Business Intelligence Monitor 210423

(Introduction)

[Markets]

•   Global: Wall St falls on capital tax increase angst; dollar rises

•   US: Nikola shares surge on fuel station plans with TravelCenters of America

•   한국: 코스피 0.18% 오른 3,177.52 마감…개인 3천500억 순매수

•   한국: 두산그룹주 힘받아, 두산인프라코어 3%대 두산중공업 2%대 상승

•   Metals: Copper dips as Chinese physical buyers shun high-priced metal

•   Grains: Corn highest since 2013, soy tops $15 and wheat over $7 on supply fears

[Indicators]

•   US Mar. Existing home sales: U.S. Existing-Home Prices Climb on Tight Supply

•   US Apr. MCI-EFI: Equipment Finance Index at All Time High

•   US Weekly Jobless claims: U.S. Unemployment Claims Hit New Covid-19 Pandemic Low

•   Eurozone Apr. Consumer confidence: Eurozone Consumer Confidence Improves For Third Month

•   Eurozone Benchmark rates: ECB dismisses tapering talk as recovery ‘has a long way to go’

※   ECB: Monetary policy decisions

•   한국 2020년 결제통화별 수출입: 작년 中위안화 결제 수출대금 100억弗 재돌파

•   한국 주간 아파트 가격(부동산원): '규제완화 기대' 강남구 집값 16개월만에 최대폭 올랐다

•   Argentina Feb. Economic activity: Argentina’s Economy Snaps Growth Streak, Contracting in February

[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: At Earth Day Climate Summit, Biden Pushes for Sharp Cut to Greenhouse-Gas Emissions

※   White House: Remarks by President Biden at the Virtual Leaders Summit on Climate Opening Session

※   White House: Remarks by President Biden at the Virtual Leaders Summit on Climate Session 2: Investing in Climate Solutions

※   White House: EXECUTIVE SUMMARY: U.S. International Climate Finance Plan

•   WSJ: China, India Complicate Biden’s Climate Ambitions

•   WSJ: GOP Senators Release Outline of $568 Billion Infrastructure Plan

•   WSJ: Covid-19 Rates in Los Angeles Have Gone From Worst to Among the Best

•   WSJ: U.S. Concerns About Taiwan Put Focus on Island’s Defensive Weakness

•   WSJ: India Hits Global Record for Daily New Covid-19 Cases

•   WSJ: Australia Cancels China Infrastructure Deal, Citing National Interest

•   WSJ: Pakistan Investigates Whether Attack Targeted China’s Ambassador

•   WSJ: Credit Suisse’s Exposure to Archegos Investments Grew to More Than $20 Billion

•   WSJ: Intel CEO Sees Prolonged Chip-Supply Constraints

•   WSJ: Tesla Should Brace for Impact in China

•   WSJ: Ship Operators Move Toward LNG to Pare Emissions

•   WSJ: Corporate Tech Leaders Are Mixed on EU Artificial Intelligence Bill

•   NYT: Biden Will Seek Tax Increase on Rich to Fund Child Care and Education

•   NYT: The U.S. Has a New Climate Goal. How Does It Stack Up Globally?

•   NYT: With Few New Clotting Cases, Johnson & Johnson Pause Could Be Lifted Soon

•   NYT: Jack Ma Shows Why China’s Tycoons Keep Quiet

•   WP: U.S. sees significant drop in vaccinations over past week

•   WP: Robots are taking over the farm as agriculture looks to innovate

•   FT: Russia orders troops to pull back from Ukraine border

•   FT: MPs unanimous in declaring China’s treatment of Uyghurs genocide

•   FT: Scientists split over advice on giving AstraZeneca jab to UK under-40s

•   FT: Businesses still feeling the pain of EU customs checks

•   FT: UK ‘throwing kitchen sink’ at making N Ireland Brexit deal work

•   FT: UK companies in financial distress rise at fastest pace in 7 years

•   FT: Scottish Labour tries to shift focus from independence with ‘recovery plan’

•   FT: Czech Republic orders Russia to scale back Prague embassy

•   FT: ‘Economic collapse amid escalating conflict’: is Myanmar becoming a failed state?

