Business Intelligence Monitor 210329

(Introduction)

[Markets]

•   Global: Equities, oil prices surge as Suez Canal shutdown continues

•   한국: 코스피 1.09% 상승…외국인·기관 매수

•   한국: 두산인프라코어 '분할·합병' 효과 톡톡

•   한국: 두산그룹주 다 올라, 두산밥캣 급등 두산퓨얼셀 두산중공업 상승

•   Metals: Suez blockage boosts copper, new coronavirus lockdowns weigh

•   Grains: Soybeans follow veg oils lower; corn, wheat gain after selloff

[Indicators]

•   US Feb. PCE: Household Spending Picks Up After Cooling Last Month

•   US Weekly Rig count: U.S. drillers add oil & gas rigs for second quarter in a row -Baker Hughes

•   US Q1 GDP Nowcast: Mar 26, 2021: New York Fed Staff Nowcast

•   US Q1 GDP Nowcast: Latest estimate: 4.7 percent — March 26, 2021

•   Germany Mar. Ifo business climate: Demand for German goods keeps factories humming through lockdown

•   UK Feb. Retail sales: British retail sales return to growth, driven by home improvements

•   China Feb. Industrial profits: Profits at China’s Industrial Firms Surge After 2020 Lockdown

•   한국 3월 주택시장 동향(KB): 서울 집값 이달 0.96% 올라 상승세 둔화

•   India Jan. Payrolls: More formal jobs created in January than in December: Payroll Data

[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

[Calendars]

•   WSJ: Economy Week Ahead: Factories, Jobless Claims, Employment

•   FT: Biden stimulus update, Derek Chauvin trial, England lockdown eases

•   Bloomberg: Get Ready for Biggest U.S. Jobs Surge in Months: Eco Week Ahead

[News]

•   WSJ: Suez Canal Efforts to Free Stuck Ship Make Fresh Progress Late Friday

•   WSJ: Egypt Expanded the Suez Canal. It Wasn’t Enough.

•   WSJ: Suez Canal Crisis Sends Shipping Lines Scrambling for Alternatives

•   WSJ: High Tide in Suez Canal Raises Hopes of Freeing Cargo Ship

•   WSJ: Digging Out Stuck Ship in the Suez Canal: What Is Needed to Refloat the Ever Given

•   WSJ: In the Suez Canal, Economics and Physics Make for Tough Sailing

•   WSJ: Ship Stuck in Suez Canal and Chip Shortages: What Global Supply-Chain Problems Mean for You

•   WSJ: Suez Canal Ship Had Another Accident in 2019, Colliding With a Ferry

•   WSJ: Biden Administration Plans Localized Approach to Promote Covid-19 Vaccine

•   WSJ: The Covid-19 Vaccine Effort Is Protecting Older People, Growing Evidence Suggests

•   WSJ: Developing Nations Seek Alternates After India Restricts Covid-19 Vaccine Exports

•   WSJ: Weeks After Texas Reopened, Health Experts Look for Impact

•   WSJ: Biden Invites Putin, Xi and Other World Leaders to Climate Summit

•   WSJ: Biden Plans to Split Spending Plan in Two

•   WSJ: Biden to Push Child-Care Spending in Next Economic Proposal

•   WSJ: New Trade Representative Says U.S. Isn’t Ready to Lift China Tariffs

•   WSJ: House Prices Are Inflating Around the World

•   WSJ: Pandemic Accelerates Retirements, Threatening Economic Growth

•   WSJ: $15-an-Hour Minimum Wage Could Further Sting Teen Employment

•   WSJ: Covid-19 Shots for Children Hold Key to Herd Immunity

•   WSJ: Covid-19 Clobbered Manhattan. Lower Rents Could Seed Recovery.

•   WSJ: Iranian Politicians Divided on Return to Nuclear Talks With U.S.

•   WSJ: China Helped Rev Up, and Then Slow Down, the Global Commodities Boom

•   WSJ: Hong Kong ‘Homecoming Listings’ Are All the Rage, but New York Is Still the Life of the Party

•   WSJ: Bond Bulls Charge Ahead, Challenging Consensus on Rising Yields

•   WSJ: The Story of Amazon’s Fuel-Cell Supplier Explains This Crazy Market

•   WSJ: Elon Musk Likes This EV Battery and It Costs Less—but the U.S. Isn’t Sold on It

•   WSJ: As the Shift to Green Energy Speeds Up, Shell’s Big Natural-Gas Bet Is at Risk

•   WSJ: Apple’s Move to Block User Tracking Spawns New Digital Ad Strategies

•   WSJ: WeWork Agrees to SPAC Deal That Would Take Startup Public

•   NYT: For Biden, a New Virus Dilemma: How to Handle a Looming Glut of Vaccine

•   NYT: Far-Right Extremists Move From ‘Stop the Steal’ to Stop the Vaccine

•   NYT: The Agency at the Center of America’s Tech Fight With China

•   NYT: A Collapse Foretold: How Brazil’s Covid-19 Outbreak Overwhelmed Hospitals

•   NYT: Dozens Are Gunned Down in ‘Day of Shame’ for Myanmar

•   NYT: Inside Myanmar’s Army: ‘They See Protesters as Criminals’

•   NYT: Myanmar Coup and Protests Explained

•   NYT: U.N.’s Khashoggi Investigator Describes ‘Brazen’ Saudi Threat

•   NYT: Israel’s Shadow War With Iran Moves Out to Sea

•   NYT: China, With $400 Billion Iran Deal, Could Deepen Influence in Mideast

•   NYT: India’s News Upstarts Challenged Modi. New Rules Could Tame Them.

