Business Intelligence Monitor 210415

(Introduction)

[Markets]

•   Global: World stocks dip after new highs, dollar falls

•   US: Dell stock jumps as it unveils VMware stock spinoff plan

•   한국: 코스피 외인·기관 매수에 0.42% 상승…3,180대

•   한국: 주식 보유한도 늘린 것 맞아?…국민연금 사흘째 파네

•   한국: 삼성·LG ‘깜짝 실적’에 전기·전자株 훈풍

•   한국: 두산그룹주 강세, 두산중공업 6%대 뛰고 두산인프라코어 2%대 상승

•   한국: 원·달러 환율 9.3원 급락해 1,110원대···원화 강세 재연

•   Metals: Supply angst propels aluminum to multi-year high

•   Grains: U.S. soybean, corn and wheat futures rally on weather concerns

•   Cryptocurrency: Bitcoin and Dogecoin Prices Soar to Records as Coinbase Lists

[Indicators]

•   US Mar. Export·Import prices: U.S. import prices increase solidly, seen temporarily boosting inflation

•   US Weekly Mortgage rates·applications: Mortgage refinance demand hits lowest level in over a year, and homebuyers retreat, too

•   Eurozone Feb. Industrial production: Euro zone industry output wipes out Jan gains in Feb

•   UK 2020 Labour productivity: UK labour productivity rose during pandemic, official figures show

•   한국 3월 고용: 3월 취업자 31만4천명↑…"고용, 코로나 위기에서 점차 벗어나"

•   한국 3월 금융시장 동향: 주택시장 관망세 확산에…가계대출 증가세 '주춤'

•   한국 3월 ICT 수출: ICT 수출 10개월 연속증가…역대 3월 수출기록 중 2위

•   Japan Feb. Machinery orders: Japan's February machinery orders down 8.5% as assessment downgraded

•   Argentina Mar. CPI: Argentina Inflation Speeds Up, Prompting Government Crackdown

[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. Vaccine Panel Opts Not to Vote on J&J Covid-19 Vaccine Clot Risk

•   WSJ: Johnson & Johnson Vaccine Pause Sparks Scrambles Across Country

•   WSJ: J&J Covid-19 Vaccine Blood-Clot Cases Could Stir Vaccine Hesitancy

•   WSJ: J&J Covid-19 Vaccine Pause Poses Another Test for Balancing Pandemic Risks

•   WSJ: States Were Told They Can’t Use U.S. Covid-19 Aid to Cut Taxes. They Sued.

•   WSJ: Central Bank Will Begin Reducing Bond Purchases ‘Well Before’ Raising Interest Rates, Powell Says

•   WSJ: New York Fed’s Williams Unsure When Federal Reserve Will Pull Back Policy Aid

•   WSJ: Oil Demand Is Recovering Despite Vaccination Hiccups, IEA Says

•   IEA: Oil Market Report - April 2021

•   WSJ: Biden’s China Rhetoric Makes Japan Uneasy

•   WSJ: Biden Says It Is Time for U.S. Troops to Leave Afghanistan

•   WSJ: U.S. Wins Allies’ Blessing on Afghanistan Withdrawal

•   WSJ: U.S. Plan to Withdraw Troops From Afghanistan Hampers Peace Talks With Taliban

•   WSJ: China and Russia Are the X-Factors in Biden’s Afghanistan Withdrawal

•   WSJ: India’s Migrants Flee to Their Villages as Covid-19 Prompts New Lockdown

•   WSJ: Grab Ahold of Grab Holdings’ $40 billion SPAC Deal

•   WSJ: China’s Bad-Bank Panic Unveils the Man Behind the Curtain

•   WSJ: Wall Street Businesses Power Goldman, JPMorgan to Record Earnings

•   WSJ: Coinbase Fetches $85 Billion Valuation in Market Debut

•   WSJ: China’s Tech Giants Vow, in Unison, to Play by Regulator’s Rules

•   WSJ: Amazon Vote Won’t Deter Union Goals, Labor Secretary Marty Walsh Says

•   WSJ: How Amazon Strong-Arms Partners Using Its Power Across Multiple Businesses

•   WSJ: Tokyo’s Anti-Olympic Movement Ask: Why Haven’t the Games Been Canceled?

