mining.com/sweden-could-take-global-lead-in-green-steel-production-report/
4. Global output - https://www.nasdaq.com/articles/global-steel-output-falls-9.9-yr-yr-in-november-worldsteel
5. Laser welding - https://www.thefabricator.com/thefabricator/article/materialshandling/boosting-velocity-in-laser-cutting-even-with-disparate-material-thicknesses
6. Global equipment - https://www.openpr.com/news/2507940/global-construction-equipment-market-is-expected-to-grow-at
7. Chile mining - https://thedeepdive.ca/chile-elects-a-socialist-new-president-is-the-copper-mining-industry-at-risk/
8. Toyota - https://www.bizjournals.com/stlouis/news/2021/12/21/toyota-analyzing-future-troy-missouri-plant-evs.html
9. Green - https://www.dallasfed.org/research/economics/2021/1221
10. Recycling - https://www.linkedin.com/posts/csassara_vestas-kicks-off-us-blade-recycling-as-wind-activity-6877299634151268353-aSOs/
Durable Goods and Capital Spending - USA - Durable Goods - March 2022.pptx
Bookings for durable goods -- items meant to last at least three years -- increased 0.8% in March after a revised 1.7% decline a month earlier, Commerce Department figures showed Tuesday. The figures aren’t adjusted for inflation.
The value of core capital goods orders, a proxy for investment in equipment that excludes aircraft and military hardware, rose by a larger-than-forecast 1%.
https://ca.finance.yahoo.com/news/u-durable-goods-orders-rise-123253220.html
Durable Goods and Capital Spending - USA - Durable Goods - May 2022.pptx
Summary:
Bookings for durable goods -- items meant to last at least three years -- increased 0.7% in May after a revised 0.4% advance a month earlier, Commerce Department figures showed Monday. The figures aren’t adjusted for inflation.
The value of core capital goods orders, a proxy for investment in equipment that excludes aircraft and military hardware, rose 0.5% after a 0.3% gain a month earlier.
The median estimates in a Bloomberg survey of economists called for a 0.1% increase in orders for all durable goods and a 0.2% gain in the core figure.
The broad pickup in orders suggests capital investment was firm in May even as more recent manufacturing data have started to show signs of softening. Several regional Fed measures of economic activity deteriorated or outright contracted in June, including in New York state and the Philadelphia area.
S&P Global’s manufacturing output index also sunk into contraction territory, stymied by high prices, weaker demand and materials shortages. So did new orders.
Source: https://news.yahoo.com/us-durable-goods-orders-exceed-123853901.html
Merchandise Trade|The United States| October 2021
1. FDI and USA - https://globalbusiness.org/blog/top-five-states-with-the-highest-concentration-of-fdi-jobs
2. Georgia - https://www.globalatlanta.com/georgia-a-top-state-for-job-growth-from-foreign-investment/
3. Dairy - https://thehill.com/blogs/congress-blog/politics/584122-biden-trade-strategy-must-unlock-new-access-for-us-dairy
4. Brexit - https://www.reuters.com/world/us/us-is-delaying-uk-trade-deal-ft-2021-12-01/
5. USA and China - https://www.china-briefing.com/news/us-china-relations-in-the-biden-era-a-timeline/
6. Canada and USA – Energy - https://www.eia.gov/todayinenergy/detail.php?id=50536
7. Australia and China - https://www.9news.com.au/national/china-wants-australia-on-its-knees-with-trade-sanctions-biden-adviser-says/f07c23c7-2085-49e1-9678-adef5b09827d
8. FDI - https://www.bbc.com/news/business-55791634
9. Mining - https://www.canberratimes.com.au/story/7539696/mining-diplomacy-vital-for-energy-future/?cs=14264
10. Conflict metals - https://www.nytimes.com/2021/11/29/world/congo-cobalt-albert-yuma-mulimbi.html
Steel Sector| Canada and the World| January 2022
China's crude steel production down 3%
Most other top-10 countries increased output in 2021
Europe's crude steel production up 14.1%
Source - https://www.spglobal.com/platts/en/market-insights/latest-news/metals/012622-global-crude-steel-production-climbs-36-on-year-in-2021-worldsteel
1. Chinese steel - https://www.bnnbloomberg.ca/chinese-steel-production-languishes-as-market-awaits-stimulus-1.1727218
2. Green steel - https://www.cbc.ca/news/canada/toronto/ontario-climate-change-steel-co2-greenhouse-gas-emissions-1.6353814
3. Hydrogen - https://www.azom.com/news.aspx?newsID=58297
4. Steel production - https://www.steeltimesint.com/news/worldsteel-reports-6-1-decrease-in-steel-production
5. USA steel - https://www.nwitimes.com/business/local/great-lakes-steel-production-slides-again-falling-for-fourth-straight-week/article_c93678d0-e701-5514-838c-2c3e6d169205.html
6. Machine tools - https://ca.finance.yahoo.com/news/machine-tools-industry-anticipated-surpass-134500869.html
7. Welding - https://weldingheadquarters.com/will-welding-be-automated/
8. Ports - https://www.reuters.com/business/autos-transportation/biden-team-seeks-port-revival-plans-it-spends-infrastructure-cash-2022-02-23/
9. ESG - https://www.greenbiz.com/article/episode-302-talking-green-steel-esg-and-exec-pay
10. Metal Fabrication - https://www.thefabricator.com/thefabricator/article/shopmanagement/metal-fabrication-capex-set-to-rise-in-2022
Inflation (Cost of Living) - United States - September 2022.pptx
Summary:
US consumer price inflation surprised on the upside once again as rapid increases in housing costs, medical care, food and airline fares offset signs of moderation elsewhere. The Fed has admitted it is prepared to inflict economic pain to get a grip on inflation and today's report will ensure at least another 75bp rate hike in November and 50bp in December
Source - https://think.ing.com/articles/40-year-high-for-us-core-inflation-heaps-pressure-on-the-fed/
Manufacturing - USA - February 2023 and March 2023.pptx
Blog – United States Manufacturing Sector Analysis and Commentary – March 2023
Summary:
U.S. manufacturing-sector orders fell again in February, driven again by a decline in transportation equipment and manufactured durable goods orders, albeit at a slower pace than in January.