•   NYT: Russia Trumpets Coronavirus Vaccine Exports, While Quietly Importing Doses

•   NYT: North Korea’s Arsenal Has Grown Rapidly. Here’s What’s in It.

•   NYT: Greensill Capital: The Collapse of a Company Built on Debt

•   WP: 'The art of the possible': Biden lays out pragmatic vision for his presidency

•   WP: ‘Vaccine passports’ are on the way, but developing them won’t be easy

•   WP: Biden is betting on bigger government. The pandemic may be helping him.

•   WP: Biden pushes to revive unions

•   WP: In Russia, Putin steps up swagger with eye on Biden

•   FT: Europe warns hospitals at ‘breaking point’ as third Covid wave hits

•   FT: Health scares test confidence of Europeans in AstraZeneca vaccine

•   FT: Germany’s highest court blocks ratification of EU recovery fund

•   FT: New Suez crisis: a global economy creaking under the strain

•   FT: Traders brace after fire sale of stocks linked to Archegos

•   FT: Sisi orders preparations for unloading stricken Suez ship

•   FT: US fears China is flirting with seizing control of Taiwan

•   FT: China places sanctions on US and Canadian citizens

•   FT: Germany bucks Europe’s pandemic ‘baby bust’ with rise in births

•   FT: Macron under fire after refusing to apologise for lockdown delay

•   FT: Beijing targets British MPs for ‘gross interference’ over Xinjiang

•   FT: UK and EU begin diverging on financial regulation after Brexit

•   FT: UK and EU reach financial regulation deal in breakthrough on co-operation

•   FT: UK economic data confound forecasters and beat expectations

•   FT: UK to roll out Moderna vaccine in April

•   FT: UK legal firm removes Xinjiang genocide opinion reference after China sanctions

•   FT: BoE warns banks against sudden halt to Covid-related lending

•   FT: BoE governor joins call for clampdown on Big Tech over online scams

•   FT: Russia seeks deeper ties with Myanmar military junta

•   FT: India rethinks vaccine export plans as infections surge

•   FT: UAE to produce China’s Sinopharm Covid vaccine

•   FT: Mexican president moves to undo key energy reforms

•   FT: China and Iran sign 25-year agreement to expand ties

•   FT: Chinese apparel brands rally on support for Xinjiang cotton sourcing

•   FT: China embraces rail to transport goods to Europe

•   FT: Morningstar unleashes robots to write fund research

•   FT: Chip crisis highlights supply chain new order as carmakers lose out

•   FT: Semiconductor supply chain too concentrated in Asia, says Smiths Group

•   FT: EU plots new money market rules after virus-induced ructions

•   FT: AI chip start-up Groq in fundraising talks to take on Nvidia

•   FT: Airlines face next big test with return to skies after year of hibernation

•   FT: Investors left shocked after Erdogan upends Turkey’s markets

•   FT: Saudi Arabia: $3.5bn fraud case set to define crown prince’s anti-graft campaign

•   FT: Too big to sail? The debate over huge container ships

•   FT: Will the US continue its employment rebound?

•   Bloomberg: ‘Unprecedented’: Wall Street Ponders Goldman’s Block-Trade Spree

•   Bloomberg: Shock-Worn World Economy Girds for Supply Jolt in Suez Mess

•   Bloomberg: How Big Is Container Ship Ever Given?

•   Bloomberg: What Happened to Suez Canal Ship? How a Desert Wind Blew Global Trade Off Course

•   Bloomberg: Fed’s Harker Sees Above-Target Inflation, Optimistic Bond Market

•   Bloomberg: Merkel Threatens Federal Control to Rally German Covid Fight

•   Bloomberg: EU Won’t Let Astra Export Covid Vaccines Until Pledge Met

•   Bloomberg: ECB’s Lane Says Euro-Area Recovery Heavily Reliant on Fiscal Aid

•   Bloomberg: Vaccinated Britain Is About to Face Its Biggest Covid Test Yet

•   Bloomberg: Iron Ore Set to Drive Australia’s Resources Earnings to Record

•   Bloomberg: Argentine President Calls To Extend IMF Payment Period

•   Bloomberg: New York, London Beat Asian Finance Hubs in Race to Vaccinate

•   Bloomberg: Here’s How the World’s Chip Shortage Is Playing Out for Stocks

•   Bloomberg: Abu Dhabi Wants to Revolutionize How Middle East Oil Is Sold

•   Bloomberg: U.K. to End Green Home Grants, Add Funds for Energy Upgrades

•   Bloomberg: India’s All-Important Monsoon Likely Close to Normal This Year

•   Reuters: Blinken says aspects of U.S.-China ties are 'increasingly adversarial'

•   Reuters: Blinken says up to Nord Stream 2 builders whether to finish pipeline

