Business Intelligence Monitor 210209

(Introduction)

[Markets]

•   Global: Stocks hit record highs, bitcoin surges after Tesla news

•   US: Yield on 30-year Treasury Hits 2% for First Time Since Pandemic

•   한국: 코스피 0.94% 하락…다시 3,100선 아래로

•   한국: 1월 급등락에 지친 증시…설연휴 끝나도 "일단 횡보"

•   한국: 태양이어 '바람'도 뜨네…돈 몰리는 풍력株

•   한국: 두산그룹주 약세, 두산인프라코어 3%대 하락 두산중공업 3%대 상승

•   한국: 재정 확대 부담에...국고채 30년물 금리 연 2% 육박

•   Metals: Copper prices lifted by inventory squeeze

•   Grains: Corn rallies to 7-1/2 year high ahead of monthly USDA report

•   Cryptocurrency: Bitcoin Surges to Almost $45,000 After Tesla Discloses Purchase

[Indicators]

•   US Jan. Fiscal account: U.S. Budget Deficit Widened Sharply in January, CBO Says

•   US Jan. Dodge momentum index: Nonresidental Construction Project Planning Momentum Hits Highest Level Since Start of COVID-19 Pandemic

•   Germany Dec. Industrial production: German Industrial Production Stagnates on Virus Restrictions

•   한국 4분기 제조업 국내공급동향: 내수 위축에...제조업 공급지수 3년째 '뚝'

•   한국 1월 고용행정통계: 공공일자리 끝나자…실업급여 '역대 최대' 21만명 몰렸다

•   Japan Dec. Current accout: Japan 2020 travel surplus down 79% as pandemic hits inbound tourism

•   Japan Jan. Economy Watchers sentiment: Japan's Jan. economy watcher sentiment down for 3rd month in row

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: See Coronavirus Restrictions and Mask Mandates for All 50 States

•   FT: Pandemic crisis: Global economic impact tracke

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

[News]

•   WSJ: Child Tax Credit Poised for Expansion in Stimulus Bill

•   WSJ: Third Chinese Covid-19 Vaccine Was 66% Effective in Late-Stage Study

•   WSJ: AstraZeneca’s Covid-19 Vaccine Defended by World Health Officials

•   WSJ: Demand for Covid-19 Vaccines Overwhelms State Health Providers

•   WSJ: Tesla Buys $1.5 Billion in Bitcoin

•   WSJ: On Twitter, Elon Musk Has Mused About Bitcoin

•   WSJ: Tesla Buys $1.5 Billion in Bitcoin: What Could Possibly Go Wrong?

•   WSJ: Tesla Summoned by Chinese Regulators on Quality Issues

•   WSJ: $15 Minimum Wage Would Cut Employment, Reduce Poverty, CBO Study Finds

※   CBO: The Budgetary Effects of the Raise the Wage Act of 2021

•   WSJ: Consumers Expect to Spend More in a Year, Fed Survey Shows

•   WSJ: Robinhood’s GameStop Debacle Spurs Calls to Modernize Stock Clearing

•   WSJ: Reddit CEO Backs WallStreetBets Amid Calls for Stiffer Moderation

•   WSJ: Chrysler, Fiat Dealers Want New Boss to Fix Ailing Brands or Consider Cuts

•   WSJ: Green Hydrogen Plant in Saudi Desert Aims to Amp Up Clean Power

•   NYT: A Step-by-Step Guide to the Second Impeachment of Donald J. Trump

•   NYT: Dying of Covid in a ‘Separate and Unequal’ L.A. Hospital

•   NYT: The Gig Economy Dipped Again in the Fall. But How Bad Was It?