New orders for manufactured goods fell 0.7% in February on month to $536.4 billion, compared with a revised 2.1% fall in January, data from the Commerce Department showed Tuesday.
The reading is a touch weaker than the 0.6% decrease expected by economists in a poll by The Wall Street Journal.
The fall was driven by a 2.8% drop in orders for transportation equipment, the data showed. Nondefense aircraft and parts orders once again dropped, by 6.6% in February, after a 56.3% dip in January, although the figures came after a hefty rise at the end of 2022. Even excluding transportation, total orders still fell 0.3%, a swing from a 0.8% rise in January.
New orders for manufactured durable goods--those meant to last at least three years--fell 1.0% in February, in line with preliminary estimate and after a 5.0% increase in December. New orders for manufactured nondurable goods tumbled 0.4%.
Surveys to manufacturers suggest that despite recent moderation of the fall in orders, the pace of declines could accelerate again.
ISM purchasing managers index showed Monday that new orders at U.S. manufacturers contracted again in March, reaching its lowest level since May 2020.
Source - https://www.marketscreener.com/news/latest/U-S-Factory-Orders-Fell-Again-in-February-Though-at-Slower-Pace--43426768/
PMI has fallen below 50 - https://www.prnewswire.com/news-releases/manufacturing-pmi-at-46-3-march-2023-manufacturing-ism-report-on-business-301787309.html
United States factory orders decline in February 2023 - https://www.marketscreener.com/news/latest/U-S-Factory-Orders-Fell-Again-in-February-Though-at-Slower-Pace--43426768/
Nearshoring to Mexico continues to pick up steam. https://www.reuters.com/world/americas/nearshoring-bets-boost-mexican-real-estate-transport-shares-2023-04-04/
Producer price index decline in February 2023 - https://www.reuters.com/markets/us/us-producer-prices-unexpectedly-fall-february-2023-03-15/
United States continues to look at better ways to manage supply chains like critical metals - https://www.barrons.com/amp/articles/niocorp-achieves-processing-breakthrough-in-demonstration-plant-testing-of-niobium-and-titanium-production-19e70748
Broadband spending is expected to decline in 2023 - https://www.benton.org/headlines/wireless-capital-expenditures-north-america-poised-plunge-10-20-percent-2023
Market volatility continues to drive asset management decisions - https://www.usbank.com/investing/financial-perspectives/market-news/economic-news.html
Government continues to address climate change with more spending in the green and clean economy - https://www.weforum.org/agenda/2023/04/clean-energy-government-investment-spending/
Manufacturing Sector Analysis and Commentary - June 2023.pptx
Blog – Manufacturing Analysis and Commentary – June 2023
Summary:
The sector, which accounts for 11.3% of the economy, is being dragged down by the Federal Reserve's fastest interest rate hiking campaign since the 1980s.
Banks also have tightened lending following the recent failures of three U.S. banks, while spending is shifting away from goods, typically bought on credit, to services.
Businesses are cutting back on restocking in anticipation of weaker demand later this year. The Institute for Supply Management last week said its manufacturing PMI contracted for a seventh straight month in May.
Orders for transportation equipment increased 3.7% on top of a 9.8% jump in March. Civilian aircraft orders fell 8.5% after having surged by 96% in the prior month. Motor vehicle orders edged up 0.5%. Excluding transportation, orders fell 0.2%, dropping for a third straight month and to their lowest since February 2022.
Orders for machinery rose 1.0%, but bookings for computers and electronic products fell 1.4%. Orders for electrical equipment, appliances and components dropped 1.7%.
Shipments of manufactured goods fell 0.4%. The inventory of manufactured goods at factories rose 0.5%. Unfilled orders at factories rose 0.8
Source - https://money.usnews.com/investing/news/articles/2023-06-05/u-s-factory-orders-rise-in-april
Additional links and sources:
Class 8 orders - https://www.freightwaves.com/news/rising-may-class-8-truck-orders-less-telling-than-backlog-burn
Automotive Sales - https://www.americanexpress.com/en-us/business/trends-and-insights/videos/automotive-industry/
Steel Production - https://www.steelorbis.com/steel-news/latest-news/us-raw-steel-production-up-10-percent-week-on-week-1292937.htm
Agricultural Equipment - https://www.businesswire.com/news/home/20230530005385/en/North-America-Tractor-Market-Outlook-Forecasts-Report-2023-2028-Featuring-Key-Vendors---John-Deere-CNH-Industrial-AGCO-Kubota---ResearchAndMarkets.com
Construction equipment - https://www.farmequip.org/news/demand-for-new-factories-drives-growth-in-construction-spending/
Oil Rigs - https://www.rigzone.com/oil/news/north_america_loses_more_rigs-05-jun-2023-172968-article/
Ports - https://www.hapag-lloyd.com/en/services-information/operational-updates/north-america.html
Lithium - https://seekingalpha.com/article/4609592-lit-economic-weakness-in-china-may-impact-ev-sales
Costs - https://www.comerica.com/insights/economic-commentary/ism-pmis-softer-than-expected-in-may-and-inflation-is-slowing.html
Technologies - https://levelup.gitconnected.com/top-10-breakthrough-technologies-you-must-know-in-2023-991cc1db8ac9
ESG - https://www.forbes.com/sites/columbiabusinessschool/2023/06/05/what-esg-investors-must-demand-for-credible-sustainability-reporting/?sh=1cf2162f2fd7
What is up with the Stock Market - April 29 2022.pptx
The document discusses recent trends in global stock markets and economic indicators. It provides an agenda for a presentation on the state of the stock market and economy. The presentation covers topics like the performance of stock markets in Canada, the US, and other countries. It also discusses economic data, indicators, challenges, and risks related to issues like inflation, supply chains, automation, and geopolitics. Links and references are provided for additional information on these topics.
