Business Intelligence Monitor 210414

(Introduction)

[Markets]

•   Global: Global stocks hit record after U.S. inflation data

•   한국: 코스피 1% 상승 마감…실적개선 기대에 외인 순매수

•   한국: 두산그룹주 힘받아, 오리콤 21% 급등 두산퓨얼셀 두산중공업도 상승

•   Russia: Russia’s rouble hit with volatility over Ukraine and sanctions risk

•   Taiwan: Taiwan dollar drops with US set to apply currency manipulator tag

•   Metals: Copper rebounds on industrial buying; speculators on sidelines

•   Iron ore: Iron ore price jumps as Brazil, Australia shipments delayed

•   Grains: U.S. soy, corn futures rise as funds step in after two losing sessions

•   Cryptocurrency: Bitcoin soars to new record above $62,700

[Indicators]

•   US Mar. CPI: Inflation Accelerated in March Due to Strengthening Economy, Rising Energy Prices

※   NYT: How Not to Get Fooled by the New Inflation Numbers

※   Reuters: Five signs of a rebounding economy from U.S. CPI

•   Germany Apr. ZEW economic sentiment: German investor morale falls in April on lockdown fears, ZEW says

•   UK Feb. GDP: UK economy returns to growth despite Covid restrictions

•   China Mar. Balance of trade: China’s Economy Is Still Dependent on Housing and Exports

※   SCMP: China’s imports from US set record in first quarter, but their trade imbalance grows on strong Chinese exports

•   한국 2월 통화 및 유동성: 실질금리 4년來 최저…유동성 최대폭 증가

•   한국 2월 전력판매량: 전력 판매량 4개월 연속 상승…반도체·자동차 산업 전력 소비도 늘어

•   한국 3월 수출입물가: 유가상승에 수입물가 넉달째 상승…전월대비 3.4%↑

•   한국 3월 자동차 산업 동향: '반도체 대란' 덮친 車산업, 성장세 두달 만에 꺾였다

[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: U.S. Seeks to Pause J&J Covid-19 Vaccine Use After Rare Blood-Clot Cases

•   WSJ: Covid-19 Vaccine Issues Present New Challenge for J&J

•   WSJ: J&J Vaccine Clot Issue Shows Limits of Clinical Trials, Scientists Say

•   WSJ: Johnson & Johnson Covid-19 Vaccine Pause Disrupts Appointments in New York Region

•   WSJ: Do J&J and AstraZeneca Vaccines Cause Blood Clots, and What Are the Symptoms?

•   WSJ: OPEC Sees Oil Demand Boosted by Stimulus and Vaccine Programs

※   OPEC: MOMR April 2021

•   WSJ: Biden Proposes a U.S.-Russian Summit in Call to Putin

•   WSJ: U.S. Climate Envoy to Arrive in Shanghai for Meeting With Chinese Counterpart

•   WSJ: John Kerry Says U.S. Will Hold China to Account on Climate Pledges

•   WSJ: Billions in Covid-19 Aid Is Slow to Reach Renters and Landlords

•   WSJ: IRS Chief Says $1 Trillion in Taxes May Go Uncollected Each Year

•   WSJ: Arab-Israeli Dentist Holds Sway Over Israel’s Next Government

•   WSJ: Iran Says It Will Enrich Uranium to 60%, in Effort to Strengthen Hand in Nuclear Talks

•   WSJ: Iran’s Nuclear Program: How Close Is Tehran to Developing Nuclear Weapons?

•   WSJ: Egypt Seizes Ever Given Ship in Suez Canal, Demands Compensation

•   WSJ: Myanmar’s Military Has Many Enemies. Protesters Are Asking for Their Help.

•   WSJ: Covid-19 Variants Stress Canadian Hospitals

•   WSJ: Grab to Go Public in Record-Breaking SPAC Merger

•   WSJ: Chinese Auto Giant Geely Explores SPAC Deals

•   WSJ: Jack Ma’s Ant Group Will End Some Practices That Helped Fuel Its Growth

•   WSJ: Microsoft’s Nuance Gambit Shows Healthcare Is Shaping Up as Next Tech Battleground

•   WSJ: Fake Covid-19 Certificates Hit Airlines, Which Now Have To Police Them

•   NYT: Biden to Announce Full Withdrawal of US Troops in Afghanistan by Sept. 11

•   NYT: The officer who fatally shot Daunte Wright just resigned, as did the chief of police.

