Blog – What is next for Commodities Commodity prices continue to rise. The threat of recession in China has ease a few commodities Canada needs to do more to streamline regulations to get goods out of the ground to market.

1. WHAT IS
GOING ON
WITH
COMMODITY
PRICES?
Presenter Name: Paul Young
CPA CGA
April 25,2022

2. PAUL YOUNG - BIO
• CPA, CGA
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
• SME – Data, AI, Security, and Platform
• SME – Internal Controls and Auditing
Contact information: Paul_Young_CGA@hotmail.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga

3. AGENDA
• Key commodity prices (BMO)
• Lithium
• Critical metals
• Natural Resources
• Housing Costs vs. Lumber
• Food Price Index
• Stock Market W/E – April 22, 2022
• Infrastructure / Construction Costs
• Gasoline/Diesel Costs
• Steel
PRESENTATION TITLE 2/11/20XX 3

4. KEY COMMODITY PRICES (BMO)
Source - https://economics.bmo.com/en/publications/detail/5f817204-e1ca-476f-bc5c-
a679bbaba41e/
PRESENTATION TITLE 2/11/20XX 4

5. LITHIUM
PRESENTATION TITLE 2/11/20XX 5
@FP_Champagne can you tell Canadian as to why Canada is
losing out to these kinds of investments?
https://www.industryweek.com/supply-
chain/article/21239547/japanese-ev-battery-firm-to-build-2-
billion-battery-plant-in-
kentucky?utm_source=IY+IW+Daily+Headlines+-
+Morning&utm_medium=email&utm_campaign=CPS2204140
91&o_eid=7930I4506489J2B&rdx.ident%5Bpull%5D=omeda
%7C7930I4506489J2B&oly_enc_id=7930I4506489J2B
@FP_Champagne It seems that China is actively buying up
lithium companies in Canada. Is this your real strategy when it
comes to developing lithium battery market?
https://www.yicaiglobal.com/news/china-yahua-industrial-to-
buy-13-of-canadian-lithium-startup-for-usd4-million
https://www.slideshare.net/paulyoungcga/clean-technology-
search-for-raw-materia-and-new-productspptx

6. CRITICAL METALS
PRESENTATION TITLE 2/11/20XX 6
Blog – Clean and Circular Economy – Sources of Critical metals
Lithium prices continue to rise - https://www.digitimes.com/news/a20220322PD212/battery-china-electric-
vehicle.html&chid=10
Circular economy can play a bigger role. The problem has always been that all levels of government continue to throw
grants and subsidies directly at companies rather than revisiting tax policies in areas of R&D, training credits, capital cost
allowance, etc. https://greenfiscalpolicy.org/blog/de-risking-circular-economy-investments-through-fiscal-policy-support/
Oil and gas can still play a critical role - https://lacombeonline.com/articles/canada-to-hike-oil-gas-output-by-300000-
barrels-a-day-to-help-displace-russian-fuel
Source -
https://www.slideshare.net/paulyoungcga/clean-technology-search-for-raw-materia-and-new-productspptx

7. MINING AND OIL
PRESENTATION TITLE 2/11/20XX 7
Summary:
All levels of government, private sector, and Indigenous band councils need to work together to better develop
Canada’s natural resource in a sustainable way. All Canadians could benefit by higher revenue from the natural
resources sector.
Canada mining practices are some of the bests in the world!
https://www.slideshare.net/paulyoungcga/natural-resources-canada-whats-next-march-2022pptx

8. HOUSING COSTS VS THE PRICE OF LUMBER
PRESENTATION TITLE 2/11/20XX 8

9. FOOD
PRICES
Source -
http://www.fao.org/worldfoodsitu
ation/foodpricesindex/en/
PRESENTATION TITLE 2/11/20XX 9

10. CANADA AND STOCK MARKET
PRESENTATION TITLE 2/11/20XX 10
Hawks Still
Circling.pdf

11. UNITED STATES – STOCK MARKET
PRESENTATION TITLE 2/11/20XX 11
Stock market news
live updates Stocks extend losses as investors weigh hawkish Powell rem

