Business Intelligence Monitor 201229

(Introduction)

[Markets]

•   Global: Wall Street follows European stocks higher on stimulus, Brexit

•   한국: 코스피 또 사상 최고치…코스피·코스닥 거래대금 40조 역대최대

•   한국: 개미들 '특별배당의 꿈'… 삼성 장중 8만원 터치

•   한국: 두산그룹주 등락 갈려, 두산퓨얼셀 4%대 두산중공업 3%대 밀려

•   한국: 트럼프 美부양책 서명에 낙폭키운 환율…1100원 밑으로

•   Hong Kong: Alibaba Shares Tumble Again After Beijing Tightens Screws on Ant Group

•   Grains: Soybeans hit 6-1/2-yr high on South American supply worry

[Indicators]

•   한국 12월 소비자동향: '집값 오른다' 예상 지속…주택가격전망지수 또 최고치

•   Japan Nov. Industrial production: Japan's Nov. production flat as expansion halts amid virus resurgence

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Trump Signs Covid-19 Aid Bill Averting Government Shutdown

•   WSJ: What’s in the $900 Billion Covid-19 Relief Bill

•   WSJ: House Set to Vote on $2,000 Checks and Vetoed Defense Bill

•   WSJ: Novavax Starts Late-Stage Trial of Covid-19 Vaccine in U.S., Mexico

•   WSJ: Consumer Brands Bet Working From Home Is Here to Stay

•   WSJ: Ant’s Regulatory Nightmare Could Torment Other Chinese Tech Giants, Too

•   WSJ: Pushback on Xi’s Vision for China Spreads Beyond U.S.

•   WSJ: Biden’s Get-Tough Plans Face Sobering China Reality

•   WSJ: Boris Johnson’s Post-Brexit Plan for Britain Remains a Puzzle

•   WSJ: Companies Seek to Green the Grid With Trash Gas

•   WSJ: Cisco Systems Pulls Back From Smart City Push

•   WSJ: Airlines Aren’t Making It Easy to Use Covid Credits

•   WSJ: Republican Electors Cast Unofficial Ballots, Setting Up Congressional Clash

•   WSJ: Instacart Looked Like a Savior. Now Stores Aren’t So Sure.

•   NYT: Democrats’ Georgia Hopes Rest on Jon Ossoff, 33. How Did He Get Here?

•   NYT: Outside Trump’s Inner Circle, Odds Are Long for Getting Clemency

•   NYT: For Covid-19 Vaccines, Some Are Too Rich — and Too Poor

•   NYT: The Gospel of Hydrogen Power

•   WP: Biden accuses Trump appointees of obstructing transition on national security issues

•   WP: Stimulus checks could go out this week as Treasury Department rushes to implement new law.

•   WP: Georgia Senate run-offs may hinge on whether Trump remains a 'poison' for Kelly Loeffler and David Perdue in the suburbs

•   WP: In 2020, we reached peak Internet. Here’s what worked — and what flopped.

•   WP: Trump 2024: Grover Cleveland is the only president to serve non-consecutive terms.

•   WP: Brexit is done. What happens to ordinary Brits next week? Not much.

•   WP: China beat back covid-19 in 2020. Then it really flexed its muscles at home and abroad.

•   WP: Zhang Zhan sentenced to four years in prison for Wuhan coronavirus lockdown reports

•   FT: EU and China poised to agree investment pact

•   FT: Hardline Tory Brexiters signal support for EU trade deal

•   FT: Saudi court sentences prominent female activist to nearly six years

•   FT: Markets shock in 2020 gives way to IPO boom

•   FT: Singapore relaxes Covid restrictions in bid to boost economy

•   FT: South Africa battles to control second Covid wave as cases top 1m

•   FT: Rapid Covid tests are being used more widely: can they be trusted?

