Business Intelligence Monitor 210427

(Introduction)

[Markets]

•   Global: Stocks gain on optimism over economic recovery

•   한국: 코스피 외인 매수에 0.99% 상승…3,200선 탈환

•   한국: 두산그룹주 강세, 두산밥캣 5%대 뛰고 두산인프라코어 두산 올라

•   Turkey: Turkish lira edges back from record low, U.S. ties and rate cuts loom

•   Turkey: Turkey’s cryptocurrency crackdown gathers pace as lira falls

•   Metals: Copper hits 10-year peak on supply concerns and inventories

•   Iron ore: Iron ore price surges to record high

•   Grains: Corn nears 8-year high on Brazilian dryness, slow U.S. planting

•   Cryptocurrency: Bitcoin (BTC) price climbs as cryptocurrency market attempts comeback

[Indicators]

•   US Mar. Durable goods orders: U.S. Durable-Goods Orders Rebound Following Dip

•   Germany Apr. Ifo business climate: German manufacturers’ optimism hit by supply chain disruption

[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. to Share AstraZeneca Covid-19 Vaccine Doses With World

•   WSJ: What Wall Street Is Telling Us About the U.S. Economic Outlook

•   WSJ: Census Shows South and Mountain West Gain Political Power From Population Growth

•   WSJ: Want That Job Offer? A Covid-19 Vaccine Is Now Required.

•   WSJ: American Vets See Echoes of Vietnam in Afghanistan Withdrawal Plan

•   WSJ: Iranian Ships Swarmed U.S. Coast Guard Vessels in Persian Gulf, Navy Says

•   WSJ: Israeli, U.A.E. Energy Firms Set Up Biggest Deal Since Diplomatic Agreement

•   WSJ: Credit Suisse Investors Target Board Over Archegos, Greensill Failures

•   WSJ: How to Add Gas to U.S.-China Climate Cooperation

•   WSJ: How ByteDance Could Take a Bite Out of Tencent

•   WSJ: Tesla Posts Record Earnings at Start of Turbulent Year

•   WSJ: Apple to Build New Campus in North Carolina

•   NYT: Which States Will Gain or Lose Seats in the Next Congress

•   NYT: The E.U. May Soon Welcome American Tourists Again. Here’s What to Know.

•   NYT: Biden Forms Task Force to Explore Ways to Help Labor

•   NYT: Why Russia Is Exporting So Much Vaccine

•   NYT: Breaking Point: How Mark Zuckerberg and Tim Cook Became Foes

•   NYT: To Be Tracked or Not? Apple Is Now Giving Us the Choice.

•   WP: Republicans grasp for post-Trump economic message as Biden readies spending plan

•   WP: 7 European countries Americans can travel to right now

•   WP: India’s covid-19 tragedy: Photos and videos show a nation on the brink

•   WP: CEO of vaccine maker sold $10 million in stock before company ruined Johnson & Johnson doses

•   FT: EU to sue AstraZeneca over vaccine supply shortfall

•   FT: Global ports grapple with backlog from Suez Canal blockage

•   FT: Low-income countries play carbon leapfrog in green energy shift

•   FT: Carbon capture eyes renewed backing despite past failures

•   FT: Carbon price is missing from Biden’s overhaul of climate policy

•   FT: Italy’s destiny hangs on €248bn recovery plan, says Draghi

•   FT: Draghi under high pressure as spotlight falls on Rome

•   FT: Brussels targets tax rules in EU recovery plans

•   FT: Draghi under high pressure as spotlight falls on Rome

•   FT: UK growth forecasts boosted by vaccines rollout and extended state support

•   FT: Is free-trading ‘Global Britain’ just EU Mark II?

•   FT: Brexit bureaucracy is hitting UK food and drink sales to EU, sector warns

•   FT: US companies plan price rises as inflation pressure builds

•   FT: US-Turkish relations at new low over Armenian genocide, says Erdogan

•   FT: Iran’s hardliners pin election hopes on popular justice chief

•   FT: Ukrainian leader calls for revamp of peace process to end Donbas war

•   FT: Japan targets Vietnam for first Asean oil-sharing deal

•   FT: China stock sales in US surge to record despite delisting threat

•   FT: Investors shore up defences against rapid rises in US inflation

•   FT: European sustainable ETF flows surpass all others for first time

•   FT: Energy grids target upgrades for zero carbon transition

•   FT: BP targets US retail power market with cleaner fuel mix

•   FT: Total declares force majeure on $20bn LNG project in Mozambique

•   FT: German groups file Apple antitrust complaint as it makes privacy changes

•   FT: UK groups prepare to equip ‘Saudi Arabia of wind power’

