Here is my look at the automotive sector

1. GLOBAL
AUTOMOTIVE
SECTOR
Paul Young CPA CGA
June 2, 2023

2. PAUL YOUNG - BIO
• CPA, CGA (1996)
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Customer Success Management
• SME – Risk Management
• SME – ESG and Sustainability Reporting
and Policy Development
• 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@actionkpi.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/

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

4. UNITED STATES
AUTOMOTIVE
SALES

5. CANADA
Source – Desrosiers
Automotive

6. ELECTRICAL VEHICLES

7. ELECTRICAL VEHICLES

8. 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

9. 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/

10. 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

11. AUTO PARTS
• Automotive Parts - https://linchpinseo.com/trends-in-the-automotive-aftermarket-parts-industry/
• 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

12. 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

13. 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

14. ESG AND SUSTAINABILIT Y REPORTING
What is next for Sustainability and ESG reporting - https://www.linkedin.com/posts/paul-young-055632b_accounting-the-line-between-transparency-
activity-7038190497969950720-meoM?utm_source=share&utm_medium=member_desktop
 The ISSB is to allow companies to hold back commercially sensitive information about sustainability-related opportunities
 But they must still disclose the effects of sustainability-related risks on their business
 Materiality, scalability and interoperability have emerged as three key themes to watch
https://www.ipe.com/esg/accounting-the-line-between-transparency-and-confidentiality/10065346.article
This ties nicely with many of my blogs on ESG and Sustainability:
Blog – Sustainability and ESG Reporting – How best to Manage the Supply Chain to Achieve Net Zero - https://www.linkedin.com/posts/paul-young-
055632b_4-steps-supply-chain-leaders-can-take-now-activity-7038135133589176320-_CHz?utm_source=share&utm_medium=member_desktop
Blog – Sustainability and ESG Reporting – How best to be a leader in Resource Stewardship - https://www.linkedin.com/posts/paul-young-
055632b_resource-stewardship-activity-7038124098052382720-JjNS?utm_source=share&utm_medium=member_desktop
Blog: Sustainability and ESG Reporting – How to Decarbonization and Efficient Energy - https://www.linkedin.com/pulse/blog-sustainability-esg-
reporting-how-decarbonization-paul-young
Blog – ESG and Sustainability – Biodiversity Capturing and Reporting - https://www.linkedin.com/posts/paul-young-055632b_what-is-
biodiversity-and-how-does-it-affect-activity-7038115093066223617-CUHj?utm_source=share&utm_medium=member_desktop
Blog - Sustainability and ESG Reporting - Developing key Policies related to Waste and Pollution - https://www.linkedin.com/posts/paul-
young-055632b_waste-management-critical-for-businesses-activity-7038127159349039104-
66VS?utm_source=share&utm_medium=member_desktop

15. SUMMARY
• Green transition continues for the automotive sector
Blog – Automotive (OEM and Parts) Analysis and Commentary for June 2023
Summary:
Automotive sector continues to make enormous investments in electrical vehicle production including
adding batter capacity to support their automotive transition to cleaner burning fuel
Electrical Vehicle capacity and Investment - https://asia.nikkei.com/Business/Automobiles/North-
American-EV-investments-to-surpass-140bn-Nikkei-estimate
Lithium - https://carboncredits.com/amli-americas-third-energy-revolution/
Lithium and environment - https://www.msn.com/en-us/autos/news/tesla-just-shared-a-surprising-
revelation-about-how-long-the-battery-lasts-in-some-of-its-most-popular-car-models/ar-AA1c4yOk
Automotive - https://www.marketwatch.com/press-release/the-report-on-the-automotive-
manufacturing-high-performance-electric-vehicle-market-size-provides-valuable-insights-on-its-market-
size-expansion-by-projecting-a-72-cagr-forecasted-from-2023---2030-2023-06-02
Automotive Parts - https://simplywall.st/markets/us/consumer-discretionary/auto-components
ESG - https://www.promarket.org/2023/06/04/esg-standards-good-bad-and-ugly/
Innovation - https://www.topspeed.com/gamechanging-evs-that-hit-the-market/
Tech - https://markitome.com/blog/what-technology-trends-will-dominate-in-2023/
20230406_Canada
Automotive Sales - May 2023.pdf
GAR_2023-05-08-1.p
df
Global Automotive -
EV and ZEV.pdf
China and EV
Sales.pdf
Gas Stations and
Fossil Fuels - Automotive.pdf
Electrical Plug
Stations.pdf
Gas Stations and
Canada.pdf
Home Plug-In
Stations.pdf
Charging Stations.pdf Cost fo install plug
in.pdf
Breakeven EV and
Class 8 Trucks.pdf
RBC EV.pdf