Business Intelligence Monitor 200309

(Introduction)

[Markets]

•   Global: Bond yields slide to record lows, stocks succumb to virus fears

※   U.S., European shares fall on growth prospects

※   Crude oil prices collapse in 10% plunge

※   Gold prices post biggest weekly gain in eight years

※   Record low for 10-year Treasury yield weakens dollar

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 코로나19 팬데믹 공포에 2.2% 급락

•   Saudi Arabia: Saudi Aramco shares fall below IPO price, Gulf stocks plummet after OPEC deal failure

•   Oil: Oil plunges as Opec output cut talks with Russia collapse

•   Oil: Oil Drops 31% in Worst Loss Since Gulf War as Price Fight Erupts

•   Metals: Copper, aluminium slump as virus spreads, threatening demand

•   Grains: Corn, soy, wheat prices slide with financial markets

•   DRAM: 어? 불황에도 반도체 가격 오르네

[Indicators]

•   US Jan. Balance of trade: U.S. Trade Gap Narrowed in January as Flows Slowed

•   US Feb. Petroleum exports: U.S. Net Petroleum Exports Hit Highest Ever In February

•   US Feb. Employment: February Jobs Report to Show U.S. Labor Market Before Coronavirus

※   WSJ: Coronavirus Spread Could Halt Robust U.S. Job Gains

•   US Q1 GDP Nowcast: Mar 06, 2020: New York Fed Staff Nowcast

•   US Q1 GDP Nowcast: GDPNow - Federal Reserve Bank of Atlanta

•   Germany Jan. Factory orders: German orders rebound just as coronavirus disruption about to grip

•   China Feb. Balance of trade: China’s Exports Plunge Amid Coronavirus Epidemic

•   China Feb. Foreign reserves: China’s forex reserves fall less than expected in February to US$3.1 trillion

•   한국 2월 KB 주택시장동향: 경기도 집값 상승률↓…대전도 26주만에 최저

•   한국 3월 주택사업경기실사지수: 코로나 여파 3월 주택경기 최악…자재·자금·인력 수급 `빨간불`

•   Japan Jan. Household spending: Japan household spending falls 3.9% on year in January

•   Indonesia Feb. Foreign reserves: Indonesia's foreign exchange reserves drop from record high as risks loom

•   Russia Feb. CPI: Russian Inflation Edges Close to Record Low, Fueling Easing Hope

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Fear Isn’t the Only Driver of the Treasury Rally: Banks Need to Hedge Their Mortgages

•   WSJ: Coronavirus Risk Rises for U.S., Global Economies

•   WSJ: How It All Started: China’s Early Coronavirus Missteps

•   WSJ: Congressional Report Faults Boeing on MAX Design, FAA for Lax Oversight

•   WSJ: FAA Poised to Require Electrical Wiring Fixes Before Boeing 737 MAX Jets Can Fly Again

•   WSJ: Efforts to Battle Coronavirus Escalate Around the Globe

※   The number of confirmed coronavirus cases globally exceeded 105,000 on Sunday

•   WSJ: Companies That Got Out of China Before Virus Are Still Tangled in Its Supply Chains

•   WSJ: Bull Market Faces Tough Test as It Turns 11

•   WSJ: Companies That Got Out of China Before Coronavirus Are Still Tangled in Its Supply Chains

•   WSJ: Coronavirus Epidemic Exacerbates Metals Glut

•   WSJ: Coronavirus Risk Rises for U.S., Global Economies

•   WSJ: Fed Stores Dollars Arriving From Asia as Coronavirus Precaution

•   WSJ: Economy Week Ahead: Consumer-Price Data From China and the U.S.

•   WSJ: Plunge in Rates Scrambles Fed’s Stimulus Playbook

•   WSJ: Foreign Investment Set to Fall on Coronavirus Outbreak

•   WSJ: Newsletter Special Edition: Labor-Market Momentum

•   WSJ: Global Viral Outbreaks, Once Rare, Will Become More Common

•   WSJ: Newsletter: Why You Should Start Preparing for the Next Coronavirus

•   WSJ: Corporate America Races to Respond to a Crisis That Upends Work

•   WSJ: Fed’s Bullard Faults Markets For Coronavirus Pessimism

•   NYT: As Bernie Sanders Pushed for Closer Ties, Soviet Union Spotted Opportunity

•   NYT: Workplace vs. Coronavirus: ‘No One Has a Playbook for This’

•   NYT: Spiraling Virus Fears Are Causing Financial Carnage

•   NYT: Saudi Prince Detains Senior Members of Royal Family

•   NYT: The Bernie Sanders Personality Test

•   NYT: Italy Locks Down Much of the Country’s North Over the Coronavirus

•   NYT: A Sanders Voter, Weary of Debt at 29: ‘I Have Nothing to Lose’

•   NYT: China May Be Beating the Coronavirus, at a Painful Cost

•   NYT: Trump Says ‘People Have to Remain Calm’ Amid Coronavirus Outbreak

•   NYT: Princess Cruises’ Failures in Japan Shadow New Outbreak Off California

•   NYT: Bernie Sanders Won Michigan in 2016. Tuesday’s Primary Looks Much Tougher.