•   Bloomberg: Fed to Announce Bond Taper in Fourth Quarter, Economists Say

•   Bloomberg: J&J’s Second Act Creates New Challenge for Immunization Effort

•   Bloomberg: Sanofi to Help Make Doses of Moderna’s Covid Vaccine

•   Bloomberg: Reluctant Emerging Asia Could Delay Rate Hikes Until 2022

•   Bloomberg: Supply Chains Latest: PMIs show world factory output booming on recovery.

•   Bloomberg: Shipping Containers Plunge Overboard as Supply Race Raises Risks

•   Bloomberg: Biden to Set $1 Million Threshold for Capital Gains Tax Hike

•   Bloomberg: Biden’s 1970s-Era Tax Plan Collides With GOP and SALT Rebels

•   Bloomberg: Biden to Follow Speech With Travel to Swing States to Sell Plans

•   Bloomberg: Hot U.S. Housing Market to Get Supply Boost With New Listings

•   Bloomberg: Why the Price of Lumber Has Soared Day After Day After Day

•   Bloomberg: China Is Already Tapering Stimulus With Drop in Local Bond Sales

•   Bloomberg: Modi’s Sprawling Delhi Makeover Fuels Anger in Virus-Hit India

•   Bloomberg: As India Covid Crisis Worsens, Wealthy Indians Flee by Private Jet

•   Bloomberg: India Covid Vaccines Run Low as Cases, Deaths Surge

•   Bloomberg: Japan’s Suga Risks Joining a Long List of Short-Term Leaders

•   Bloomberg: China’s Swine Fever Lockdown Reshapes $300 Billion Pig Industry

•   Bloomberg: Russia Ditches the Dollar in More Than Half of Its Exports

•   Bloomberg: Frustration Builds Over Canada-U.S. Border Restrictions

•   Bloomberg: Brazil at Risk of Steeper Rate Hikes, Former Central Banker Says

•   Bloomberg: Russia Suspends Navalny Network Operations as ‘Extremist’

•   Bloomberg: China’s Biggest IPO This Year Looks to Be in Renewable Energy

•   Bloomberg: Toshiba Investor 3D Calls for Strategic Review After CVC Bid

•   Bloomberg: Why It’s So Hard to Compare Countries’ Climate Goals

•   Bloomberg: For a New Global Climate Deal, All Eyes Are on COP26: QuickTake

•   Bloomberg: Joe Biden Isn’t Coming for Your Steak to Meet Climate Targets

•   Bloomberg: Exxon Accused by Activist Firm of ‘Distorting’ Emissions Targets

•   Reuters: Moderna vaccine to be reviewed for WHO emergency listing on April 30 - WHO spokesman

•   Reuters: Quad vaccine pact for Asia 'on track' despite India crisis -U.S. officials

•   Reuters: EXCLUSIVE White House pushing for 80% clean U.S. power grid by 2030

•   Reuters: Situation in India 'beyond heartbreaking', WHO chief says

•   Reuters: EXCLUSIVE India's federal government won't import vaccines, leaving it to states -sources

•   Reuters: Exclusive-ArcelorMittal, Vattenfall form hydrogen consortium with Shell, Airbus, others

•   Reuters: Analysis: China digital currency trials show threat to Alipay, WeChat duopoly

•   Reuters: Analysis: Fed's 'maximum employment' push may fall short in post-pandemic economy

•   Reuters: Analysis: As small-cap stocks lag, Wall Street worries about broad slowdown

•   Reuters: Analysis: New U.S. credit benchmarks gain traction as Libor deadline approaches

•   Reuters: Analysis: On Myanmar, ASEAN pushes boundaries of "non-interference"

•   CNN: Apple is the only company worth $2 trillion. That's probably about to change

•   CNN: Got vaccinated? Here's all the free stuff you can get

•   CNN: How Biden anchored his first 100 days on two simple principles

•   CNN: The SPAC boom has 'screeched to a halt.' That may be good thing

•   CNBC: Biden's 100-day stock market performance is the hottest going back to the 1950s

•   CNBC: Goldman Sachs sees UK recovery outpacing the U.S. this year

•   CNBC: India reports record new Covid cases for fifth straight day

•   CNBC: Germany Covid: New lockdown rules could last until June

•   CNBC: Biden administration set to relax outdoor mask guidance

•   CNBC: Bill Gates on when he thinks the world will be 'back to normal'

•   CNBC: U.S. vaccination pace slows as average daily cases drop below 60,000

•   CNBC: Wall Street pick stocks for a potential $1 trillion energy opportunity

•   CNBC: Huawei focuses on software as U.S. sanctions hurt hardware business

•   MarketWatch: No, Biden isn’t coming for your burgers as he pushes climate-change agenda

•   MarketWatch: AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?