•   FT: Management: what business learnt in the time of coronavirus

•   FT: Protest granny ‘prepared to die’ for Hong Kong’s freedoms

•   FT: How selling to yourself became private equity’s go-to deal

•   Bloomberg: Alibaba Probe Stirs Global Worry on What’s Next for Chinese Tech

•   Bloomberg: Tesla’s Dominant Position in China Could Be Threatened Next Year

•   Bloomberg: China’s Struggling to Get the World to Trust Its Vaccines

•   Bloomberg: Four Ways Kim Jong Un Got More Dangerous Under Trump Sanctions

•   Bloomberg: The Biggest Climate Change Stories of 2020

•   Bloomberg: EU Carbon Market Has Chance to Link With U.K. After Brexit Deal

•   Bloomberg: French Retailers Seek Aid as Sales Fail to Recover From Lockdown

•   Bloomberg: Georgia Senate Races Near Finish With Trump a Central Player

•   Bloomberg: Duterte Approves Record Philippine Budget for Pandemic Recovery

•   Bloomberg: It’s Not Over: Major Issues the Brexit Deal Leaves Unresolved

•   Reuters: Pfizer to complete supply of COVID-19 vaccines to EU by September

•   Reuters: Approval of Oxford/AstraZeneca COVID shot could help relax COVID restrictions, minister says

•   Reuters: Bolsonaro says COVID-19 vaccine will be available to Brazilians 5 days after approval

•   Reuters: Tech's reign over U.S. stock market to be tested in 2021

•   Reuters: U.S. government appeals judge's order blocking TikTok restrictions

•   Reuters: Trump administration bolsters order barring U.S. investment in Chinese firms

•   Reuters: Russia to test new COVID-19 antibody drug in new year

•   Reuters: BOJ's Dec meeting summary exposes board rift on depth of policy review

•   Reuters: UK's Raab says pursuing trade deals with Australia, U.S., Indo-Pacific region

•   Reuters: German vaccination campaign overshadowed by mishaps

•   Reuters: Exclusive-Russia ships only first part of COVID-19 vaccine to Argentina -sources

•   Reuters: Brazil vice president tests positive for coronavirus; 344 new deaths recorded

•   Reuters: Spain's COVID-19 death toll tops 50,000, infection rate drops

•   Reuters: Analysis: New direct listings won't spell the death of IPOs

•   Reuters: Analysis: Europe plots catch-up in global 5G race to drive COVID-19 recovery

•   CNN: The second stimulus is here. But there are some big caveats

•   CNN: The 737 Max is about to fly in the US again

•   CNN: The year the world gave up waiting for Big Tech to fix itself

•   CNN: Covid-19 hospitalizations this past week were higher than ever. Now doctors predict another onslaught of patients

•   CNBC: EU ambassadors formally approve Brexit trade deal ahead of deadline

•   CNBC: China's fastest-growing city Xian hub for aviation and defense

•   CNBC: Investors believe the stock market could see headwinds under a Biden presidency

•   CNBC: 2021 outlook: Charts show Covid's impact on the global economy in 2020

•   CNBC: Gohmert, other Republicans sue Pence in last-ditch effort to overturn Biden win

•   CNBC: Top Apple analyst pours cold water on the latest Apple car reports

•   Business Insider: Goldman upgrades Q1 2021 GDP forecast to 5% after $900 billion stimulus

•   SCMP: Wuhan doctor hailed for first reporting coronavirus defends China’s handling of outbreak saying there was no cover-up

•   SCMP: Almost half of China’s 1.4 billion people spend less than US$150 a year on leisure activities, survey finds

•   SCMP: China sees outpouring of support for workers laid low by latest coronavirus outbreak in Beijing, and online censors have stepped in

•   Global Times: China’s speedy economic revival is owing to strict measures to contain virus: FM

•   매경(P1): 獨DH, 요기요 팔고 배민 품는다

•   매경: 공정위 "독점은 막고 혁신 길 열어놔"…시장에선 "반쪽 합병"

•   매경: "스타트업 투자 심각한 위축 부를 것"

•   매경(P1): 여당 `중대재해법` 완화…100인미만 기업 2년유예

•   매경(P1): [단독] LG그룹 차부품 매출 16조…톱10 눈앞

•   매경: [단독] 6년전 3兆 매출이 16兆로…LG, 車부품 명가로 `퀀텀점프`

•   매경: 기업인 10명 중 8명 "정당·국회 부패했다"

•   매경: 김기문 中企중앙회장 "고용 없으면 노동도 없다"…정치권 反기업법 폭주에 일침

•   매경: 매경이 제안한 착한임대·동학소비운동…`경제백신` 역할 톡톡

•   매경: 벼랑끝 상인들에 단비가 되어준 `전국민 소비축제`

•   매경: 美·日도 "생산기지 늘려라"…제조업 각자도생 경쟁, 시간이 없다

•   매경: 부실기업 줄었지만…코로나 지원 `착시`

•   매경: "2021 車 유망 시장…美·獨·佛 등 5개국"