•   NYT: US Troop Withdrawal From Afghanistan: What to Know

•   NYT: Afghans Wonder ‘What About Us?’ as U.S. Troops Prepare to Withdraw

•   NYT: The Minnesota officer who killed Daunte Wright was charged with manslaughter.

•   NYT: Western Warnings Tarnish Vaccines the World Badly Needs

•   NYT: Coinbase’s Public Listing Is a Cryptocurrency Coming-Out Party

•   NYT: In Coinbase’s Rise, a Reminder: Cryptocurrencies Use Lots of Energy

•   NYT: Hundreds of Companies Unite to Oppose Voting Rights Limits, but Others Abstain

•   NYT: How to Use Tech to Prepare for Travel in a Pandemic

•   WP: A bloc of Senate Republicans prepare their own infrastructure plan as Biden tries to ramp up outreach

•   WP: Senate Democrats propose sweeping overhaul of unemployment programs that were rocked by pandemic fallout

•   WP: Top intelligence officials testify on China, climate change and other global threats

•   WP: China to Japanese official: If treated radioactive water from Fukushima is safe, ‘please drink it’

•   FT: EU bets on BioNTech/Pfizer jab as Danes end use of AstraZeneca

•   FT: AstraZeneca vaccine elicits stronger T-cell response in elderly than Pfizer jab

•   FT: Can mixing Covid vaccines work?

•   FT: Ever Given seized as Egypt seeks $900m compensation

•   FT: Former world leaders call on Biden to suspend Covid-19 vaccine patents

•   FT: IMF urges eurozone to boost spending to fuel economic recovery

※   IMF: Transcript of April 2021 European Department Press Briefing

•   FT: Europeans raise privacy concerns over digital currency

•   FT: France’s race for centre-right presidential nomination heats up

•   FT: Europe’s low-tax nations braced for struggle over US corporate tax plan

•   FT: Long airport queues threaten revival of international flights, says Heathrow executive

•   FT: Scottish Greens demand independence referendum in Holyrood manifesto

•   FT: Criminal gangs blamed for stoking Northern Ireland violence

•   FT: Ecuador’s president-elect faces ‘titanic challenges’

•   FT: India seeks vaccine boost with Russian jab deal as Covid cases soar

•   FT: Investors brace for ‘major shift’ as momentum and value collide

•   FT: Central bank and consumer buying in India and China arrest gold’s slide

•   FT: Beijing hints at truce in war on Jack Ma’s business empire

•   FT: A fresh battle over Buy American

•   Bloomberg: Fed Says U.S. Economic Activity Has Picked Up to Moderate Pace

※   Fed: Beige Book - April 14, 2021

•   Bloomberg: Fed Is More Worried by Inflation Running Too Cold Than Too Hot

•   Bloomberg: What to Watch for in China’s Unprecedented GDP Growth Report

•   Bloomberg: PBOC Liquidity Operation to Offer Clues to China’s Cash Squeeze

•   Bloomberg: Supply Chains Latest: Rubber Shortage Worries the Auto Industry.

•   Bloomberg: J&J Vaccine Pause Disrupts an Already-Slow Rollout to Minorities

•   Bloomberg: Some Economists Project ‘Spectacular’ U.S. March Retail Report

•   Bloomberg: EU Vaccine Exports Outstrip Number of Shots Given Its Own People

•   Bloomberg: Brexit EU News: UK-EU Trade Bureaucracy Takes Toll as Costs Increase

•   Bloomberg: A Missed Opportunity Saw China Fall Behind on Covid Vaccines

•   Bloomberg: Justin Trudeau’s Stimulus Push Runs Into Trouble With Economy Heating Up

•   Bloomberg: Brazil Central Bank Pledges to Stop Core Inflation Contagion

•   Bloomberg: Philippines May Miss Growth Target as Covid Cases Surge

•   Bloomberg: China Huarong Showdown Reveals Beijing’s Tougher Stance on Risk

•   Bloomberg: China Pulls Support From Local Funding Vehicles to Cut Risk

•   Bloomberg: Zero-Carbon Goal Pushes Japan to Bet On Century-Old Technology

•   Bloomberg: Big Companies Plan to Crush Green Transparency Resolutions: Green Insight