Durable Goods and Capital Spending| USA and the World| November 2021
The document summarizes durable goods and capital spending data for the United States in November 2021. It provides details on durable goods orders and business investment outlook. It also discusses supply chain analytics, capital expenditure planning, and challenges with ESG reporting. The author, Paul Young CPA CGA, is an expert in various areas including risk management, business process change, and emerging technology.
What is up with the Stock Market - April 21 2022.pptx
The stock market sold off sharply Friday, as bond yields hit new highs, reflecting the Federal Reserve’s intent to rapidly hike short-term interest rates. The 2-year Treasury yield closed at a new multi-year high.
The Dow Jones Industrial Average closed down 981 points, or 2.8%, while the S&P 500 was down 2.8%. The Nasdaq Composite fell 2.6%. The Dow had its worst day since October 28, 2020.
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.
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Similar to USA - Manufacturing - February 2022 and March 2022.pptx
United States manufacturing sector continues to face many challenges
The document discusses trends in US manufacturing for January 2022. It notes that shipments of durable and nondurable goods increased month-over-month in January. Several news articles are summarized that discuss investments in electronics manufacturing, industrial projects, robotics adoption, and challenges around competitiveness, innovation, productivity, reshoring efforts, and ongoing supply chain issues.
Merchandise Trade - USA - February 2022.pptx
Blog – Trade and FDI – United States – February 2022
Both Canada and USA are now pushing policies related to critical metals
USA continues to look at ways to expand energy exports to EMEA
Middle East oil imports to USA continue to expand under Biden
Merchandise Trade - Canada and the World.pptx
The increase came as imports of energy products gained 26.3 per cent for the month helped higher by imports of crude oil and bitumen as both prices and volumes rose. Imports of consumer goods rose 6.5 per cent, while motor vehicles and parts added 9.9 per cent.
Meanwhile, total exports rose 6.3 per cent to a record $63.6 billion in March as higher prices helped exports of energy products gain 12.8 per cent to a record $17.9 billion. Exports of motor vehicles and parts rose 7.9 per cent.
Excluding energy products, exports gained 4.0 per cent in March.
https://economics.bmo.com/en/publications/detail/21fe3df8-4b7e-4686-8766-d42eb0539c69/ and https://www.therecord.com/ts/business/2022/05/04/canada-posts-25b-trade-surplus-for-march-as-imports-and-exports-hit-record-highs.html
Steel Sector| Canada and the World| September 2021
Steel sector continues to face many challenges.
1. Steel production - https://www.bdonline.co.uk/news/imminent-risk-of-steel-production-shutdown-amid-critical-magnesium-shortage/5114345.article
2. Energy crisis - https://www.reuters.com/business/energy/china-power-curbs-are-challenge-steel-mills-industry-group-2021-10-25/
3. Green steel - https://www.abc.net.au/news/2021-10-25/bluecope-long-road-to-green-steel/100563530
4. Climate change - https://www.ft.com/content/6f378cad-a449-4e43-bb33-ab110a850196
5. Demand - https://spendmatters.com/2021/10/22/commodities-roundup-recovering-steel-demand-in-2021-zinc-surges-housing-starts-fall/
6. Magnesium - https://www.news.com.au/finance/business/manufacturing/global-car-industry-to-grind-to-a-halt-within-weeks-amid-catastrophic-chinese-magnesium-shortage/news-story/95391646713f4b2f6246b7664881c304
7. Reserves https://www.statista.com/statistics/264953/global-reserves-of-magnesium-by-major-countries/
8. Magnesium = https://alliancemagnesium.com/en/government-of-canada-invests-in-clean-technology-for-the-mining-industry/
9. Mining = https://www.osler.com/en/blogs/energy/september-2021/opportunity-knocks-lithium-and-graphite-development-in-canada
10. Canada - https://www.mining.com/canada-invests-12m-extract-magnesium-asbestos-tailings/
11. BC - https://www.canadianminingjournal.com/news/west-high-yield-updates-magnesium-progress-in-b-c/
What is next for the Global Economy - April 2022.pptx
Summary
Canada has one of the slowest growing economies in the G20
Canada is finally adopting Australia similar strategy on taxation and funding for the critical metals
Interest rates are about to rise around the world
Global Inflation continues to challenge both the private and pubic sectors
What is up with the stock market february 11, 2022
The document provides an agenda for a presentation on the stock market. It includes sections on the TSX and markets in Canada, the United States, audit, corporate reporting, automation, geopolitical risks, scorecards for various countries and regions, and key blogs and resources. It also lists Paul Young's background and contact information. The document contains links to additional documents and resources to supplement the presentation topics.
Canada achieved nearly $3B trade surplus for the month of January 2022
The document summarizes recent trade data and trends between Canada, Australia, and other countries. It highlights that Canada's exports continue to be led by commodities and that higher commodity prices should enable Canada to register large trade surpluses in the coming months. However, supply chain issues and the conflict in Ukraine add uncertainty. The document also discusses risks to food security from the Ukraine conflict and China and Russia expanding influence over critical metals in Africa. Australia is shown to have stronger trade relations and manages natural resources extraction more sustainably than Canada.
Steel Sector| Canada and the World| December 2021
Summary:
World crude steel production for the 64 countries reporting to the World Steel Association (worldsteel) was 158.7 million tonnes (Mt) in December 2021, a 3.0% decrease compared to December 2020.