•   Reuters: WHO in talks with India about vaccine exports - Tedros

•   Reuters: Exclusive: Top military officers from U.S., allies to condemn violence by Myanmar security forces

•   Reuters: UK will have vaccine supply to meet targets, minister says

•   Reuters: More than a fifth of small UK exporters have temporarily halted EU sales

•   Reuters: Yemen's Houthis warn of stronger attacks after drone strikes on Saudi Arabia

•   Reuters: Brazil posts record 3,650 new COVID-19 deaths, unveils two homegrown vaccines

•   Reuters: Brazil suspends deadline to analyze request for emergency use of Sputnik V vaccine

•   Reuters: Philippines to reimpose stricter COVID-19 curbs in capital

•   Reuters: Beijing enveloped in hazardous sandstorm, second time in two weeks

•   Reuters: Hong Kong says initial investigation of BioNTech vaccines shows no 'obvious systemic factors'

•   Reuters: Sinopharm needs trial results to decide if COVID-19 vaccine needs booster shot: executive

•   Reuters: Serum Institute delays expected launch of Novavax vaccine in India

•   Reuters: Assam, West Bengal vote in test for Modi

•   Reuters: Global bond rout not over, another sell-off likely before mid-year: Reuters poll

•   Reuters: UAE's ADNOC deepens supply cuts to Asia in June in 'fragile' market: sources

•   Reuters: China rare earths extend surge on worries over Myanmar supply, inspection threat

•   AP: Mexico's real COVID-19 death toll now stands at over 321,000

•   AP: EXPLAINER: What's a SPAC, the latest craze on Wall Street?

•   AP: EXPLAINER: North Korean missiles getting more agile, evasive

•   CNN: The reason Biden is popular is no secret: He does popular things on important issues

•   CNN: Infrastructure: Biden made stimulus look easy. Selling tax hikes for infrastructure will be harder

•   CNBC: The U.S. will remain richer than China for the next 50 years or more, says economist

•   CNBC: CDC director warns of possible Covid surge as U.S. cases increase by 7%

•   CNBC: The U.S. is in a delicate position as Covid cases increase alongside vaccinations, experts warn

•   CNBC: New signs show that China is cracking down on debt again

•   CNBC: Inflation comeback will push 10-year yields as high as 3%: Ed Yardeni

•   CNBC: China-listed stocks tank on fears of multiple disputes with U.S.

•   CNBC: Inflation expectations and markets: BMO Wealth Management

•   CNBC: Covid: Why some rent has dropped in the U.S., won't go back up

•   CNBC: How Covid changed consumer banking and credit card use

•   Axios: Scoop: Trump allies target Biden picks with Big Tech ties

•   SCMP: Beyond cotton, another thread in Xinjiang supply chain creates new snag for global textile firms

•   SCMP: Russia could upset India’s US-China balancing act

•   SCMP: US-China relations: Beijing’s plan for aviation supremacy faces bumpy ride as American export controls show no signs of easing

•   SCMP: China-Australia relations: Beijing halts some hay imports, putting US$121 million export market under threat

•   SCMP: China-Australia relations: Beijing officially slaps import duties on Australian wine after concluding probe

•   SCMP: China digital currency to ‘provide backup’ for Alipay, Tencent’s WeChat Pay if ‘something happens’ to internet giants

•   SCMP: Can China prevent a US-style collapse of its manufacturing sector?

•   SCMP: Explainer | Chinese aviation firm Avic: why is it on a US sanctions list and what do we know about it?

•   SCMP: China-Russia alliance can never work, despite US rivalry, observers say

•   Global Times: Chinese drugmakers expand global COVID-19 vaccine production

•   Global Times: Supply chain tests vaccine speed for China and the US, as US short of everything from needles to bottles

•   Global Times: Exclusive: How US forces ‘Xinjiang forced labor’ narrative on enterprises, industry agencies

•   Global Times: Over 100 million COVID-19 vaccinations administered in China: NHC

•   Nikkei Asia: Asia COVID cases hit record as virus outpaces vaccine campaigns

•   Nikkei Asia: Japan's record budget clears parliament, more COVID spending eyed

•   Nikkei Asia: Japan will turn to Quad in 'new Cold War': Defense Ministry think tank

•   Nikkei Asia: Honda's self-driving car: A smooth ride when all goes right

•   Nikkei Asia: Ship blocking Suez Canal not budging, owner says

•   Nikkei Asia: Japan to join EU and China in issuing digital vaccine passport

•   Nikkei Asia: Vietnam travel bubble with Japan loses fizz as execs shun tight rules

•   Nikkei Asia: Japan trails Norway and France in EV charging stations per capita

•   Nikkei Asia: China shipbuilder sails to global lead on Beijing's tailwind

•   Nikkei Asia: Japan looks to end support for overseas coal power projects

•   Nikkei Asia: Tokyo Stock Exchange revives ambitions to lure Asian IPOs

•   Nikkei Asia: Coal projects still lure funding for Asia demand: industry body

•   Nikkei Asia: World Bank sees 'three-speed' recovery across East Asia and Pacific

•   Mainichi: Bank of Japan to begin feasibility study on digital currency in April