•   매경: 하이브리드차 폭풍질주…올 15만대 판매 눈앞

•   매경: 한화가 인수한 美수소탱크회사, 알고보니 NASA 사내벤처였네

•   매경: 전경련 "내년 中경제 7.8% 성장"

•   매경: 기활법 덕에…디스플레이·車부품 `날개`

•   매경: [단독] 정부 `전속 중개` 활성화…비싼 중개료 더 올리나

•   매경: "내년에도 상업용 부동산은 활황 이어갈 것"

•   한경(P1): 셀트리온 '코로나 치료제' 내달 중순 나온다

•   한경: 셀트리온 "치료제 생산능력 가장 앞서…美·유럽 내달초 승인 신청"

•   한경(P1): 韓기업 타깃…다시 기승 부리는 '특허괴물'

•   한경: 특허장사' 열올리는 대학들…애플도 뒤통수 맞았다

•   한경: "다음 타깃은 '자율주행'…현대차 위협"

•   한경: "삼성·LG 건드렸더니 돈 되네"…'특허괴물' 공격 치밀해졌다

•   한경: "시세차익 불로소득 환수해야" vs "부동산 시장 더 망친다"

•   한경: 북한 1인당 소득, 남한 27분의 1

•   한경: 구광모의 '뉴 LG' 3대 키워드…質 경영·애자일 조직·디지털 전환

•   서경(P1): 큰손 된 개미...단타·빚투 '위험한 줄타기'

•   서경: 원금 580만원으로 3억 넘게 거래...빚투로 '부실 뇌관' 우려도

•   서경: 주식 양도세 등 정책까지 바꾼 개미...증시 활성화 불구 포퓰리즘 논란도

•   서경(P1): 연 매출 4억 이하 소상공인만 100만원 받는다

•   서경: 서울 상위 20% 아파트값 첫 '평균 20억'···강남3구, 거래도 싹쓸이

•   서경: 중대본·지자체 방역 대책 제각각...'핀셋 조정' 혼란만 가중

•   서경: 임대료 내리면 건물주 금리인하? "도 넘은 정치금융"

•   서경: 中 경기부양에 수요 회복...철강업계, 가격인상 시동

•   서경: 쌍용차, 2개월 시간 벌었다‥법원, 자율구조조정 수용

•   서경: C.O.V.I.D'에 점령당한 유통가···언택트만 날았다[2020 컨슈머 결산]

•   서경: 올해 출렁인 국채 금리···한은 의지로 안정될까

•   서경: [시그널] 국내 첫 구조조정 대출 투자 물꼬···선제적 구조조정 본격화

•   서경: 올 서울 아파트 분양, 계획대비 40%밖에 못했다

•   서경: "반도체·게임·미디어 내년 산업 성장 기대"

•   조선(P1): “살려달라” 국가 관리시설, 최악 감염사태...동부구치소 769명 확진

•   조선(P1): 文 “백신 염려 안해도 돼”… 정은경 “불확실성 많아”

•   조선(P1): 영국發 변이 코로나 이미 국내 침투

•   조선: 2월 접종땐 의료진, 요양병원 노인·종사자 順

•   조선: 해외 의학저널 “항체 치료제, 사망률 못 낮춰”

•   조선: 8명중 7명 “내년에도 집값 오를 가능성 크다”

•   조선비즈: 마이너스 유가부터 정유사 조(兆)단위 적자까지…올해 에너지 5대 뉴스

•   조선비즈: 인텔 파운드리 계획 발표 임박… 삼성전자 수혜 입을까

•   IT조선: [단독] 삼성전자 요청에 삼성D LCD 생산 ‘1년 더’

•   중앙: 한국 핵심산업, 디지털과 그린으로 변해야 살아남는다

•   동아(P1): 변창흠 강행… 野 동의없이 임명 26명째

•   동아: 현대중-대우조선 합병, 中서 ‘무조건 승인’

