Green Technology – Canada Analysis

Paul Young, CGA, CPA

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

Investment by Green Sector• Current Stats by area of focus

Canada Ranking

Canada Market

High level view

Canada Programs – Green Technology• SDTC

Canada Programs – Green Technology• SDTC – Successes

Green Energy / source material• Green Energy technology requires raw materials• Lithium

• Australia• China

• Graphene• China

• Rare Metals• China

• Vanadium• China• South Africa

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

agreement) • Vietnam (http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/fipa-apie/vietnam.aspx?lang=eng) • South Africa (http://www.international.gc.ca/trade-agreements-accords-commerciaux/agr-acc/fipa-apie/madagascar.aspx?lang=eng• Malaysia (Part of TPP)

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

Canada Power Generation

Canada - Wind

Wind Cost breakdown

Canada Solar

Canada Solar - Production

Canada – Smart Grid

Canada – Smart Grid

Canada – Water Treatment• Canada is world leader in membrane solutions, but no comment from

either NDP or LPC, why?

Energy Storage

Energy Storage – Canada • http://www.cbc.ca/news/canada/nova-scotia/tesla-announces-5-year

-lithium-ion-research-deal-with-dalhousie-1.3117126• http://www.canadianmanufacturing.com/sustainability/alberta-innov

ates-sinks-1-5m-into-energy-storage-projects-150541/• There is no comment on what has been done with energy storage by either

the NDP or LPC, why?

Advance Materials

Advance Materials• What are advance materials?

Advance Materials

Advance Materials

Advance Material Examples

Advance Material Examples

Green – Forestry and Agriculture

Green – Forestry and Agriculture

Canada – Transportation

Canada – Recycling

Canada – air

Climate Change• It is pretty sad that we have so many people believing the pro-climate people than others sources, why? How of those same people

do not know how Tides? http://www.tides.org/. Tide.org is pushing funding up to stop the oil sands, why? http://habledash.com/political-insight/254-the-tides-foundation-the-heart-of-the-radical-left. It appears me this organization has done some backing for Obama?

• Yet there are no comments from people to why the Greenpeace director spoke out about radical views of Greenpeace, why? http://www.youtube.com/watch?v=cA6WZ4SX_-0

• Yet we have people like Butts that will start at nothing to have no carbon in Canada: http://www.youtube.com/watch?v=zrdSCKDR5-Y. JT does support keystone http://www.youtube.com/watch?v=ViTIdnDJPj0

• So, where do the LPC stand on oil shipments? It appears to me that LPC only interested in pipelines that do not touch LPC held areas!! • Here is what leading scientist said about UN and Climate Change:

http://www.sunnewsnetwork.ca/sunnews/canada/archives/2014/12/20141213-105217.htmlOr• http://notrickszone.com/2014/12/12/harvard-astrophysicist-2014-hottest-year-claim-a-prostitution-of-science-global-warming-sorro

wfully-exaggerated/ • Ocean Trends - http://www.cfact.org/2014/12/22/what-if-obamas-climate-change-policies-are-based-on-phraud/

Climate Change • The Weather Channel -

http://viral.buzz/video-there-is-no-global-warming-says-founder-and-former-ceo-of-the-weather-channel/ • It seems to me that Canada emissions are not the issue as compare to elsewhere in the World:

http://business.financialpost.com/2014/11/27/new-emissions-from-canadas-oil-sands-extremely-low-says-ieas-chief-economist/?__lsa=7cb9-37c0

• http://www.wri.org/blog/2014/11/6-graphs-explain-world%E2%80%99s-top-10-emitters. How would a carbon tax help reduced emissions in Canada or make an impact on countries like India/China/USA? It seems to me that your party does not live in reality to big issues facing Canada, especially the economy and/or how big emitters have done little to curb greenhouse gases. So, is your party going to look at a carbon tax on items coming from China, India and USA?

• Here is the BC results of their Carbon Tax• http://blogs.theprovince.com/2014/12/04/kenneth-green-carbon-taxes-take-big-bite-out-of-your-wallet/• Provincial and Consumers Impact:

http://www.slideshare.net/paulyoungcga/carbon-tax-canada-and-its-provinces• http://www.dailymail.co.uk/sciencetech/article-2738653/Stunning-satellite-images-summer-ice-cap-thicke

r-covers-1-7million-square-kilometres-MORE-2-years-ago-despite-Al-Gore-s-prediction-ICE-FREE-now.html

How do companies grow?• Access to capital/seed financing (http://www.canadabusiness.ca/eng/page/2848/)• Partnering with university (https://mcmasterinnovationpark.ca/)• Taxation policies (EI and Corporation Tax cuts -

http://www.cfib-fcei.ca/english/article/5299-employment-insurance-helping-workers-back-to-work.html or http://www.cfib-fcei.ca/english/article/7209-cfib-gives-2015-budget-an-a-big-tax-cut-for-small-business.html• Trade/Investment deals (EDC or other programs –

https://www.edc.ca/EN/Pages/default.aspx or http://www.international.gc.ca/economist-economiste/performance/index.aspx?lang=eng • Red tape/regulations -

http://www.cfib-fcei.ca/english/article/6893-red-tape-accountability-report-card-2015.html

Green Energy Mistakes• Pushing Green at all costs

• FIT/Ontario - http://www.blazingcatfur.ca/2015/04/30/trudeau-advisor-gerald-butts-green-energy-policies-cost-ontario-300000-jobs-admits-liberal-think-tank/ - Both the NDP and LPC seem to be pushing projects without understanding costs or how best to move projects forward as part of diversifying the economy

• Leverage existing programs and/or expanding programs• SDTC is very good, but needs to be expanded including more moneys to help with

technology• Breaking down internal trade barriers to allow free flow on technology/resources

(AB program is benefitting Canada - http://www.canadianmanufacturing.com/financing/ccemc-annual-report-213m-in-funds-supports-1-56b-in-value-128173/, but more needs to be done to be done as part of expanding business opportunities

Exports

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

Alberta