•   NYT: ‘We Are Forgotten’: Grocery Workers Hope for Higher Pay and Vaccinations

•   NYT: Wall Street’s Most Reviled Investors Worry About Their Fate

•   WP: Trump lawyers denounce ?political theater? of impeachment as Senate eyes quick trial

•   WP: Democratic lawmakers splinter over criteria for $1,400 stimulus payments as Biden relief bill advances

•   WP: U.S. rejoins U.N. Human Rights Council, reversing Trump-era policy

•   WP: Winners of the GameStop rally included wealthy Wall Street hedge funds

•   FT: EU ready to follow Australia’s lead on making Big Tech pay for news

•   FT: Germany, Sweden and Poland to expel Russian diplomats

•   FT: Draghi moves closer to forming Italian government

•   FT: Johnson confident in AstraZeneca vaccine after S Africa move

•   FT: Sunak facing calls to help UK’s struggling stores

•   FT: Ecuador presidential election heads to second round

•   FT: Beijing moves to block access to chat app Clubhouse

•   FT: Iceland opens up after success of Covid testing regime

•   FT: Fresh Ebola outbreak feared in Democratic Republic of Congo

•   FT: Gove calls for Brussels to be ‘pragmatic’ over Northern Ireland

•   FT: Hong Kong authorities no longer recognise dual nationality, UK warns

•   FT: Oil majors join scramble for offshore wind rights in England and Wales

•   FT: The WTO is finally getting its new boss

•   FT: ICE to shift EU carbon trading from London to Amsterdam

•   FT: Senior Fed official shrugs off inflation risks from stimulus plan

•   FT: Argentina’s largest oil group poised to avert $6.2bn debt default

•   FT: Renesas to buy Apple supplier Dialog for $6bn

•   FT: Impeachment dilemma: Republicans rally behind Trump before Senate trial

•   FT: New variants pose ultimate challenge to test and trace programme

•   FT: US Democrats fear ill wind from Biden’s climate policies in oil states

•   FT: What we know about the most troublesome Covid mutations

•   FT: What to expect from Donald Trump’s second impeachment trial

•   FT: Covid set to shave as much as £60bn from corporate pension costs

•   FT: Big oil’s huge losses raise prospect of mega mergers

•   FT: Taiwan senses opportunity to bolster relations with west after chip shortages

•   Bloomberg: House Democrats Unveil First Draft of Stimulus-Bill Measures

•   Bloomberg: Goldman Sees Relief Bill at $1.5 Trillion, Boosts GDP Estimate

•   Bloomberg: Climate Is Next Race for Global Supremacy, Bank of America Says

•   Bloomberg: More Than 5% of Americans Didn’t Pay Rent, Mortgage in December

•   Bloomberg: Tesla's (TSLA) Bitcoin (XBT) Bet Gives S&P 500 Index First Exposure to Crypto

•   Bloomberg: Myanmar Deploys Martial Law in Cities as Youths Stare Down Army

•   Bloomberg: Forget 5G, the U.S. and China Are Already Fighting for 6G Dominance

•   Bloomberg: IMF Official Says Argentina Deal by May Is an Ambitious Timeline

•   Bloomberg: Biden Taps Trade Aide Known for FX Jabs at Foreign Central Banks

•   Bloomberg: Southeast Asia Vaccine Rollout: Moderna in Singapore, Philippine Arsenal

•   Bloomberg: Biggest U.S. Banks Keep Lending Less and Less of Their Money

•   Bloomberg: ‘Tough’ Isn’t the China Question Biden Has to Answer on Trade

•   Bloomberg: ECB’s Lagarde Sees Signficant Economic Risk From Resurgent Virus

•   Bloomberg: BOE’s Rebound Hopes Called Into Question by Top Researcher

•   Bloomberg: BOE’s Bailey ‘Angry’ at His Portrayal in Mini-Bond Scandal

•   Bloomberg: U.K. Officials Fear South Africa Virus Strain Could Threaten Britain's Recovery

•   Bloomberg: China Arrests Australian TV Anchor on National Security Charge

•   Bloomberg: Modi Appeals to India Farmers to Stop Protests Against Agriculture Laws