12. SUMMARY
PRESENTATION TITLE 2/11/20XX 12
Summary:
Summary:
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.
Source https://www.barrons.com/articles/stock-market-today-51650617605 and
https://www.slideshare.net/paulyoungcga/what-is-up-with-the-stock-market-april-21-2022pptx
Stock market news
live updates Stocks extend losses as investors weigh hawkish Powell remarks, more corporate earnings.pdf
Analysis Growth
slowdown fears temper bullishness on commodity currencies Reuters.pdf
How war in Ukraine is
reshaping global order – Harvard Gazette.pdf
Global public debt to
fall to 94.4% of GDP in 2022 IMF.pdf
Opinion The Russian
Invasion of Ukraine in Context Global Risk Insights.pdf
Will the Housing
Market Crash .pdf
Peterborough letter
Housing crisis isn’t a partisan issue ThePeterboroughExaminer.com.pdf
Agritech investments
needed now to shore up B.C. food security - Commentary Business in Vancouver.pdf
Robotic Disruption in
US Workforce Leads to New Opportunities and Challenges RoboticsTomorrow.pdf
Weekly roundup
monetary policy will determine greenflation - Green Central Banking.pdf
Free Markets vs.
Green Energy - WSJ.pdf
Financial insecurity is
the next great health crisis Modern Healthcare.pdf
How technology can
help solve the healthcare affordability crisis.pdf
Shanghai’s Plan to
Reboot the Supply Chain Will Hit Workers Hardest WIRED.pdf
Stagflation Threat Is
Latest Nail-Biter For Retailers.pdf
Why Is the Stock
Market Down Today Dow Dropped Nearly 1,000 Points as Bond Yields Rose. Barron's.pdf
v
Blog – Stock Market – WE April 21, 2022
Hawks Still
Circling.pdf
Stock market news
live updates Stocks extend losses as investors weigh hawkish Powell remarks, more corporate earnings.pdf
WestpacWeekly.pdf China Economic.pdf
Summary:
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.
Source https://www.barrons.com/articles/stock-market-today-51650617605
1. Commodity Price - https://www.reuters.com/business/finance/growth-slowdown-fears-temper-
bullishness-commodity-currencies-2022-04-21/
2. Global GDP - https://news.harvard.edu/gazette/story/2022/04/how-war-in-ukraine-is-
reshaping-global-order/
3. Government Debt - https://www.aa.com.tr/en/economy/global-public-debt-to-fall-to-944-of-
gdp-in-2022-imf/2570337
4. Geopolitical Risks - https://globalriskinsights.com/2022/04/opinion-the-russian-invasion-of-
ukraine-in-context/
5. Housing bubble - https://clark.com/homes-real-estate/housing-market-crash/ and
https://www.thepeterboroughexaminer.com/opinion/letters-to-the-
editors/2022/04/22/peterborough-letter-housing-crisis-isnt-a-partisan-issue.html
6. Food - https://biv.com/article/2022/04/agritech-investments-needed-now-shore-bc-food-
security

13. BLOG –
CONSTRUCTI
ON
• There are construction material and
labor shortages that are impacting
infrastructure projects.
• Not enough coordination is being
done by all levels of government when it
comes to protecting the environment
through better urban planning
processes.
https://www.slideshare.net/paulyoungcg
a/infrastructure-and-construction-
spending-usa-and-the-world-february-
2022pptx
PRESENTATION TITLE 2/11/20XX 13

14. GASOLINE / DIESEL
PRESENTATION TITLE 2/11/20XX 14

15. STEEL PRICES
Source - https://www.marketwatch.com/investing/index/steel?countrycode=xx
Summary:
Global crude steel production declined for the ninth consecutive month in March with the drop in Chinese output
being the prime factor. India, on the other hand, witnessed a positive growth trend in March.
Source – https://www.thehindubusinessline.com/markets/commodities/global-steel-output-drops-for-the-9th-
month-in-march/article65346095.ece and https://www.slideshare.net/paulyoungcga/steel-sector-canada-and-
the-united-states-march-2022pptx

