Business Intelligence Monitor 210325

(Introduction)

[Markets]

•   Global: Stocks slide on 'fragile' mood; oil surges after steep loss

•   한국: 코스피, 외국인·기관 매도에 2,990대로 하락 마감

•   한국: 오세훈 뜨자…건설자재株 '들썩'

•   한국: "해외여행 멀어지나…" 코로나19 재확산 우려에 관련주↓

•   한국: 두산그룹주 혼조, 두산인프라코어 두산중공업 2%대 올라

•   Metals: Copper prices supported by strong European factory data

•   Grains: Soybeans extend gains for fourth session on veg oil rally; corn mixed

[Indicators]

•   US·Europe·Japan Mar. PMI: Global Factories Pay Higher Prices as Surge Strains Supplies

•   US Feb. Durable goods orders: U.S. Durable-Goods Orders Drop for First Time Since Last Spring

•   North America Mar. Construction cost: Supply Chain Disruptions Drive Construction Costs Upward for the Fifth Consecutive Month

•   US Weekly Mortgage rates·applications: Homebuyer mortgage demand inches higher, but rates hit highest level since summer

•   Eurozone Mar. Consumer confidence: Euro zone consumer confidence jumps more than expected in March

•   UK Feb. CPI·PPI: Slump in clothes prices causes surprise UK inflation dip

•   한국 1월 인구동향: 출생아 역대 최저… 15개월째 `데드 크로스`

[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

•   WP: Tracking Biden’s political appointees

[News]

•   WSJ: Hot U.S. Economy, Fresh Supply Disruptions Pressure World’s Factories

•   WSJ: Suez Canal Is Blocked by Container Ship Causing Huge Traffic Jam

•   WSJ: Ship Stuck in Suez Canal Heightens Pressure on Global Supply Chain

•   WSJ: Suez Canal, Symbol of Egyptian Pride and Source of Conflict, Regains Spotlight

•   WSJ: Powell Says Rise in Long-Term Bond Yields Reflects Economic Optimism

•   WSJ: Federal Reserve’s Bostic Expects Central Bank Will Lift Rates in 2023

•   WSJ: Carbon Tax Sidelined in Biden’s Push on Climate, Taxes

•   WSJ: Democrats Weigh Increases in Corporate, Personal Income-Tax Rates

•   WSJ: Auto Dealerships Can’t Keep Up With New Models. The Global Chip Shortage Is to Blame.

•   WSJ: After History of Erratic Economic Policy, Erdogan Plunges Turkey Into Fresh Turmoil

•   WSJ: Canadian Housing Boom Raises Concern, With Homes Selling Far Above Ask Prices

•   WSJ: Leap in Gas Prices Puts $3 a Gallon in Sight

•   WSJ: Intel’s Revival Plan Is a Bet That Chip Demand Will Keep Booming After Covid-19

•   WSJ: Move Over Huawei, Xiaomi Is China’s New Smartphone King

•   WSJ: Amazon Faces Growing Worker Pressure in Shadow of Alabama Union Vote

•   WSJ: Facebook’s Zuckerberg Proposes Raising Bar for Section 230

•   WSJ: Greensill Leaned On Wall Street Giants Before It Collapsed

•   NYT: Biden’s Task: Overhaul the Economy, as Fast as Possible

•   NYT: If the Economy Overheats, How Will We Know?

•   NYT: How 10 Economists Think About the Economy Potentially Overheating

•   NYT: Republicans Push for Greater Power Over How Elections Are Run

•   NYT: Biden Taps Harris to Work With Central American Countries to Stem Migration

•   NYT: Some Tourists Find Luck in the Caribbean with Covid-19 Vaccine

•   WP: Biden’s vaccination success story is about to run into a world of pressure

•   WP: Faced with sanctions and condemnation from the West, China becomes bedfellows with Russia

•   WP: Boris Johnson credits ‘greed’ and ‘capitalism’ for United Kingdom’s successful vaccine rollout