•   Bloomberg: China Set to Unload Some Stranded Australian Coal Amid Ban

•   Bloomberg: U.K.-EU Freight Trade Back to 90% of Normal, Port of Dover Says

•   Bloomberg: Norway Overtakes France as Europe’s Biggest Electricity Exporter

•   Bloomberg: Cheaper Battery Clamor in China Is Sending One Chemical Soaring

•   Bloomberg: Netanyahu Pleads Not Guilty at Graft Trial as Elections Loom

•   Bloomberg: Japan Vaccine Czar Outshines Suga to Rise as Potential Successor

•   Bloomberg: Covid Exposes Weakness in Japan’s Top-Tier Healthcare System

•   Bloomberg: Japan’s $100 Billion Innovation Fund Risks Playing It Too Safe

•   Bloomberg: BP Swaps High Returns for a Cleaner Future with Unproven Profits

•   Bloomberg: Eskom Faces Scrutiny on Abandoned Housing Project

•   Reuters: AstraZeneca vaccine has major role to play, South Africa trial lead says

•   Reuters: Too soon to end German lockdown, says Bavarian leader Soeder

•   Reuters: EU economy to rally in second-quarter as vaccine roll-out accelerates: EU executive

•   Reuters: Biden, India's Modi, discuss climate, Myanmar in call: White House

•   Reuters: Fauci says vaccinate quickly to fight COVID-19 variants

•   Reuters: Exclusive: Congressional Democrats set to back more than $50 billion for transportation sector

•   Reuters: EXCLUSIVE -Worried by 'systemic' fraud, EU ties recovery funds to Hungary procurement reform

•   Reuters: Exclusive: EU's Vestager warns Apple to treat all apps equally amid privacy dispute

•   Reuters: Japan aims to boost ammonia fuel demand to 3 mln tonnes a year by 2030

•   Reuters: Shell enters supply deal with Amazon to provide renewable energy

•   Reuters: Laos receives 300,000 vaccine doses from China - reports

•   Reuters: Analysis: Food price spikes see inflation rear its head in emerging markets

•   CNN: Why Main Street banks are doing better than Wall Street firms

•   CNN: Apple still needs a partner for the iCar. It's running short of options

•   CNN: Biden hopes Trump's impeachment won't derail agenda

•   CNBC: Carmakers have been hit hard by a global chip shortage — here’s why

•   CNBC: UK health expert says no reason to think Covid variant from South Africa will become dominant strain

•   CNBC: Europe’s offshore wind sector saw a record $31 billion of investment in 2020

•   CNBC: China’s new anti-monopoly rules will have limited market impact for now, says analyst

•   CNBC: $15 minimum wage would benefit 27 million U.S. workers

•   CNBC: Amazon to buy half of the energy produced by huge offshore wind farm in the Netherlands

•   CNBC: NY aims to reopen Broadway, large venues, with Covid testing, Cuomo says

•   MarketWatch: The stock market is echoing 2009-10 — and that means a pullback could be near, analysts warn

•   SCMP: China digital currency: Beijing, Suzhou confirm latest trials as e-yuan tests top 100 million yuan

•   SCMP: US-China trade war: phase one trade deal largely a ‘failure’, as purchases fall well short of targets

※   Peterson Institute for International Economics: US-China phase one tracker: China’s purchases of US goods

•   SCMP: Rift among Pacific islands deals blow to regional unity, stokes fears China will benefit

•   SCMP: China debt: highly-leveraged state firms could threaten ‘efficient growth’, private investment post-pandemic

•   SCMP: Coronavirus pandemic leaves China’s over-35s with uncertain job prospects

•   Global Times: Central bank injects $1.55 billion liquidity to meet rising market demand

•   Global Times: Chip supply shortfall inhibits security equipment makers in China

•   Global Times: Over 100 million people will not return to their hometowns for Spring Festival to avoid travel amid sporadic outbreaks

•   Nikkei Asia: Mitsubishi to supply wind energy to Amazon facilities in Europe

•   Nikkei Asia: Toyota and Nissan to upgrade driving functions remotely

•   Nikkei Asia: Taiwan's TSMC to build $190m R&D site near Tokyo

•   Nikkei Asia: Taiwan's economy feels heat as TSMC feeds global chip boom

•   Nikkei Asia: SoftBank posts $11bn profit in Q3

•   Mainichi: Chip shortage to keep plaguing automakers around the world in coming months