•   NYT: A Secret Accord With the Taliban: When and How the U.S. Would Leave Afghanistan

•   NYT: Wall Street Had 2 Terrible Weeks. Here’s How 7 Traders Dealt With It.

•   NYT: Saudi Arabia, in Move Aimed at Russia, Cuts Oil Prices and May Raise Production

•   WP: A 'Bernie Bro' who once joined in online attacks rethinks his behavior

•   WP: Bernie Sanders is under pressure to win Michigan and give his campaign fresh momentum.

•   WP: Coronavirus continues its rapid spread, confounding efforts by global leaders

•   WP: How the Trump administration squandered time and lost control of the coronavirus crisis

•   FT: EU refuses to stump up further cash for Turkey migration deal

•   FT: Turkey says Idlib military observation posts will remain staffed

•   FT: Why the US is so vulnerable to coronavirus outbreak

•   FT: China’s central bank resists large-scale coronavirus stimulus

•   FT: Coronavirus: why central bankers say it is time for fiscal stimulus

•   FT: Valued at $30bn, Waymo considers its next move

•   FT: Didi Chuxing was already struggling. Then came coronavirus

•   FT: Coronavirus mayhem reflects phenomenon of ‘shock-led’ markets

•   FT: Corporate debt markets fret over coronavirus effects

•   FT: Italian lockdown puts 16m people in quarantine

•   FT: A quarter of Italy finds itself in quarantine

•   FT: Europe to unveil EU-wide hydrogen fuel partnership

•   FT: Saudi Arabia targets senior royals in sweeping crackdown

•   FT: Tesla is ‘better run’ after leadership tumult, says top investor

•   FT: Ramaphosa under fire as South Africa crisis deepens

•   FT: Sunak set to unveil £5.2bn of funding for flood defences in Budget

•   FT: Chancellor hints fiscal rules could flex to fight coronavirus 

•   FT: Idlib puts little faith in Russian-Turkish peace deal

•   FT: Ukraine shake-up throws future of reforms into doubt

•   FT: Coronavirus detected at conference attended by Trump

•   FT: White House eyes ‘micro approach’ to stimulus

•   FT: White House expert warns on ‘community spread’ of virus

•   FT: Oil price war spells danger for US junk bonds

•   FT: Coronavirus in the UK: a brief survival guide

•   FT: How will the ECB respond to the coronavirus threat?

•   FT: Yes Bank — the Indian tiger that bit off more than it could chew

•   FT: CMA CGM predicts China recovery as its bonds dive

•   FT: Can humans catch coronavirus from their pets?

•   FT: Second coronavirus death confirmed as UK cases rise

•   FT: Brexit tensions grow over ‘backdoor’ immigration debate

•   FT: Greece hardens line on migrants as new flows heighten tension

•   FT: Post-Brexit migration regime forecast to hit UK growth

•   FT: Markets shift to bet on UK interest rate cuts

•   FT: Coronavirus raises threat of China developer defaults

•   FT: Global equity fund outflows hit $23bn on coronavirus fears

•   FT: Chinese piglet prices jump on supply disruptions

•   FT: ‘When we heard about the lockdown we rushed to the station’

•   FT: Lebanon to default on $1.2bn debt

•   Bloomberg: Another Volatile Trading Week Awaits in the Age of Coronavirus

•   Bloomberg: Crazy Start to Currency Trading Gives Hint of Markets in Crisis

•   Bloomberg: Central Bankers Scramble for Answers to Virus Fallout

•   Bloomberg: Here's Who's Backing Coal as Some of the World's Biggest Banks Get Out

•   Bloomberg: Virus Outbreak Tied to London-Hanoi Flight Rattles Vietnam

•   Bloomberg: Australia Investors Are Bracing for QE Within Months

•   Bloomberg: World Economy Watches and Waits for China’s Great Reboot

•   Bloomberg: Mask or No Mask? What the Virus Experts Have to Say

•   Bloomberg: They Won’t Catch the Virus So Chinese Robovan Maker’s Sales Jump

•   Bloomberg: Even Virtual Goods From China Are Taking a Hit From Coronavirus

•   Bloomberg: There Is a ‘Tipping Point’ Before Coronavirus Kills

•   Bloomberg: Pimco’s Fels Says Worst Is to Come With Forecast of Recession

•   Bloomberg: Italy’s Drastic Containment Rules Don’t Seem to Have Changed Life Much

•   Bloomberg: Coronavirus Could Cost the Global Economy $2.7 Trillion. Here's How