Source - https://worldsteel.org/media-centre/press-releases/2022/december-2021-crude-steel-production-and-2021-global-totals/
1. Annual steel production - https://recyclinginternational.com/business/annual-global-steel-production-nears-2-000-million-tonnes/47779/
2. Iron-ore - https://recyclinginternational.com/business/annual-global-steel-production-nears-2-000-million-tonnes/47779/
3. Green Steel - https://www.hellenicshippingnews.com/chinas-goal-for-green-olympics-squeezes-short-term-metal-supplies/
4. China and Steel - https://www.spglobal.com/platts/en/market-insights/latest-news/electric-power/012722-eu-to-invest-eur1-billion-in-green-deal-cross-border-energy-infrastructure
5. Automotive - https://www.natlawreview.com/article/foley-automotive-report-january-25-2022
6. Class 8 truck sales - https://www.truckpartsandservice.com/business/outlook-and-benchmarking/article/15287805/paccar-announces-record-fourth-quarter-and-2021-earnings
7. Oil rigs - https://ca.finance.yahoo.com/news/permian-oil-drilling-rig-count-151003633.html
8. 3D printing - https://www.thefabricator.com/additivereport/blog/additive/yo-electric-vehicles-are-speeding-adoption-of-3d-printing
9. Mining - https://mexicobusiness.news/mining/news/mining-markets-set-expand-2021-trends-2022
10. Construction - https://news.conexpoconagg.com/news/Will-higher-interest-rates-slow-construction-in-2022-/6403.article
Merchandise Trade|The United States November 2021
Summary:
USA is world leader in LNG exports
USA continues to struggle with protectionism policies
USA zest for their green agenda is causing issues with sourcing critical metals
USA has won a trade dispute with Canada
China continues owns key areas of the green economy
USA trade deficit is projected to be $900B for 2021 as compare to $858B in 2020
1. USA and China - https://theconversation.com/the-china-shock-of-trade-in-the-2000s-reverberates-in-us-politics-and-economics-and-warns-of-the-dangers-for-fossil-fuel-workers-173629
2. Solar Panels - https://prosperousamerica.org/will-u-s-solar-be-totally-owned-by-china-we-will-know-in-february/
3. WTO - https://theconversation.com/the-china-shock-of-trade-in-the-2000s-reverberates-in-us-politics-and-economics-and-warns-of-the-dangers-for-fossil-fuel-workers-173629
4. Indo-Pacific - https://www.reuters.com/article/us-usa-china-idAFKBN2JG1IF
5. Trade Wars - https://www.bloomberg.com/news/articles/2022-01-03/stock-market-is-fixated-on-covid-with-trade-issues-percolating
6. LNG - https://oilprice.com/Latest-Energy-News/World-News/US-Overtakes-Qatar-To-Become-The-Worlds-Largest-LNG-Exporter.html
7. Oil = https://www.energyintel.com/0000017e-30bc-d2e5-a9fe-7abe76f00000
8. Dairy - https://www.energyintel.com/0000017e-30bc-d2e5-a9fe-7abe76f00000
9. Wheat - https://www.agriculture.com/news/business/higher-prices-smaller-exports-for-us-wheat
10. Critical metals - https://news.cgtn.com/news/2022-01-04/America-s-rare-earth-vulnerability-deepens-16wqHHvL5gQ/index.html
11. Energy Storage - https://www.oliverwyman.com/our-expertise/insights/2021/dec/the-us-needs-to-produce-batteries-not-just-evs0.html
Steel Sector| Canada and the World| November 2021
Summary:
World crude steel production for the 64 countries reporting to the World Steel Association (worldsteel) was 143.3 million tonnes (Mt) in November 2021, a 9.9% decrease compared to November 2020.
https://www.worldsteel.org/media-centre/press-releases/2021/November-2021-crude-steel-production.html
1. Steel Prices - https://www.metalbulletin.com/Article/4021339/Latest-news/ArcelorMittal-announces-100t-increase-in-European-long-steel-prices-sources-Exclusive.html
2. Steel Production - https://www.metalbulletin.com/Article/4021339/Latest-news/ArcelorMittal-announces-100t-increase-in-European-long-steel-prices-sources-Exclusive.html
3. Green steel - https://www.mining.com/sweden-could-take-global-lead-in-green-steel-production-report/
4. Global output - https://www.nasdaq.com/articles/global-steel-output-falls-9.9-yr-yr-in-november-worldsteel
5. Laser welding - https://www.thefabricator.com/thefabricator/article/materialshandling/boosting-velocity-in-laser-cutting-even-with-disparate-material-thicknesses
6. Global equipment - https://www.openpr.com/news/2507940/global-construction-equipment-market-is-expected-to-grow-at
7. Chile mining - https://thedeepdive.ca/chile-elects-a-socialist-new-president-is-the-copper-mining-industry-at-risk/
8. Toyota - https://www.bizjournals.com/stlouis/news/2021/12/21/toyota-analyzing-future-troy-missouri-plant-evs.html
9. Green - https://www.dallasfed.org/research/economics/2021/1221
10. Recycling - https://www.linkedin.com/posts/csassara_vestas-kicks-off-us-blade-recycling-as-wind-activity-6877299634151268353-aSOs/
Durable Goods and Capital Spending - USA - Durable Goods - March 2022.pptx
Bookings for durable goods -- items meant to last at least three years -- increased 0.8% in March after a revised 1.7% decline a month earlier, Commerce Department figures showed Tuesday. The figures aren’t adjusted for inflation.
The value of core capital goods orders, a proxy for investment in equipment that excludes aircraft and military hardware, rose by a larger-than-forecast 1%.
https://ca.finance.yahoo.com/news/u-durable-goods-orders-rise-123253220.html
Durable Goods and Capital Spending - USA - Durable Goods - May 2022.pptx
Summary:
Bookings for durable goods -- items meant to last at least three years -- increased 0.7% in May after a revised 0.4% advance a month earlier, Commerce Department figures showed Monday. The figures aren’t adjusted for inflation.