•   NYT: How the Coronavirus Variants Are Spreading in New York City

•   NYT: The Biden Administration Is Quietly Obsessing Over Inflation

•   NYT: Intelligence Report Calls China Biggest Threat to US

※   Office of the Director of National Intelligence: 2021 Annual Threat Assessment

•   NYT: Biden Wants Leaders to Make Climate Commitments for Earth Day

•   NYT: How Small Market Investors Are Being Wooed by Companies

•   WP: Here’s what to know about blood clots if you received J&J covid-19 vaccine

•   WP: How Biden’s definition of bipartisanship has quickly evolved

•   WP: Australia opts not to purchase Johnson & Johnson vaccine, citing clot concerns

•   WP: A weakened Navalny sees his wife in prison, leaving her worried about his weight loss and fatigue.

•   WP: Americans may be able to travel to Europe again this summer. Their hosts may not be vaccinated.

•   WP: Intel CEO Gelsinger says chip shortage to last two years

•   FT: Eurozone’s economy shows signs of adapting to lockdowns

•   FT: EU defence chief warns coronavirus has weakened security

•   FT: Surge testing launched in south London for variant outbreak

•   FT: Former UK spy chief warns Johnson over Scottish referendum refusal

•   FT: UK told to use new telecoms suppliers after Huawei’s 5G exit

•   FT: Labour steps up pressure over Cameron’s Greensill lobbying

•   FT: Brexit trading laws contributed to Northern Ireland unrest, Lewis says

•   FT: How French companies are also being hit hard by Brexit

•   FT: Biden oil clean-up plan slammed as bailout for fossil fuels

•   FT: Manufacturers warn US must do more to maintain fragile PPE production

•   FT: Bonds of China’s largest bad debt investor plunge to record low

•   FT: Economic crisis begins to crack the bedrock of Assad’s Alawi support

•   FT: China struggles to rein in steel production

•   FT: If China demands less steel, Australian exporters will suffer

•   FT: China tech groups given a month to fix antitrust practices

•   FT: Coinbase listing set to capitalise on crypto bull run

•   FT: Five things to watch in US bank earnings

•   Bloomberg: Moderna Says Covid Shot Remains 90% Effective After Six Months

•   Bloomberg: Are China’s Covid Shots Less Effective? Experts Size Up Sinovac

•   Bloomberg: Biden Trade Chief Meets With Advocates of WTO Vaccine Waiver

•   Bloomberg: Understanding Vaccine Hesitancy Among Black Americans

•   Bloomberg: Schumer Aims for Vote to Boost U.S. Chip Industry This Month

•   Bloomberg: White House Fights GOP’s Tax Attack With Small-Business Outreach

•   Bloomberg: Biden to Restore Two Obama-Era Fair Housing Rules

•   Bloomberg: EU to Lay Out $1 Trillion Debt Plan to Start Rivaling Treasuries

•   Bloomberg: ECB’s Francois Villeroy Says Too Early to Worry About Rising Inflation

•   Bloomberg: EU Covid Travel Passports: Governments to Seek Deal on Technical Specifications

•   Bloomberg: Bank of England’s Biggest Inflation Hawk Will Step Down

•   Bloomberg: Angela Merkel Succession: Markus Soeder, Armin Laschet Trade Barbs

•   Bloomberg: India's Maharashtra State Tightens Covid Lockdown as Virus Cripples Hospitals

•   Bloomberg: India to Speed Approval for Foreign Vaccines as Covid Cases Rise

•   Bloomberg: A New Virus Variant Is Rampaging Through Latin America: Chart

•   Bloomberg: China Blasts U.S. Handling of Virus Pandemic as ‘Total Failure’