•   Bloomberg: Italy Braces for Market Verdict on Conte Virus Containment Plan

•   Bloomberg: Globalization Faces a Bend-But-Won’t-Break Crisis on Coronavirus

•   Bloomberg: Risks Stack Up for Philippine Central Bank Chief in Second Year

•   Bloomberg: New Guardians of British Economy Set for Baptism of Fire

•   Bloomberg: Shoot Now and Risk Firing Blanks: Lagarde’s Virus Dilemma

•   Bloomberg: Rosengren Says Fed Should Consider a Wider Range of Assets

•   Bloomberg: ECB Watchers Are Split Over Lagarde’s Response to Virus Crisis

•   Bloomberg: ‘Baptism of Fire’ Awaits New Guardians of British Economy

•   Reuters: Trump says U.S. Fed should cut rates, stimulate economy

•   Reuters: Vietnam's coronavirus cases rise to 20: health ministry

•   Reuters: China warns metals firms not to race back from virus

•   Reuters: Britain's government spent 4.4 billion pounds on Brexit planning

•   CNN: Parts of financial markets are pricing in a global recession

•   CNN: Starbucks predicts a 50% sales drop in China because of coronavirus

•   CNBC: Starbucks China business is recovering from coronavirus closures

•   CNBC: Trump signs $8.3 billion emergency coronavirus spending package

•   CNBC: OPEC deal collapse sparks price war: '$20 oil in 2020 is coming'

•   CNBC: Oil a 'bigger problem for markets than the coronavirus' after OPEC deal collapse

•   CNBC: Analysts: Coronavirus will trigger widespread emerging market rate cuts

•   CNBC: Analysts say the coronavirus outbreak won’t hurt the stock that Stifel calls ‘The Terminator’

•   CNBC: Oil a 'bigger problem for markets than the coronavirus' after OPEC deal collapse

•   CNBC: Fed slashing rates to zero is more likely than a recession, Barclays’ top economist says

•   CNBC: 'I cannot see us not agreeing' on an OPEC+ production cut: UAE

•   CNBC: Larry Kudlow: 'I don't want to panic on policy measures' related to coronavirus slowdown

•   MarketWatch: Don’t expect interest rates on 30-year mortgages to fall below 3%, says Quicken Loans CEO Jay Farner

•   Fox Business: Spreading coronavirus worries companies across the world

•   Fox Business: Coronavirus outbreak means Costco shoppers can say goodbye to free samples

•   SCMP: Coronavirus: China’s huge migrant worker population bearing the brunt of economic shutdown

•   SCMP: China never empowered lower level health officials, slowing coronavirus response

•   SCMP: Coronavirus ‘highly sensitive’ to high temperatures, Chinese study says

•   SCMP: How China’s tech firms are coping with the coronavirus downturn

•   SCMP: Coronavirus: at least 10 killed in collapse of Chinese quarantine centre

•   SCMP: Coronavirus fears hit Taiwan’s prospects, US firms say

•   SCMP: China’s economy faces tough time as epidemic set to weigh on exports

•   Global Times: COVID-19 outbreak dents US' ability to carry out phase one deal: experts

•   매경: 코로나여파 생산 차질 만회…현대차 한달만에 특근 재개

•   매경: 삼성 구미사업장 또 확진자…스마트폰 일부 베트남 생산

•   매경: 반포·개포에선 반전세가 전세 추월했다

•   매경: "민간 마스크값 폭등땐 지체없이 최고가격제"

•   매경(P1): 월가·홍콩 `9·11, 사스` 매뉴얼 꺼냈다

•   매경: 코로나 뉴노멀 시대…`분산 다변화·클라우드·언택트` 가속화

•   매경: 코로나 대응 조언에…바빠진 컨설팅·로펌

•   매경: "블랙스완 오나"…현금 쌓아둔 기업

•   매경(P1): "중국 제로성장 가능성 사상초유 리세션 올것"

•   매경: "공급·수요 동시 충격…재정적자 두려워말고 적재적소 돈 투입"

•   매경: "中경제활동 재개 성공여부 중요…당분간 보수적 접근을"

•   매경(P1): 10세이하·80세이상 마스크 대리구매 허용

•   매경: 靑 "우리가 강경한 게 아니라 日이 과잉"

•   매경: 靑 "日 방역부실, 사전협의도 없어"…`對中 저자세` 비판 반박

•   매경: LG이노텍, 車조명 성장동력으로 키운다

•   매경: 재건축 갈등만 더 키운 HUG 분양가 새 기준

•   매경: 서울시, 정비사업 풀리는 40곳 중 39곳 대부분 연장해주기로

•   매경: "Z플립 스마트폰은 시간 초월한 패션템"

•   매경: [Mobile World] 메신저 결재·그룹콜 영상회의…`언택트` 근무 확산

•   매경: [실리콘밸리 리포트] 바이러스처럼 퍼진 `5G 감청공포`…공멸이냐? 협력이냐?