•   Bloomberg: Is It Safe to Fly During Covid? CDC Cites Middle Seats as Risk, With Caveats

•   Reuters: WTO chief says global action needed after vaccine talks

•   Reuters: EXCLUSIVE-Biden administration proceeding with $23 billion weapon sales to UAE

•   Reuters: ECB's Lagarde says euro zone economy still on crutches

•   Reuters: UK trial on switching COVID-19 vaccines adds Moderna and Novavax shots

•   Reuters: France's COVID-19 infection cases accelerate, hospital pressure eases slightly

•   Reuters: TSMC says power restored at Taiwan plant after outage

•   Reuters: Taiwan says its chip firms will adhere to new U.S. rules blacklisting China supercomputing entities

•   Reuters: Saudi Arabia says it is concerned about Iran uranium enrichment

•   Reuters: CanSinoBIO says no serious blood clots from its vaccine

•   Reuters: India, Pakistan held secret talks to try to break Kashmir impasse

•   Reuters: Exclusive: Brazil studies subsidizing domestic fuel with oil auction proceeds -source

•   Reuters: Nikola, Iveco and OGE sign preliminary hydrogen distribution agreement

•   AP: More COVID state shutdowns unlikely, despite CDC suggestion

•   CNN: How Johnson & Johnson's vaccine pause could slow the economic recovery

•   CNN: Voting rights debate: We're about to see how far CEOs will really go to protect voting rights

•   CNN: China is going after tech companies. Tesla is trying to keep out of the way

•   CNBC: Biden plan to raise minimum wage would boost growth, OECD says

•   CNBC: Climate: Global fossil fuel use accelerating and set to get even worse

•   CNBC: Jamie Dimon says U.S. consumers are ‘coiled, ready to go’ with $2 trillion more in checking accounts

•   CNBC: Xpeng Motors launches P5 Lidar electric car to rival Tesla in China

•   CNBC: J&J vaccine pause won’t disrupt the travel industry, BTIG analyst says

•   CNBC: ScottishPower plans hydrogen project using UK's largest electrolyzer

•   SCMP: France, India and Australia step up Quad-style cooperation, with China on the horizon

•   SCMP: Xinjiang cotton ban, forced labour claims push China to step up plans for domestic Better Cotton Initiative

•   SCMP: Coronavirus: China has cheaper vaccine technologies joining the race to beat the pandemic

•   SCMP: China debt: local government spending under microscope to protect national economy from ‘systemic risk’

•   SCMP: US-China relations: Premier Li tells American firms there is room for cooperation, despite frosty diplomatic ties

•   Nikkei Asia: Japan bans TEPCO from restarting nuclear plant over safety flaws

•   Nikkei Asia: Returning Toshiba CEO faces trial by fire as CVC buyout offer looms

•   Nikkei Asia: ANA to start drone delivery service as Japan eases regulations

•   Nikkei Asia: Japan lost track of key North Korean liaison officer several years ago

•   Nikkei Asia: Analysis: Beijing pounds Jack Ma and Alibaba again. Why?

•   Economic Times: Covid-19: Manufacturing sector feels the heat as attendance in factories fall by 10%

•   Business Standard: As Covid spreads, 70% Indian CEOs see revenue growth in FY22: PwC survey

•   Hindustan Times: Government weighs stimulus as virus surges

•   매경(P1): 맨해튼 접종소 90% '재고 있음'…"약국서도 원하는 백신 언제든 맞아요"

•   매경: 백신 넘치는 맨해튼…출장 온 외국인도 호텔 근처서 무료접종

•   매경(P1): [단독] 대선 앞두고 '정년 65세 연장' 불붙이는 文정부

•   매경: 5060 정년 늘려준다는데…청년들 "우리 일자리는 어쩌죠?"