•   매경(P1): [단독] 정규직 전환 올인하느라…마사회, 작년 신입공채 한명도 못했다

•   매경(P1): [단독] 은행·보험은 1%인데…연금서 50% 수익낸 증권사

•   매경: "ETF 담으니 연금 수익 쏠쏠하네"…증권사로 年1조 대이동

•   매경(P1): 애플카, 비밀유지는 핑계…애플 "기술공유 싫어" 현대차 "하청 안돼"

•   매경: 기술공유 싫다는 애플, 하청기지 안된다는 현대차…결국 판 깨져

•   매경: 美·日·인도차까지…추측만 난무한 '애플카 후보'

•   매경: 현대·기아차 한달새 1.7조 샀는데…동학개미들 '패닉'

•   매경(P1): 국회 산재청문회, CEO 무더기 소환

•   매경: 1위' 이재명 "기본소득 100만원"…이낙연에 "열패의식 벗어나야"

•   매경: 이번엔 제때 될까…'공과금 유예카드' 꺼낸 與

•   매경: L과 G'사이에서…구광모 '디자인 경영' 가속

•   매경: 韓 자동차 350만대 생산…5년만에 세계 5위 복귀

•   매경: LGD "OLED생산 공격 앞으로"…베트남 모듈공장 8000억 증설

•   매경: "25번째 대책도 역시나"…전세 회복에 찬물 부었다

•   매경: "깜깜이 분양 원성 높은 LH가 주택공급 주도한다고?"

•   매경: 공공주도 모범 '영등포쪽방촌'…1년 넘게 보상계획조차 안나와

•   매경: 빌라 '거래절벽' 만들어놓고…나몰라라 하는 정부

•   매경: "팬데믹 해법은 글로벌 협력…선진국 백신 독점부터 타파해야"

•   매경: "미래戰은 속도·보안·정보 싸움…실시간 전장 분석이 성패 가를것"

•   한경(P1): '증시 도약' 이끄는 K라이벌

•   한경(P1): 외국인 인력난…4만명 필요한데 105명 입국

•   한경: 中企 "기계 못 돌린다" 아우성…몸값 뛴 외국인 "얼마 더 줄거냐"

•   한경: 불법체류자 39만명, 단속 우려로 검사 꺼려…코로나 방역 '사각지대'

•   한경: "동남아 숙련공 재입국 못해 제품불량 급증…페널티 비용 눈덩이"

•   한경(P1): "나는 화성에 꼭~ 갈 것이다"…머스크의 상상초월 우주개척

•   한경: 머스크·베이조스의 '스타워즈'

•   한경: "상상하라, 그리고 실행하라"…화성 식민지 꿈 쏘아올린 머스크

•   한경: 美 우주탐사 ETF 곧 출시…블루오리진·버진 갤럭틱 살까

•   한경: "포스코의 사활 건 혁신…세계 최초 'AI 용광로' 결실"

•   한경: 2월에 무력도발 잦았던 北…올해엔?

•   한경: 당정 충돌 계속되자…홍남기 달래기 나선 문재인 대통령

•   한경: SK건설 vs 두산퓨얼셀, 연료전지 '쟁탈전'

•   한경: 현대건설, 3D 프린팅으로 옥외 벤치 제작

•   한경: "강남보다 낫다"…올해 부동산 투자 '1순위'는 어디?

•   한경: "4월 서울시장 선거 후엔 풀린다"…재건축·재개발 숨통 트이나

•   한경: AI, 넌 어디까지 왔니

•   서경(P1): 한은 CBDC '성큼'···법정통화로 만든다

※   한국은행: [보도참고자료] 「중앙은행 디지털화폐(CBDC) 관련 법적 이슈 및 법령 제·개정 방향」 발간

•   서경: 은행 중개 없이도 자금 이체 가능···CBDC로 금융·상거래 빅뱅 예고

•   서경: "CBDC 도입되고 나면 늦어" 핀테크-시중銀 벌써 '플랫폼 몸풀기'