•   매경: [실리콘밸리 리포트] 韓타다 제동 걸린 사이에…무섭게 내달리는 `구글 웨이모`

•   매경: [커버스토리] AI 음성더빙·영상회의 협업툴…"IT로 코로나 극복"

•   매경: [커버스토리] AR글라스·5G폰 있으면 `킹스맨`처럼 가상회의

•   매경: [단말기] 역시 최강 갤S20…가성비 `플러스` 가심비는 `울트라`

•   매경: [피플] 1인 1로봇비서 시대…직원 성취감도 올라갑니다

•   한경(P1): 위기의 '수출 한국'…10대 교역국 중 9곳 막혔다

•   한경(P1): 韓도 맞불…"일본인 무비자 입국 중단"

•   한경: 'NO재팬' 이어 日관광객도 사라질 판…여행업계 "숨통 끊기기 직전"

•   한경: K팝도 공연 미루고 취소…日 입국 금지 길어지면 상반기 공연 다 접을판

•   한경: 日 한국인 입국 제한 Q&A…사전에 비자 신청해 받으면 日 입국 가능

•   한경: 韓·日 수출대화는 진행…10일 영상회의로 대체

•   한경(P1): 與 반란에 표류하는 '문재인표' 혁신성장

•   한경: 찬성 168 vs 반대 8 '타다 금지법' 통과…한발짝도 못나간 혁신 성장

•   한경(P1): 집 밖은 위험해…코로나가 키운 '언택트 소비'

•   한경: 삼성 갤럭시S20 글로벌 출시…내달 130개국으로 판매 확대

•   한경: 재개발·재건축 비상…"총회 참석비율 낮춰달라"

•   한경(P1): 이 와중에 더 센 투쟁하려고…르노삼성 노조 "민노총 가입"

•   한경(P1): '코로나 경제위기' 닥치는데 마스크에 손발 묶인 기재부

•   한경: 中, 한국인 비자 발급 사실상 중단…삼성전자·SK하이닉스 "애가 탄다"

•   한경: 타다 "1개월 내 베이직 서비스 중단할 것"

•   한경: "마스크 유통마진 月 1400억 국민이 부담…이게 무슨 공적 판매냐"

•   한경: 與野 '11.7兆 코로나 추경' 심사 속도전…"17일 처리"

•   한경: 손경식 경총 회장 "코로나19로 영세기업 피해 심각…정부 지원 확대 시급"

•   한경: 항공업계 고사위기…"코로나 매출 피해 최소 5조원 넘을듯"

•   한경: 메모리 반도체 가격 상승세…삼성전자·SK하이닉스 실적 기대

•   한경: 실적 좋은 소·부·장…에이디테크놀로지, 인터플렉스 '주목'

•   서경(P1): "납기 못 맞출수도"...韓조선 '코로나 불가항력' 협의하나

•   서경(P1): 노무라증권, 韓 제로성장 경고

•   서경(P1): '코로나 국난' 앞에서 손 잡은 노사정

•   서경: "勞, 불필요한 교섭·분쟁 자제...생산 타격 땐 기업에 힘 보태야"

•   서경: 정부만 재정 풀고 민노총 불참...'절반의 협력' 그칠수도

•   서경(P1): [시그널] 한진그룹 운명 2.9% 쥔 국민연금 손에 달렸다

•   서경: 일감 줄어 직원 무급휴가 보내면···"불법" 휴업때도 평균임금 70% 줘야

•   서경: 이재용·신동빈 등 일본 공들이던 총수들 출장길도 막혀

•   서경: '접으니 잡혔다' 한손에···'찍으니 꽃됐다' 내얼굴[권경원의 유브갓테크]

•   서경: ADB "올 韓성장률 최대 1%P 줄것"

※   ADB: The Economic Impact of the COVID-19 Outbreak on Developing Asia

•   서경(P1): [4.15 설문] "경제 낙제"라며···투표하면 "與 뽑겠다"

•   서경: [4.15 설문]바꿔야할 경제정책? 소득주도성장 33.5% 공정경제 15.3%

•   서경: [4.15 설문]"文정부 들어 경제 나빠졌다"가 "개선됐다"의 2배

•   서경(P1): 與·野 '국민주도 개헌안' 기습 발의

•   서경: "민노총만으로 개헌발의 가능···민심 왜곡"

•   서경: '국민주도 개헌' 국회 통과 가능한가

•   서경: [서경이 만난 사람] "코로나 치료약 후보물질, 내달 중순까지 찾아낼 것"

•   서경: 美·印서 씽씽···'형님' 현대차 쫓는 '아우' 기아차

•   서경: 자영업자들 “문 열수록 손해지만 맘대로 문도 못 닫아요”

•   조선: 손을 타고 퍼진다… 얼굴 안만지기, 버튼 누른 뒤 손씻기

•   조선: 줄서도 겨우 2장 사는데… 11兆 추경 짜면서 마스크 증산엔 70억

•   조선: "이건 공산주의 공출제" 마스크 생산업체 부글부글

•   조선: 자영업자 90% "코로나로 최근 한달간 수입 줄었다"

•   조선(P1): 이해찬 "통합당에 1당 뺏겨선 안된다" 與단독 비례당 수순

•   조선: 하루 확진 200명대로 떨어져… "지역감염 계속, 방심해선 안돼"

•   조선: 미혼 김대리- 반바지 입고 화상회의, 상사 눈치 안봐서 꿀맛

•   조선: 마스크 출근은 시작됐지만… 중국 경제 살얼음판

•   조선비즈: 금리 인하, 부동산 영향 제한적… "풍선효과는 커진다” - Chosunbiz > 부동산 > 부동산 일반

•   중앙: 속도 빠른 코로나19, 심각한 후유증 남기는 경우 드물어

•   중앙: 하루에 "넵"만 수십번···안달난 팀장, 지옥으로 변한 재택근무

•   중앙: 트위터 전 부사장 “재택근무 잘못하면 주70시간 일한다”