•   FT: Turks chase missing billions in foreign exchange reserves

•   FT: Exasperated Thais demand vaccine action from their government

•   FT: Bosch blasts EU over electric car ‘fixation’

•   FT: Renault warns over car industry’s worsening global chip shortage

•   FT: Apple to boost ads business as iPhone changes hurt Facebook

•   FT: US airlines say ‘worst behind us’ as vaccines fuel recovery

•   FT: Wirecard employees removed millions in cash using shopping bags

•   Bloomberg: Global Virus Resurgence Threatens Vigorous Growth Momentum

•   Bloomberg: U.S. Weighs Global Vaccine-Expansion Move Opposed by Drugmakers

•   Bloomberg: Where Covid Kills the Young: Brazil Shows What May Await Others

•   Bloomberg: For Germany’s Greens, Mainstream Means Losing Radical Edge

•   Bloomberg: Even Record Death Toll May Hide Extent of India’s Covid Crisis

•   Bloomberg: Japan Pledges Stricter 2030 Emissions Reduction Target

•   Bloomberg: Corn Leads Surge in Crops With Global Supply Concerns Mounting

•   Bloomberg: China Is Already Scooping Up U.S. Corn From the Next Harvest

•   Bloomberg: Brazil’s Budget Foreshadows Another Year of Massive Spending

•   Bloomberg: Inflation Forces the Bank of Canada’s Hand Ahead of Fed and ECB

•   Bloomberg: South Africa Covid Vaccination to Use J&J Shots After Resolving Contract Spat

•   Bloomberg: Sitharaman: India Stake Sale, Reforms on Track Amid Local Lockdowns

•   Bloomberg: Another Libyan Oil Firm Cuts Output as Funding Row Worsens

•   Reuters: France lifts domestic travel limits but curfew stays in place

•   Reuters: Pfizer in vaccine supply talks with India

•   Reuters: Exclusive: India to get Russia's Sputnik V vaccine only by end-May

•   Reuters: Iran has not made any irreversible nuclear moves- U.S. general

•   Reuters: As nuclear talks make progress, Iran oil exports stay above 2020 rates in April

•   Reuters: How South Korea turbocharged specialty syringe production for COVID-19 vaccines

•   Reuters: Jaguar Land Rover output at two UK plants hit by chips shortage

•   Reuters: Saudi Aramco to refinance $10 billion revolving loans: sources

•   Reuters: Freeport-McMoRan swings into first-quarter profit as copper prices rise

•   Reuters: Second environmental court ruling hits BHP's Cerro Colorado mine

•   Reuters: NASA extracts breathable oxygen from thin Martian air

•   Reuters: EXCLUSIVE Two U.S. senators make new push to advance self-driving cars

•   Reuters: Fact Check-Vaccine trials were not rushed; possible link to extremely rare blood clots is unlikely to be detected in trials 

•   Reuters: Analysis: U.S. financial regulators in hot seat as Biden ramps up climate agenda

•   AP: COVID-19 hospitalizations tumble among US senior citizens

•   AP: EXPLAINER: Why India is shattering global infection records

•   CNN: Bitcoin: What you need to know

•   CNN: Bitcoin? Etherium? Dogecoin? Your guide to the crypto coins that matter

•   CNN: Blockchain: What is it, and why does it matter?

•   CNBC: EU prepares legal action against AstraZeneca over vaccine delivery shortages

•   CNBC: Semiconductor shortage could dent GDP growth, boost inflation

•   CNBC: Climate crisis threatens U.S. national security: Defense chief Austin

•   CNBC: Fauci: People who get Covid between vaccine shots can get second dose after recovery

•   CNBC: Biden hits 100-day vaccine goal as case counts in Michigan, U.S. show signs of slowing

•   CNBC: Why the Biden climate plan may be good for some investors

•   CNBC: Intel revenue and profit drop slightly from last year

•   MarketWatch: Biden has pledged to tax the rich — but precisely how will he do that? Experts consider his options

•   SCMP: China and US reach 200 million vaccine shots but Beijing up against tight supply

•   SCMP: Xinjiang exports to US doubled in first quarter, even as cotton ban and sanctions kicked in

•   SCMP: Shipping industry beset with delays, container shortages as ‘ripple effect’ of Suez Canal blockage continues

•   SCMP: China’s outbound-investment rankings see US, Australia downgraded amid rising political conflict, deteriorating relations

•   SCMP: China-Australia relations: iron ore miners to escape Beijing’s ‘punitive trade measures’ as small exporters scramble for new markets

•   Global Times: Exclusive: China-N.Korea border remains closed despite signs of possible trade resumption