•   서경: 베이징서도 '디지털 위안화' 테스트···'新통화 패권' 속도내는 中

•   서경: 사생활·금융 혼란···美·유럽은 CBDC 신중

•   서경(P1): TSMC, 美 특허 22% 늘때···삼성은 역성장

•   서경: TSMC '특허 무기화' 가능성...경쟁자 삼성전자 견제 나서나

•   서경: 亞 파운드리 업계, 미중 갈등에 지정학 리스크 커진다

•   서경: 한전·한수원·발전사 등 올해 '지역균형 뉴딜'에 3.9조 투자

•   서경: 소상공인 대출 연체 '최악'...부실징후 기업도 급증

•   서경: "글로벌 수소경제, 전기차·배터리보다 파급력 클 것"

•   서경: LH, '수도권 공급 전담조직' 본격 가동···“2·4 대책 안정적 추진”

•   조선(P1): 원유 3배·철광석 2배… 무섭게 뛰는 원자재값

•   조선: 연료비 연동제 도입하자마자 뛰는 기름값… 전기료 인상 불가피

•   조선: 美中 경기부양에 풀린 돈, 원자재에 몰렸다

•   조선(P1): 재산 10조 김범수 “절반 이상 기부”

•   조선: “변이 바이러스 차단… 입국자 자가격리 대신 호텔·연수원 활용”

•   조선: 예금 금리는 0.9% 그대로인데, 신용대출 금리만 3.5%로 뛰었다

•   조선: 1월엔 2.7조원… 외국인 두 달 연속 주식 순매도

•   조선: 혁신의 상징, 로고 바꾸는 기업들

•   조선: 강남 한복판서 다시 불붙은 4000억대 빌딩 싸움

•   조선: [그린뉴딜로 속도 내는 해상풍력] ①2030년까지 12GW 목표…‘해상풍력’이 뜬다

•   조선비즈: "4월 선거에서 실리(實利) 챙겨라"… 與 에서 쑥 들어간 홍남기 경질론

•   조선비즈: 처음 나온 광역시 공급대책이 집값 잡을까… "5년후 효과. 당장은 어려워"

•   IT조선: [단독] 삼성 반도체, 또 하나의 ‘초격차’...PIM 이어 ‘FIM’ 개발

•   중앙(P1): 러시아 백신 도입 검토…접종 1호는 화이자 아닌 AZ 가능성

※   질병관리청: [보도설명자료] 연합뉴스 등, 러시아백신 도입 관련

•   중앙: 전문가들 “고위험군이라면 특히, 백신 맞는 게 훨씬 이득”

•   중앙: “가스공사, 영화 공작 실존인물과 비밀회동…북에 가스발전소 1년이면 짓는다 제안”

•   중앙: 5060마저 온라인으로 떠났다…한국 덮친 ‘리테일 아포칼립스’

•   중앙: 1000조원 짝퉁시장, 한국산 ‘AI 보안관’ 떴다

•   중앙: “오늘은 마스크값이 올랐네요” AI가 물가통계 낸다

•   동아(P1): [단독]檢 “백운규, 원전 감사 중 靑고위직-與의원 접촉”

•   동아: [단독]백운규 前장관 구속 불발… 월성원전의혹 윗선 수사 ‘숨고르기’

•   동아: “옆동네도 준다는데”… 지자체 27곳, 全주민에 재난지원금

•   동아: ‘드론택시’로 한강 건널 날 머지않았다

•   문화: 코로나 장기화에… 기업 51.2% “정규직원 줄였거나 줄일 것”

•   한국(P1): [단독] 싱하이밍 대사 "中겨냥 국가간 모임 지양해야" 美주도 '쿼드'에 단호

•   국민(P1): 첫발도 못 뗀 백신 접종… 수급불안·효능논란 ‘첩첩산중’

•   머니투데이: 확진자 200명대로 줄었지만…설연휴 앞두고 변이 감염 또 나와

•   머니투데이: 셀트리온 잇는 K치료제…"상반기 3~4종 사용 가능성"

•   머니투데이: '기업 옥죄'는 與…중대재해법 이어 이익공유제 강행하나

•   머니투데이: 정부 설득할 명분이 없다…위기의 쌍용차, 마지막 희망은

•   머니투데이: 배터리업계 "애플카요? 그거 말고도 신경쓸게 많아서…"