•   매경(P1): 脫통신' SK텔레콤, 투자전문사 만든다

•   매경: 한달새 15% 오른 SK텔레콤, 회사 쪼개 반도체 ICT 투자 확대

•   매경(P1): 매경이코노미스트賞 서명환·이준만 교수

•   매경: "회사없이는 못 살아"…창업 CEO가 떠나지 못하는 이유는

•   매경: 동학개미 박스피에 뉴욕으로…전문가 "단타 고위험 투자 경고등"

•   매경: 삼성전자 D램 낸드 초격차 위태롭다

•   매경: "반도체 인력 4800명 양성" 정부 뒤늦게 팔걷었지만…

•   매경: 위기속 수출·고용 버팀목…반도체 지켜야 할 이유

•   매경: 美의회 '대북전단법 청문회' 하루전에…국무부도 재검토 압박

•   매경: 성장률 올려줄땐 최고…나랏빚 경고하니 반박

•   매경: "그림낙서로 월급 25% 덤으로"…MZ세대 직장인 부업은 대세

•   매경: "부업하고 있다" 51%…"계획 중" 25%

•   매경: '그랩' 기업가치 44조…3년전 투자했던 SK 대박예감

•   매경: LG화학 '꿈의 신소재' CNT 강자 노린다

•   매경: 쓰레기산 태우는 시멘트의 친환경 변신…"5년내 脫석탄 하겠다"

•   매경: 美·中 태양광 갈등…한화솔루션·OCI, 반사이익에 웃음꽃

•   매경: 조심스러운 오세훈 "집값 자극땐 행정조치" 토지거래허가제 연장 무게

•   매경: [Biz times] 조용히 일에 집중하는 직원, 그 내부에 끓는 에너지…제대로 활용해야 조직혁신

•   매경: [Biz Focus] 글로벌 수소大戰…기술·정책 '연타석 혁신홈런' 때려라

•   매경: [Science in Biz] 폴더블 노트북의 투명필름…우주선 창문 만들려던 소재였다

•   한경(P1): "반도체 전쟁 격화, 이재용 사면해야"…손경식 회장의 고언

•   한경: "중대재해법, 기업에 4중 제재…보완입법 서둘러 과잉처벌 막아야"

•   한경(P1): 미아역·수유동 등 13곳 '공공개발'

•   한경: 복합개발 주택 등기후 전매 가능…실거주 의무 없어

•   한경: LH사태에도 '공공개발' 밀고나가는 정부…변수는 오세훈

•   한경(P1): 오세훈의 선별복지 '안심소득' 실험

•   한경: 4차 산업혁명 최신 기술 한자리에…28일 '하노버메세 심포지엄'

•   한경: 삼성 '13조 상속세'…연부연납 활용, 이달 낼 2조 중 1.2조 대출 예상

•   한경: [단독] '서울형 거리두기' 윤곽…유흥주점, CCTV 2주 이상 보관해야

•   한경: 1억 눈앞' 비트코인, 지금이라도 사야 하나…전문가의 조언

•   한경: '비트코인發' 주식시장 충격 임박했나?…전문가에 물었더니

•   한경: 韓 부동산 세금 낮다는 정부 주장 사실과 달라

•   한경: "자영업 손실보상, 재정 투입만으론 한계…공제조합 같은 민간재원 활용 고려해야"

•   한경: LG硏 "올해 한국 성장률 4%"

•   한경: "한국 금융, 관치 넘어 관영화 수준"

•   한경: 전기차 충전 전쟁…현대차 '이피트', 테슬라에 선전포고

•   한경: 전경련 'K-ESG' 발족…김윤 회장이 초대 의장

•   한경: 삼성 "역대 최강 온다"…28일 노트북 언팩

•   한경: '천스닥' 이후…개미는 반도체 소·부·장株 담았다

•   한경: 동학개미운동 막 내리나…개인 순매수 급감

•   한경: "리튬값 3년 만에 빅사이클…'리튬' 담은 ETF 사라"

•   서경(P1): 美, 반도체 이어 에너지 산업 정조준···韓 '가스터빈' 타깃

•   서경: 韓 가스터빈 세계 5번째 개발했는데···美 견제에 수출길 막히나

•   서경(P1): "대기업 지원=특혜 틀 깨고, 투자·규제 완화 패키지 대책을"

•   서경: "정부, 반도체 세액공제 특별법 만들고, 배터리 원료 수입관세 낮춰야"

•   서경: 중대재해처벌법 반영도 안됐는데··· 韓 기업제도경쟁력 'OECD 낙제점'