•   Nikkei Asia: Japan's lofty climate pledge demands radical energy innovation

•   Nikkei Asia: Analysis: Biden's call to Putin puts Xi on the defensive

•   Nikkei Asia: US airdropped supplies near Senkakus in China-conscious drill

•   Mainichi: Bank of Japan set for 1% inflation outlook for fiscal 2023, failing again to meet 2% target

•   Mainichi: Japan gov't retains economic view, but warns of virus resurgence

•   Mainichi: Robot rides elevator to deliver goods during convenience store test in Tokyo building

•   Economic Times: COVID second wave's impact on economy may not be very large: CEA

•   Economic Times: Govt permits ICMR to conduct study on using drones to deliver COVID-19 vaccine

•   Economic Times: A labour crisis looms again as migrant workers return home

•   Hindustan Times: Prices of essential goods climb as curbs hit supply

•   Hindustan Times: ‘Rising cases biggest threat to recovery’, says RBI guv Shaktikanta Das

•   매경(P1): [단독] 미국 유럽 51억회분 '입도선매'…2023년까지 '백신 가뭄'

•   매경: 백신 기댈곳 없는 한국…바이든 “우리도 빠듯, 남으면 옆나라부터”

•   매경: 한국 반도체 줄게 미국 백신 다오?…전문가들 "이게 웬 판타지소설"

•   매경(P1): 200개 넘는 코인거래소…9월까지 등록 안하면 폐쇄

•   매경: 김치코인 폭탄돌리기…섣불리 투자했다 매운맛

•   매경: 전세계 가상화폐 거래량 3월 한달 동안 3300조원

•   매경(P1): 현대車 1분기 매출 27조 '사상 최대'

•   매경: "현대차 젊고 빨라져…반도체 원자재 환율, 지금이 성패 갈림길"

•   매경: 제네시스 SUV 덕분…현대차 1분기 영업이익 2배 껑충

•   매경: 기아도 1분기에 잘 달렸다

•   매경(P1): "김부선(김포부천선) 됐다" 강남직행 못하는 GTX D 논란

•   매경: "수도권 어디든 서울 20분대 주파"…국가철도망 계획 보니

•   매경: 부동산 급등열차' GTX 철도망 따라 들썩…시흥 안산 올해 10% 올랐다

•   매경: 김부겸 "부동산 정책, 원칙 허물어선 안된다"

•   매경: 화이자 백신 물꼬 튼 이재용…'반도체전쟁 해결사'로 투입을

•   매경: 경제 5단체, 李부회장 사면 정식 건의한다

•   매경: 韓수출, 반도체 의존도 심화…한은 "신산업 육성해야"

※   한국은행: 산업의존도 요인분해를 통한 우리 경제의 IT산업 의존도 평가

•   매경: 종부세법 개정 논의 5월로 미뤄져

•   매경: IMF, 한국만 콕집어…"코로나 끝나도 재정지출 안 줄 것"

※   IMF: Fiscal Monitor, April 2021

•   매경: '이모님 3인방' 덕에 LG전자 물만났네…올 이익 4조 간다

•   매경: BMW "전고체배터리 도입"…삼성SDI와 또 손잡나 촉각

•   매경: IT업계의 절규…“이미 법규제만 3000개인데, 뭘 또 만드나”

•   매경: ‘탈통신’ 외치다 고객이탈 위기 맞은 KT

•   매경: "반도체 품귀 내년까지…파운드리 업체 실적 전망 '청신호'

•   매경: [株머니 주요산업 증시기상도] 애플·구글 이어 포드도 참전…자율차 관련株 질주

•   매경: [공기업 상생경영] ESG에 올라탄 공기업들, 혁신·상생 두바퀴로 간다

•   한경(P1): 용인 반도체단지 착공 '시계제로'

•   한경: 정부 심의만 2년…규제·떼법에 '첫삽'도 못뜬 반도체 클러스터

•   한경: 5000억 들여 송전설비 직접 짓는 SK하이닉스

•   한경: TSMC "삼성은 강력한 라이벌" 경계…정작 삼성은 위기감

•   한경(P1): 문재인 대통령 "온실가스 감축 목표 더 높이겠다"

•   한경: 문 대통령, 脫원전·탄소감축 동시에?…탄소중립 가속화에 경제계 우려

•   한경: 세계 첫 드론 무인충전소, 4D 라이다…성큼 앞서가는 '기술시계'

•   한경: "무선 이어폰 아니고 탈모 치료기?"…신제품 쏟아진 월드IT쇼

•   한경: "데이터 모으기 위해 제품 파는 시대 왔다"