•   WP: Putin gets his vaccine but the rest is wrapped in secrecy

•   FT: UK and EU move to calm tensions over access to jabs

•   FT: Sanctions row threatens EU-China investment deal

•   FT: Doubts overshadow Beijing’s pledge to vaccinate the developing world

•   FT: Global supply chains face months of disruption from Texas storm

•   FT: Top central banks identify nine ways to make their policies greener

•   FT: Merkel apologises and reverses course on Easter shutdown

•   FT: Europe’s carmakers keep faith in ‘just-in-time’ supply

•   FT: Policy mis-steps blamed for amplifying central Europe’s third Covid wave

•   FT: Discovery of AstraZeneca vaccine doses in Italy raises EU hackles

•   FT: Johnson signals looming France-UK travel restrictions

•   FT: Hong Kong halts BioNTech vaccinations over packaging concerns

•   FT: Netanyahu’s premiership rests on unlikely alliance with Islamists

•   FT: USTR will remain a force under Tai

•   FT: Downtrodden stock pickers see opportunity in rebound

•   FT: TikTok owner ByteDance steps up push into gaming

•   FT: H&M Battered With Criticism in China Over Xinjiang Forced-Labor Stance

•   FT: TSMC: how a Taiwanese chipmaker became a linchpin of the global economy

•   FT: In charts: Asia’s manufacturing dominance

•   FT: AstraZeneca’s shot at redemption sows further confusion

•   Bloomberg: Blinken Says U.S. Won’t Force ‘Us-or-Them’ Choice With China

•   Bloomberg: SEC Starts Implementing Law That Risks Chinese Stock Delistings

•   Bloomberg: Chinese Stocks’ 15% Plunge Shows What Happens When Stimulus Ends

•   Bloomberg: Pandemic Shopping Habits Are Giving Inflation Experts a Headache

•   Bloomberg: A $60 Billion U.S. Stimulus Windfall Is Heading China’s Way

•   Bloomberg: Global Economy’s Need for Cargo Speed Zips By Slow Ships to China

•   Bloomberg: Biden Uses Trump’s ‘America First’ Vaccine Plan to Corner Market

•   Bloomberg: Biden’s Likely Tax Wins Are Personal-Rate Hikes, Audits of Rich

•   Bloomberg: Yellen Spars With GOP Senator Over Expansion of IMF Funding

•   Bloomberg: Stronger Growth Accounts for Most of Jump in U.S. Yields: Chart

•   Bloomberg: Johnson Warns U.K. May Need Tougher Border Measures ‘Very Soon’

•   Bloomberg: BOE’s Chief Economist Says ‘Rip Roaring Recovery’ is Possible

•   Bloomberg: China’s $2.3 Trillion Hidden Debt Could Climb Even Further

•   Bloomberg: Argentina Can’t Repay IMF $45 Billion, Vice President Says

•   Bloomberg: Alexey Navalny Suffering Back Pain in Russian Prison, Lawyers Say

•   Bloomberg: Indonesia Pledges Reforms Will Ensure Central Bank Independence

•   Bloomberg: Toilet Paper Shortage Could Return Due to Shipping Container Crisis

•   Bloomberg: Chile Lawmakers Want a Bigger Share of the Copper Windfall

•   Bloomberg: Retail Trader Army Is Signaling Retreat on Latest Stimulus Wave

•   Bloomberg: Oil Bounces Back as U.S. Supply Report Hints at Demand Revival

•   Bloomberg: Taiwan Cuts Water Supply for Chipmakers as Drought Threatens Reserves

•   Bloomberg: U.S. Steelmakers, Industry Users Tussle Over Future of Tariffs

•   Bloomberg: BlackRock Is Focus of Yellen-Warren Clash on Tough Oversight

•   Bloomberg: Tesla Wants Court to Reinstate Obama-Era Fuel Efficiency Rule

•   Bloomberg: Chinese Hackers Used Facebook to Try and Trick Uyghur Minority

•   Bloomberg: U.S. Oil Companies Lag Far Behind Greener Europe Rivals: Green Insight

•   Bloomberg: Yellen Puts Climate on First Financial-Stability Meeting Agenda

•   Bloomberg: Indian Refiners Grab New Oil Supplies to Cut Mideast Dependence

•   Bloomberg: Tesla Wants Court to Reinstate Obama-Era Fuel Efficiency Rule

•   Reuters: NY Fed's Williams says time frame for raising rates will be driven by economy

•   Reuters: India reports most COVID-19 deaths this year

•   Reuters: Fed's Daly says expect a 'dose of patience' on interest rates

•   Reuters: Exclusive: India delays big exports of AstraZeneca shot as infections surge, sources say

•   Reuters: EU Commission should start talks to buy Sputnik V vaccine, Germany says