•   중앙: 삼성 스마트폰 ‘코로나 저지선’ 베트남 뚫릴까 긴장

•   동아(P1): 입원환자 바이러스 전파… 원내감염 비상

•   동아: 김경수 “全국민에 재난 기본소득 100만원 지급을”

•   동아: 수용성 다음은 안시성-김부검?… 풍선효과 우려에 정부 “과도기 현상”[인사이드&인사이트]

•   동아: LG화학, ‘전기車 배터리 분사’ 없던일로

•   동아: 배터리 왕좌의 게임

•   문화(P1): 정부, 학원도 사실상 강제휴원 조치

•   문화: 韓성장률 1.1% 전망까지… ‘구조조정 칼바람’ 몰려온다

•   문화: “암참 회원사 82% 1분기 수익 줄것… 美, 韓여행금지땐 양국경제 큰 타격”

•   문화: ‘줍줍’ 차단 뒷북… 분양쏠림 막기엔 역부족

•   문화: <로컬인사이드>IoT·드론 통해 원격제어… 4150㎞ 철도망 관리 ‘업그레이드’

•   한국: 은행 지점 발길 뚝… 금융권 ‘언택트 거래’ 속도 붙는다

•   한국: [조재우의 이코노칵테일]"전기가 우유라면 수소는 치즈... 수소사회가 열린다"

•   한국(P1): 매출 ‘0’ 자영업자, 새벽배송 알바 내몰렸다

•   세계: 北·日 모두 내부문제로 관계 개선 뒷전 [신통일한국으로 가는 길]

•   세계: 김정은·시진핑 2년간 5차례 회동… ‘혈맹관계’ 복원했나 [신통일한국으로 가는 길]

•   세계: 민주당 “주택 10만가구 공급” vs 통합당 “도심 주택공급 확대”

•   세계: 부동산대책 후속 법안 ‘낮잠’… 20대 국회서 자동 폐기되나

•   경향: ‘천의 얼굴’ 드론, 쓰임새 고공행진

•   머니투데이: 코로나19에 금리인하 가시화, 두 번 우는 은행들

•   머니투데이: 현대로템, 수소충전소 사업 진출한다

•   머니투데이: "코로나 보겠다" 분상제 연기 가능성 열어둔 국토부

•   머니투데이: "코로나 때문에…" 악몽이 된 주총 의결권 모으기

•   머니투데이: '코앞' 국민연금 의결권 사전공개 …기업 '벌벌' 주가는 '설설'

•   머니투데이: 박용만 회장, 갤Z플립 써보더니…"이건 신세계"

•   헤럴드경제(P1): 늘어나는 재택근무…유연근무제 노무비 지원 신청도 급증

•   헤럴드경제: 끝없는 풍선효과…풀린 돈 ‘집값’ 복병되나

•   헤럴드경제: 결혼·행사 줄줄이 연기…호텔도 ‘개점휴업’ [코로나 직격탄 맞은 경제]

•   헤럴드경제: 손님보다 직원이 더 많은 가전매장…특수는커녕 ‘잔인한 3월’[현장르포]

•   파이낸셜뉴스(P1): 정부대출 심사만 두세달… 동네상인들엔 '그림의 떡'

•   파이낸셜뉴스(P1): "수출·내수·심리 뚝..韓경제 빠르게 위축"[코로나19 초비상]

•   파이낸셜뉴스: 위축·악화 '부정적 표현' 쏟아낸 KDI "2% 성장 물 건너갔다" [코로나19 초비상]

•   파이낸셜뉴스: "철강 등 중국산 수입 불안한데…" 건설사 해외현장 차질 불가피

•   파이낸셜뉴스: 中은 보조금 폐지했는데, 韓은 中기업에 360억 지

•   파이낸셜뉴스: '규제 무풍지대' 강남 고가 아파트 매물 나오는 즉시 팔린다

•   아시아경제(P1): [르포]"개항 후 처음" 코로나19로 적막 휩싸인 인천공항

•   아시아경제: 車 공장 셧다운에…철강업계 '도미노 타격'

•   아시아경제: 전자업계, 올림픽특수 물건너갔다

•   아시아경제: '갤럭시Z 플립' 완판 행진…짠물 지원금에 조용한 '갤럭시S20'

•   아시아경제: 올해 정기주총 이슈는...최대 변수 코로나, 빅이벤트는 한진칼

•   아시아경제: "탈원전 탓"…'시총 2→22위' 급락한 한국전력

•   이데일리: 서울 '고가' 분양아파트 작년 35.2%…1년 새 80%↑

•   연합: 해상풍력사업 추진 전 해역이용영향평가 거쳐야

•   뉴시스: 한국인 입국 금지·제한 102개국…미얀마 '입국 금지' 상향

•   CEO스코어데일리: 두산重, 탈원전 직격탄에 고용 급감

•   아시아투데이: 원전이용률 논란…“월성 1호기 포함땐 2%p ‘뚝’”

