Blog – Global Automotive Analysis and Commentary – September 2022 Summary: 14% of the global automotive sales are now zev/Hybrid vehicles The cost of vehicles continues to go up, especially electrical due to higher lithium Canada has 800K less vehicle production than it did back in the mid 2010s. Little has been said about the environmental impact on water tables and tailing ponds when it comes to mining of cobalt, lithium, and critical metals. The fossil fuel industry gets hammered for their emissions, but little is said about mining operations related to critical metals The grid across the world will require trillions to support net zero approach to emissions

1. GLOBAL
AUTOMOTIVE
SECTOR
Paul Young CPA CGA
October 5, 2022

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
• Canada – Automotive Sales
• USA – Automotive Sales
• Automation/Productivity
• Ford
• Electrical Vehicles
• Global Sales
• Auto Parts
• Summary

4. KEY TRENDS
Source – BakerHughes, BNS, BMO,
and Desrosier

5. CANADA
AUTOMOTIVE SALES
Source - https://www.desrosiers.ca/

6. UNITED STATES
AUTOMOTIVE
SALES

7. PROVINCIAL SALES

8. ELECTRICAL VEHICLES

9. TOP 7 TRENDS FOR AUTOMOTIVE
Source - https://www.industryweek.com/leadership/media-gallery/21150611/back-to-
the-future-7-developments-shaping-automotive-in-2021-and-
beyond?oly_enc_id=7930I4506489J2B
1. A Biden Presidency
2. EV having a moment
3. Battery Battles Heating Up
4. New Ways of Working (Thanks, Pandemic)
5. Supply Chain Change-up
6. AVs Exiting the ‘Valley of Disillusionment
7. A Shift in Labor

10. FORD
MOTOR
COMPANY
• Ford continues to restructure its operations -
https://www.industryweek.com/leadership/articl
e/22027835/ford-will-close-six-european-
plants-as-part-of-global-downsizing or
https://www.industryweek.com/talent/article/22
027622/ford-slashing-7000-jobs-as-sweeping-
disruption-hits-automakers

11. AUTOMATION / PRODUCTIVITY
• Laser Welding - https://www.globenewswire.com/news-release/2019/11/13/1946423/0/en/Welding-
Market-to-Reach-USD-48-16-billion-by-2026-Emergence-of-Automation-in-Welding-to-Escalate-Sales-
Opportunities-Fortune-Business-Insights.html
• Robotics/Automotive - https://roboticsandautomationnews.com/2020/04/20/automotive-robotics-market-
forecast-to-reach-6-billion-by-2024/31826/
• 3D printing Car - https://shop.advanceautoparts.com/r/advice/car-technology/how-the-automotive-
industry-is-using-3d-printing
• Emissions - https://www.epa.gov/automotive-trends/highlights-automotive-trends-report
• Fuel Standards - https://www.nber.org/papers/w23340 or https://www.canada.ca/en/environment-climate-
change/news/2019/06/canadas-clean-fuel-standard-reducing-pollution-fighting-climate-change-and-
driving-clean-growth.html
• Connected car - https://ksusentinel.com/2021/01/18/connected-car-market-with-emerging-key-players-
scope-and-overview-forecast-till-2027/

12. TECHNOLOGY
• RPA / Logistics - https://www.mhlnews.com/technology-automation/article/22055044/how-robotics-
technology-is-modernizing-thirdparty-logistics
• Analytics / Automotive - https://www.mygreatlearning.com/blog/analytics-is-driving-the-automotive-industry-
from-good-to-great/
• IBM and Automotive - https://www.ibmbigdatahub.com/industry/automotive
• AI and Automotive - http://www.canadianautoworld.ca/industry-news/how-artificial-intelligence-is-
transforming-the-auto-manufacturing-sector
• Big data and IOT - https://www.financialexpress.com/brandwagon/how-big-data-and-iot-connection-has-
transformed-the-automotive-industry/2107977/
• Digital - https://digitalmarketinginstitute.com/blog/5-ways-digital-is-transforming-the-car-buying-experience
• Cloudpak - https://www.youtube.com/watch?v=ZxDVnBWX3Qw
• Supply chain management -
https://ibm.ent.box.com/file/648099650319?s=63aqf8jo004v2bo5f8cf6eppgglhbvs5

13. AUTO PARTS
• Automotive Parts - https://linchpinseo.com/trends-in-the-automotive-aftermarket-parts-industry/
• Canada wholesale trade - https://www.cbc.ca/news/business/wholesale-sales-covid-19-1.5653476
• Re-starting Automotive - https://www.prnewswire.com/news-releases/deloitte-restarting-the-stalled-
automotive-sector-301092622.html
• Warehousing and distribution - https://www.autoserviceworld.com/transportation-and-warehousing-sector-
down-23-1-in-april-statscan/
• eCommerce / Parts Management - https://www.businesswire.com/news/home/20200727005165/en/U.S.-
Auto-Parts-Network-CarParts.com
• New USMCA deal - https://www.industryweek.com/the-economy/article/22026500/how-will-the-shift-from-
nafta-to-usmca-affect-the-auto-industry
• Unifor / Automotive - https://canada.autonews.com/labour/unifor-select-detroit-3-bargaining-target-sept-8

14. EV BATTERY
PRODUCTION
Source – Moody's
Here is my work on clean
material -
https://www2.slideshare.net/paulyou
ngcga/clean-technology-what-is-
next-for-raw-materials
or