•   동아: 지금까지 없던 ‘진짜 전기차’가 몰려온다

•   동아: 정유-호텔-영화관… 신용등급 하락 기업 39곳, 4년 만에 최다

•   문화(P1): 檢, ‘原電의혹’ 한수원 前·現임원 소환 착수

•   문화: 원전 수사, 청와대 바로 앞까지…검찰-靑 전면전 올수도

•   문화: 시작도 전에 꼬이는 ‘2021 재정운용’

•   문화: 현대·기아차, 미·중·유럽 3대 핵심시장서 ‘실적 비상등’

•   쿠키뉴스: 코로나에 정부 규제까지…‘다사다난’ 건설업계, 어떤 일 있었나

•   쿠키뉴스: 올해 코로나 위기 잘 넘긴 ‘건설업’ 내년 수주 위축 ‘고민’

•   머니투데이(P1): 석탄 못지 않게 탄소 내뿜는 LNG로 탄소중립 가능?

※   산업부: 제9차 전력수급기본계획(2020-2034) 확정‧공고

•   머니투데이: 뒷북'규제, 부의 대물림 확대시켰다…지방도 증여 급증

•   머니투데이: [단독]논란의 집값통계, 표본 가구 2배 늘려 '시세 괴리' 좁힌다

•   머니투데이: 2.5단계 유지에 전문가들 "짧더라도 3단계 필요"

•   MTN: 해외 ESS 수요 급증…에너지기업 수출길도 '활짝'

•   헤럴드경제(P1): ‘BC(Before Corona)는 오지 않는다’…언택트, 일상이 되다 [되돌아본 2020]

•   파이낸셜뉴스: 삼성, 커넥티드카용 전장시장 두각.. SK, 5G기술에 그린수소 생산까지

•   파이낸셜뉴스: 코로나 지원금으로 좀비기업 생명줄만 연장

•   파이낸셜뉴스: 가계대출 폭증에 관리 비상… 은행 기업대출 ‘묻지마 확대’

•   파이낸셜뉴스: 중국산 태양광모듈 국내수입 급증

•   파이낸셜뉴스: 코로나 속 미래 먹거리 확보… 신사업 진출 러시 [산업계 되돌아보는 2020]

•   파이낸셜뉴스: 10대건설사, 내년 23만가구 분양… 공급물량 확 늘린다

•   파이낸셜뉴스: "전력 자립률 높여라"… 서울시, ‘연료전지’ 도입 의무화한다

•   아시아경제(P1): [2020 악몽의 자영업]한집 건너 눈물의 줄폐업…벌써 7만명, 짐쌌다

•   아시아경제: [2020 악몽의 자영업]인구밀집 상권 피해 극심…"업종·대상별 임대료 지원해야"

•   아시아경제: 귀 막고 규제철벽 친 巨與…희망절벽 앞 입닫은 기업

•   디지털타임스(P1): 내년부터 종부세·양도세 인상…종부세율 최고 6%로

※   기재부: 2021년부터 이렇게 달라집니다 발간

•   이데일리: 길어지는 코로나 속 수출이 떠받친 지역경제…"완만한 회복 전망"

•   이데일리: 유럽 소형전기차 확대 中 ‘미소’…'선두' 韓배터리 ‘긴장감’

•   이데일리: “사법리스크·상속세”…내년에도 JY 뉴삼성 난제 산적

•   이데일리: [만났습니다]①김준형 “바이든 행정부, 트럼프 업적 '싱가포르' 추인 필요”

•   이데일리: [만났습니다]②국립외교원서 본 2021년..김준형 “韓, 중견국 모임 주도해야”

•   이데일리: 증시 시선은 벌써 2022년으로…후년 '실적개선주' 찾기 분주

•   이데일리: 백신테마주·친환경주·우선주…2020년 증시 휩쓴 3대 테마

•   연합: 오후 9시 30분까지 931명 확진…29일 다시 1천명 안팎

•   아주경제: [코로나가 바꾼 2021 아웃룩①] 삼성전자·SK하이닉스, 반도체 ‘치킨게임’ 약화...슈퍼사이클 호황 기대

•   아주경제: [코로나가 바꾼 2021 아웃룩②]車산업 전망은 흐려도 현대·기아차 전망은 ‘맑음’

