PowerPoint Presentation

Clean Technology- Raw Materials Market - Canada - November 2016By: Paul Young, CPA, CGA

This presentation is on perspective on Clean Technology Raw Materials for Canada

Paul Young - Presenter

BioCPA/CGA25 years of experience in Academia, Industry and Financial solutionsYoutube Channel - https://www.youtube.com/channel/UCAArky1bAXPSuV2NLtUnyLg

AgendaEnergy Storage MarketRare Metal ProductionLithium ProductionVanadium ProductionGraphite productionCanada Raw MaterialsCanada Market and Issues

Energy Storage marketLooking at the entire global energy industry, BNEFs report sees encouraging signs in the energy storage market, which inspired expectations of a market valued at $250 billion or more by 2040. In the shorter term, BNEF expects 25 GW of storage devices to have been deployed over the next 12 years, which, the BNEF analysts pointed out, is about the same size as todays rooftop PV industry.This is an ambitious forecast, considering that there is less than 1 GW of storage devices operating on world grids combined today. However, there are some large-scale battery projects currently in development, notably a 100 MW facility in Long Beach, California, being developed by Edison International.

Source - http://www.pv-magazine.com/news/details/beitrag/energy-storage-market-to-grow-to-usd250-billion-by-2040_100024952/#axzz4QDY3Q1VX

Market Production Rare MetalsChina - Mine Production: 105,000 tonsAustralia - Mine Production: 10,000 tons United States - Mine Production: 4,100 tonsRussia Russia - Mine Production: 2,500 tonsThailand - Mine Production: 1,100 tonsMalaysia - Mine Production: 200 tons

http://investingnews.com/daily/resource-investing/critical-metals-investing/rare-earth-investing/rare-earth-market-outlook-2016-rare-element-resources-tasman-metals/http://investingnews.com/daily/resource-investing/critical-metals-investing/rare-earth-investing/top-rare-earth-producing-countries-2013-usgs-2/6

Lithium Production Australia - Mine production: 13,400MTChile - Mine production: 12,900MTArgentina - Mine production: 3,800MTChina - Mine production: 2,200MTZimbabwe - Mine production: 900MT

1. http://investingnews.com/daily/resource-investing/energy-investing/lithium-investing/2013-top-8-lithium-producing-countries/7

Vanadium - ProductionChina - Mine production - 42,000MTSouth Africa - Mine production - 19,000MTRussia - Mine production - 15,000MTBrazil Mine Production 2,800 MT

1. http://investingnews.com/daily/resource-investing/industrial-metals-investing/vanadium-investing/top-vanadium-producing-countries-china-south-africa-russia/8

Graphene - ProductionChina - Mine production - 780,000 MTIndia - Mine production -170,000 MTBrazil - Mine production - 80,000 MTTurkey - Mine production - 32,000 MTCanada - Mine production - 32,000 MT

1. http://investingnews.com/daily/resource-investing/critical-metals-investing/graphite-investing/top-graphite-producing-countries-china-india-brazil-canada/9

Canada Mining Clean Technology MetalsCanadian industry want to secure 20% of global supply by 2018. At the moment China produces some 90% of the world's rare earths used in a variety of industries including green technology, defence systems and consumer electronics and imposes export quotas. Frontrunners among Canadian juniors racing to build the country's first rare earth mine include Rare Element Resources (TSE:RES), Avalon Rare Metals (TSE:AVL) and Quest Rare Minerals (TSX:QRM) while Saskatoon-based Great Western Minerals (CVE:GWG) is recommissioning the Steenkampskraal mine in South Africa with Chinese backing.Canada hosts vanadium deposits in locations such as Manitoba, Ontario and Quebec. Total reserves are unknown at this time, but plenty of companies are working in the country to develop projectsLithium projects Manitoba, NWT, Ontario and QuebecGraphite New Brunswick

http://www.mining.com/canada-wants-20-of-global-rare-earth-market-by-2018-27834/http://www.newswire.ca/news-releases/largo-sets-a-new-monthly-production-record-of-780-tonnes-in-may-581624441.htmlhttp://investingnews.com/daily/resource-investing/industrial-metals-investing/vanadium-investing/vanadium-mining-in-canada/http://www.cbc.ca/news/canada/north/tesla-batteries-lithium-cobalt-nwt-mining-1.353679610

Canada Clean Tech markeT

Key ProgramsSDTCTrade/FIPA Provincial Funds for Clean Technology

Market Size /Clean Technology$44B

Market Growth10% or about $4.4B/yearTechnology evolving (storage, microgrids, solar, advance materials, etc)

Downsize RiskAbility to commercializeProjects have to be profitable without Government GrantsAccess to raw materialsAccess to skills / TrainingTrade/FIPA AgreementsThe requirement for Carbon (mining to installation)

Canada Government The battery technology, which uses liquid electrolyte, offers a handful of advantages over traditional solid batteries, particularly for grid-scale applications. Producers still need to bring V2O5 costs down considerably to make the storage solution cost-competitive, according to NRC.While vanadium pentoxide can be mined, produced during steel manufacturing or from catalysts, ash and other residues, there is currently no primary producer of the compound in Canada.Quebecs VanadiumCorp Resource Inc. is one example of a Canadian company developing a production site; it is currently working to secure financing to start construction on a mine outside Chibougamau, Que. Source - http://www.canadianmanufacturing.com/environment-and-safety/anti-carbon-tax-environmental-groups-call-end-fossil-fuel-subsidies-179037/

Other Sources:http://www.slideshare.net/paulyoungcga/government-policies-sustainable-development-technology-corporation-cleantech-canadahttp://www.slideshare.net/paulyoungcga/government-policy-clean-technology-canada-programs-and-market-information