•   Japan Times: Japanese government's long-term debt to top ¥1 quadrillion

•   Kyodo News: Japan's Diet enacts record 106.61 tril. yen budget for FY 2021

•   Kyodo News: COVID-19 cuts jobs, boosts stocks, widening economic gap in Japan

•   Economic Times: Govt planning to bring more population groups under COVID-19 vaccination drive: Harsh Vardhan

•   Economic Times: COVID 2.0: Large-scale vaccination, not shutdown, is the new mantra

•   Economic Times: Will study retaliatory tariffs proposed by US Trade Representative: Officials

•   Mint: India will take decisive steps to keep a check on rising coronavirus cases: Govt

•   Mint: Vaccines may need regular updates as coronavirus evolves, say scientists

•   Mint: A  second  covid-19 wave can starve firms of workers

•   Mint: Here’s how RBI is thinking about its own blockchain platform

•   Business Standard: India sees over 60,000 new Covid cases 2nd day in a row; deaths top 300

•   Hindustan Times: Monetary policy review: RBI likely to maintain status quo amid Covid-19 surge | Hindustan Times

•   매경(P1): 더현대 구찌 매장 "15팀 대기중"…3월 보복 소비 폭발

•   매경: 특급호텔 주말마다 만실…대형 외식매장에선 30분씩 대기

•   매경(P1): 믿었던 국민연금마저…국내 주식 매입 조정, 선거 뒤로 미뤘다

•   매경: 문대통령도 가입한 뉴딜펀드, 20% 넘는 수익 정부가 더 챙긴다

•   매경: SK이노 "배터리소송 합의금, LG엔솔 요구는 수용 불가능"

•   매경: 각형 파우치형 원통형…배터리 모양 전쟁 불붙었다 [science]

•   매경: 전고체 배터리, 시장 판도 흔드는 '게임 체인저' 될까 [Science]

•   매경(P1): 동학개미 900만 시대…개미 표심 떠날까 정치권도 눈치보기

•   매경: "기업은 재테크 동반자"…사회적 책임 내세우며 동학개미 끌어안기

•   매경: 경제단체 "ESG경영 강화해 규제완화 여건 만들것"

•   매경(P1): 금융 공기업 점령한 '정치권 낙하산'

•   매경: 재무제표 못읽는데…연봉만 수억 금융공기업에 文캠프 낙하산 득세

•   매경: 은행 10곳 중 9곳 상임감사, 금감원 출신이 싹쓸이

•   매경(P1): 민간영역 침범한 서울시장 공약들

•   매경: 박영선 오세훈…누가 이기든 '세금먹는 하마' 또 생길판

•   매경: 티머니 제로페이 따릉이…기업이 하면 문어발, 지자체가 하면 공익사업

•   매경: [세종 인사이드] 중대재해법 규제만드니…고용부 공무원 몸값 쑥

•   매경: 신용대출 조이자…신용 1등급도 카드론 몰린다

•   매경: 대한항공, 아시아나항공과 2024년 합병 추진

•   매경: '용인→광화문 15분' 에어택시 성능시험 나선다

•   매경: 수에즈 운하 사고 후폭풍…HMM 선박 4척 46년만에 희망봉 항로로

•   매경: 국내 첫 코로나 혈장치료제…녹십자 내달초 사용 신청

•   매경: 국민연금 주식확대 보류에 동학개미 '어쩌나'

•   매경: 쌍용차 등 4곳 감사의견 거절…상장폐지 투자주의보

•   매경: [플러스 창원] 창원경제 대도약 시동…"새로운 미래 10년 설계한다"

•   매경: "ESG 선택 아닌 대세" SK·LG 발빠른 움직임 이유

•   한경(P1): K조선 완벽 부활…삼성중공업, 3조 '잭팟'

•   한경: "한물갔다" 굴욕 당했던 K조선…中·日 따돌리고 화려한 부활

•   한경(P1): IMF "韓 올해 3.6% 성장"…기준금리 인상 빨라지나

※   IMF: Republic of Korea : 2021 Article IV Consultation-Press Release; Staff Report; Staff Statement; and Statement by the Executive Director for the Republic of Korea

•   한경: 수에즈 운하에 선박 200척 발 묶여…수출기업 '비상'

•   한경: "수출·투자 증가 빠르다"…한국은행, 성장률 높일 채비

•   한경: 이주열 "통화완화 기조 유지" 밝혔지만…일각선 "하반기 금리 올릴 수도"

•   한경: 박용만 "정치권, 지지세력 아닌 미래 위해 무슨 일 했나"

•   한경: 최저임금 심의 늦어지나…제1노총 자리싸움 '점입가경'

•   한경: 애플·화웨이 부러웠나…"대형 기업 키우자" 분주해진 유럽

•   한경(P1): "코스피, 2분기 조정 2800까지 밀릴 수도"

•   한경(P1): 커지는 임금인상發 인플레 공포

•   한경: "최저임금 1만원 마지막 기회"…'대폭 인상' 시동 거는 노동계

•   한경: "물가 뛰고 국민소득 줄어든다"…임금인상發 인플레 공포

•   한경: "연봉 2000만원이나 더 준다는데 저라도 이직하고 싶겠죠"