•   아유경제: [아유경제_재개발] 금송구역 재개발, 시공자 선정 ‘청신호’

•   더구루: 사우디 해수담수화 프로젝트 프랑스 품에…두산중공업 '고배'

•   reNews: Berlin 'should ramp up green hydrogen output'

•   reNews: Germany 'needs 25GW offshore to meet green goals'

•   Renewables Now: Global wind turbine orders hit all-time high in 2019 - WoodMac

•   Windpower Monthly: Hip Hip…. not yet

•   FuelCellsWorks: World's Largest Hydrogen Plant Opens in Fukushima

•   FuelCellsWorks: Doosan Mobility Innovation and Hanyang Co., Ltd. Develop “Hydrogen Fuel Cell Drone-Based Solar Inspection Solution”

•   에너지경제: '용두사미'로 끝난 에너지특위...탈원전·신재생 등 합의없이 공방만

•   에너지경제: '미세먼지법' 국회 통과…석탄발전 등 가동률 조정 본격화

•   에너지데일리: 남동발전, "부채비율 증가는 회계기준 변경에 따른 것"

•   에너지데일리: 터키 신재생에너지 성장 ‘눈에 띄네’

•   Equipment Journal: “Overwhelming majority” of ConExpo exhibitors confirm attendance

•   Equipment Journal: Here’s the biggest ConExpo exhibitors to debut new heavy equipment

•   Equipment World: With major ConExpo 2020 announcements still under wraps, Case CE to showcase new rollers, update Project Minotaur

•   Construction Equipment: Construction Equipment Launches Data-driven Fleet Tool

•   OilPrice.com: OPEC Compliance Hit 136% Before Talks Failed | OilPrice.com

•   OilPrice.com: Saudi Aramco Waits For OPEC+ Decision To Price Its April Oil | OilPrice.com

•   OilPrice.com: EV-internal combustion price parity forecast for 2023 – report

•   CNET: Nokia's first 5G phone to be revealed this month

•   CNET: iPhone 12 'supercycle' could make 2020 a big year for Apple

•   CNET: Galaxy S20 vs. Galaxy S20 Ultra drop test: Which one broke first?

•   CNET: TCL wows with concept phones, Google Assistant gets a new trick - Video

•   CNET: Samsung Galaxy S20 Ultra teardown shows new phone is a 'monster'

•   MIT News: “Doing machine learning the right way”

•   MIT News: Showing robots how to do your chores

•   MIT Technology Review: China’s travel lockdown sharply slowed the global spread of Covid-19

•   MIT Technology Review: The best, and the worst, of the coronavirus dashboards

•   ZDNet: Google DeepMind’s effort on COVID-19 coronavirus rests on the shoulders of giants

•   전자신문(P1): "한국으로 가자"…日 반도체 소재업체 생산 러시

•   전자신문: 韓 대학원생 '코로나 예측 데이터셋' 세계 배포

•   전자신문: [코로나19 함께 넘자] 건설기계업계, 북미 공략 고삐…'코로나 극복' 길 닦는다

•   전자신문: SK하이닉스, 이미지센서 사업 '업그레이드'…R&D·라인 보강 이어 신기술 센서 출시

•   Phone Arena: Analyst says 5G Apple iPhone models face a delayed launch

•   Phone Arena: This is the biggest flaw of the Samsung Galaxy S20 series

•   Inside EVs: EV Tax Cut Called For In UK After Drop In Overall Automotive Sales

•   Inside EVs: California's EV Industry Is Booming: Creating Jobs A Plenty

•   Inside EVs: Let's Not Lie: GM's New Ultium Battery Isn't Better Than Tesla's

•   Inside EVs: Tesla Approved To Produce Long Range Model 3 In China

•   Hannover Messe News: Open Manufacturing Platform expands

•   Robotics Tomorrow: WCX World Congress

•   Robotics Tomorrow: How has technology had such an impact on the Manufacturing industry?

•   Robot Report: Fruit fly inspires AI chip to help drones avoid obstacles, save power

•   로봇신문: "머신러닝 프로젝트 80% 자동화된다"

•   로봇신문: 도요타 AI 농구 로봇 '큐4', 3점 슈팅 대회에 도전한다

•   로봇신문: 中 자동차 기업, "코로나19로 멈춘 공장, 로봇으로 재가동"

•   로봇신문: '코로나19' 여파에...마스크 생산 설비 제조 뛰어든 中 로봇 기업들

•   로봇신문: 영국 맨체스터대, 사람처럼 걷는 보행 로봇 연구...어떻게?