•   한경: '내 연봉은 우리동네 몇%일까'…새 국세통계포털서 확인하세요

•   한경: 한은 '삶의 질' 측정 지표 개발 나선다

•   한경: CJ대한통운 물류로봇, 박스 크기 달라도 '척척'

•   한경: 兆단위 흑자기업 변신한 LGD…"LCD 공급부족으로 가격 급등"

•   한경: 허가구역 묶이는 압구정·목동 "재건축 사업 속도는 빨라질 것"

•   한경: "종부세, 지방세로 전환" 吳 제안, 벌써 논란

•   서경(P1): 윤석헌 금감원장 "기업 구조조정, 이제 시작해야"

•   서경: 기업과 교감한다더니...또 친노동법 내는 與

•   서경: 서울 아파트 가격 상승에···홍익표 “吳 재건축 완화 탓”

•   서경: 반도체 EUV투자, 삼성이 TSMC 앞섰다

•   서경: 속 태우는 팹리스...반도체 품귀에 후공정도 불안

•   서경: 탄소배출권 가격 최고치···친환경株 다시 볕드나

•   조선(P1): 자가검사 키트, 긴급 승인키로

•   조선: 카뱅·크래프톤·야놀자... 따상 가즈아! 10조 대어들 증시 앞으로

•   조선: 넘치는 돈, 증시 대기자금도 67조원

•   조선: 조세저항 놀란 與 “종부세, 상위 1%만 내는 부유세로”

•   조선: 종부세 기준 12억으로 올리면 대상자 3.7%→2%밑으로

•   조선: [단독] 정부, 한달 20만개 생산 회사에 하루 20만개 만들어달라 주문

•   조선: 집값 상승률이 서울의 10배, 패닉바잉 2030이 몰리는 곳은

•   조선: 화재 걱정없이 800㎞ 달려… 차업계 ‘전고체 배터리’ 전쟁

•   조선: [Mint] 메타버스 가상세계도 부동산 열풍… 8필지 ‘디지털 땅’이 16억원

•   조선: [Mint] 경영 악화로 직원 월급은 줄었는데, 임원들은 ‘돈 잔치’

•   조선: [Mint] “생산직만 격려금? 이런 불공정 더는 못참아”… MZ세대 노조가 온다

•   조선: [Mint] 주식·부동산·가상화폐 다 불타오르는데… 왜 나만 추운거야

•   조선비즈: 현대차 "차세대 전고체 배터리 내재화 목표...2030년 본격 양산"

•   조선비즈: 일할 장소, 직원이 선택… IT 인재 확보 나선 車 업계, 일 문화도 바꾼다

•   조선비즈: SK하이닉스, 시스템 반도체도 넘보나…"파운드리 투자 확대"

•   조선비즈: 솔루스첨단소재, 1분기 매출 888억…전년比 25% 증가

•   인베스트조선: 두산그룹, 4000억 이상 또 조달해야…DICC 지분 사들여 현대重 제공의무

•   중앙: 확진 700명대, 백신 가뭄···여권의 자랑 'K방역' 1년만에 꼬였다

•   동아(P1): ‘캘리포니아 변이’ 국내 급속 확산 비상

•   동아: 캘리포니아 변이 90%가 국내서 감염… 4차유행, 변이 차단이 관건

•   동아: 美 “대북정책, 우리가 주도”… 文 북미대화 촉구 하루만에 선그어

•   동아: [단독]‘원전 수사’ 검찰, 채희봉 前비서관 피의자 신분 수차례 조사

•   동아: “제2의 코로나 위기는 없다”… 과학자들 힘 합쳐 ‘神의 치료제’ 개발 추진

•   동아: 고난도 암수술은 로봇이… 복잡한 병상배치는 AI가 척척

•   한국(P1): [단독] 한수원, 고리1호기 해체 강행... 사용후핵연료 처리방식 '모호'

•   한국(P1): 與, '양도세 완화'도 검토...'부동산 특위' 안건 올랐다

•   한국(P1): ‘달라진 스타트업 위상’ 전경련 부회장, 샤넬, 삼성 등 대기업 임원들 속속 스타트업 합류

•   경향(P1): 종부세는 ‘집값 고삐’…풀면 무주택자에게 ‘독’ [뉴스분석]