16. SUMMARY
• Commodity prices are impacted by many factors including supply and demand, government policies, etc.
• The new normal is leading to issues with the supply chain - https://www.linkedin.com/pulse/succeeding-new-
normal-beyond-4-supply-chain-topics-discuss-tompkins/
• Small and medium-size businesses continue to adopt more automation as part of moving their business model
to a digital model. https://www.slideshare.net/paulyoungcga/digital-economy-adoption-by-small-to-mediumsize-
enterprises
• More needs to be done to protect the food supply as part of climate mitigation –
https://www.slideshare.net/paulyoungcga/does-the-world-need-carbon-pricing
• Canada needs to review all its policies as part of managing different aspects of the economy -
https://www.slideshare.net/paulyoungcga/what-is-next-for-canada-may-2021
• Streamlining regulations along with tax reforms as part of getting goods out of the ground to market -
https://www.slideshare.net/paulyoungcga/how-to-maximize-the-natural-resources-for-canada
PRESENTATION TITLE 2/11/20XX 16
Blog – What is next for Commodities
Commodity prices continue to rise.
The threat of recession in China has ease a few commodities
Canada needs to do more to streamline regulations to get goods out of the ground to market.
China 's s teel body
ur ges tr a der s to r ein in expor ts a mid higher globa l pr ices .pdf
K or ea n ba tter y
indus tr y on a ler t a s ma ter ia l pr ices s kyr ock
et.pdf
K oBold Meta ls s ta r ts
ML mining oper a tion in Gr eenla nd - Ins ider Intelligence Tr ends , For ecas ts & Sta tis tics .pdf
Big Tech hir ing
cements Ca na da 's s ta tus a s Silicon Va lley Nor th — but ther e's a catch CBC News .pdf
Silicones pr ices r is e
due to higher pr oduction cos ts a nd a mid higher dema nd including fr om E Vs ma ker s Reuter s E vents Downs tr ea m.pdf
Sta inles s Steel News
a nd Nick
el Pr ices , Molybdenum, Meta l Pr icing, Fer r ochr ome Mining.pdf
Bus hveld Miner a ls –
An Integr a ted Va na dium Pr oducer .pdf
Ir on or e pr ices s lump
a mid gr owing concer n over dema nd a s China 's COVID cr is is wor s ens .pdf
E ur opea n Ga s E dges
Lower a s LNG Counter s Lower Nor wa y Supplies - BNN Bloomber g.pdf
Cr ude oil futur es
continue to fa ll a s China extends lock
down, r eces s ion fea r s S&P Globa l Commodity Ins ights .pdf
Vita l Meta ls bla zing
pa th to commer cia l pr oduction with Ca na da ’s fir s t r a r e ea r th mine - The Nor ther n Miner .pdf
Ma r kets Ar e Ignor ing
8.5% Infla tion Spike And Wa tching This Number Ins tea d.pdf
1. Nickel Prices – https://www.emarketer.com/content/kobold-metals-starts-ml-mining-operation-
greenland
2. Silicon - https://www.reutersevents.com/downstream/operations-maintenance/silicones-
prices-rise-due-higher-production-costs-and-amid-higher-demand
3. Nickel - https://www.estainlesssteel.com/stainless-steel-news.shtml
4. Vanadium - https://www.bushveldminerals.com/
5. Iron-ore - https://www.moneycontrol.com/news/business/iron-ore-prices-slump-amid-growing-
concern-over-demand-as-chinas-covid-crisis-worsens-8404271.html
6. Natural Gas - https://www.bnnbloomberg.ca/european-gas-edges-lower-as-lng-counters-lower-
norway-supplies-1.1755400
7. Oil - https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/oil/042522-
crude-oil-futures-continue-to-fall-as-china-extends-lockdown-recession-fears
8. Rare Metals - https://www.northernminer.com/news/vital-metals-blazing-path-to-commercial-
production-with-canadas-first-rare-earth-mine/1003840971/
9. Green Inflation - https://www.forbes.com/sites/sergeiklebnikov/2022/04/12/markets-are-
ignoring-85-inflation-spike-and-watching-this-number-instead/
10. Battery - http://www.theinvestor.co.kr/view.php?ud=20220425000092
11. China - https://www.zawya.com/en/markets/commodities/chinas-steel-body-urges-traders-to-
rein-in-exports-amid-higher-global-prices-g4eeoqcs

17. TRAINING AND DEVELOPMENT
• If you like to learn more
about trade and/or other
subjects as part of your
professional learning and
development then feel free
to review my material on
https://www.udemy.com/
(search Paul Young CPA
CGA)
• These subjects address
how to fixed issues with
housing and/or systemic
issues related to economy
including government
policies