•   Reuters: U.S. says hopes WHO report on virus origins is 'based on science'

•   Reuters: Fauci: AstraZeneca likely to release new statement on its COVID-19 vaccine

•   Reuters: Brazil could approve Russian coronavirus vaccine in days, says pharmaceutical firm

•   Reuters: After inspection, AstraZeneca says 29 million COVID-19 doses in Italy are for EU, poorer nations

•   Reuters: Nothing worse than COVID' - Spaniards line up as AstraZeneca shots resume

•   Reuters: Taiwan to ration water for 1 million households, tech hub unaffected

•   Reuters: Exclusive: Tencent boss meets China antitrust officials as scrutiny widens - sources

•   Reuters: After Israel's tight election, who matters and what happens next?

•   AP: Brighter outlook for US as vaccinations rise and deaths fall

•   CNN: Elizabeth Warren grills Janet Yellen over 'too-big-to-fail' BlackRock

•   CNBC: Top U.S. diplomat warns Germany companies building Nord Stream 2 risk sanctions

•   CNBC: Covid vaccine: AstraZeneca missteps threaten to further erode trust as company seeks U.S. approval

•   CNBC: Goldman: electric cars face rising battery lithium nickel cobalt costs

•   CNBC: This chart shows why investors should never try to time the stock market

•   CNBC: Why China is so far ahead of the U.S. when it comes to EV production

•   CNBC: Tesla cars can be bought with bitcoin, says Elon Musk

•   CNBC: Tech and GameStop losses have traders wondering if retail investors are losing interest in market

•   MarketWatch: Bitcoin could become ‘outlawed the way gold was outlawed’ in 1934, speculates Bridgewater’s Dalio

•   Fox Business: Elizabeth Warren wealth tax would shrink US economy by 1.2%, according to a new analysis

•   Axios: Exclusive: Key House Republican says he won't take Big Tech money

•   SCMP: China’s tech hub Shenzhen moves ahead with GDP alternative that measures value of ecosystem goods and services

•   SCMP: US-EU announce dialogue on China; Nato pledges to work with Japan, other Asia-Pacific nations to counter Beijing

•   SCMP: China’s foreign minister starts Middle East tour with Iran deal, alliances high on agenda

•   SCMP: Australian lithium miner ready for ‘dynamic shift’ in EV battery supply chain amid US-China tensions

•   Global Times: China issues annual US human rights report amid escalating Washington-led West's attacks on Beijing

•   Nikkei Asia: Tokyo area extends nightlife curbs 3 more weeks to April 21

•   Nikkei Asia: Toyota reinvests in Isuzu for self-driving and EV push

•   Nikkei Asia: Japan set to ban Tepco from restarting troubled nuclear plant

•   Nikkei Asia: Analysis: China's push for early Xi trip to US loses steam

•   Nikkei Asia: Is China a threat to world order? Two analysts explain

•   Nikkei Asia: EU and China enter war of words after tit-for-tat sanctions

•   Nikkei Asia: UK will not compromise values for trade in 'critical' Indo-Pacific

•   Mainichi: Gov't keeps view on Japan economy, warns of slow recovery in exports

•   Economic Times: India Inc’s hiring sentiment strong for next six months, shows Naukri.com survey

•   Mint: India signals readiness for restarting trade with Pak

•   Business Standard: India delays big exports of AstraZeneca vaccine as Covid-19 cases surge

•   Business Standard: 88% of Covid-19 deaths in India in age group of 45 years and above: Centre

•   Business Standard: New 'double mutant' strain of Covid-19 detected in India: Health Ministry

•   Business Standard: Fitch upgrades India's GDP growth to 12.8% for FY22

•   매경(P1): "다주택 팔아라" 靑 압박에도 퇴임까지 버틴 공공기관장들

•   매경: 韓銀 "예상보다 회복빨라" 성장전망 올려…일각선 "기저효과"

•   매경: "물가 2분기 단기급등 우려…하반기에는 다시 안정될듯"

•   매경: 2%대 성장' 전망하던 민간硏도 상향조정 나서

•   매경: 韓, 녹색산업에 저금리 대출 정책금융 지원 대폭 늘린다

•   매경: "입법 힘 실어달라" 압박하며 기업들 줄세우기

•   매경: 쿠팡에 맞선 신세계 쓱닷컴…모든 판매자에 온라인 개방

•   매경: 간도 큰 車부품사들 담합…현대차 기아에 12년간 비싸게 팔았다

•   매경: '주식대박' 김종갑 한전 사장…20억 벌었는데 한전株만 손실

•   매경: 가계대출 막힌 은행, 이젠 기업에 '눈독'