•   한경: '따상' 못 하면 어쩌려고…몸값 60조 '장외주 3대장' 주의보

•   한경: 서울역에 최고 40층 '강북 코엑스' 들어선다…13년 만에 확정

•   한경: 국민 3명중 1명 "가장 역점 둘 경제정책은 물가안정"

•   한경: "차기 정부, 부동산 정책부터 바꿔야" 44%

•   한경: 국내 최고 전문가들이 꼽은 '올해 가장 돈 많이 벌 투자처'

•   한경: 이번엔 인프라…바이든, 4조달러 '돈풀기' 산업재·원자재株 주목

•   한경: 인플레·금리 불확실성 시대…"글로벌 ESG·美 가치주 펀드 유망"

•   한경: 높아진 재건축 문턱…리모델링 추진 단지 1년새 65% 늘었다

•   한경: 길어지는 車반도체 대란…기아, 4월도 특근 없다

•   한경: 갤럭시S21, 출시 첫 달 아이폰보다 더 팔렸다

•   서경(P1): "공평보단 공정"···삼성發 '성과주의' 불붙는다

•   서경: MZ "실적과실 투명하게 달라" 거센 요구···韓, 연공서열 무너진다

•   서경: 전통제조업 올 임단협 초긴장

•   서경(P1): 새 분양가 기준 적용하니···대구 30평형 9억 넘었다

•   서경(P1): [시그널] 매그나칩반도체, 中 PEF에 팔린다

•   서경: "체질 개선·재도약" 외친 슈퍼 주총데이

•   서경(P1): K산업, 글로벌 타깃 되는데···선거만 보는 정부

•   서경: 美 '반도체 탈환'·EU '배터리 독립'...韓은 규제 남발 '역주행'

•   서경: "정부가 직무유기...미래산업 그랜드플랜 다시 짜야"

•   서경(P1): 신재원 현대차 UAM사업부 사장 "수소 UAM, 미래 모빌리티 주도할 것"

•   서경: 신재원 현대차 UAM 사업부 사장 "물류·여객용 UAM 동시 개발···제트엔진급 항공혁명 준비"

•   서경: 車 100만대·5G폰 30% 생산 차질...무역손실만 최소 2,000억弗

•   서경: 싱가포르 합의 폐기가 변수···美, 中 지렛대 삼는 대북 카드 꺼낼까

•   서경: 바이든의 비핵화, CVID와는 다를 듯

•   서경: 공급 과잉에 곡소리나도···정부는 '묻지마 태양광'

•   서경: "반도체 장비 더 없나요" 2월 주문액 32% 늘었다

•   서경: 제조 中企, ESG서 신성장동력 찾는다

•   서경: "상폐되면 어쩌나"...상장사 37개사 '비적정' 감사의견

•   서경: 한달새 3.11%로 껑충···슬금슬금 뛰는 주담대 금리

•   서경: 두달째 횡보에 시장 혼탁···널뛰기 종목 속출

•   조선(P1): ‘중국식 규제법안’ 쏟아내는 당정… 새벽배송·중고거래까지 막히나

•   조선(P1): [NOW] 화상회의 좀 그만… ‘줌 없는 날’ 등장

•   조선: [단독] “北신형미사일 1발로 축구장 150개 초토화”

•   조선: 경쟁사는 화장실도 쥐어짜는데...현대차는 생산직 늘어나

•   조선: 청와대 참모들과 장차관들, 이 주식을 사랑했다

•   조선: 재건축 ‘1+1 분양’ 조합원들, 종부세 폭탄 憲訴 제기

•   조선: 샤오미가 공개한다는 ‘액체렌즈' 어떤 기능 하는걸까

•   조선: 쌍용양회, 쌍용C&E로 사명 바꿔

•   조선비즈: "에너지 차관은 ‘탈원전 차관’?" …조직 확대, 승진 길 열려도 '절레절레'

•   조선비즈: [단독 인터뷰] 엔비디아 2인자 “반나절 10억개 약물조합 비결은 GPU”

•   IT조선: [바이든 시대 韓 IT] ①글로벌 IT산업 지형 쥐락펴락 바이든

•   중앙(P1): 코로나 3차 유행 지속, 5인 이상 모임 금지 2주 더 연장

•   중앙: LH 해법과 거리 먼 ‘부동산 빅브라더’ 시장만 통제 우려

•   중앙(P1): [view] 커피·휴지…14조어치 화물이 수에즈에 묶였다

•   중앙: 특허는 남기고 폰만 철수? LG전자, 노키아의 길 가나

•   JTBC: [단독]"'20년 태양광 계약' 부정 사례 적발 한 번도 없어"

•   동아(P1): 北미사일에… 바이든 경고장, 文은 “대화로”

•   동아(P1): 바이든 “상응조치” 이틀뒤, 北 “자위권 침해 도발”

•   동아(P1): 당정청 “LH직원 투기이익 몰수 소급입법 추진”

•   동아(P1): “폐업 막아준 고마운 자금” vs “피해 다른데 똑같이 주나”

•   동아: ‘4차 재난지원금’ 483만명에 29일부터 지급

•   동아: 백신접종 더딘 국가, 확진자 급증세… 접종률 낮은 한국도 ‘불안’