•   머니투데이: [단독] 文정부 석탄발전 수출 중단에 '필리핀 발전사업' 철수

•   머니투데이: 두산 수소 전략 핵심 두산퓨얼셀, 연료전지 생산 2년 뒤 3배로 늘린다

•   더벨: 두산건설의 막바지 겨울

•   헤럴드경제(P1): AI 스타트업 톱100에 美 65개·韓은 ‘0’

•   헤럴드경제: 불 붙은 글로벌 반도체 패권전쟁…목소리 높이는 ‘슈퍼 갑·을’ 속내는

•   파이낸셜뉴스(P1): 삼성, 평택 3공장에 50조 '초격차 투자'

•   파이낸셜뉴스: "반도체 리더 자존심 지킨다"… 美·中 패권전쟁에 '역대급 투자' [삼성 초격차 50조 투자]

•   파이낸셜뉴스(P1): "K-ESG 성공하려면 글로벌 스탠더드 갖춰야" [제22회 서울국제금융포럼]

•   파이낸셜뉴스: "정부, ESG 활성화 위한 3大 방안 추진" [제22회 서울국제금융포럼]

•   파이낸셜뉴스: "글로벌 자본의 ESG 우호적 투자 급증" [제22회 서울국제금융포럼]

•   파이낸셜뉴스: "금융산업 생존, 탄소 감축기술 없는 기업 관리에 달렸다" [제22회 서울국제금융포럼]

•   파이낸셜뉴스: 한국GM, 26일부터 부평 1·2 공장 50% 감산 돌입

•   아시아경제(P1): [정치금융 폭주]'은행 빚 탕감法' 추진 본격화…"전 세계 유일무이"

•   아시아경제: [정치금융 폭주]"자영업 손실 은행이 떠안으라는 法…이익공유 아닌 이익몰수"

•   디지털타임스(P1): 1분기 주식결제대금 1.2조 `역대 최대`

•   이데일리: 러시아 백신, AZ·얀센처럼 '아데노' 벡터인데...혈전 위험 없나

•   이데일리: 스푸트니크V 도입 실효성 있나…'안전성·부작용' 검증 넘어야

•   이데일리: 악재 걷힌 두산重, 1분기 흑자전환 가능성 '촉각'

•   이데일리: 삼성·SK, 반도체 M&A설 '솔솔'…기술보호주의 등 변수

•   이데일리: 막오른 전기차 전쟁, 배터리 투자 경쟁도 본격화

•   연합: 오늘 800명대 예상, 1월초 이후 106일만…'4차유행' 본격화 우려

•   뉴시스: 입지 좁아진 석탄발전…발전사 '새 먹거리'는?

•   KBS: 삼성전자 ‘반도체 핵심 공장’이 한국을 떠날수 있을까?

•   글로벌이코노믹: 중국, 수소에너지 연간 생산량 3342만t으로 세계 1위

•   WNN: Biden urged to preserve US nuclear fleet

•   Asian Power: Renewable energy capacity to nearly double in ASEAN by 2025: HSBC

•   FuelCellsWorks: Toyota Developing Hydrogen Engine Technologies Through Motorsports

•   에너지경제: [단독] 올해 전력기금 운용 사업 보니…신재생E 지원 40%↑, 탈석탄·탈원전 뚜렷

•   에너지경제: 발전 공기업 탄소중립 조 단위 투자비 마련 '막막'…"장밋빛 계획" 지적도

•   KHL: Volvo CE sees increased Q1 demand

•   Construction Equipment: GOP Infrastructure Proposal Lops Nearly 80% Off Biden Plan

•   대한경제: [단독]임기 1년 남은 文정부, '복지 증세' 카드 만지작

•   OilPrice.com: Did The World Bank Just Doom LNG?

•   OilPrice.com: Could Iraq Really Become OPEC’s Largest Oil Producer?

•   Verge: Joe Biden is betting big on small networks to close the digital divide

•   전자신문(P1): [단독]카카오페이, 카카오뱅크보다 먼저 코스피행...'IPO 흥행' 문 연다

•   전자신문(P1): [WIS 2021]4차 산업혁명의 미래...中企, 기술로 답했다

•   전자신문: [WIS 2021]2025년 자동차 80% 이통망연결...5G 글로벌 경제효과는 13조달러 이상

•   전자신문: [KOTRA, '인더스트리 4.0' 최전선을 가다] '하노버 산업전' 첫 온라인 개최…韓 신기술 빛났다

•   전자신문: [KOTRA, '인더스트리 4.0' 최전선을 가다] 하노버 산업전 10돌 '인더스트리 4.0' 말하다

•   전자신문: [미리보는 배터리 데이 2021] <3·끝>전기차 배터리 제조 시작과 끝 '차세대 장비' 소개

•   디지털데일리: TSMC·삼성·인텔, 파운드리 승부처 '애플'…왜? [IT클로즈업]