•   매경: 갤럭시폰 사면 드론이 집까지 배송

•   매경: 현대중공업그룹·KIC, 글로벌 1조 M&A 손잡는다

•   매경: '주가 바사삭' SK바사, 연기금은 계속 사는 까닭

•   매경: 벌써 '새 서울시장 효과'…공공개발 관심 뚝, 재건축 문의 빗발

•   한경(P1): 실무부터 경영까지…진짜 ESG 전문가들이 온다

•   한경: 반도체 패권전쟁' 방아쇠 당긴 美…'총수 부재' 삼성 초비상

•   한경: 파운드리 시장 2025년 1000억弗로 '반도체 전략무기화' 핵심으로 부상

•   한경: 삼성, 170억弗 美 파운드리 공장 신설 속도내나

•   한경: "역대급 퍼주기에 사생활 침해까지…공약 90% 실현 불가능"

•   한경: 매각이냐 철수냐…스마트폰 고민 커지는 LG

•   한경: 삼성發 5G 수주 낭보…"통신장비株에 볕드나"

•   한경: 브라질·호주·독일·미국…60조 해외부동산펀드 '부실 뇌관' 되나

•   한경: 문재인 정부 출범 이후 아파트값 '고고'…강남구 3.3㎡당 3000만원 '껑충'

•   한경: "오피스텔 등 규제 풀어 공급 늘리자"

•   한경: "누가 시장 돼도 규제완화"…재건축 기대에 한달새 11억 폭등

•   한경: 공시가 쇼크…'파느냐, 버티느냐' 다주택자의 선택은?

•   서경(P1): [단독]채용 절반 줄었는데···또 최저임금 '전운'

•   서경: 학습지 등 '저임금 일자리' 씨 말라···'乙들의 전쟁' 부추기나

•   서경: "말만 사장이지 月 200만원도 못 벌어···근로기준법 준수는커녕 채용 생각도 못해"

•   서경: "정부, 현장 너무 모른다"···중기도 최저임금 인상 강력 반발

•   서경(P1): 최재성도 남양주 땅 매입···LH사태 불똥 靑으로 튀나

•   서경(P1): 최태원·박용만 '상의 회장 바통터치'

•   서경: 닻올린 대한상의 '최태원호'...“경제정책 수립에 경제단체 역할 커질것”

•   서경: 신한울 3·4호기 1,300억원 손실처리...탈원전 기조 안바꾸면 백지화 수순

•   서경: 75세 이상 접종할 화이자 백신 입고

•   서경: 정몽구, 현대차그룹 경영서 완전히 손뗐다

•   서경: LG전자, 美 주정부에 상업용 ESS 공급

•   서경: 손동연 두산인프라 CEO “매각 작업 3분기 마무리"

•   서경: SK이노, 美 전 법무부 부장관 영입...'거부권 행사' 총력전

•   서경: 대만 컨테이너선 20척 발주···현대重·삼성重 수주 기대감 솔솔

•   서경: [시그널] 국민연금 국내 주식확대 "여론 압박에 수정···대형주만 유리해지나"

•   서경: 믿을건 현금뿐...128兆 쌓아둔 기업들

•   서경: ‘넘사벽' 서울 집값···文정부 들어 80% 뛰어

•   조선(P1): “공시가격 재조정하라” 조세 저항 확산

•   조선(P1): 고위 공무원 절반이 땅 갖고 있다

•   조선: 한국, 전기차 배터리 불안한 선두… 유럽은 기술 독립선언, 중국은 물량공세

•   조선: 文대통령은 아스트라 안맞았다? 왜 이런 헛소문 도나

•   조선: 지난 1년 실직자 중 아직도 100만명이 직장 못구했다

•   조선: ‘안드로이드 먹통 사태’ 잘못은 구글이, 수습은 삼성·LG가

•   조선: 올해 프리미엄 TV 판매량 60% 늘어난다

•   조선비즈: 美 조지아주 의회 "LG·SK 배터리 분쟁 멈추고 합의해야" 촉구

•   조선비즈: 키움증권 "美 3조달러 인프라 투자, 두산밥캣·LS등 수혜 볼 것"