•   Bloomberg: U.S. Friends Join China in Ripping Japan Plan on Fukushima Water

•   Bloomberg: Indonesia Keeps Sinovac, Says Best Is Shot That’s Available

•   Bloomberg: Army General Taking Petrobras Helm After Bolsonaro Shakeup

•   Bloomberg: Turkey Plans New Covid Lockdown Curbs to Save Summer Tourist Season

•   Bloomberg: Ex-BOJ Member Sakurai Sees No Rate Cuts Without Fresh Crisis

•   Bloomberg: South Korea Workers Need to Make Space for Robots, Minister Says

•   Bloomberg: Marko Kolanovic Says Markets May Be at Long-Term Turning Point

•   Bloomberg: JPMorgan Flags Geopolitics as Reason to Sell Emerging Markets

•   Bloomberg: Bitcoin Power Consumption Jumped 66-Fold Since 2015, Citi Says

•   Bloomberg: Tesla Says Any Data It Collects in China Is Stored in the Nation

•   Bloomberg: Car Industry May Need Deals With Chipmakers to Counter Shortage

•   Bloomberg: Coal Plant Closures Cut More EU Emissions Than The Pandemic

•   Bloomberg: China’s Xinjiang Solar Factories Haunted by Labor Abuse Claims

•   Bloomberg: China Must Choose Between Inflation or Pollution From Steel

•   Bloomberg: A Green Grid by 2035? New Report Says We’re Halfway There

•   Bloomberg: Belgian Central Bank Sued by ClientEarth for ‘Fueling the Climate Crisis’

•   Reuters: IMF offers rosier view on Asia, warns of Fed fallout on markets

※   IMF: After a Strong Crisis Response, Asia Can Build a Fairer and Greener Future

•   Reuters: WHO says awaits EMA, FDA reviews of J&J COVID-19 vaccine, monitoring global data

•   Reuters: Pfizer to pursue bringing COVID-19 vaccine to India after import relaxation

•   Reuters: U.S. senators match House bill to assist Uighur refugees

•   Reuters: U.S. COVID cases march higher, hospitalizations up for second week in a row

•   Reuters: EU recovery funds to boost Spanish growth by 2 pctg points a year, PM says

•   Reuters: Europe could operate 40,000 km of hydrogen pipelines by 2040: operators

•   Reuters: Explainer: How Japan plans to release contaminated Fukushima water into the ocean

•   Reuters: Analysis: Could Germany get a Green chancellor? It's within the party's reach

•   AP: India reels amid virus surge, affecting world vaccine supply

•   AP: EXPLAINER: What's known about J&J's vaccine and rare clots

•   AP: EXPLAINER: The law and science behind the CDC’s eviction ban

•   CNN: Americans are buying less toilet paper and wipes

•   CNN: Brexit isn't working and business wants it fixed

•   CNN: IPO vs SPAC vs direct listing: Explaining Wall Street's hot trends

•   CNN: Boeing's 2021 was starting off pretty well -- until its latest 737 Max woes

•   CNBC: Pfizer CEO: Company can deliver 10% more doses to U.S. by end of May

•   CNBC: Exports can't help China grow as much this year

•   CNBC: Executives call on Biden to cut emissions to combat climate change

•   CNBC: Dr. Anthony Fauci explains what the U.S. pause on J&J’s Covid vaccine means

•   MarketWatch: These stocks let you tap into the hot housing market

•   Fox Business: Biden spending spree to unleash inflation, big-money managers worry

•   SCMP: Beijing shows it’s ‘not taking its foot off the gas’ with latest incursion into Taiwan airspace

•   SCMP: US-China tech war: Beijing can ‘stay cool’ on Biden’s US semiconductor push, analysts say

•   SCMP: Coronavirus: China’s first mRNA vaccine ready for final stage trials overseas

•   SCMP: China digital currency: Shanghai, Hainan among regions added to e-yuan trials

•   Nikkei Asia: Why the decision to release treated Fukushima water took a decade

•   Nikkei Asia: Japan and Germany discuss joint Indo-Pacific drills at 2-plus-2

•   Nikkei Asia: Myanmar coup presses Japan to retreat from Abe-era business push