•   아주경제: [코로나가 바꾼 2021 아웃룩⓷] 유통업계, '콘택트' 회복에 실적 개선 달렸다

•   아주경제: [코로나가 바꾼 2021 아웃룩⑤]​현대건설, 높은 해외비중 부담…우량한 신용도는 자금조달에 우호적

•   아주경제: [C를 찾아서] 두산그룹 CFO는 대표이사···CEO와 공동대표 효과 톡톡

•   아주경제: [C를 찾아서] 김민철 두산 CFO, '난제' 두산그룹 구조조정 이끈다

•   비즈니스포스트: 일진머티리얼즈 유럽 동박 생산 뛰어들어, 원가와 납품속도 다 겨냥

•   경남도민일보: 부당 휴업 판정승' 두산중공업 노동자 복귀

•   에너지경제: 5차 신재생E기본계획도 부실 공청회 논란…"세부 내용 빼놓고 졸속 추진"

•   에너지경제: 제5차 신재생에너지 기본계획, RPS 장기계약 확대 등 포함

•   에너지경제: ‘2050년 脫석탄’ 산업별 로드맵 발표한 일본...그린산업 수혜주는?

•   에너지경제: 중소 ESS업계, 내년 공공형 확대에 위기감 고조…"中企사업 빼앗아 한전 몰아주나"

•   이투뉴스: 원전 덩치 키우다가 돌연 '소형원전이 미래'

•   Equipment Journal: The Top 5 construction news stories of 2020

•   Equipment World: Compact Equipment Boomed in 2020: The Top New Machines of the Year

•   Equipment World: Equipment Leasing & Finance Foundation's Annual Outlook

•   For Construction Pros: Use a Cautious Approach to Construction Equipment Acquisition in 2021

•   대한경제: [2020 건설정책·이슈 결산] e대한경제가 꼽은 하이라이트 다섯 장면

•   대한경제: [2020 건축시장 大결산] 올해 바뀐 주요 법제는?

•   대한경제: [2020 건축시장 大결산] 조달청, 198건 1304억 설계공모

•   대한경제: 흑석11구역ㆍ상계2구역 시공사 선정 내년으로 연기

•   OilPrice.com: China's Energy Shortage Threatens Bitcoin Mining

•   OilPrice.com: Hydrogen: The Beginning Of A New Era In Energy

•   OilPrice.com: Is The Energy Transition Creating A Major Investment Bubble?

•   OilPrice.com: IHS Markit: Oil Demand Won't Fully Recover Until 2022

•   OilPrice.com: Russia: OPEC+ Deal Could Be Tweaked If Oil Demand Recovers Faster

•   OilPrice.com: 3 Reasons Why Oil Could See An End Of Year Rally

•   CNET: The coronavirus pandemic slashed new car sales by 15%, forecast says

•   Verge: In 2023, you won’t be able to fly most drones in the US without broadcasting your location

•   전자신문: 대한민국 해상풍력 성장판 열린다

•   전자신문: [비대면 시대, 6대산업분야 로봇활용 전략]로봇이 미래를 바꾼다<하>공공·개인·상업분야

•   전자신문: 한수원, 고흥 해창만에 300MW급 태양광 건설 추진

•   ZDNet Korea: 애플이 충전기 빼니 샤오미도 뺐다…삼성도 따라갈까

•   Phone Arena: The world's first Snapdragon 888 smartphone is here (and it does come with a charger after all)

•   Phone Arena: Samsung couldn't ship 300 million phones in 2020, but has high ambitions for 2021

•   Robotics Tomorrow: Readers Choice 2020: Preparing to be Acquired: COVID-19 Has Inspired Small Manufacturers to Embrace Robotics

•   로봇신문: [로봇신문 선정] 2020 국내 10대 로봇뉴스

•   Modern Materials Handling: Is now the time for robotic lift trucks?

•   Dronelife: The Drone Industry Outlook for 2021 – Optimistic or Grim? DRONELIFE Minute Survey

•   Nikkei Asian Review: An optimist's guide to 2021 in Asia

•   Nikkei Asian Review: 70% of corporate Japan's leaders want Biden to ease China tensions

•   Nikkei Asian Review: Coronavirus variant from South Africa found in Japan

•   Nikkei Asian Review: Suga and Moon slump in polls as COVID surge spurs criticism

•   Mainichi: Most Japan firms abroad expect return to normal by end-2021: JETRO poll

•   Japan Times: Japan records nearly 80,000 pandemic-linked job losses

•   Japan Times: Japan's appeal as hub hindered by taxes, language and lackluster growth