•   동아(P1): [단독]北, 바이든 취임 직후에도 대남타격용 순항미사일 쐈다

•   동아: [단독]北순항미사일, 핵탑재 가능한 신형 추정… 정부, 南타격용에도 쉬쉬

•   동아: 北, 잇단 대미 압박 ‘바이든 떠보기’

•   동아: 신동빈, M&A- 신사업 공격 행보… 재계 “뒤늦은 따라하기” 우려도

•   동아: 국민연금 “조원태 사내이사 재선임 반대”… 대한항공, 2대주주의 잇단 제동에 곤혹

•   문화: “北·中 교역 내달 재개될 듯… 대북제재 구멍 커질 우려”

•   문화: 복지예산 200조 돌파 눈앞… 브레이크 없는 ‘퍼주기 재정지출’

•   문화: [팩트체크]여권 “韓재정건전성, OECD국과 비교해 양호” 주장하는데…

•   문화: 月 400만명은 접종해야하는데… 4월 백신공백, 84만명분만 확보

•   문화: 차량 반도체 수급난 언제까지…현대차·기아도 ‘4월 위기설’

•   세계(P1): 부동산 업무 공무원 재산 등록 의무화… 이해충돌방지법은 불발

•   세계비즈: [단독] 두산인프라코어 신임 부사장에 오승현 전무 선임

•   머니투데이(P1): [단독]현대重, '수소 1위 기업' 청사진 나왔다...수소연료전지 시장 진출

•   머니투데이: 현대重이 수소사업 선택한 이유…"밸류체인 아우르는 유일한 기업"

•   머니투데이(P1): "없어서 못판다던 아이오닉5, '반도체' 없어서 못팔 수도"

•   머니투데이: "車반도체 2주마다 점검"···정부, 민관 대책회의 소집

•   머니투데이: 현대차 주총서 나온 미래차 키워드 'MECA'는?..첫 온라인 생중계

•   머니투데이: [단독]대한항공-아시아나 통합시 '화물' 점유율 70% 육박

•   헤럴드경제(P1): 서학개미 1년…투자지도를 바꾸다

•   헤럴드경제(P1): 쌍용차 인수후보 HAAH 26일 명확한 입장 밝힌다

•   헤럴드경제: 폐기물 자원화...산업계 ‘ESG경영’ 순항

•   헤럴드경제: “스마트건설기계의 모든 것” 한국국제건설기계전에 국내외 유명 메이커 참가 잇따라

•   파이낸셜뉴스(P1): 채권도'E S G 열풍' 발행액 100兆 육박

•   파이낸셜뉴스: "환경파괴·인권침해 사업엔 대출 안합니다" [전방위로 확산되는 ESG]

•   파이낸셜뉴스: "대기업같은 대전환 쉽지 않아" ESG 의무공시 앞두고 속앓이 [전방위로 확산되는 ESG]

•   파이낸셜뉴스: ESG 잘하는 기업이 수익도 잘낸다… 관련펀드1년새 5배 성장 [전방위로 확산되는 ESG]

•   파이낸셜뉴스: '필수' 된 사회적책임 지표… 대기업 분석때 활용 [전방위로 확산되는 ESG]

•   파이낸셜뉴스: "한국도 무늬만 ESG 솎아내는 '제3자 인증' 의무화해야" ['ESG 정착' 전문가 지상대담]

•   파이낸셜뉴스: 한국 1인당 GDP 2028년 4만弗 진입… G5보다 5년 늦다

•   아시아경제(P1): [공장이 늙어간다]60대 구직자도 퇴짜…뿌리기업 덮친 인력난

•   아시아경제: [공장이 늙어간다] '가장 늙은 나라' 일본보다 3배 빠르다

•   아시아경제: [공장이 늙어간다]대기업도 못 피해간 '인력 고령화'

•   아시아경제: 막 오른 주총 슈퍼위크…재계 키워드는 온라인·여성·ESG·미래

•   아시아경제: 지하철 9호선 계약연장 추가대금 소송 건설사 패소

•   디지털타임스(P1): "생산성 둔화 해법은 디지털 경제 전환"