•   Nikkei Asia: Failed state: Myanmar collapses into chaos

•   Nikkei Asia: With eye on Amazon and Google, Japan joins Asia data center race

•   Nikkei Asia: Seoul, Shanghai and Singapore show house-buying fever

•   Nikkei Asia: Toshiba CEO Kurumatani to resign Wednesday

•   Mint: What Remdesivir shortage says about India’s preparedness

•   Business Standard: Monsoon likely be normal this year in India, marking a hat-trick: Skymet

•   매경(P1): '대출 중개' 네이버, 금융사처럼 규제 받는다

•   매경: 네이버 쿠팡 카카오에 '충전한 돈' 규제 받는다

•   매경: 금융권 역차별 불만…"빅테크에 찔끔 규제, 카드사는 강력 규제"

•   매경: 금소법에 전자금융법까지…빅테크, 규제망 속으로

•   매경: 쿠팡 美상장 이유 '차등의결권'…與野, 뒤늦게 논의

•   매경: 반기문 "정권 5번 바뀌어도 탄소중립 계속돼야"

•   매경: 제2 테슬라' 리비안 전기트럭, 삼성SDI 배터리 달고 달린다

•   매경: 배터리 분쟁 해결 SK그룹, 中배터리 소재 시장 공략 속도 낸다

•   매경: 아직은 안된다던 초고속 5G…삼성, 과기부장관 앞 시연

•   매경: "하루 매출 0원"…'황금알' 각광받던 시내 면세점 시대 저문다 [르포]

•   한경(P1): 규제완화 기대…재건축 한달새 2억 껑충

•   한경: '강남 재건축 끝판왕' 압구정, 줄줄이 조합설립인가 받아

•   한경: 與 소속 강남구청장 "재건축 규제 풀어야"

•   한경: "오세훈이 약속했다"…'신고가' 터진 잠실·목동·상계 아파트

•   한경(P1): 1분기 설비투자 8조, 1년새 세 배 늘었다

•   한경(P1): 유럽도 뛰어든 '반도체 자립'…메르켈 총리 "36억유로 투자"

•   한경(P1): 몸값 10조' 현대엔지니어링 하반기 상장한다

•   한경: 투자·수출 늘며 경기회복 '속도'…"성장률 향방, 백신에 달렸다"

•   한경: 공무원, 퇴직후에도 3년간 비밀누설 금지…유튜브 활동도 안돼

•   한경: 재보선 참패하자 종부세 낮추자는 與…고민에 빠진 기재부

•   한경: "대기업 위장계열사 신고하면 5억 준다"…공정위 포상금 논란

•   한경: "인앱 결제 강요 방지법, 美와 통상마찰 우려"

•   한경: "중대재해법 규정 모호…경영자 책임 의무 구체화해야"

•   한경: 상장 후 兆단위 실탄 확보…현대차그룹 지배구조 개편 시동거나

•   한경: 풍력株는 성장 날개 달았는데…'전기료 인상'만 바라보는 한전

•   한경: 한국기업지배구조원, 주총 안건 16% 반대 권고

•   한경: ESG의 모든 것, 한경에 물어봐~ 드림팀이 기업 컨설팅도 돕는다

•   한경: 지배구조냐, 상생이냐…기업 최우선 순위는

•   한경: 10대 그룹 경영 키워드는 SMART

※   전경련: 10대 그룹 ESG경영 사례 조사

•   한경: 백신 접종 예약 5분 만에 끝…美서 이틀 만에 화이자 맞았다 [현장리포트]

•   서경(P1): K반도체 생존전략, 리셋 직면하다

•   서경: 韓 '메모리 초격차'도 사정권···R&D·설비·외교 '입체적 지원' 시급

•   서경: 삼성·TSMC·인텔 모두 美 증설···3년 뒤 파운드리 시장 판 바뀐다

•   서경(P1): 오세훈, 국무회의 데뷔전서 장관들과 '방역·부동산 난타전'

•   서경(P1): 대기업 CEO들과 반도체 해법 머리 맞대는 文

•   서경: 최저임금 올라 청년들 안뽑는다는데···노동계는 "1만원으로 인상"