•   서경: 이호승 만난 구자열 "반도체·배터리 공급망 안정화, 개별대응 한계···정부가 나서달라"

•   서경: "일자리, 기업이 만들어야" 이재갑 이례적 '민간고용' 강조

•   서경: "과잉 유동성이 지표 끌어올려···금리 인상 땐 부동산 등 도미노 충격"

•   서경: 수도권 이동량 10% 쑥···'깜깜이 환자' 3차 대유행 수준

•   서경: 3기 신도시 땅주인, 자칫 양도차익 절반 토해낼판

•   서경: 소형모듈원전 없이는 '탄소중립' 불가능···정치권에서 부는 탈원전 기조변화 바람

•   서경: 與 당권주자들 부동산 해법 놓고 혼선

•   서경: 폭발하지 않는 전기차 배터리 만든다

•   서경: [시그널] "1,000억 또 장전"···쌍용차 눈독 에디슨, 실탄 마련 나서

•   서경: 수출 중기 75.6% "원자재 가격 상승으로 수익성 악화"

•   조선(P1): 다시 확진 700명대… 밤 9시 영업제한 검토

•   조선(P1): 자고나면 하나씩 차질 빚는 백신

•   조선: 文은 2분기부터 모더나 2000만명분 들여온다는데… 아직 소식 없어

•   조선: 1차 접종 2주후 백신 효과, 화이자 100% 아스트라 94%

•   조선: [코로나 사이언스] 혈전 부작용, 침팬지 감기 바이러스 탓?

•   조선: ‘親노동’ 정책 펼친 文정부… 노동계 요구는 점점 커져

•   조선: “대체근로, 美·日은 되는데 우린 왜 안되죠”

•   조선: 1분기 세계1위 수주... 조선株에도 봄볕 드나

•   조선: 팔방미인 ‘미세 로봇’… 몸속 세균 죽이고, 환경 감시까지

•   조선비즈: 금통위 '만장일치 동결’ 전망…코로나 재확산에 경기진단 ‘촉각’

•   조선비즈: 수요 없는데 막 짓더니… 제주 풍력·태양광발전, 남아돌아 강제종료

•   조선비즈: [백신전쟁 완패]② 백신 없으면 경제회복 불가능…성장률 전망 미국 6.4% vs 한국 3.6%

•   조선비즈: 반도체 자립 급한 中, 핵심 원자재 수입 문 넓혔다

•   조선비즈: 현대ENG 상장 준비에 술렁이는 건설업계… "현대건설과 합병할까 주목"

•   조선비즈: 재건축 '동상이몽'에 거래는 없는데 호가가 뛴다... "지금 사는 건 조심해야" 의견도

•   조선비즈: 삼성전자 TV 전략 실패?…QD-OLED 전환하면 계륵되는 ‘네오 QLED’

•   IT조선: 중국산 패널 생산 삼성D·LGD, 美 바이든 제재 사정권

•   중앙(P1): "日 원전수 영향 크지 않다" 정부TF, 지난해 이런 보고서 냈다

•   중앙: “한국 쫓는 중국, 견제하는 미국…K반도체 위기 아닌 기회”

•   중앙: 가계+기업 빚 4000조, GDP 2배 넘었다

•   중앙: 창의적 회사 되려면…“다양한 직군의 직원이 마주치게 하라”

•   동아(P1): 美, 반도체 이어 中 주도 통신장비 시장도 흔든다

•   동아: 美 “中업체 배제로는 시장질서 못 바꿔”… 5G 기술표준 새판 짠다

•   동아: [단독]“北-美 ‘영변폐기-제재해제’ 결렬지점서 다시 협상 시작을”

•   동아: 철강업계 봄바람 살랑… 세계시장 수요 늘고 中은 감산 움직임

•   문화(P1): 美정보당국 “北, 올해 核실험·ICBM 시험발사 가능성”

•   문화: 美 “北, 재래식무기·사이버능력 확충도 ‘핵보유국’ 올인 행보”

•   문화: 美 새 대북정책 주내 발표… ‘종전선언·경협’은 배제될듯

•   문화: 美 “한국에 전단법 관련 강력한 견해 밝혀왔다”