•   Dronelife: The Best Pairing for Wine May be a Drone

•   Nikkei Asian Review: Coronavirus threatens $11bn in Asian tech profits: Goldman

•   Nikkei Asian Review: Fukushima powers up one of world's biggest hydrogen plants

•   Nikkei Asian Review: Japan's bid to save Olympics has an air of desperation

•   Nikkei Asian Review: Honda's China sales drop 85% in February amid coronavirus crisis

•   Nikkei Asian Review: Chinese construction throttles down, Komatsu data shows

•   Nikkei Asian Review: Cambodia's garment industry hangs by a thread

•   Mainichi: Coronavirus uncertainties deal heavy blow to Japan auto industry

•   Mainichi: Abe unveils zero-interest loan scheme for small firms hit by virus

•   Mainichi: Canceling Tokyo Olympics would cut Japan GDP growth by 1.4%: estimate

•   Japan Times: Japan aims to break supply chain dependence on China in light of COVID-19

•   Economic Times: RBI to seek review of Supreme Court order on cryptocurrency

•   Livemint: Covid-19 surge: Country records 39 cases; five in Kerala

•   Business Standard: Real estate and infrastructure drove buyouts in 2019, says report

•   Business Standard: Tight pollution norms to hit power generation, harden prices in 2020: Study

•   Hindustan Times: Yes Bank resolution will be done swiftly, 30 days is outer limit: RBI Governor

•   Moscow Times: Coronavirus Could Rock Russia’s ‘Stable and Isolated’ Economy

•   Jakarta Post: Moral suasion: Authorities urge banks to cut lending rates to boost virus-battered economy

•   Jakarta Post: Hotel occupancy rates fall to as low as 20 percent as coronavirus fears take hold

•   Jakarta Post: COVID-19 impact far more complex than 2008 crisis: Sri Mulyani

•   Jakarta Post: ‘We're considering all options’: Government mulls income tax relaxation to counter virus impacts

•   Jakarta Post: Government in talks to create supporting regulations for omnibus jobs bill

•   Jakarta Post: Indonesia’s car sales to bounce back in March, manufacturers contend

•   Viet Nam News: Association calls for rate cuts, improved legal framework for new property products

•   Viet Nam News: Ministry will continue support for businesses after epidemic

•   Viet Nam News: Vietnamese mobile phone companies unable to compete with foreign giants

[Opinions]

•   Project Syndicate(Gregory A. Maniatis, Monette Zard): The COVID-19 Blame Game Threatens Us All

•   Project Syndicate(Ian Buruma): The Virus of Fear

•   Project Syndicate(Kemal Derviş, Sebastián Strauss): What COVID-19 Means for International Cooperation

•   Project Syndicate(Kevin Rudd): COVID-19 Trumps Nationalism

•   Project Syndicate(Dani Rodrik): Technology for All by Dani Rodrik

•   FT(Martin Wolf): US economy is dangerously dependent on Wall Street

•   FT(Wolfgang Münchau): The eurozone is too complacent about the coronavirus threat

•   FT(Gavyn Davies): How close is the US economy to recession?

•   FT(Michael Mackenzie): Gloomy signals are coming from bond markets

•   FT(John Dizard): Fed Funds cuts are for TV news and headlines

•   FT(Henry Mance): Coronavirus/default risk: travel is the weakest link

•   FT(Ben Hall): At long last, the silent generation’s hour has come

•   FT(Paul Tudor Jones): A simple first step for businesses to mend capitalism

•   FT(Camilla Cavendish): Johnson’s ‘levelling up’ depends on devolving power

•   FT(Mats Persson): How to write a UK Budget for uncertain times

•   FT(John Thornhill): The two Jacks: a tale of changing capitalism

•   FT(Amanda Goodall): Bullying bosses should examine their own ego problems

•   FT(Jonathan Ford): We should beware the rise of stakeholderism

•   FT(Ravi Mattu): Coronavirus crisis shows office workers what we miss

•   FT(Harry Broadman): Time to modernise investor dispute arbitration

•   FT(Joe Rennison): Riskier bond issuers may find markets tough going

•   FT(Bryce Elder): Panic-buying is just as short-sighted for investors

•   FT(David Lubin): China’s post-virus stimulus: no silver bullet

•   WSJ(Holman W. Jenkins, Jr.): A Chinese Mystery and Covid-19’s Economic Puzzle

•   WSJ(Wilhelm Urbina Meierling): Latinos Know Bernie Sanders’s Type

•   WSJ(Jason Furman): The Case for a Big Coronavirus Stimulus

•   WSJ(Mene Ukueberuwa): Why Biden Has the Edge in Michigan

•   WSJ(Andy Kessler): How to Read the Myopic Market

•   WSJ(Niall Ferguson): ‘Network Effects’ Multiply a Viral Threat

•   NYT(Paul Krugman): The Case for Permanent Stimulus (Wonkish)

•   NYT(Nicholas Kristof): Beware the Deadly Contagion Spread by Blowhards

•   NYT(Bret Stephens): If Joe Biden Wins

•   NYT(David Brooks): Biden’s Rise Gives the Establishment One Last Chance

•   NYT(Frank Bruni): Bernie Sanders Has Already Won the Democratic Primary

•   NYT(Ross Douthat): The Coronavirus Is Coming for Trump’s Presidency

•   NYT(Charlie Warzel): When Coronavirus Quarantine Is Class Warfare

•   NYT(Jeremy Konyndyk): Trump, His Eye on the Border, Overlooked the Coronavirus Threat

•   NYT(Richard A. Friedman): The Best Response to the Coronavirus? Altruism, Not Panic

•   WP(Robert J. Samuelson): How much government do we want?