The value of core capital goods orders, a proxy for investment in equipment that excludes aircraft and military hardware, rose 0.5% after a 0.3% gain a month earlier.
The median estimates in a Bloomberg survey of economists called for a 0.1% increase in orders for all durable goods and a 0.2% gain in the core figure.
The broad pickup in orders suggests capital investment was firm in May even as more recent manufacturing data have started to show signs of softening. Several regional Fed measures of economic activity deteriorated or outright contracted in June, including in New York state and the Philadelphia area.
S&P Global’s manufacturing output index also sunk into contraction territory, stymied by high prices, weaker demand and materials shortages. So did new orders.
Source: https://news.yahoo.com/us-durable-goods-orders-exceed-123853901.html
Merchandise Trade|The United States| October 2021
1. FDI and USA - https://globalbusiness.org/blog/top-five-states-with-the-highest-concentration-of-fdi-jobs
2. Georgia - https://www.globalatlanta.com/georgia-a-top-state-for-job-growth-from-foreign-investment/
3. Dairy - https://thehill.com/blogs/congress-blog/politics/584122-biden-trade-strategy-must-unlock-new-access-for-us-dairy
4. Brexit - https://www.reuters.com/world/us/us-is-delaying-uk-trade-deal-ft-2021-12-01/
5. USA and China - https://www.china-briefing.com/news/us-china-relations-in-the-biden-era-a-timeline/
6. Canada and USA – Energy - https://www.eia.gov/todayinenergy/detail.php?id=50536
7. Australia and China - https://www.9news.com.au/national/china-wants-australia-on-its-knees-with-trade-sanctions-biden-adviser-says/f07c23c7-2085-49e1-9678-adef5b09827d
8. FDI - https://www.bbc.com/news/business-55791634
9. Mining - https://www.canberratimes.com.au/story/7539696/mining-diplomacy-vital-for-energy-future/?cs=14264
10. Conflict metals - https://www.nytimes.com/2021/11/29/world/congo-cobalt-albert-yuma-mulimbi.html
Steel Sector| Canada and the World| January 2022
China's crude steel production down 3%
Most other top-10 countries increased output in 2021
Europe's crude steel production up 14.1%
Source - https://www.spglobal.com/platts/en/market-insights/latest-news/metals/012622-global-crude-steel-production-climbs-36-on-year-in-2021-worldsteel
1. Chinese steel - https://www.bnnbloomberg.ca/chinese-steel-production-languishes-as-market-awaits-stimulus-1.1727218
2. Green steel - https://www.cbc.ca/news/canada/toronto/ontario-climate-change-steel-co2-greenhouse-gas-emissions-1.6353814
3. Hydrogen - https://www.azom.com/news.aspx?newsID=58297
4. Steel production - https://www.steeltimesint.com/news/worldsteel-reports-6-1-decrease-in-steel-production
5. USA steel - https://www.nwitimes.com/business/local/great-lakes-steel-production-slides-again-falling-for-fourth-straight-week/article_c93678d0-e701-5514-838c-2c3e6d169205.html
6. Machine tools - https://ca.finance.yahoo.com/news/machine-tools-industry-anticipated-surpass-134500869.html
7. Welding - https://weldingheadquarters.com/will-welding-be-automated/
8. Ports - https://www.reuters.com/business/autos-transportation/biden-team-seeks-port-revival-plans-it-spends-infrastructure-cash-2022-02-23/
9. ESG - https://www.greenbiz.com/article/episode-302-talking-green-steel-esg-and-exec-pay
10. Metal Fabrication - https://www.thefabricator.com/thefabricator/article/shopmanagement/metal-fabrication-capex-set-to-rise-in-2022
Inflation (Cost of Living) - United States - September 2022.pptx
Summary:
US consumer price inflation surprised on the upside once again as rapid increases in housing costs, medical care, food and airline fares offset signs of moderation elsewhere. The Fed has admitted it is prepared to inflict economic pain to get a grip on inflation and today's report will ensure at least another 75bp rate hike in November and 50bp in December
Source - https://think.ing.com/articles/40-year-high-for-us-core-inflation-heaps-pressure-on-the-fed/
Manufacturing - USA - February 2023 and March 2023.pptx
Blog – United States Manufacturing Sector Analysis and Commentary – March 2023
Summary:
U.S. manufacturing-sector orders fell again in February, driven again by a decline in transportation equipment and manufactured durable goods orders, albeit at a slower pace than in January.
New orders for manufactured goods fell 0.7% in February on month to $536.4 billion, compared with a revised 2.1% fall in January, data from the Commerce Department showed Tuesday.
The reading is a touch weaker than the 0.6% decrease expected by economists in a poll by The Wall Street Journal.
The fall was driven by a 2.8% drop in orders for transportation equipment, the data showed. Nondefense aircraft and parts orders once again dropped, by 6.6% in February, after a 56.3% dip in January, although the figures came after a hefty rise at the end of 2022. Even excluding transportation, total orders still fell 0.3%, a swing from a 0.8% rise in January.
New orders for manufactured durable goods--those meant to last at least three years--fell 1.0% in February, in line with preliminary estimate and after a 5.0% increase in December. New orders for manufactured nondurable goods tumbled 0.4%.
Surveys to manufacturers suggest that despite recent moderation of the fall in orders, the pace of declines could accelerate again.
ISM purchasing managers index showed Monday that new orders at U.S. manufacturers contracted again in March, reaching its lowest level since May 2020.