•   서경: '13조 상속세' 코앞···삼성 지배구조에도 영향 미칠까

•   서경: 정의선 ‘20% 투자' 보스턴다이내믹스도 美상장설

•   서경: 美 바이든은 전기차에 112조 쏘는데 韓은 1.5조... 내수 경쟁력 차이 벌어져

•   서경: 지역화폐에도 외식쿠폰 할인 혜택···지역간 소비 양극화에 물가 자극 가능성도

•   서경: 단타에 빠진 '주린이' ... 상승장에도 10명중 6명 손실

•   서경: 쉼없이 옥죄더니···재개발·재건축 입주 '반토막'

•   서경: 서울 5배 뛴 경기·인천 집값···오세훈표 공급대책에 하락?

•   조선(P1): 얀센도 혈전 논란… 백신 접종 초비상

•   조선: 당장 대체백신 없어… 1600만명 접종 스케줄 다 꼬일판

•   조선: ‘노바백스 생산’ SK 안동공장도 한계가 있어… 국내공급 차질 우려

•   조선: 부동산정책 25번 실패끝에… 與 “이젠 바꾸자”

•   조선: 5대은행 전문가 74% “가상화폐 올해 1억원까지 오를 수도”

•   조선: “기후변화, 코로나 발생의 원인 중 하나다”

•   조선: 5개월만에 돌아온 외국인, 이달 들어 2.2조 순매수

•   조선비즈: 삼성전자, 기술력으로 TSMC에 맞선다…하반기 2·3세대 5나노 동시 양산

•   조선비즈: [백신전쟁 완패]① 美·英 일상회복 준비하는데…‘접종률 2.3%’ K방역의 민낯, 맞을 백신이 없다

•   중앙(P1): 日 오염수 치밀한 2년 계획…美·IAEA 우군으로 만들었다

•   중앙: 오염수 동해 유입 시기 불분명…해양생물 체내 축적 우려 커

•   중앙: [단독] 정부, 2분기 내 얀센 10만·노바백스 100만회분 도입

•   중앙: 화웨이 “4년간 한국 기업서 부품 41조원어치 샀다”

•   중앙: 과천 90대 "맞으란 연락이 없네"···2주차 고령층 접종률 4.8%

•   중앙: 13년 만에 최대, 세계 1위 선박 수주 반갑긴 한데…

•   중앙: “소유보다 경험” 물건 필요하면 중고품부터 찾는 MZ세대

•   동아: 삼성전자 역대 최대 배당금 13조… 증시 유입되나 촉각

•   동아: “10대중 1대는 OLED TV” 글로벌 점유율 약진 예상

•   문화(P1): “北, 2027년까지 核무기만 242개 보유”

•   문화: 北, NLL침범·서해도서 점령뒤 韓美 반격땐 ‘核사용 협박’

•   문화: 520명이 1주에 7만여건?…공시가 검수도 ‘수박겉핥기’ 불보듯

•   문화: ‘재미 못본다’ 비트코인 거래량 40%↓…투자자들 이젠 알트코인으로 눈돌려

•   문화: 쌍용차 공장 ‘스톱’… 수출용 차고지엔 車 4대뿐

•   한국(P1): 오세훈 고집에도… 방역당국 “대중시설 자가키트 검토 안 해”

•   한국: '리밸런싱 했는데도 계속 파네'...국민연금 매도본능 언제 멈추나?

•   국민(P1): 신규 공장은 다 미국으로… K 반도체·배터리 ‘시름’

•   서울: [단독] ‘누더기 개편’에 과거 끊긴 가계동향… 통계청, 뒤늦게 손본다

•   머니투데이: 제조업 강국 日·대만도 '탈(脫)탄소' 투자에 팔 걷었다

•   머니투데이: 11월 집단면역 성공여부, 文이 찜한 노바백스 백신에 달렸다

•   헤럴드경제(P1): 2023년 ‘스타리아 기반 수소차’ 나온다

•   헤럴드경제: 수소·모빌리티...현대차 미래전략 나왔다

•   헤럴드경제(P1): 쇼핑혁명 없이 살 수 없다

•   헤럴드경제: 여야, 이해충돌방지·손실보상 소급적용 ‘속도’

•   헤럴드경제: ‘후분양’ 내세웠던 오세훈...서울 4600가구 사전청약 갈등 예고

•   헤럴드경제: “모든 부동산 거래, 자금조달계획서 내라”

•   헤럴드경제: 40여년만에 첫직장 찾은 김동연, 그가 까마득한 후배 행원들에게 해준 얘기는?