•   WP(Catherine Rampell): The Trump administration continues its war on consumers

•   WP(David Ignatius): The Ukraine conversation Joe Biden needs to have

•   WP(Max Boot): Trump can’t handle a crisis he didn’t create

•   WP(Jennifer Rubin): Now is the time to go on the offense — against Trump

•   WP(Eugene Robinson): Black voters just rescued the Democratic Party

•   WP(Paul Waldman): Democrats want to minimize the damage from coronavirus. Even if it helps Trump.

•   WP(Kathleen Parker): If voters want to beat the scowler in chief, Biden’s their guy

•   WP(Josh Rogin): Why Americans should care about Syria

•   WP(Fareed Zakaria): How the populist right is exploiting coronavirus

•   WP(Tom Malinowski): Trump’s peace deal with the Taliban is a sham. Here are two honest alternatives.

•   WP(Jason Rezaian): Iran’s response to the coronavirus is just making everything worse

•   WP(Fred Hiatt): Biden will pick a woman as his running mate. But who?

•   WP(Michelle Cottle): The Resurrection of Joe Biden

•   Bloomberg(Mohamed A. El-Erian): Developing World Has Lessons for Handling Virus Shocks

•   Bloomberg(Daniel Moss): There's No Better Time to Spend a Big Wad of Money

•   Bloomberg(Justin Fox): Testing Is the Key to Getting Coronavirus Under Control

•   Bloomberg(Brian Chappatta): The $100 Trillion Bond Market’s Coronavirus Mayhem in 13 Charts

•   Bloomberg(Brian Chappatta): Virus-Stricken Markets Couldn’t Care Less About Jobs Blowout

•   Bloomberg(Brian Chappatta): Every S&P 500 Stock Is Losing to 30-Year Treasuries

•   Bloomberg(Andy Mukherjee): Yes Bank's Bonfire of Insanity Was Left to Burn

•   Bloomberg(Liam Denning): Saudi Arabia Should Follow Russia, Even If It Kills OPEC

•   Bloomberg(John Authers): Three Levels of Fear Are Stalking the Stock Market

•   Bloomberg(John Authers): Colombia's Success Story Is Missing Something

•   Bloomberg(Julian Lee): OPEC’s Epic Fail Will Hurt All Oil Producers, Even Russia

•   Bloomberg(Brooke Sutherland): The Coronavirus Doesn’t Care If You Did a Breakup

•   Bloomberg(Anjani Trivedi): Want to Know If Covid-19 Was There Before You?

•   Bloomberg(Jonathan Bernstein): Donald Trump Commits Three Unforced Coronavirus Errors

•   Bloomberg(Ramesh Ponnuru):Biden May Win, But It’s Sanders’s Democratic Party

•   Bloomberg(Andreas Kluth): To Understand the World Today, Read Thucydides

•   Bloomberg(Bobby Ghosh): Europe Has Run Out of Excuses for Not Sanctioning Iran

•   Bloomberg(Bobby Ghosh): The Putin-Erdogan Deal Is Bad News For Europe

•   Bloomberg(Adam Minter): Why Apple’s ‘Batterygate’ Controversy Won’t Repeat

•   Bloomberg(Matthew Brooker): Coronavirus Got You Working From Home? Expect a Pain in the Neck

•   Bloomberg(Jared Dillian): Why Bernie's Proposed Wall Street Tax Won't Work

•   Bloomberg(Shannon O'Neil): Mexicans Want Change That AMLO Can’t Bring

•   Bloomberg(Max Nisen): U.S. Is Lagging in Coronavirus Tests, and It’s Not Even Close

•   Bloomberg(Tobin Harshaw): The Big Iran Threat Is Nukes, Not Coronavirus

•   CNBC(Frederick Kempe): The coronavirus outbreak is already changing the world

•   CNBC(Steve Liesman): Why Congress should approve a $1 trillion package to boost the econom

•   CNN(Julian Zelizer): Biden still has a lot of problems as a candidate

•   CNN(Allison Smith): Ivanka for president: The chances are higher than you might think

•   MarketWatch(Nigam Arora): The stock market’s big swings indicate a top or a bottom — here’s how to decide

•   MarketWatch(Pierre Briançon): German industry looked good in January. Too bad it doesn’t mean much now.

•   MarketWatch(Pavlina R. Tcherneva): Don’t look to the Fed for help on the coronavirus — Congress has the money and power

•   MarketWatch(Cody Willard): The coronavirus and trade war punish China, damaging its status as a source of growth

•   MarketWatch(Simon Maierhofer): The odds of a 2008-like stock-market meltdown are low

•   Reuters(Karen Braun): Brazil's soy exporters set for massive March while corn shipments unusually quiet

•   중앙(송세경): 로봇 기술 강국 명단에 대한민국은 없다

•   에너지데일리(사설): UAE 원전 순항, 여러 의미가 있다