•   동아: 국내 ‘변이 감염’ 38%가 무증상… ‘확산 통로’ 비상

•   문화: 1주일새 523명 확진… 영남 ‘변이’ 심상찮다

•   문화: “빚 감당안돼”… 채무조정 신청, 文정부 들어 매년 증가세

•   한국(P1): 백신휴가제 '권고'로 결론 ... "이상반응 있으면 이틀 쉬도록"

•   한겨레(P1): ‘재건축 풀게 표 다오’… 집값 들쑤시는 재보선

•   머니투데이: '출산율 1위'도 피하지 못한 인구감소…반복되는 '기적과 역설'

•   머니투데이: [단독]국회 ESG 포럼에 삼성·현대차·LG 참여…4대 그룹 합류할 듯

•   머니투데이: "엄살아니고요, 이자낼 돈이…" 기재차관의 이유있는 걱정

•   머니투데이: 최태원, 日에 "한·일 상의회장회의 재개 기대한다"

•   머니투데이: '공공재개발→공공직접시행' 전환 안한다 "재건축에 혜택 집중돼"

•   더벨: 지게차 품고 두산重 자회사된 밥캣…힘 받는 구조조정

•   더벨: [이사회 모니터/㈜두산]환골탈태 사외이사진...전문성 강화

•   더벨: [이사회 모니터/㈜두산]모범적 위원회 활동, '감사위 교육'은 옥에 티

•   헤럴드경제(P1): 팬데믹 1년...제조업-서비스업 경계가 허물어진다

•   헤럴드경제: 테슬라·애플 ‘혁신 또 혁신’...한국기업 규제묶여 ‘좌절 또 좌절’ [Shape New Korea ③무너지는 산업경계]

•   헤럴드경제: ‘K-굴뚝기업’은 지금, 서비스 영토 확장중 [Shape New Korea ③무너지는 산업경계]

•   헤럴드경제: 女임원비중 ↑ ESG위원회 신설 ↑…‘거수기’ 대기업 이사회의 대변신

•   파이낸셜뉴스(P1): 바닥난 車반도체… 완성차 공장 멈추나

•   파이낸셜뉴스: SK하이닉스, 인텔 낸드 인수자금 ‘영끌’… ‘현금 확보’ 허리띠 죈다

•   파이낸셜뉴스: 車에서 스마트폰까지 덮친 ‘칩맥경화’… "내년도 수급 난항" [격동의 반도체시장]

•   파이낸셜뉴스: 소급적용 어렵고 차명 투기도 막을 길 없어 '미완의 대책' [부동산 투기 방지책 29일 발표]

•   파이낸셜뉴스: 월급처럼 매달 따박따박 배당받는 시대 오나

•   파이낸셜뉴스: 반도체 앞에 자존심 버린 일본… 해외기업 유치 사활 걸었다

•   파이낸셜뉴스: 국고 3년물에 꽂힌 외국인 원화채 보유잔고 사상 최대

•   파이낸셜뉴스: 동학개미도 증시 손 떼나… 거래대금 두달새 38% ‘뚝’

•   파이낸셜뉴스: 현대차·기아, 특허 4만건 첫 돌파… 9년새 148% 늘었다

•   파이낸셜뉴스: 한전, 독자 블록체인 네트워크 구축… 전력 거래 효율화 기대

•   파이낸셜뉴스: 수소·전력 동시생산하면서 효율 높인 '일체형 전지' 개발

•   아시아경제(P1): [공장이 늙어간다]"대기업 아니어도 괜찮아" 외친 청년들

•   디지털타임스(P1): 심상찮은 美中 신냉전… 위기의 샌드위치 코리아

•   디지털타임스(P1): SK이노, 유럽에 배터리분리막 공장

•   이데일리: [단독]묻지마 태양광 건설 후폭풍…제주 이어 신안서도 '발전 제한'

•   이데일리: '소식없는 HAAH'에 위기감 커지는 쌍용차..추가 자구안 압박 거세

•   이데일리: '독실한 천주교인' 박용만, 낡고 해진 수녀복에 새 생명을 주다

•   연합: '휴일 효과'로 400명 밑돌듯…부활절-재보선-봄나들이 불안불안

•   연합: 작년 대기업 코로나19에도 고용·투자 유지했다

•   연합: "탄소중립 위해 풍력발전 키우려면 인허가·계통 개선해야"

•   연합: 산업부 에너지 차관 만들겠다고 한 지 4개월…5월에는 될까

•   연합: 산단 태양광 등 신재생에너지 보급에 5천610억원 금융지원

•   KBS: [단독] 미얀마 임시정부 “포스코 사업중단 공식요청”

•   SBS: [단독] "시간은 북한 편, ICBM 쏴도 놀라지 않을 것"

•   이투데이: [공시] 듀산푸얼셀, 500억 규모 연료전지 시스템 장기유지보수계약 체결

•   더구루: 신안 해상 풍력단지 조성사업 '순풍'