Source - https://www.marketscreener.com/news/latest/U-S-Factory-Orders-Fell-Again-in-February-Though-at-Slower-Pace--43426768/
PMI has fallen below 50 - https://www.prnewswire.com/news-releases/manufacturing-pmi-at-46-3-march-2023-manufacturing-ism-report-on-business-301787309.html
United States factory orders decline in February 2023 - https://www.marketscreener.com/news/latest/U-S-Factory-Orders-Fell-Again-in-February-Though-at-Slower-Pace--43426768/
Nearshoring to Mexico continues to pick up steam. https://www.reuters.com/world/americas/nearshoring-bets-boost-mexican-real-estate-transport-shares-2023-04-04/
Producer price index decline in February 2023 - https://www.reuters.com/markets/us/us-producer-prices-unexpectedly-fall-february-2023-03-15/
United States continues to look at better ways to manage supply chains like critical metals - https://www.barrons.com/amp/articles/niocorp-achieves-processing-breakthrough-in-demonstration-plant-testing-of-niobium-and-titanium-production-19e70748
Broadband spending is expected to decline in 2023 - https://www.benton.org/headlines/wireless-capital-expenditures-north-america-poised-plunge-10-20-percent-2023
Market volatility continues to drive asset management decisions - https://www.usbank.com/investing/financial-perspectives/market-news/economic-news.html
Government continues to address climate change with more spending in the green and clean economy - https://www.weforum.org/agenda/2023/04/clean-energy-government-investment-spending/
Manufacturing Sector Analysis and Commentary - June 2023.pptx
Blog – Manufacturing Analysis and Commentary – June 2023
Summary:
The sector, which accounts for 11.3% of the economy, is being dragged down by the Federal Reserve's fastest interest rate hiking campaign since the 1980s.
Banks also have tightened lending following the recent failures of three U.S. banks, while spending is shifting away from goods, typically bought on credit, to services.
Businesses are cutting back on restocking in anticipation of weaker demand later this year. The Institute for Supply Management last week said its manufacturing PMI contracted for a seventh straight month in May.
Orders for transportation equipment increased 3.7% on top of a 9.8% jump in March. Civilian aircraft orders fell 8.5% after having surged by 96% in the prior month. Motor vehicle orders edged up 0.5%. Excluding transportation, orders fell 0.2%, dropping for a third straight month and to their lowest since February 2022.
Orders for machinery rose 1.0%, but bookings for computers and electronic products fell 1.4%. Orders for electrical equipment, appliances and components dropped 1.7%.
Shipments of manufactured goods fell 0.4%. The inventory of manufactured goods at factories rose 0.5%. Unfilled orders at factories rose 0.8
Source - https://money.usnews.com/investing/news/articles/2023-06-05/u-s-factory-orders-rise-in-april
Additional links and sources:
Class 8 orders - https://www.freightwaves.com/news/rising-may-class-8-truck-orders-less-telling-than-backlog-burn
Automotive Sales - https://www.americanexpress.com/en-us/business/trends-and-insights/videos/automotive-industry/
Steel Production - https://www.steelorbis.com/steel-news/latest-news/us-raw-steel-production-up-10-percent-week-on-week-1292937.htm
Agricultural Equipment - https://www.businesswire.com/news/home/20230530005385/en/North-America-Tractor-Market-Outlook-Forecasts-Report-2023-2028-Featuring-Key-Vendors---John-Deere-CNH-Industrial-AGCO-Kubota---ResearchAndMarkets.com
Construction equipment - https://www.farmequip.org/news/demand-for-new-factories-drives-growth-in-construction-spending/
Oil Rigs - https://www.rigzone.com/oil/news/north_america_loses_more_rigs-05-jun-2023-172968-article/
Ports - https://www.hapag-lloyd.com/en/services-information/operational-updates/north-america.html
Lithium - https://seekingalpha.com/article/4609592-lit-economic-weakness-in-china-may-impact-ev-sales
Costs - https://www.comerica.com/insights/economic-commentary/ism-pmis-softer-than-expected-in-may-and-inflation-is-slowing.html
Technologies - https://levelup.gitconnected.com/top-10-breakthrough-technologies-you-must-know-in-2023-991cc1db8ac9
ESG - https://www.forbes.com/sites/columbiabusinessschool/2023/06/05/what-esg-investors-must-demand-for-credible-sustainability-reporting/?sh=1cf2162f2fd7
What is up with the Stock Market - April 29 2022.pptx
The document discusses recent trends in global stock markets and economic indicators. It provides an agenda for a presentation on the state of the stock market and economy. The presentation covers topics like the performance of stock markets in Canada, the US, and other countries. It also discusses economic data, indicators, challenges, and risks related to issues like inflation, supply chains, automation, and geopolitics. Links and references are provided for additional information on these topics.
Durable Goods and Capital Spending| USA and the World| November 2021
The document summarizes durable goods and capital spending data for the United States in November 2021. It provides details on durable goods orders and business investment outlook. It also discusses supply chain analytics, capital expenditure planning, and challenges with ESG reporting. The author, Paul Young CPA CGA, is an expert in various areas including risk management, business process change, and emerging technology.
What is up with the Stock Market - April 21 2022.pptx
The stock market sold off sharply Friday, as bond yields hit new highs, reflecting the Federal Reserve’s intent to rapidly hike short-term interest rates. The 2-year Treasury yield closed at a new multi-year high.
The Dow Jones Industrial Average closed down 981 points, or 2.8%, while the S&P 500 was down 2.8%. The Nasdaq Composite fell 2.6%. The Dow had its worst day since October 28, 2020.