•   문화: 중대형평수 소유자 “민간 환승” vs 소형 “공공 재건축 추진”

•   한국(P1): "공직자 땅 사면 무조건 신고해야"...이해충돌방지법 국회 통과 눈앞

•   한국(P1): "이 말씀을 안 할 수 없다" 문 대통령, 日 대사에 작심 발언

•   한겨레(P1): 제조법 같은 얀센·아스트라, 희귀 혈전 부작용도 같을까

•   머니투데이(P1): 포스코 광양서 4.3만톤 리튬 생산…전기차 年100만대 분량

•   머니투데이: '배터리 대타협' SK·LG, 새 출발 징표는 '분리막·동박'

•   머니투데이: 정부 "국가부채 엄격히 관리"···민관합동 재정운영위 상시 가동

•   머니투데이: 與 "무주택자 대출규제 완화" 압박…금융당국 전전긍긍

•   머니투데이: ESG 리스크 반영, 업종내 ESG 순위 지각변동 초래

•   머니투데이: ESG 성과점수 2위 두산重, 리스크 반영하니 15위로 '뚝'

•   더벨: '한화-두산' 수소·신재생에너지 협업 '한발짝' 빨랐다

•   헤럴드경제(P1): 삼성 美 반도체 투자, 이르면 상반기 결정

•   헤럴드경제: ‘시스템반도체 톱’ 노리는 삼성전자...투자 시계 빨라지나 [글로벌 반도체 패권전쟁]

•   헤럴드경제: “美 초당적 반도체 부흥 법안 문구 수정 거쳐 수주내 표결” [글로벌 반도체 패권전쟁]

•   헤럴드경제: “자동차 반도체 쇼티지 내년까지...” 車업계 ‘도미노 셧다운’ 조마조마 [글로벌 반도체 패권전쟁]

•   파이낸셜뉴스(P1): 코로나에 막힌 출산, 최악 인구쇼크 온다

•   파이낸셜뉴스: '메모리 강국' 한국, 비메모리는 10년째 점유율 3% 제자리 [글로벌 반도체 전쟁…韓 샌드위치 신세]

•   파이낸셜뉴스: 철강업계도 긴장… 반도체發 ‘도미노 타격’ 우려

•   파이낸셜뉴스: 한 해 벌어 이자도 못낸 대기업 속출

※   두산그룹의 이자지급능력 역시 현저히 악화

•   아시아경제(P1): 부동산 정책, 직진하는 靑...후퇴하는 黨

•   아시아경제: [르포] 日 방사능 직격탄 맞은 수산시장…“벌써부터 손님 뚝 끊겨”

•   아시아경제: [단독]정부, 디지털세 과세 대상서 반도체 제외 추진

•   아시아경제: 현대차, '반도체 부품 재공급' 아산공장 생산 재개

•   디지털타임스(P1): 대한항공·SK바사… 주식발행 최대 찍었다

•   이데일리(P1): "가뜩이나 현금 부족한데"..법원 '현금공탁 관행'에 이중고 겪는 기업

•   이데일리: "집단소송·경쟁력 하락·현금 공탁까지"‥3중고에 빠진 車업계

•   이데일리: ESG경영 닻 올린 네이버…“한국의 새로운 ESG 시대 선도”

•   이데일리: [ESG 인사이트]“기후위기는 기회, 이행 중심 전사적 대응 필요”

•   연합: 오늘도 700명 안팎 예상…커지는 위기감에 거리두기 격상 '고심'

•   연합: 수소경제 위해 민관 머리 맞대…'수소 라운드테이블' 구성

※   산업부: 2050 탄소중립 첫걸음, 수소 라운드테이블 개최

•   연합: 김동연 전 부총리 28일 고향 음성서 특강

•   이투데이: 드론 시장 주도권 확보 나선 두산…신제품 29일 공개

•   데일리안: [단독] 갤Z폴드3, ‘S펜’ 미탑재…별도 지원으로 ‘가닥’

•   녹색경제신문: [그날 그후]두산중공업, ESG 발판삼아 부활의 날개짓...가스터빈, '양날의 검' 될 수 있어

•   FuelCellsWorks: Did Brazil Wake Up To The Hydrogen Economy? - Fuel Cells Works