•   Fox News: Iran's foreign minister says John Kerry told him about Israeli covert operations in Syria

•   Fox Business: Biden’s estate tax changes will wipe out millions of small businesses: Norquist

•   Axios: Exclusive: The big push for a clean power mandate

•   SCMP: As China’s defence minister heads for Sri Lanka, should India be worried?

•   SCMP: China ups defence spending in 2020 but ‘economic growth cushions increase’

•   SCMP: Beijing tells Australian Defence Minister Peter Dutton to abide by one-China principle after Taiwan warning

•   SCMP: Chinese military tests Taiwan’s radar system with surface-level incursion into air defence zone

•   SCMP: China’s month-long consumption campaign aims to ‘unleash spending potential’ of Chinese people

•   SCMP: Biden’s new stimulus plan is all about infrastructure, and China has lessons to share

•   Nikkei Asia: Japan to help companies adopt renewables to supply Apple & Co.

•   Nikkei Asia: Cars, homes and steel: Japan industries wary of Suga carbon vows

•   Mainichi: Rush of commuters seen despite 3rd coronavirus state of emergency in Japan

•   Mainichi: Japan's telework rate still far from 70% target during state of emergency

•   Economic Times: The idea of Swachh Udyog: Unlocking manufacturing growth in India

•   Mint: States now wary of vaccine shortage

•   Business Standard: Indian smartphone market grew 23% in Jan-Mar 2021: Counterpoint report

•   매경(P1): "쿠팡 따라갈래" 마켓컬리·야놀자도 美상장 추진

•   매경: 토스·카카오엔터…해외투자자 손잡은 K유니콘, 美상장 청신호

•   매경: "유망기업 붙잡자" 한국거래소는 비상

•   매경: 쿠팡이 쉽게 갔다고?…'화려한 데뷔' 뒤엔 치밀한 준비

•   매경(P1): [단독] 여의도 시범아파트 50층이상 재건축 추진

•   매경(P1): [인터뷰] 이재명 "나는 반기업주의자 아니다…특혜준다 의심했지만 기업 도와"

•   매경: 간섭 말고…규제 말고…돈 뜯지 말고…지연시키지 말고…허들 만들지 말고…그러면 기업은 자연스럽게 성장한다

•   매경: [단독] 종부세 1% 부자만 낸다더니…공시가 16억 돼야 '상위 1%'

•   매경: "9억 넘은지 얼마나 됐다고"…더 멀어진 내집마련 꿈

•   매경: "서울 공시가 10% 오를때, 국민의힘 지지율 10%P 올라"

•   매경: 월마트서 차 탄채 5분만에 백신 맞아…구글맵 켜니 접종센터 수두룩

•   매경: 아시아 백신허브 노리는 정부…"화이자 등 기술 이전 논의중"

•   매경: 러시아백신 놓고 갈라진 與…親文 "필요없다" 非文 "도입해야"

•   매경: "러시아 백신 찬성" 51%…진보·보수 엇갈려

•   매경: 코로나에 지친 국민 "기본소득 지급 찬성"

•   매경: 수출입銀 "기저효과로 2분기 수출 35% 증가"

•   매경: 이주열 "韓銀 조직혁신할것"…연말까지 경영 개혁안 수립

•   매경: "1000만원 짜리도 불티나게 팔린다"…삼성 QLED TV 1만대 돌파

•   매경: 5월엔 노트북 바꿔야겠네…'첫 언팩' 삼성, LG 애플과 맞불

•   매경: 코스피 실적장세 돌입…'큰형님들’의 시간이 온다

•   한경(P1): 원전 폐연료봉 재활용 길 찾았다

•   한경: [단독] 버리는 핵연료봉 40년 더 쓴다…전세계 이목 집중

•   한경: "문재인 정부 탈원전 정책은 세계 최고 기술 갖고 자살하려는 것"