•   Business Standard: India to benefit from shifting of global supply chains from China: Survey

•   Folha de S.Paulo: With The Pandemic, almost Half of The Workers Stopped

•   Folha de S.Paulo: Health Is The Country's Biggest Problem, Brazilian Tells Datafolha

•   Moscow Times: Russia Admits to ‘World’s Largest’ Arctic Oil Spill

•   Jakarta Post: Indonesia to remain attractive for foreign funds in 2021: Experts

•   Jakarta Post: More Chinese products to enter Indonesian heavy equipment market

•   Viet Nam News: Việt Nam's GDP growth among the world's highest

[Opinions]

•   Project Syndicate(Yanis Varoufakis): The Seven Secrets of 2020

•   Project Syndicate(Joschka Fischer): It’s Europe’s Turn to Reject Trump

•   Project Syndicate(Jules Kortenhorst, Andreas Kuhlman): Climate Hope Is Back

•   Project Syndicate(Anne Case, Angus Deaton): Living and Dying in America in 2021

•   Project Syndicate(John B. Taylor): The Stampede from Silicon Valley

•   Project Syndicate(Kaushik Basu): For a Post-Nationalist Biden

•   FT(Editorial Board): Biden has a chance to revive America’s alliances

•   FT(Editorial Board): War on superbugs must follow defeat of Covid-19

•   FT(Gideon Rachman): The perverse political effects of Covid-19

•   FT(David Allen Green): Brexit deal leaves much unchanged, institutionally

•   FT(Tom Mitchell): Year in a word: Wolf warrior

•   FT(Mariana Mazzucato): Covid exposes capitalism’s flaws

•   FT(John Reed): Vietnam prepares for supply chain shift from China

•   WSJ(Rahm Emanuel): Biden’s Win for the American System

•   NYT(Ruchir Sharma): Which Developing Economies Will Rise After the Pandemic?

•   NYT(Margaret O’Mara): Silicon Valley Isn't Over Just Because Tech Companies Are Moving Away

•   WP(Jennifer Rubin): What the Senate should be asking Biden’s national security nominees

•   WP(Paul Waldman): Trump is growing smaller before our eyes

•   WP(Joan Bregstein): Think about getting vaccinated like voting. It’s your civic duty.

•   Bloomberg(Noah Smith): America Can't Compete With Chinese Tech By Walling Itself Off

•   Bloomberg(Brian Chappatta): Pensions Swamped in a Sea of Negative Real Rates

•   Bloomberg(Andy Mukherjee): A Data-Driven End to Capitalism as We Know It

•   Bloomberg(Shuli Ren): China Shows Jack Ma What an Activist Can Do

•   Bloomberg(Liam Denning): Was 2020 Really So Bad for Oil?

•   Bloomberg(Robert Burgess): Only One Number Mattered to Global Markets in 2020

•   Bloomberg(Clara Ferreira Marques): The Kremlin’s New Man Will Keep Us Guessing

•   Bloomberg(Cathy O'Neil): Covid’s Worst Should Be Over by Valentine’s Day

•   Bloomberg(Tara Lachapelle): $2,000 Checks May Not Save Us from Covid-19

•   CNBC(Andrew Stettner): Here comes more Covid stimulus, and the unemployment fraudsters who prey on it

•   CNBC(Dave Gilreath): Equities likely to grow, but finding yield remains difficult

•   CNN(Lord Tariq Ahmad, Elizabeth Cousens): How to distribute Covid-19 vaccines fairly around the world

•   CNN(Héctor Carrillo): Here's what's missing from Biden's Covid-19 plan

•   CNN(Dan Pearson): Biden needs to dump protectionism

•   MarketWatch(Peter Morici): Republicans must move to the middle to win in 2022

•   Fox News(Grover Norquist): Georgia Senate runoffs – tax increases coming if Democrats win these races

•   Fox News(Alfredo Ortiz): What's not in COVID relief bill is almost as important as what's in it

•   New York Post(Editorial Board): Give it up, Mr. President — for your sake and the nation's

•   매경(장박원): 전기도 상품이다

•   서울(홍혜란): 전기요금, 기후위기 대응에 맞게 개편

•   파이낸셜뉴스(사설): 탈원전 도그마에 빠진 전력수급계획