•   글로벌이코노믹: 한수원, 체코원전 입찰자격 획득 '원전수출 2호' 한걸음 앞으로

•   뉴데일리; [단독] 문재인정부, 백신 구입에 '1조원' 웃돈 줬다… 그나마 90%는 언제 올지도 몰라

•   매일신문: [단독] 한울원전 1·2호기 일주일째 재가동 중단…하루 40억 손실

•   reNews: US aims to cut solar costs 60% by 2030

•   Renewables Now: Wind installs in 2020 reach record but climate goals require urgent ramp-up

•   에너지경제: 서부발전, 화성에 세계 최대 규모 연료전지발전소 건설

•   에너지경제: [전력좌담회] "신재생에너지 확대 맞춘 전력 송·배전망 확충 시급"

•   에너지경제: [전력좌담회] "재생에너지 계통 안정 위해 운영·수급계획·시장제도 등 삼박자 갖춰야"

•   에너지경제: [전력좌담회] 이태의 연구위원 "2040년 재생E 13% 출력제한…전원상호보완·분산화 필요"

•   에너지경제: [전력좌담회] 임정효 사장 "안정적인 전력 공급 시스템 마련이 큰 숙제"

•   이투뉴스: 가스발전도 좌초자산화 경고등 켜졌다

•   For Construction Pros: Republicans: Infrastructure Bill Means Funding for Roads, Bridges; Not Climate Change or Social Justice

•   대한경제: [미래첨단산업 패권전쟁]3중고에 빠진 삼성전자…“대응 쉽지 않다”

•   대한경제: [첨단기술 글로벌 패권전쟁] 폭스바겐의 배신…LGㆍSK ‘낙동강 오리알’

•   대한경제: [첨단기술 글로벌 패권전쟁] 전기차 ‘춘추전국시대’…현대차 힘겨운 질주

•   대한경제: [SK가 이끄는 ESG] “이윤만 좇다간 돌연사”…시장 변화 먼저 읽은 ‘최태원의 통찰력’

•   대한경제: [SK가 이끄는 ESG] SK㈜, 美 수소 기업 투자…하이닉스, 그린본드 발행

•   대한경제: 두산건설, 인천 삼부아파트 소규모 재건축 수주

•   대한경제: [건설시장 풍향계] ‘강릉~제진 단선전철 건설공사’4월1일 경쟁구도 확정

•   OilPrice.com: Can Venezuela’s Oil Industry Really Rebound?

•   OilPrice.com: Is Shale Exploration About To Surge?

•   OilPrice.com: Indonesia Dreams Of Becoming An EV Nation

•   OilPrice.com: Can Oil And Gas Save Europe’s Poorest Country?

•   OilPrice.com: Oil Tanker Rates Surge As Suez Canal Blockage Continues

•   MINING.com: Vale executives investigated in Brazil over Simandou deal

•   DIGITIMES: DRAM contract prices to rise further in 2Q21

•   DIGITIMES: FPCB, SiP substrate makers readying mass production for new AirPods

•   DIGITIMES: PCB maker Compeq to enjoy sales growth through 3Q21

•   전자신문(P1): 기후변화 대응할 국가 '탄소중립위원회' 내달 출범

•   전자신문: 이통 3사, 상반기 5G SA 상용화 '확정'...5G 서비스 진화 가속

•   전자신문: [특별기획]기후변화 맞설 탄소중립 시대 온다(1)빨라지는 기후변화 시계 해법은

•   전자신문: [특별기획]탄소중립 안 할 땐 한반도 피해 3128조원

•   전자신문: 신규 석탄발전소 건설 갈등 격화…“국회·시민단체에 에너지계획 휘둘려”

•   전자신문: 신재생에너지공급자에게 직접 PPA 허용...전력판매시장 독점 완화되나

•   ZDNet Korea: 폴더블 전쟁…삼성 주도 속 샤오미, 오포 출격

•   Phone Arena: Global chip shortage: Key Android manufacturer warns of price increase, Apple unaffected

•   Phone Arena: Xiaomi may introduce a custom smartphone chip and revolutionary battery tech on Monday

•   Robotics & Automation News: European project Robotics4EU releases surveys aimed at robotics community

•   Robotics & Automation News: Key industry organisations partner to develop global standards for autonomous vehicles

•   Robotics & Automation News: Teradyne, Fetch, and BlueBotics named as ‘market leaders’ in ABI Research’s autonomous material handling competitive ranking

•   Robotics Tomorrow: 5 Considerations for Deploying Industrial Robotics

•   로봇신문: 中 메이디그룹, "로봇밀도 1만명 당 300대 육박"

[Opinions]

•   Project Syndicate(Sami Mahroum): Agents of Automation

•   Project Syndicate(Joschka Fischer): The Return of German Politics

•   Project Syndicate(Arvind Subramanian, Devesh Kapur): The Absent Voices of Development Economics

•   FT(Editorial Board): America’s coming showdown over taxes

•   FT(Editorial Board): Covid-safe holidays are the desired destination

•   FT(Martin Wolf): The return of the inflation spectre

•   FT(Ruchir Sharma): Fresh sanctions may barely dent Fortress Russia

•   FT(Edward Luce): The puzzle of Joe Biden’s ‘middle class foreign policy’

•   FT(Robin Wigglesworth): Inflation bogeyman unsettles markets

•   FT(Brooke Masters): Cross-border IPO boom is rich in promise — and peril

•   FT(Martin Weale): How much are the Covid-19 jabs actually worth to us all?