•   파이낸셜뉴스(P1): "月 만원이면 종목공유" 유튜브로 번진 리딩방

•   파이낸셜뉴스: 中성장·亞제조공급망 견제… "10년내 1위 탈환" 공급재편 선언 [글로벌 반도체 전쟁…韓 샌드위치 신세]

•   파이낸셜뉴스: 자금조달 양극화… 대기업은 회사채, 中企는 은행 대출 늘었다

•   파이낸셜뉴스: 나랏빚 2000조? 847조?… 실질 재정부담·증가 속도가 문제 [나랏빚 규모 논쟁 확산]

•   파이낸셜뉴스: 이억원 기재차관 "녹색정책금융 2030년 2배 확대"

•   파이낸셜뉴스: 한달만에 88% 차익… 두산인프라코어 BW 워런트 투자 ‘대박’

•   파이낸셜뉴스: 한국GM·르노삼성, 실적 부진에 구조조정… 노사갈등 격화

•   파이낸셜뉴스: K배터리 키우려면… "해외 자원개발·中보조금 차별 해결해야"

•   파이낸셜뉴스: 조선·기계 호조… 현대重 지분가치 7000억 증가

•   파이낸셜뉴스: 대기업 떠난 서울 오피스 빈자리, 테크기업이 메웠다

•   파이낸셜뉴스: 한전 사장 선임 다음달로 넘어가나… 발전5사는 이달말 취임할듯

•   아시아경제(P1): "구글도 뉴스 사용료 내라"…'한국판 구글법' 발의 임박

•   아시아경제: 5대 금융지주, 올들어 ESG채권 2.6兆 발행…전년比 59.2%↑

•   아시아경제: [단독] 반도체 부족에 TV패널 타격?…삼성 한종희 사장 '대만行'

•   이데일리(P1): 315조 메타버스와 접목…진격의 NFT, 기업들 뛰어든다

•   이데일리: 거품이냐 미래냐…NFT 시대 '성큼'

•   이데일리: 줄어드는 '청년 정규직'…"정년연장·최저임금 인상 여파"

•   이데일리: [단독]유턴기업 지원 본격화…공급망 안정품목, 해외사업장 축소요건 ‘면제’

•   이데일리: 한수원, 발전용 댐 활용한 수상태양광발전소 첫 준공

•   이데일리: "성능·생산 효율성 ↑"…반도체 후공정에 힘싣는 삼성·SK

•   이데일리: 의결권 두고 갈등 겪은 국민연금…제도보완·충원 어떻게

•   이데일리: 美반도체 '강력 드라이브'…소부장株엔 어떤 영향?

•   연합: 오늘 최소 700명대, 800명선도 위협…'4차 유행' 급확산 조짐

•   연합: 국내 금융사 미얀마 주재원·가족들 속속 귀국 예정

•   뉴스1: 남아도는 제주 풍력발전 전기 어쩌나…올들어 사흘에 한번 '강제 정지'

•   뉴스1: [단독]정부, 삼성式 '사회공헌' 다른 대기업에 확산한다

•   Power Engineering: Making the case for utility electric boilers in power plant carbon reduction

•   WNN: USA preparing to lead advanced nuclear fuel supply, says Korsnick

•   FuelCellsWorks: Scientific Breakthroughs For Longer Lasting Fuel Cell Technology - Fuel Cells Works

•   FuelCellsWorks: Hydrogen Deployment Accelerates, But A Lot Remains To Reach 40 GW EU Target By 2030 - Fuel Cells Works