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United States manufacturing sector continues to face many challenges
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Steel Sector| Canada and the World| September 2021
Steel Sector| Canada and the World| September 2021
What is next for the Global Economy - April 2022.pptx
What is next for the Global Economy - April 2022.pptx
What is up with the stock market february 11, 2022
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Canada achieved nearly $3B trade surplus for the month of January 2022
Canada achieved nearly $3B trade surplus for the month of January 2022
Durable Goods and Capital Spending - USA - Durable Goods - March 2022.pptx
Durable Goods and Capital Spending - USA - Durable Goods - March 2022.pptx
Durable Goods and Capital Spending - USA - Durable Goods - May 2022.pptx
Durable Goods and Capital Spending - USA - Durable Goods - May 2022.pptx
Inflation (Cost of Living) - United States - September 2022.pptx
Inflation (Cost of Living) - United States - September 2022.pptx
Manufacturing - USA - February 2023 and March 2023.pptx
Manufacturing - USA - February 2023 and March 2023.pptx
Manufacturing Sector Analysis and Commentary - June 2023.pptx
Manufacturing Sector Analysis and Commentary - June 2023.pptx
What is up with the Stock Market - April 29 2022.pptx
What is up with the Stock Market - April 29 2022.pptx
Durable Goods and Capital Spending| USA and the World| November 2021
Durable Goods and Capital Spending| USA and the World| November 2021
What is up with the Stock Market - April 21 2022.pptx
What is up with the Stock Market - April 21 2022.pptx
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 ...
The document provides an overview of key metrics and trends in the logistics, warehousing, distribution, and transportation sector. It includes data on consumer price index, diesel fuel costs, freight indexes, e-commerce sales, retail sales, class 8 truck sales, EPA emissions standards, trailer sales, and tonnage. It also discusses supply chain management solutions like planning analytics, blockchain, and AI assistants. Finally, it touches on topics like infrastructure spending, automation, and ESG reporting.
Retail Sales and Consumer Spending Analysis and Commentary - United States - ...
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.
How to improve the Governance Model for the Public Sector - United States - S...
This document provides a summary of strategies to improve governance in government. It discusses factors that impact governance like transparency and accountability. It recommends using performance audits to assess key performance indicators and ensure recommendations are implemented. Other strategies include improving data ethics and literacy, mitigating geopolitical risks, adopting ESG reporting, and using technology like audit analytics and AI to enhance governance. The overall goal is for government to deliver programs and tax policies with value for money and transparency.
What is next for Agriculture Sector - August 2023.pptx
This document provides an analysis of the agriculture output and equipment sector for August 2023. It includes discussions of commodity prices, crop estimates, energy prices, food prices, farming incomes, top farming states, food processors, and the role of technology and government in farming. Key points covered include rising input costs challenging farmers, preliminary crop estimates for Canada, volatility in oil and diesel prices impacting farm expenses, and opportunities for data and automation to help address issues in the agriculture industry.
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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二.真实使馆公证(即留学回国人员证明,不成功不收费)
三.真实教育部学历学位认证（教育部存档！教育部留服网站永久可查）
四.办理各国各大学文凭(一对一专业服务,可全程监控跟踪进度)
如果您处于以下几种情况：
◇在校期间，因各种原因未能顺利毕业……拿不到官方毕业证【q/微741003700】
◇面对父母的压力，希望尽快拿到；
◇不清楚认证流程以及材料该如何准备；
◇回国时间很长，忘记办理；
◇回国马上就要找工作，办给用人单位看；
◇企事业单位必须要求办理的
◇需要报考公务员、购买免税车、落转户口
◇申请留学生创业基金
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
How Non-Banking Financial Companies Empower Startups With Venture Debt Financing
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快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样
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本公司拥有海外各大学样板无数，能完美还原。
1:1完美还原海外各大学毕业材料上的工艺：水印，阴影底纹，钢印LOGO烫金烫银，LOGO烫金烫银复合重叠。文字图案浮雕、激光镭射、紫外荧光、温感、复印防伪等防伪工艺。材料咨询办理、认证咨询办理请加学历顾问Q/微741003700
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一.毕业证【q微741003700】成绩单、使馆认证、教育部认证、雅思托福成绩单、学生卡等！
二.真实使馆公证(即留学回国人员证明,不成功不收费)
三.真实教育部学历学位认证（教育部存档！教育部留服网站永久可查）
四.办理各国各大学文凭(一对一专业服务,可全程监控跟踪进度)
如果您处于以下几种情况：
◇在校期间，因各种原因未能顺利毕业……拿不到官方毕业证【q/微741003700】
◇面对父母的压力，希望尽快拿到；
◇不清楚认证流程以及材料该如何准备；
◇回国时间很长，忘记办理；
◇回国马上就要找工作，办给用人单位看；
◇企事业单位必须要求办理的
◇需要报考公务员、购买免税车、落转户口
◇申请留学生创业基金
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
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"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
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办理美国SDSU毕业证书制作南达科他州立大学假文凭定制Q微168899991做SDSU留信网教留服认证海牙认证改SDSU成绩单GPA做SDSU假学位证假文凭高仿毕业证GRE代考如何申请南达科他州立大学South Dakota State University degree offer diploma Transcript
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本公司拥有海外各大学样板无数，能完美还原海外各大学 Bachelor Diploma degree, Master Degree Diploma
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留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
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University of North Carolina at Charlotte degree offer diploma Transcript
办理美国UNCC毕业证书制作北卡大学夏洛特分校假文凭定制Q微168899991做UNCC留信网教留服认证海牙认证改UNCC成绩单GPA做UNCC假学位证假文凭高仿毕业证GRE代考如何申请北卡罗莱纳大学夏洛特分校University of North Carolina at Charlotte degree offer diploma Transcript
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- 1. P A U L Y O U N G C P A C G A A P R I L 7 , 2 0 2 2 MANUFACTURING – USA – WHAT IS NEXT