15. BLOG – AUTOMATION
Blog - Manufacturing Automation: Connected manufacturing: Realizing your ROI on data -
https://www.linkedin.com/posts/paul-young-055632b_manufacturing-automation-connected-manufacturing-activity-
6818842790190030849-BByT
Thanks to wide deployment of IoT sensors, many manufacturers are sitting on mountains of collected data. Capitalizing
on their investments will come not from mega-projects, but from incremental initiatives. Source -
https://www.canadianmanufacturing.com/features/manufacturing-automation-connected-manufacturing-realizing-
your-roi-on-data/
This ties nicely to my work on automation and machine learning -
https://www.slideshare.net/paulyoungcga/automation-robots-and-machine-learning

16. CLIMATE CHANGE AND AUTOMOTIVE
General Motors announced July 2 it would move to source lithium for its electric-vehicle batteries from a U.S.-based startup. The automaker
made a multi-million-dollar investment in Controlled Thermal Resources, Ltd., a California-based startup, to help fund a lithium plant in
Southern California.
https://www.industryweek.com/technology-and-iiot/article/21168845/gm-to-source-lithium-for-ev-batteries-from-usbased-
startup?utm_source=IY+IW+Daily+Headlines+-
+Morning&utm_medium=email&utm_campaign=CPS210702079&o_eid=7930I4506489J2B&rdx.ident%5Bpull%5D=omeda%7C7930I4506489
J2B&oly_enc_id=7930I4506489J2B
Here is my work on eVehicles – https://www.slideshare.net/paulyoungcga/electrical-vehicles-and-plugin-stations-adoption
Blog – Heat Wave and Plug-In Stations
How so? As the heatwave continues to build, the California ISO has asked residents to relieve pressure on the electric grid, in part by charging
EVs at off peak times. This comes at a time when an aggressive move is underway to build a robust EV industry is well underway, including the
2035 target date to end sale of gas vehicles in California, events straining the utility grid could lead to limited mobility and high costs to
charge. While this instance will be short lived, other events will transpire in the future, putting similar strains on the critical infrastructure.
https://www.industryweek.com/technology-and-iiot/article/21168237/ev-dilemma-heating-up?utm_source=IY+IW+Daily+Headlines+-
+Morning&utm_medium=email&utm_campaign=CPS210627022&o_eid=7930I4506489J2B&rdx.ident%5Bpull%5D=omeda%7C7930I4506
489J2B&oly_enc_id=7930I4506489J2B
There are issues with grid as part of supporting the plug-in stations for eVehicles
https://www.slideshare.net/paulyoungcga/electrical-vehicles-and-plugin-stations-adoption

17. SUMMARY
• Consumer spending drives the economy. There are issues with household debt -
https://www.slideshare.net/paulyoungcga/debt-and-insolvency-global-crisis
• More and more focus on electrical vehicles -
https://www.slideshare.net/paulyoungcga/ev-electrical-vehicles-all-you-need-to-know
or https://www.fool.com/investing/2020/09/28/ford-reveals-plans-to-build-electric-
vehicles-in-c/
• Canada needs to refocus policies to ensure it is competitive for manufacturing -
https://www.slideshare.net/paulyoungcga/how-best-to-reshore-supply-chains
• Post-COVID/Global Economy - https://www.slideshare.net/paulyoungcga/what-is-next-
for-the-global-economy-september-2020 or
https://www2.slideshare.net/paulyoungcga/global-economy-outlook-december-2020 or
https://www.slideshare.net/paulyoungcga/what-is-next-for-the-global-economy-july-
2022pptx
Blog – Global Automotive Analysis and Commentary – September 2022
Summary:
14% of the global automotive sales are now zev/Hybrid vehicles
The cost of vehicles continues to go up, especially electrical due to higher lithium
Canada has 800K less vehicle production than it did back in the mid 2010s.
Little has been said about the environmental impact on water tables and tailing ponds when it comes to
mining of cobalt, lithium, and critical metals. The fossil fuel industry gets hammered for their emissions,
but little is said about mining operations related to critical metals
The grid across the world will require trillions to support net zero approach to emissions
Federal industry
minister pushes for Toyota-Panasonic EV deal Automotive News Canada.pdf
In pictures South
America's 'lithium fields' reveal the dark side of our electric future Euronews.pdf
Baystreet.ca -
Canadian Auto Sales Declined 4.5_ In September.pdf
Global Plug-In
Electric Car Sales Increased 60_ In August 2022.pdf
Global
Automotive.pdf
20220510_Automoti
ve_Canada_September 2022.pdf
IHS Markit Revises
Global Light Vehicle Forecast.pdf
Lithium demand is
poised to create a supercycle of supply deficits and lasting high prices.pdf
Canada Silver Cobalt
Works Inc aiming to be a big player in Canada's heartland for the two metals, and targeting electric veh
The demand for
electric vehicles is skyrocketing. Can the supply of lithium and other critical mine
Critical Materials &
Rare Earths Intel Archives – InvestorIntel.pdf
The 10 Largest EV
Charging Companies In The World, A
Electric Vehicle
Charging Station Market Industry Analysis and Forecast.pdf
Study Consumers
Don’t Understand Autonomous Vehicles.pdf
How much will new
car prices rise in the next 12 months Daily News Hack.pdf
Can grid expansion
keep pace with the coming surge in solar power generation [term name] 2022 O
US ready for a
battery factory boom, but now it needs to hold the charge
Source

18. 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