•   에너지경제: 발전협동조합 "태양광 FIT 개악 규탄"…정부 개정안에 반발

•   에너지경제: FIT에 소형 태양광 쏠림 심화…100kW 미만 30.7%↑, 100kW∼1MW은 반토막

•   이투뉴스: 전국 재생에너지발전소 연결한 가상발전소 개발

•   Construction Equipment: Infrastructure Debates: How to Pay, Green New Deal

•   대한경제: 105층→50층 3개동→?… 현대車 사옥 이번엔 ‘오세훈 변수’

•   OilPrice.com: Why Are Solar Projects Becoming More Expensive?

•   OilPrice.com: The World Still Needs Hundreds Of Billions Of Barrels Of Oil

•   OilPrice.com: The Battle For European Oil Markets Is Heating Up

•   OilPrice.com: High Battery Metal Prices Could Derail The EV Revolution

•   OilPrice.com: Russia Begins Black Sea Drilling As Tensions Rise With Ukraine

•   CNET: iPhone 13 might not be Apple's next flagship: Here's why

•   전자신문(P1): 코로나19 예방접종증명서에 블록체인 적용, 15일부터 발급

•   전자신문: [이슈분석] 질병청 백신여권 '쿠브', 필요 정보만 골라 QR코드 간편인증

•   전자신문: [이슈분석]제2, 제3 백신여권 나올 수 있나…민간 백신여권 운명은

•   전자신문: [이슈분석]중국은 OK, 미국은 NO?...백신여권 나오면 해외여행 가능할까

•   전자신문(P1): 정부 "반도체 특별법 제정 검토"

•   전자신문: [이슈분석] 카카오T vs 티맵+우버 연합…모빌리티 공룡 대격돌

•   전자신문: [이슈분석] 모빌리티 플랫폼이 택시 만족도 높여...콜택시 이용률은 1%대

•   전자신문: [이슈분석] 공공앱이 해법?...카카오T 유료화에 脫 카카오 움직임

•   전자신문: '설명해주는 AI'로 국가전력망 스마트 활용 앞당긴다

•   ZDNet Korea: 메인보드서 마우스까지...반도체 공급난에 PC도 '휘청'

•   Phone Arena: Do you really need a 5G phone right now?

•   Phone Arena: TCL announces new phones and shows off rollable folding phone concept

•   DIGITIMES: Tight foundry capacity, component shortages to affect smartphone sales in 2021

•   DIGITIMES: Taiwan chipmaking material distributors to embrace strong 2021

•   DIGITIMES: IC packaging equipment in severely tight supply

•   DIGITIMES: Global semiconductor equipment sales hit record high in 2020, says SEMI

•   DIGITIMES: US companies hold 55% of worldwide IC market in 2020, says IC Insights

•   로봇신문: '2021 로보월드', 오는 10월 27일부터 나흘간 열려

•   Dronelife: DJI’s New Drone: All the Rumors About the 4/15 Release

[Opinions]

•   Project Syndicate(Nouriel Roubini): Is Stagflation Coming?

•   Project Syndicate(Daron Acemoglu): Biden’s Great Tax Rebalancing

•   Project Syndicate(Benedicta Marzinotto): Rethinking the EU’s Fiscal Framework

•   Project Syndicate(Mark Esposito, Landry Signé, Nicholas Davis): The Digital Revolution Is Eating Its Young

•   Project Syndicate(Diane Coyle): The Dangers of Data-Based Certainty

•   FT(Robert Shrimsley): Muddling through is Johnson’s only strategy to save the Union

•   FT(Gillian Tett): Covid vaccines show government can be a force for good

•   FT(Leo Lewis): Private equity houses target Japan as Covid shadow extends

•   FT(Tim Harford): Why we shouldn’t worry about Covid vaccine blood clots

•   FT(Lindsay Gorman): Do China’s ‘wolf warrior’ diplomats really have any bite?