•   한경: 美·EU·中, 탄소 줄이려 원전 투자 늘리는데…한국만 나홀로 '脫원전'

•   한경(P1): 서버 먹통돼 손실 나도 암호화폐거래소 '책임 無'

•   한경: "1000만원 벌면 165만원 내야"…정치권 코인 과세 뒷북 논란

•   한경: "하루 한 번 접속해도 암호화폐"…100만명 몰렸다

•   한경: 법·제도 '사각지대' 코인, 투자자들만 혼란…美·日은 정부가 통제

•   한경: 서울 평균 아파트값, 사상 첫 11억 돌파…경기도는 5억 넘어

•   한경: 10년 묶인 법…韓 서비스산업 '잃어버린 10년'

•   한경: 5개 발전 자회사 사장들 취임 일성…"ESG 경영"

•   한경: "코로나로 작년 민간소비 증가율 4%P 위축"…한은 "올해 보복소비 분출할 것"

※   한국은행: 향후 pent-up 소비 가능성 점검

•   한경: "5월 다시 대형주의 시간 온다"

•   한경: "지금이 고점 아닐까" 개미들 불안…아직 '더 오를 종목' 있다

•   한경: '알루미늄-공기 배터리' 가능할까

•   한경: "강남 안 가는 GTX-D 웬말이냐"…8억이던 김포 아파트값 '뚝'

•   한경TV: [공진단]4월 26일 공시진단 리뷰...두산퓨얼셀

•   서경(P1): [단독] '신재생 핵심' ESS시장이 쪼그라든다

•   서경: 지원 끊긴 ESS기업, 해외 내몰려···그린수소 생산은 꿈도 못 꿔

•   서경: "원자재값 급등해도 남는 장사"···'묻지마 태양광' 부추기는 정부

•   서경: 韓은 '에너지 섬나라'···美·EU 신재생 따라하다 탈난다

•   서경(P1): 與 "부동산세 논의 당분간 없어"···종부세·재산세 완화 원점으로

•   서경: 與, 부동산 세제 논의 갈팡질팡..."정권말 전형적 모습"

•   서경(P1): 文대통령, 27일 노바백스 CEO 만난다···'백신허가' 속도

•   서경: 식약처 "노바백스 국내 허가 신청 시기 이번주 정해질 것"

•   서경(P1): [단독] 무디스의 '중기 재정' 경고··· "韓 재정 건전화 안하면 신용등급 떨어질 수도"

•   서경: 드 구스만 무디스 이사 “코로나 이후 부채 안정화 이행 지켜볼 것”

•   서경: 경총, 국내 최대 ESG 경영委 출범···“국민연금과 소통·반기업 해소 나설 것”

•   서경: ESG '고무줄 평가'···기관따라 최대 5단계 등급격차

•   서경: [단독]美中 특허괴물들 'LG 5G 표준' 눈독···"기술주도권 뺏길수도"

•   서경: 전기차 보조금 한국만 줄여...獨·日, 증액·기한 연장과 대조적

•   서경: 연봉 인상 부메랑··· ICT업계 실적 먹구름

•   서경: 1년새 100곳↑···코스닥 저평가 부르는 '상장사 인플레'

•   서경: 정부 믿고 원룸 짓다 벼락거지···"원전 끼고 사는 주민 말은 왜 안듣나” [관점]

•   서경: [마켓브리핑] '물 들어올 때 노 젓자' 두산인프라코어, 현금 확보 분주

•   조선(P1): “집단면역, 11월전으로 하루라도 당길 것”

•   조선(P1): [NOW] 현대차 사무직 노조 출범… 양대노총 아닌 독자노선으로

•   조선: “하청업체 감독·지휘 못하게 하면서, 사고나면 책임지라니”

•   조선: 中企 “월급 주기도 빠듯한데 ‘안전설비 갖춰라’ 강제”

•   조선: “국회 통과한 중대재해법, 당장 수정하기 어렵다면 파견법이라도 바꿔야”

•   조선비즈: [단독] 정부, 임대차 보증금 규모 추정 나서…"전·월세 통계 구축 차원"

•   조선비즈: 전세시장 안정세라는데 내 전셋집 찾기 어려운 네 가지 이유

•   조선비즈: ‘ESG 장벽’ 쌓는 EU…무역협회 “中 편중 공급망 참여 기회”