•   디지털타임스(P1): LCD 패널· D램 가격 상승세… 원가압박에 시름하는 제조업

•   이데일리(P1): "내 돈 받을 수 있나?"…반복되는 국민연금 전문성 우려

•   이데일리: 태풍 와도 한파에도 풍작…스마트팜에 씨 뿌리는 유통업계

•   이데일리: 감사보고서 제출 지연에 의견거절까지…주총시즌 '투자주의'

•   이데일리: `탄소 없는 그린스틸`…ESG 시대 철강업계가 받아든 숙제

•   연합: 오늘 400명 안팎·누적 10만명 넘어…내일 거리두기 조정안 발표

•   연합: 한수원 "신한울 3·4호기 백지화돼 피소되도 이길 가능성 커"

•   연합: 두산밥캣, 조덕제 부사장 대표이사 신규 선임…공동대표 체제

•   연합: 서울역 등 철도시설에 대규모 태양광 발전…그린뉴딜 이끈다

•   연합: 2040년 경남은 '수소사회'…수소연료전지로 샤워·요리

•   연합: "계획 철회하라"…LNG-태양광발전단지 추진에 뿔난 합천 주민들

•   뉴스토마토: (단독)전기차 속도 내는 현대차그룹…현대모비스, 아산에 제2공장 짓는다

•   이투데이: 재생에너지전력 직거래 허용…RPS 상한은 25%로 상향

•   이투데이: 2021 '수소모빌리티+쇼‘ 9월 초로 순연…참관객 안전 확보 차원

•   아주경제: [치열해지는 전기차 전쟁] 車배터리 시장도 '후끈'

•   비즈니스워치: [두산 재무개선 1년]①꾸물대지 않았다

•   위키리크스한국: 건설업계, ‘멀리 보면 민간투자 SOC사업이 남는 장사’

•   메트로: [인터뷰] 낙동강 페놀 유출 사건 30주년...단독보도한 류희림 경주엑스포 사무총장

•   FuelCellsWorks: New Clean Energy Process Converts Methane to Hydrogen with Zero Carbon Dioxide Emissions

•   에너지경제: [단독] 탈원전 한다더니, 한전·한수원 중장기재무관리 계획에 ‘원전 비중↑

•   에너지경제: [단독] 전력가격 올라도 혜택 못 누리는 신재생E업계…한달새 SMP 11%↑ REC값 18%↓

•   Equipment Journal: Majority of equipment manufacturers have positive outlook for 2021

•   Construction Equipment: Doosan Announces Top Dealers From 2020

•   대한경제: [재계 연봉 서열 지각변동]30대 기업 평균연봉 9500만원… 億소리 9곳 중 3곳 ‘IT•게임’

•   대한경제: 국내 재계 연봉 서열에도 지각변동…ITㆍ게임회사 몸값 껑충

•   OilPrice.com: Saudi Arabia Skips LNG, Bets Big On Hydrogen

•   OilPrice.com: World’s Newest Oil Hotspot Undeterred By Poor Drilling Results

•   OilPrice.com: The Iran-China Axis Is A Fast Growing Force In Oil Markets

•   OilPrice.com: How Will We Pay for the Energy Transition?

•   OilPrice.com: Oil Industry Hit Hard By New Travel Restrictions

•   DIGITIMES: Semiconductor equipment billings set another record high

•   전자신문: 민관 R&D 협력…자율주행 '융합형 레벨4+' 도전

•   전자신문: [이슈분석] '반도체 자립'…미국발 세계대전 시작됐다

•   전자신문: [이슈분석]인텔, 파운드리 시장 진출…폭풍일까 미풍일까

•   전자신문: [이슈분석]인텔 "CPU 외주는 계속"

•   전자신문: 현대차그룹, 커넥티드카 '드라이브 스루' 서비스 담았다

•   전자신문: 탄소중립에 떠오르는 'CCUS', 2040년 석탄발전의 40% 도입 전망

•   전자신문: "작아진 아이폰13 노치...이렇게 생겼다"

•   디지털데일리: 삼성·애플·화웨이 다 잡은 中 BOE…韓 디스플레이 '빨간불' [IT클로즈업]

•   Hannover Messe News: KUKA's Mission 2030

•   물류신문: Part 1. 등록제로 본 저온 물류센터 현황

•   물류신문: Part 2. 저온 물류센터 수요 정말 많을까?