•   FT(Ali Vaez): After a good start, the Iran nuclear talks still have far to go

•   FT(Daniel Dombey): Political polarisation hampers Spain’s pandemic response

•   FT(Michael Hasenstab): China’s digital currency is a threat to dollar dominance

•   WSJ(Editorial Board): Biden’s Afghan Exit

•   WSJ(Editorial Board): The J&J Covid Vaccine Pause

•   WSJ(Editorial Board): Back to Iran’s Nuclear Future

•   WSJ(Yoshihide Suga): Japan’s Path to Growth and Stability in the Pacific

•   WSJ(Daniel Henninger): When CEOs Zoom for Democrats

•   WSJ(Holman W. Jenkins, Jr.): Climate Media vs. Climate Science

•   WSJ(Karl Rove): Why Biden Won’t Build Bridges to the GOP

•   WSJ(William A. Galston): Democracy Promotion in a World Growing More Dangerous

•   WSJ(Jason L. Riley): In Alabama, Black Amazon Workers Vote Their Economic Interest

•   NYT(Editorial Board): Pausing the Johnson & Johnson Vaccine Makes Sense

•   NYT(Timothy Kudo): I Fought in Afghanistan. I Still Wonder, Was It Worth It?

•   NYT(Ezekiel J. Emanuel, Aaron Glickman, Amaya Diana): These People Should Be Required to Get Vaccinated

•   NYT(Javier Corrales): Latin America’s Former Presidents Have Way Too Much Power

•   WP(Editorial Board): Biden’s climate plan is a risky bet for the planet

•   WP(Editorial Board): The U.S. was right to pause J&J vaccinations. Meanwhile, China won’t reveal the truth about its shots.

•   WP(David Ignatius): History will cast a shadow over Biden’s decision to withdraw from Afghanistan

•   WP(Henry Olsen): Biden made the tough, correct call on Afghanistan

•   WP(Jennifer Rubin): Republicans’ infrastructure talking points are crumbling

•   WP(Jennifer Rubin): A democracy-based national security agenda must start at home

•   WP(Daniel W. Drezner): The tricky power politics of vaccine promotion

•   WP(Anne Gearan): With Afghan pullout, Biden aims to reset America’s global agenda

•   WP(Greg Jaffe): The battle to determine the Afghanistan war?s legacy begins

•   Bloomberg(Tyler Cowen): We Need Green Energy. We Don’t Need Green Jobs.

•   Bloomberg(Noah Smith): The Sensible Border Fix Protectionists Will Hate

•   Bloomberg(John Authers): The Reflation Trade Is Losing Some Air. About Time

•   Bloomberg(Nir Kaissar): Coinbase Makes Everyone a Cryptocurrency Investor

•   Bloomberg(Jonathan Bernstein): Voting Isn’t Just Another Political Issue

•   Bloomberg(Hal Brands): The War on Terrorism Isn't Over — It's Moved to Africa

•   Bloomberg(Eli Lake): Biden Offers False Hope to Sell His Afghanistan Surrender

•   Bloomberg(Zev Chafets): The Natanz Attack Also Held a Message for Washington

•   Bloomberg(Faye Flam): Here Comes the Fourth Wave (Or Not)

•   Bloomberg(Tae Kim): Nvidia Risks a Reckoning by Catering to Crypto Miners

•   Bloomberg(Alexis Leondis): Forget Boise. Buy Rental Properties in These Cities.

•   CNN(Peter Bergen): Biden's magical thinking on Afghanistan (opinion)

•   CNN(David A. Andelman): President Joe Biden is making a major mistake on Afghanistan

•   MarketWatch(Paul Brandus): How could Biden easily boost homeownership? First, end Trump’s tariffs on raw materials

•   Fox News(Adam Kinzinger): Biden and Afghanistan – protecting country's stability more important than politics

•   Fox News(Nancy Mace): Biden's 'infrastructure' fiasco – Dems offering Green New Deal in sheep's clothing

•   SCMP(반기문): Climate change: China, Japan and South Korea must work together to end coal use and funding

•   Nikkei Asia(William Pesek): Biden sends China smoke signals via FX market

•   Nikkei Asia(Naoya Yoshino): 27 years later, security still dominates US-Japan summit

•   매경(최경선): 한국경제 '12사도'가 혀를 찰 일

•   서경(현정택): 경제정책 바꿀 의지가 있는가

•   전자신문(사설): '모듈 원전' 제안 나쁘지 않다