•   FuelCellsWorks: On The Way To Becoming Europe's Leading Hydrogen Location: Hamburg To Present Itself At Hannover Messe - Fuel Cells Works

•   에너지경제: 전국태양광발전협회, 올해 FIT 참여자 모집 공고 반발…"사업자 이해 침해"

•   에너지데일리: “한국, 재생에너지 전환으로 24만여개 일자리 창출 가능하다”

•   KHL: JCB “very unlikely” to be attending traditional trade shows in future

•   Equipment World: Contractors are turning to tracker-equipped systems | Equipment World

•   대한경제: 종부세 5조ㆍ재산세 6조…세수도 신고가 행진

•   OilPrice.com: The Difficult Truth About Decarbonization

•   OilPrice.com: Big Oil’s Dwindling Reserves Are A Major Problem

•   OilPrice.com: Oxford Institute: Don't Expect A Supercycle In Oil

•   OilPrice.com: China's Clampdown On Small Refiners Could Impact Oil Demand

•   OilPrice.com: U.S. Oil Production Still 2 Million Bpd Under Pre-Pandemic Levels

•   OilPrice.com: U.S. State And Local Officials Call On Biden To Ban New Oil Permits

•   MINING.com: Goldman doubles down: record-high copper price within a year

•   MINING.com: Scientists’ insight to move the hydrogen mobility needle a notch

•   MIT News: Negative emissions, positive economy

•   전자신문: [이슈분석]디지털 전환 속 오픈소스 부상한다

•   전자신문: [이슈분석]'오픈소스', 비용 절감이 가장 큰 장점

•   전자신문: 수소연료전지 '단위 셀'만 교체...車 수리비 경감 기술 나온다

•   전자신문: 원자력硏, 방사성폐기물 재사용 기술 개발…“경제효과 3000억”

•   DIGITIMES: Worldwide semiconductor revenue logs 10.4% surge in 2020, says Gartner

•   DIGITIMES: TSMC reiterates commitment to US fab project

•   DIGITIMES: Taiwan pure-play foundries to see revenue hit another record highs in 2Q21

•   DIGITIMES: A tumultuous road ahead for global markets

•   Robotics & Automation News: Software for artificial intelligence

•   Robotics & Automation News: ABB’s new collaborative robot GoFa wins prestigious Best of the Best Red Dot award

•   Robotics & Automation News: Carbon Robotics releases new autonomous weeding robot into farming industry

•   Robot Report: CMU’s snake robot can now swim underwater

•   Robot Report: Doosan Robotics’ cobots compatible with ROS 2 Foxy Fitzroy

[Opinions]

•   Project Syndicate(Yu Yongding): China Still Needs Expansionary Economic Policy

•   Project Syndicate(Djoomart Otorbaev): Central Asia’s Afghan Route to Prosperity

•   Project Syndicate(Carl Folke): Valuing Resilience After the Pandemic

•   Project Syndicate(Shashi Tharoor): Modi’s War on the Press

•   Project Syndicate(Ashley Jackson, Elmira Bayrasli): The Return of the Taliban

•   FT(Editorial Board): Latin America needs better leaders after Covid

•   FT(Editorial Board): China’s high stakes engagement with Iran

•   FT(Janan Ganesh): The US is too changed since the cold war to repeat it

•   FT(Tony Barber): German politics is greening in unpredictable ways

•   FT(Sarah O'Connor): It’s creepy that AI is teaching workers to be more human

•   FT(Ben Hall): Ukraine and its allies try to gauge Putin’s appetite for war

•   FT(Mohamed El-Erian): Private lenders to emerging markets face threat

•   FT(Valerie Hopkins): Bounty of Serbian vaccine diplomacy shames the EU

•   FT(Lex): Latin American markets: shot in the arm required

•   WSJ(Editorial Board): The Green New Deal, in Disguise

•   WSJ(Editorial Board): Putin and ‘Consequences’

•   WSJ(John Bolton): What to Look For at Congress’s Big Intelligence Gathering

•   NYT(Editorial Board): Trump Abandoned the Climate. This Is Biden’s Moment.