- 2. Paul Young - Bio • CPA, CGA (1996) • Academia (PF1, FA4, FN2, MU1. and MS2) • SME – Customer Success Management • 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 email: Paul_Young_CGA@hotmail.com LinkedIn: https://www.linkedin.com/in/paul-young-055632b/ SlideShare - https://www.slideshare.net/paulyoungcga Twitter: https://twitter.com/paulyoungcpa YouTube - https://www.youtube.com/user/youngercga1968/videos
- 3. Agenda • USA Manufacturing / Shipments for August 2021 • USA PMI Index • Reshoring / Manufacturing • Steel • AG Equipment • Class 8 Trucks • Oil and Energy • Analytics / Manufacturing • Climate Change / Supply Chain
- 4. USA Manufacturing / Shipments USA Manufacturing - February 2022.pdf
- 5. USA Manufacturing / Shipments USA Manufacturing - February 2022.pdf
- 6. PMI Index U.S. ISM Services PMI Leaves The Door Open for the FOMC.pdf Manufacturing Momentum Moderates in March_PMI.pdf
- 7. Steel China's crude steel production down 3% Most other top-10 countries increased output in 2021 Europe's crude steel production up 14.1% https://www.slideshare.net/paulyoungcga/steel-sector-canada-and- the-world-january-2022
- 8. AG Equipment
- 10. Oil and Gas
- 11. Reshoring of Manufacturing Source - https://www.ttnews.com/articles/2020-events-force-manufacturers-rethink-reshoring-operation-plans
- 12. Supply Chain Companies worldwide are adapting to the pandemic by shifting production closer to customers, but such efforts to make supply chains more resilient also complicate tax obligations, EY said. “There’s a lot of benefits that can be obtained” by overhauling global supply chains, according to Craig Hillier, international tax and transactions services leader at EY. “But there are all these knock-on tax, financial system, payroll, people, talent issues that need to be addressed as well.” CFOs need to consider “a whole host of tax issues,” including exit tax cost and transfer of goodwill, Hillier said Thursday during an EY webinar. At the same time, companies shifting supply chains might gain benefits such as tax breaks and funding for employment and training, he said, noting “there’s a lot out there at the moment that companies can take advantage of.” https://www.cfodive.com/news/supply-chain-overhaul-brings-benefits-tax-complexity- ey/617973/?utm_source=Sailthru&utm_medium=email&utm_campaign=Issue:%202022-01- 31%20CFO%20Dive%20%5Bissue:39446%5D&utm_term=CFO%20Dive My work: https://www.slideshare.net/paulyoungcga/what-is-next-for-the-global-economy-january-2022- 251041058
- 13. Mitigating Climate Change • Building a resilient supply chain • Moving to zero-waste • Adoption of policies related to the circular economy • Adopting ESG reporting • Adopting risk and crisis management reporting • Continue look at ways to better management of water • Work with insurance providers on how manage insurance costs. Source - https://www.slideshare.net/paulyoungcga/how-to-mitigate-the-threats-of-climate-change-september-2021
- 14. Industry 4.0 Summary: Businesses around the world continue to look at how best to optimize their business operations including advance manufacturing. ESG is pushing both the private and public sectors to revisit their environmental, social, and governance policies and procedures. https://www.pwc.com/ca/en/media/release/pwc-canada-study-shows-esg-reporting-falls-short-across- canadas-top-150-public-companies.html or My box folders - https://ibm.box.com/s/vmyitcackqevvm1hcxv7wke6gudrpnce or Accelerator - https://community.ibm.com/accelerators/catalog/content/R6-Sustainability or My video - https://www.youtube.com/watch?v=M-IEsfJWxXo&t=40s My work: https://www.slideshare.net/paulyoungcga/what-is-next-for-industry-40
- 15. Summary • USA manufacturing will continue to face many challenges PMI U.S. ISM Services PMI Leaves The Door Open for the FOMC.pdf Manufacturing Momentum Moderates in March_PMI.pdf U.S. ISM Manufacturing Index (March 2022) - TD Economics.pdf PMI - Index.pdf US Purchasing Managers' Index Signs Economic Slowdown, Credit Markets Dim.pdf Production costs are outweighing higher commodity prices - Brownfield Ag News.pdf Rising commodity prices divide EM outlook.pdf 'Exporting air' U.S. lawmakers target empty shipping container backlog.pdf Aecon awarded contract for the Kingstown Port Modernisation Project Works, Lot 1 Primary Cargo Port, in Saint Vincent and the Grenadines.pdf Why Supply Chain Disruptions Are a Data Problem – The New Stack.pdf Viewpoint The future-shaped supply chain and what to expect in years to come - FreightWaves.pdf 22-04-06_JLL_wareho use_space_crisis.php.pdf Biden invokes Defense Production Act to bolster domestic battery manufacturing Supply Chain Dive.pdf China Lockdowns Risk Supply Line Fractures.pdf The Benefits Of Better, Faster, Smarter Manufacturing - Powered By Infor.pdf Rising raw material cost pushes steel prices to fresh record highs Business Standard News.pdf Moody's Supply strains will worsen for APAC companies amid energy and raw material cost pressures.pdf Energy and raw material cost inflation strong in Asia Pacific region - Moody's - Just Auto.pdf US GM Plug-In Vehicle Sales Disappoint In Q1 2022.pdf Transportation equipment, machinery pull down U.S. factory orders in February Reuters.pdf Blog – Manufacturing – Shipments and Orders (Sales) – United States – February 2022 and March 2022 USA Manufacturing - February 2022.pdf Summary: The decline in factory orders in February was led by a 5.3% tumble in transportation equipment. Orders for motor vehicles and parts fell 0.6%, likely reflecting an ongoing global semiconductor shortage, which has hampered production. Source - https://www.reuters.com/world/us/transportation-equipment-machinery-pull-down-us- factory-orders-february-2022-04-04/ 1. PMI Index – USA - https://worldnationnews.com/us-purchasing-managers-index-signs- economic-slowdown-credit-markets-dim/