•   머니투데이: 수주목표 31%↑' 올해 수소연료전지 시장이 기대되는 이유

•   머니투데이: [단독]도심 공공주택 복합사업, 노후도 요건 30% 수준으로 완화

•   머니투데이: "4일 이후 집사면 현금청산" 법안 이달 국회 올린다…'속전속결' 정부

•   머니투데이: 영끌한 부동산 대책…뚜껑 열어보니 "고시원 리모델링도 포함"

•   헤럴드경제(P1): 개미·부양책·백신…한미증시 ‘세 동력’

•   헤럴드경제(P1): “재난지원금, 피해계층 더 두텁게…보편지급 포퓰리즘”

•   파이낸셜뉴스(P1): 골목상권의 절규 "설이후 영업제한 풀어야"

•   파이낸셜뉴스: "자영업이 죄도 아니고… 형평성 어긋난 조치에 인내심 한계" [막다른 길에 몰린 상인들]

•   파이낸셜뉴스(P1): "옆집 14억? 우리집은 15억" 부동산앱 '호가올리기 경쟁'

•   파이낸셜뉴스: 선박 수주 넉달째 세계 1위 지켰다

•   아시아경제(P1): 文정부 규제에 지친 대기업들 "차라리 미국으로 가볼까"

•   아시아경제: [바이든과 韓기업]기대와 우려 공존…기업 투자 전략은 안갯속

•   아시아경제: 수렁에 빠진 기업들…"빠른 경제회복? 文정부에 달렸다"

•   아시아경제: [바이든과 韓기업]최대 수출·투자 유망분야는 친환경·신재생에너지

•   아시아경제: 전기차 최대 격전지로 떠오르는 중국..."2035년 전기차비중 50% 이상"

•   이데일리(P1): '車이어 스마트폰까지'…반도체 공급난 전방위 확산

•   이데일리: “반도체 부족 중장기 대책 마련 시급”…車반도체 국산화 한목소리

•   이데일리: 반도체 공급난에 손익계산 분주한 파운드리업체들

•   이데일리: 김용진 "車 등 국내 시스템반도체 생태계 조성 절실"

•   이데일리(P1): "공존이 곧 생존"..삼성도 SK도 ESG 경영 '올인'

•   이데일리: 1조원 들여 오염물질 줄이는 포스코..플라스틱 재활용 기술 만드는 LG

•   이데일리: "ESG 경영은 일종의 자가진단..위험·기회 찾아내 대비하는 것"

•   이데일리: ESG펀드로 몰리는 자금..설정액 1년새 5배 쑥

•   이데일리: [스마트공장시대 활짝-하]①“AI·데이터 기반 스마트공장, 글로벌 제조혁신 선도”

•   이데일리: [스마트공장시대 활짝-하]②“해외 선진국과 협업 속도”

•   이데일리: 공매도 재개가 아쉬운 투자자, '동학 개미' 말고 또 있다?

•   이데일리: 예탁원 “제2 옵티머스 사태 없다…6월 新시스템 가동”

•   이데일리: 동학개미 "주식대여 해지하자"…`K-대주시스템` 부메랑되나

•   이데일리: 성과보상 vs 손실보상 …코로나시대 'K자 양극화'의 민낯

•   연합: 오늘도 300명 밑돌듯…감소세속 설연휴·변이 바이러스 '변수'

•   연합: 두산밥캣 지난해 영업이익 3천939억원…전년 대비 17.4%↓

※   두산밥캣: 4Q 기업설명회

•   연합: 두산인프라코어, 지난해 영업이익 6천586억원…전년대비 21.6%↓

※   두산인프라코어: 2020년 4분기 기업설명회 자료

•   연합: 행복청, 인도네시아 수도 이전 협력 팀코리아 협약

•   뉴스토마토: (단독)정부, 미얀마 금융지원 중단 검토…건설사 사업 무산 위기

•   이투데이: 떴다 하면 순삭, ‘A’급 회사채도 없어서 못산다

•   이투데이: 두산, 2년 만에 두산로보틱스 유상증자…로봇 키우기 본격화

•   아주경제: (취재)[기업 경영의 뉴 패러다임, ESG] ‘ESG를 선점하라’ 증권사·자산운용사 경쟁도 치열

•   아주경제: [두산 자구안 성공①] 두산인프라, 현대重 품으로..."결합심사도 무난하게"