•   NYT(Paul Krugman): America Needs to Empower Workers Again

•   NYT(Michelle Goldberg): The Biden Boom Is Already Wild

•   NYT(Ross Douthat): What Bidenism Owes to Trumpism

•   NYT(Molly Kinder, Martha Ross): The Economy That Allows You to Get Your Job Done Is Broken

•   NYT(Eric J. Topol): Coronavirus Variants Don’t Have to Be Scary. Still, Mask Up.

•   WP(Editorial Board): Biden takes the easy way out of Afghanistan. The likely result is disaster.

•   WP(Editorial Board): The U.S. is fighting its way out of the pandemic, but a virus wildfire is spreading abroad

•   WP(Max Boot): Biden’s Afghanistan withdrawal could be the first step to a Taliban takeover

•   WP(Jennifer Rubin): The Johnson & Johnson vaccine pause is Biden’s first test in covid-19 truth-telling

•   WP(Paul Waldman, Greg Sargent): Biden is admitting America’s defeat in Afghanistan. It’s about time.

•   WP(Paul Waldman): Things are going well for Biden. But the easy part may be almost over.

•   WP(Marc A. Thiessen): Biden is making the Trump presidency seem like a golden age of unity

•   WP(Leana S. Wen): Why the Johnson & Johnson pause should bolster confidence in vaccines

•   WP(Jerome Adams): Jerome Adams: Pausing the Johnson & Johnson vaccine was the right choice

•   WP(Céline Gounder): Vaccines won’t save Michigan from its covid-19 surge

•   WP(Katrina vanden Heuvel): Will Biden’s foreign policy sap his domestic policy?

•   WP(Carl Bildt): U.S. and Europe must be ready to stand up to any Russian aggression in Ukraine

•   Bloomberg(Conor Sen): The New Rental Boom That Could Help Kill NIMBYism

•   Bloomberg(Mihir Sharma): India’s Covid Crisis Has a Familiar Culprit

•   Bloomberg(Brian Chappatta): Bond Traders’ Inflation Psychosis Won’t Go Away Soon

•   Bloomberg(John Authers): Stocks May Be Primed for Some Bruising Encounters

•   Bloomberg(Andy Mukherjee): Wall Street for All? India’s Crypto Crowd Fights Back

•   Bloomberg(Liam Denning): Why Don't Europe's Oil Majors Sell Assets to Americans?

•   Bloomberg(Nir Kaissar): How Hedge Funds Lost Their Way and Why They’ll Come Back

•   Bloomberg(Chris Bryant): SPACs Get Smacked Down by a More Assertive SEC

•   Bloomberg(Karl W. Smith): The FDA’s Caution on the J&J Vaccine Is a Costly Mistake

•   Bloomberg(Michael R. Strain): Since When Does Government Have a Money Tree?

•   Bloomberg(James Stavridis): Putin Has His Eye on Ukraine. Biden Must Stare Him Down.

•   Bloomberg(Stephen Mihm): The Consumer Price Index Is Not Economic Reality

•   Bloomberg(Sam Fazeli): How Worrisome Are the J&J Vaccine Risks?

•   CNN(Jeffrey Sachs): It's time for corporations to pay what they owe America

•   CNN(Tom Stalnaker, Khalid Usman, Andrew Buchanan): Despite big travel numbers, airlines aren't roaring back yet

•   CNN(Michael Bociurkiw): Putin is massing troops at the Ukraine border and testing Biden's mettle

•   CNN(Knox Thames, Simran Jeet Singh): Why Biden should be careful about courting India's Modi government

•   MarketWatch(Michael Brush): Ignore warnings about a potential housing bubble and consider these stocks with bright outlooks

•   MarketWatch(Alicia H. Munnell): Can investors solve the climate change problem?

•   MarketWatch(Luca Rossettini): Space infrastructure is the next investment frontier and SPACs are a launch pad

•   Fox News(Tucker Carlson): The truth about demographic change and why Democrats want it

•   Reuters(John Kemp): Asia and the great reconvergence

•   Reuters(Andy Home): Copper smelter terms at rock bottom as mine squeeze hits