•   조선비즈: 땅 10㎝만 파기·회전반경 자동 조절… 굴착기에도 '스마트' 바람

•   조선비즈: 가상화폐 폭락 시 예금 유출 우려… 금융당국, 케이뱅크 긴급 점검

•   조선비즈: 영업제한 예고에 뿔난 자영업자들… “백화점·공원도 붐비는데 왜 우리만"

•   조선비즈: ‘안 터지는 5G’‘느린 초고속인터넷’ 불만 커지는데…통신 3사는 ‘1조 파티’

•   조선비즈: SK하이닉스, ‘이미지센서’ 강자 삼성전자에 도전장…0.7㎛ 픽셀 연내 출시

•   IT조선: 미래 핵심 '희토류', 中 장악하는데 韓 "있어도 못 써"

•   중앙: ‘8명 모임’ 가능하지만 노래방 이용인원 제한은 강화

•   중앙: 요즘 MZ세대는 이렇게 투자합니다

•   중앙: 삼성전자, 공장증설·M&A…역대급 투자 나서나

•   동아(P1): 당정청 협의 열고도 ‘가상화폐 무대책’

•   동아: “가상화폐, 기재부가 맡아야”vs“금융위 나서야” 서로 떠밀어

•   동아: ‘코인 거래소’ 업비트, 1일 입금한도 5억으로 첫 제한

•   동아: “눈치보며 몰래” 코인 투자하는 금융당국 직원들

•   동아(P1): [단독]“백신접종자 많아질수록 경제성장률 높아져”

•   동아(P1): 삼성, ‘1조 사회환원’ 계획 28일경 밝힐듯

•   동아: [단독]강남 고가 아파트, 집주인에 돈빌려 산다

•   동아: [단독]규제 대상 플랫폼, EU 10개 - 日 5개 - 韓 80개

•   문화(P1): 감염병 검사 거부가 테러?… 입법권 남용 21대 국회

•   국민: 전남, 덴마크 해상 풍력기업 유치 나서

•   한겨레: 탄소중립에 원전이 도움이 된다? 당신도 이런 고민을 하고 계신가요

•   머니투데이(P1): 상하이모터쇼 절반이 전기차' K 배터리가 웃는다

•   머니투데이(P1): 공매도 포비아?…"코스피 상승동력 잃지 않아"

•   머니투데이: 공매도 재개 D-7…증권가가 말하는 조심할 종목들

•   머니투데이: 공매도재개 D-7…오히려 개인은 '여기'로 몰린다

•   머니투데이(P1): 韓 창업도전정신 '세계 1위'…제2벤처붐 더 뜨거워진다

•   머니투데이: [단독]데이터 많은 공룡플랫폼, 매출 적어도 '시장지배자' 규제

•   머니투데이: 내년부터 예산 짤 때 온실가스 배출량 따진다

•   머니투데이: "20% 더 싸게"...넥쏘 1.3만대 굴릴 '수소유통망' 열렸다

※   산업부: 20% 이상 저렴한 수송용 부생수소 공급한다

•   머니투데이: 애플은 안되고 삼성만…인도서 1000억 보상 받는 이유

•   머니투데이: 하다하다 '은행빚 원금탕감'…"자영업자 대출절벽 불러올 악법"

•   헤럴드경제(P1): [단독] LG전자, 獨다임러에 사상최대 전기차모터 공급

•   헤럴드경제: ‘접종 지연’ 한국, 내수·고용은 ‘잠잠’ 수출은 ‘활활’

•   헤럴드경제: ‘은성수 구하기?’...금융위 직원들 ‘내부단속’

•   헤럴드경제: 숨고르는 주택시장...유동자금, 토지·빌딩으로 몰렸다

•   파이낸셜뉴스(P1): 포스코의 자신감, 매출목표 올렸다

•   파이낸셜뉴스: 주택규제에 대출 잘 나오는 주거지역 상가건물로 돈몰린다 [현장르포]

•   파이낸셜뉴스: 쌍용차 노조 "일방적 구조조정 받아들일 수 없다"

•   아시아경제(P1): [K스타트업 대전환]자금·인력난 걸림돌…'네거티브 규제'로 전환 서둘러야

•   아시아경제: 수소車 시대 성큼…차세대 선점 위한 인프라 조성 집중

•   아시아경제: 몸집 키우는 네이버·카카오, 직원 1만시대

•   아시아경제: 최대 실적 금융사, '포퓰리즘 청구서' 좌불안석

•   아시아경제: 국민연금, 2분기 '신상' 뭘 담았나

•   디지털타임스(P1): [단독] 경제5단체, 이르면 27일 이재용 사면 정식 건의한다

•   이데일리(P1): "여름휴가 다시 해외로"…백신 접종시 출입국시 자가격리 면제 검토

•   이데일리(P1): MZ세대' 노조 등장에 흔들리는 연공서열 임금체계

•   이데일리: 잇단 사무직 노조 출범..'고용중시' 노사문화 전환점될까?