•   FT(Simon Edelsten): The trouble with emerged markets

•   FT(Lex): Ford Mondeo: end of the road for the car, but not ‘Mondeo man’

•   WSJ(Editorial Board): Yellen’s Strange Budget Math

•   WSJ(Editorial Board): Watch Out for a Vaccine Patent Heist

•   WSJ(Editorial Board): Biden’s Filibuster Ultimatum

•   WSJ(Editorial Board): Biden Lifts the Curtain

•   WSJ(Holman W. Jenkins, Jr.): H.R.1 Is Democrats’ Survival Strategy for 2022

•   WSJ(Andy Kessler): Inequality by Way of Government

•   WSJ(Mary Anastasia O’Grady): Rewriting History in Bolivia—and Mexico

•   WSJ(Dominic Green): Europe’s Covid Bill Is Coming Due

•   WSJ(Matt Pottinger): Beijing Targets American Business

•   WSJ(Richard Fontaine): Afghanistan Pullout Isn’t as Popular as It Seems

•   WSJ(Mike Lee, Iain Duncan Smith): The Trade Pact Waiting to Happen

•   NYT(Paul Krugman): The Decline of Republican Demonization

•   NYT(David Brooks): The Biden Revolution Rolls On

•   NYT(Ross Douthat): How Does a Baby Bust End?

•   WP(Editorial Board): Will Congress rip up Section 230? Tread carefully.

•   WP(Editorial Board): Global warming is endangering more than we think. We must adjust.

•   WP(Editorial Board): The worldwide vaccine campaign is on shaky ground

•   WP(Editorial Board): Pay for Biden’s $3 trillion infrastructure plan with a carbon tax

•   WP(Editorial Board): Climate change is threatening our circulation. We must act now.

•   WP(David Ignatius): Biden faces the world’s most dangerous problems in North Korea and Taiwan

•   WP(E.J. Dionne Jr.): Joe Biden is a paradigm shifter

•   WP(Kathleen Parker): The border is a ‘crisis’ — and also Biden’s first big mistake

•   WP(Karen Tumulty): Biden didn’t get any questions on covid-19. That’s a compliment.

•   WP(Salvatore R. Mercogliano): The Suez logjam shows how fragile our global trade system is

•   Bloomberg(Tyler Cowen): Bring Back Supply-Side Economics

•   Bloomberg(John Authers): Bitcoin's Never-Ending Bubble and Other Mysteries

•   Bloomberg(Barry Ritholtz): Bull Market Beset by Too Many Misconceptions

•   Bloomberg(Robert Burgess): The Number of the Week Is 22.1

•   Bloomberg(Brooke Sutherland): Suez Ship Grounding Makes Case for Big Rail Merger

•   Bloomberg(Chris Bryant): Suez Shows Civilization Is More Vulnerable Than We Think

•   Bloomberg(Martin Ivens): Boris Johnson Has Played a Blinder on the EU Vaccine Spat

•   Bloomberg(Lionel Laurent): Britain and Europe Discover the Limits of Vaccine Warfare

•   Bloomberg(Hussein Ibish): The UAE Is Seeking a New Role As Peacemaker

•   Bloomberg(Andrea Felsted): European Summer Getaways May Have to Wait Until 2022

•   Bloomberg(Elisa Martinuzzi): SPACs Are a Pretty Wild Party for Wall Street's Finest

•   Bloomberg(Daniel Gordis): Tight Election Shows Israel’s Left Is on the Rise

•   Bloomberg(Amanda Little): A Better Way for Farmers to Cash In on Carbon

•   Bloomberg(Max Hastings): Foreign Policy Is a Sordid Business. Sorry.

•   CNN(Daniel Bunn, Scott A. Hodge): Why Janet Yellen is wrong on corporate tax rates

•   CNN(Jim Parrott, Laurie Goodman): We can't suspend evictions and foreclosures forever

•   CNN(Salvatore R. Mercogliano): Suez Canal traffic jam blocks the world's jugular vein

•   CNBC(Daniel Yergin): Suez Canal shutdown by Ever Given highlights another weak link in global supply chain

•   MarketWatch(Mark Hulbert): Investors worry inflation will persist after a spike this summer — but that likely won’t be the case

•   MarketWatch(Mark Hulbert): April has been bullish for stocks but you shouldn’t bet on a repeat this year

•   Fox News(Colin Reed): Biden, Dems' spending spree – country's future depends on conservatives doing this

•   SCMP(Mark J. Valencia): In the South China Sea, Biden is outdoing Trump in bluff and bluster

•   Nikkei Asia(Andrew North): How COVID-19 gave renewables an energy boost

•   한경(한상춘): 금융시장 60년 최대 변화…리보금리가 사라진다

•   동아(사설): 실패한 ‘소주성’ 설계자 홍장표,KDI 원장 가당한가

•   문화(정범진): 탈원전 탓에 시작된 전기료 5大 재앙

•   머니투데이(민동훈): 수소는 그저 그런 에너지가 아니다

•   아시아투데이(임초롱): [취재뒷담화]물적분할에 운명 갈린(?) 두산인프라코어 자회사들