•   물류신문: Part 3. 저온 물류센터 또 다른 선택 ‘대형화․복합화’

[Opinions]

•   Project Syndicate(Justin Vaïsse): The Vaccination Gap Is Jeopardizing Climate Action

•   Project Syndicate(Michael Spence, Joseph E. Stiglitz, Jayati Ghosh): Avoiding a K-Shaped Global Recovery

•   Project Syndicate(Andrew Sheng, Xiao Geng): China Must Create Shared Global Wealth

•   Project Syndicate(Anne O. Krueger): Getting the Minimum Wage Right

•   Project Syndicate(Jeffrey Frankel): Biden’s Sensible Stimulus

•   FT(Editorial Board): Xinjiang sanctions are sign of western resolve on China

•   FT(Megan Greene): What a stronger dollar means for the world

•   FT(Robert Shrimsley): Boris Johnson preys on Labour’s self-doubt in flag row

•   FT(Gillian Tett): Covid jabs are at the sharp end of political risk

•   FT(David Gardner): Erdogan’s tantrum is a sign of weakness

•   FT(Lena Komileva): Markets will soon pivot to focus on sustainability of recovery

•   FT(Helen Thomas): What do businesses need to add to ESG disclosures? Their people

•   FT(Claire Jones): Pandemic reveals weak links in global supply chain

•   FT(Jamie Powell): Tesla: carbon offsetting, but in reverse

•   FT(Lex): Intel: cold war heats up domestic chip production plans

•   FT(Lex): Suez Canal/supply chains: stuck ship sinks trade flows

•   FT(Lex): Tencent: Ma is less as Beijing tightens grip

•   WSJ(Editorial Board): Special Dollars for Dictators

•   WSJ(James Freeman): Biden and the Trillions

•   WSJ(Karl Rove): Blue-State Voter ‘Suppression’

•   WSJ(Marty Makary): Herd Immunity Is Near, Despite Fauci’s Denial

•   WSJ(William N. Walker): The Coming Demand Surge Brings Back Memories of 1970s Inflation

•   NYT(Thomas L. Friedman): China Doesn’t Respect Us Anymore — for Good Reason

•   WP(Henry Olsen): To remain prime minister, Netanyahu might have to work with Israeli Arabs

•   WP(Jennifer Rubin): Biden’s infrastructure bill has two things going for it

•   WP(Hugh Hewitt): The ‘long duel’ between the U.S. and China is escalating

•   Bloomberg(Noah Smith): Bitcoin Miners Are on a Path to Self-Destruction

•   Bloomberg(John Authers): Could We Have Seen the S&P’s Historic Rebound Coming?

•   Bloomberg(Andy Mukherjee): A Vigilante and a Gambler Walk Into a Bond Market

•   Bloomberg(Andreas Kluth): We Must Start Planning For a Permanent Pandemic

•   Bloomberg(Zev Chafets): What Biden Can Expect from a New Israeli Government

•   Bloomberg(Tim Culpan): Intel's Chip Moonshot Is About Supremacy, Not Profit

•   Bloomberg(Faye Flam): Reopening as Covid-19 Fades Is Not a Science

•   MarketWatch(Peter Morici): Biden will regret the $1.9 trillion stimulus because it squanders the money he’ll need for other priorities

•   MarketWatch(Therese Poletti): Intel’s new CEO makes bold moves in manufacturing

•   Reuters(Mike Dolan): Central banks left flat-footed by flexible Fed

•   Nikkei Asia(Editorial Board): US must coordinate with allies in its engagement with China

•   Nikkei Asia(Anthony W. Holmes): American alliances in the age of China's soft suzerainty

•   매경(사설): 신한울 1호기 다 지어놓고 방치하는건 직무유기다

•   매경(김희삼): 인구 쓰나미, 앉아서 당할 것인가

•   매경(오찬종): 탈원전 비용을 원전으로 메우는 아이러니

•   한경(정병기): 탄소중립을 향한 기후기술 협력의 길

•   서경(현정택): 바이든 표 미중전쟁과 한국의 길

•   국민(배중면): 탄소중립 해법 연료전지로 푼다

•   머니투데이(우경희): 포스코인터가 미얀마 가스전을 잠근다면

•   파이낸셜뉴스(사설): 한전공대 애물단지 되면 어쩌려고 이러나

•   헤럴드경제(김경수): 사용후핵연료 처리문제 이제 물꼬를 틀 때다