•   아주경제: [두산 자구안 성공②] 두산, 3년 목표 자구안 11개월 만에 완료...오너가도 총력

•   아주경제: [두산 자구안 성공③] 자구안 성공한 두산, 새 먹거리는 ‘신재생에너지’

•   비즈니스포스트: 정재훈 한수원 사장 1년 더 연임 유력, 임원추천위 구성 감감무소식

•   비즈니스포스트: 두산퓨얼셀 목표주가 높아져, "수소발전 의무화제도로 수혜 커져"

•   청년의사: [단독] 화이자 코로나19 백신 부작용 의심사례 국내 발견

•   reNews: US renewables trade group formally launches

•   에너지경제: 1월 LNG가격, 2011년 일본 후쿠시마 원전사고 이후보다 더 비쌌다

•   KHL: Cat’s three new small excavators cover the bases

•   Equipment Journal: The Amazon business model is too big to ignore for equipment manufacturers

•   Equipment World: CNH construction equipment sales plunged in 2020 despite Q4 sales bump

•   대한경제: [수소 생태계 확장 잰걸음] 현대차, 하이넷ㆍ코하이젠 출범…수소인프라 구축

•   OilPrice.com: How U.S. Sanctions Against Venezuela Backfired

•   MIT News: Fabricating fully functional drones

•   전자신문(P1): '車이어 스마트폰까지'…반도체 공급난 전방위 확산

•   전자신문: 정부, '정산조정계수' 일부 조항 폐지…발전공기업 경쟁 촉진

•   전자신문: 연초부터 악재 닥친 외국계 車 3사…정상화 돌파구 찾을까

•   전자신문: 7월 출시설 '갤럭시Z 폴드3'…폴더블 최초 S펜 장착하나

•   ZDNet Korea: 韓 수소승용차 점유율 73%…현대차 판매량 토요타의 3배

•   디지털데일리: 미국이냐 중국이냐…삼성, 美 파운드리 검토 속 숨은 고민은?[IT클로즈업]

•   Phone Arena: Rumor suggests that Apple will be marketing the foldable iPhone to a younger audience

•   Robotics & Automation News: Otto Motors integrates its warehouse robots with Boston Dynamics’ robot dog

•   Robotics Business Review: The Future of Robotic Garages

•   Robotics Tomorrow: Drivers and Restraints to the Collaborative Robot Market

•   Robot Report: 3 ABB robots help belt manufacturer increase production 33%

•   로봇신문: 中 시아순 "테슬라에 이동 로봇 공급"

•   Dronelife: The American Drone Security Act: The Sequel

•   Economic Times: China claims India creating disputes, causing border tensions

•   Business Standard: Oil will return to a starring role in India

•   Hindustan Times: ‘Govt to work with RBI on bank privatisation’ | Hindustan Times

•   Folha de S.Paulo: Environmental Risk of The Bolsonaro Government Halts Brazil's Entry into The OECD

•   Moscow Times: GameStop Effect Helps Saint Petersburg Exchange Score Record Trading Volumes

•   Viet Nam News: Bad debts of 20 banks up 4.5% in 2020

[Opinions]

•   Project Syndicate(Dani Rodrik): Poor Countries’ Technology Dilemma

•   Project Syndicate(Paola Subacchi): Whatever It Takes in Italy?

•   Project Syndicate(Richard Haass): Whither US Foreign Policy?

•   Project Syndicate(Raghuram G. Rajan): Building Back Broader

•   FT(Editorial Board): The US Senate must convict Donald Trump

•   FT(Editorial Board): Learning to live with coronavirus

•   FT(Gideon Rachman): Why the Anglosphere sees eye to eye on China

•   FT(Robin Wigglesworth): Is a new era of retail trading emerging after GameStop saga?