•   DIGITIMES: TSMC stepping up 5nm chip output

•   DIGITIMES: Chip prices to see dynamic adjustments as foundry quotes rise

•   DIGITIMES: Qualcomm forms alliance to promote 5G notebook chips in Taiwan

•   Robotics & Automation News: Global EV battery production needs ‘significant boost’ to meet growing global demand

•   Robotics Tomorrow: Supplychainbrain: Out With Conveyors, in With Autonomous Mobile Robots

•   로봇신문: 두산, 2세대 수소 드론 'DS30W' 공개

•   Dronelife: Remote ID and Flight Over People are Here: What’s Next for U.S. Drone Regulations? Hogan Lovells’ Lisa Ellman, Arjun Garg

[Opinions]

•   Project Syndicate(Anders Åslund): Russia’s Bear Economy

•   FT(Gillian Tett): For real progress on climate change, invite the developing world

•   FT(Martin Sandbu): Is a productivity miracle possible?

•   FT(Richard Waters): Europe’s push on AI rules aims to recast global tech

•   FT(John Thornhill): Technology wars are becoming the new trade wars

•   FT(Tobias Levkovich): The worrisome 1999 vibe to markets

•   FT(Lex): US tax: reinstating deductions would hamper infrastructure plans

•   WSJ(Glenn Hubbard): Biden Wants to Spend, Not Invest

•   WSJ(Karl Rove): The Left Brightens GOP Midterm Chances

•   WSJ(Joseph C. Sternberg): The Permanent Truth About Temporary Inflation

•   WSJ(Jerry Hendrix): Want Infrastructure? Build Shipyards

•   NYT(Editorial Board): Putin’s Tough Talk

•   NYT(Kate Aronoff): Biden Is All About Zero Emissions, but Who Do You Think Has Been Fueling Them?

•   NYT(Tedros Adhanom Ghebreyesus): W.H.O. Leader Dr. Tedros: Countries Must Keep Their Vaccine Promises

•   WP(Editorial Board): It’s time to cut off the gas for Myanmar’s military coup leaders

•   WP(Catherine Rampell): Biden has an opportunity to ensure an FDR-like legacy, and he might blow it

•   WP(Henry Olsen): Biden’s climate summit is full of hot air

•   WP(Paul Waldman): Republicans are plotting to use economic blackmail. Here’s how Democrats can stop them.

•   WP(Daniel W. Drezner): The climate change bargaining game

•   WP(Frida Ghitis): Putin’s Russia isn’t a model for anyone

•   WP(Barkha Dutt): India is collapsing under a second wave of coronavirus. Callousness and incompetence are killing us.

•   WP(Fintan O'Toole): Critics said Brexit would threaten peace in Northern Ireland. Now it’s on fire.

•   Bloomberg(John Authers): How Much Should Investors Be Worrying About China?

•   Bloomberg(Anjani Trivedi): The Long-Term Costs of Shortcuts in the Semiconductor Crisis

•   Bloomberg(Michael R. Strain): Rising Incomes Render Republican Strategy Obsolete

•   Bloomberg(Jonathan Bernstein): Get Ready for Another Dumb Debt Limit Fight

•   Bloomberg(Therese Raphael): Is Boris Johnson Serious About Climate Change?

•   Bloomberg(Clara Ferreira Marques): Vladimir Putin's Strategy Is All About Himself

•   Bloomberg(Bobby Ghosh): Question Over Forex Reserves Rattles Turkey’s Erdogan

•   Bloomberg(Bobby Ghosh): A False Alarm in Israel Is a Warning for Biden and the JCPOA

•   CNN(Carter Roberts, Maria Mendiluce): 5 ways businesses can be more aggressive about climate change

•   CNN(Christiana Figueres): Finally, the wind is at our back on the climate crisis

•   Reuters(Clyde Russell): Iron ore and China steel output aren’t sticking to the script

•   매경(최중경): 백척간두에 선 한국 반도체 산업

•   한경(이심기): 탄소중립이 기업을 해외로 내몬다

•   서경(김우보): 석탄발전에 대한 예의

•   전자신문(송기동): 직류와 수소