•   FT(Robert Armstrong): Battle looms over subprime lending regulation under Biden

•   FT(Jude Webber): López Obrador’s pandemic optimism falls flat after he catches Covid-19

•   FT(Courtney Weaver): Donald Trump’s second impeachment could be a footnote in history

•   FT(Eric Schmidt): Flawed approach to 5G threatens US’s digital future

•   FT(Tim Bond): A wealth tax is the economic buffer rich nations need

•   FT(Gene Sperling): Joe Biden’s $1.9tn plan is necessary as economic recovery insurance

•   FT(Lex): Tesla/bitcoin: asset exchange

•   FT(Lex): Renesas/Dialog: cashing in the chips

•   FT(Lex): Daimler: Electric Circus

•   NYT(Charles M. Blow): A Holistic View of Vaccine Hesitancy

•   NYT(Gail Collins, Bret Stephens): What if They Held an Impeachment Trial and Nobody Came?

•   NYT(Richard White): The Trump Trial Wouldn’t Have Been Possible Without This Impeachment

•   WP(Editorial Board): The Senate must convict Donald Trump

•   WP(Paul Waldman): Why Democrats are divided on who gets stimulus checks

•   WP(Jack Rakove): The filibuster may not even be constitutional the way it’s used now

•   WP(Ruth R. Faden, Matthew A. Crane, Saad B. Omer): The best vaccination strategy is simple: Focus on Americans 65 and older

•   Bloomberg(Bloomberg Opinion): Can You Get By With Only One Covid Shot?

•   Bloomberg(Justin Fox): Trump's Tax Cut Was Very Good to the $200,000 to $1 Million Set

•   Bloomberg(Tyler Cowen): If Biden Goes Big Now, He May Have to Go Small Later

•   Bloomberg(Brian Chappatta): 30-Year Treasuries at 2% Are Just a Distraction

•   Bloomberg(John Authers): GameStop Fallout: Regulation Need Not Compromise Freedom

•   Bloomberg(Barry Ritholtz): How to Avoid Big Tech and Still Beat the Stock Market

•   Bloomberg(Liam Denning): The Tesla-Bitcoin Singularity Is Here at Last

•   Bloomberg(Liam Denning): Gas Prices Shouldn’t Slow Biden’s Green Push

•   Bloomberg(Noah Feldman): Impeachment Doesn’t Violate Trump’s First Amendment Rights

•   Bloomberg(Alex Webb): U.K. Chip Designer Dialog Escapes Apple's Shadow With $6 Billion Renesas Sale

•   Bloomberg(Teresa Ghilarducci): Don’t Spend Your Covid-19 Stimulus Check

•   Bloomberg(James Clark): Ultra-Long U.S. Treasuries Are an Ultra-Long Shot

•   CNBC(Ron Insana): Lawmakers should go big on stimulus to Main Street or go home

•   CNN(Kent Sepkowitz): The mystery of the flu-Covid 'twindemic' that never happened

•   CNN(Robert McNally): Biden's decision to cancel Keystone is one the US will eventually regret

•   CNN(Robert Alexander): If Senate won't convict, how else can it punish Trump? (Opinion)

•   MarketWatch(Peter Morici): Biden has more room to spend than conservatives might like

•   Fox News(Andrew McCarthy): Trump impeachment trial – what you need to know, what may surprise you

•   Fox News(Leslie Marshall): Impeachment trial of Trump must proceed – here are 5 reasons why

•   Reuters(Clyde Russell): India's coal imports rebound as Australia wins market share

•   매경(캐서린 레이퍼): 수소경제를 위한 한국·호주 파트너십

•   서경(사설): ‘원전 경제성 조작’ 덮으려 하면 역사가 심판한다

•   서경(이사벨라 허비-배서스트 슈로더): 급성장하는 ‘그린수소’

•   문화(사설): 에너지정책 왜곡할 풍력단지 행사와 ‘우주미남’ 찬양

•   전자신문(변상근): 수소경제, '호시(虎視)'가 필요하다