•   이데일리: “생산직과 거리두는 MZ세대…성과 중심 임금체계 개편 기폭제될 것”

•   이데일리: 韓 밥상물가 부담, OECD서 가장 높았다

•   이데일리: [르포]하루 2400장 모듈 ‘척척’…1세대 태양광 공장의 ‘변신’

•   이데일리: '녹색물류'가 대세…유통업계 전기차 도입 붐

•   이데일리: “GDP 한계 많아…코로나 불평등·기후위기 통계 만들어야”

•   연합: 오늘 500명 안팎 예상…1주간 감염경로 불명 30% 넘어 '빨간불'

•   연합: 서울시, '건물 비상발전기에 연료전지 설치' 연구용역

•   연합인포맥스: 신용등급 'BBB' 두산인프라, 수요예측에 5배이상 몰리며 흥행

•   SBS Biz: [단독] 삼성 반도체 장비 자립도 높인다…세메스 신규 R&D센터 4천억 투입

•   아주경제: 두산퓨얼셀, 美 자회사와 합병 검토···수소 사업 속도

※   수소TFT서 논의

•   더구루: 두산 베트남 전자부품 생산공장서 화재 발생

•   더구루: [단독] 현대차·기아, 아프리카 가나에 조립공장 2곳 설립

•   FuelCellsWorks: Hydrogen, Renewables, Manufacturing: What Must Happen Next

•   에너지경제: "올해 REC 가중치 개편도 3년 전 데자뷰…"해상풍력·바이오매스 초점될 듯"

•   에너지경제: '빅 오일'도 가세한 수소경제...중남미, 세계 '수소메카'로 거듭날까

•   KHL: New Komatsu excavators for European market

•   Equipment World: Doosan's completely redesigned wheel loaders hit the U.S. | Equipment World

•   For Construction Pros: Bipartisan Solutions to Rebuild America’s Infrastructure

•   대한경제: 미ㆍ중 투자 러브콜ㆍ국내 규제에 짐싸는 대기업들…脫한국 ‘엑소더스’

•   대한경제: 서울 재건축 완화 ‘초읽기’…막판 거래 활발

•   대한경제: “온실가스 줄여라” 글로벌 특명에 그린뉴딜株 순풍

•   대한경제: “그린수소 기술 선점하자”…민ㆍ관, 투자 열풍

•   대한경제: '예타 주도권' 국회로 갖고가겠다는 여당 속내는?

•   OilPrice.com: OPEC+ Concerned About India’s Oil Demand

•   OilPrice.com: EU Admits It Can’t Go Net-Zero Without Natural Gas

•   OilPrice.com: Libya’s Oil Production Set To Recover As Force Majeure Is Lifted

•   MIT News: Seeking enhanced materials for nuclear reactors

•   전자신문: '배터리 데이 2021' 28일 팡파르…관전 포인트 톱3

•   전자신문: 성윤모 산업부 장관 "배터리 산업발전 전략 마련"…미래 먹거리 확보 총력

•   DIGITIMES: China labor shortage worsens

•   Robotics Business Review: Start-ups Powering New Era of Industrial Robotics

•   로봇신문: "2021 로봇플러스 세미나"(스마트시티에서의 자율주행 모빌리티 서비스)

[Opinions]

•   Project Syndicate(Frans Timmermans, Josep Borrell): The Geopolitics of Climate Change

•   Project Syndicate(Sławomir Sierakowski): Putin’s Sound and Fury

•   Project Syndicate(Shashi Tharoor): India’s COVID Tsunami

•   Project Syndicate(Kalin Anev, Anu Bradford): The Brussels Effect on Sustainable Finance

•   FT(Editorial Board): A new deal for the young: how to fix the housing crisis

•   FT(Editorial Board): The tragedy of India’s second wave

•   FT(Gideon Rachman): Narendra Modi and the perils of Covid hubris

•   FT(Robin Wigglesworth): ESG rush opens opportunities for betting against the angels

•   FT(Leo Lewis): When the chips are down, can 007 save the semiconductor?

•   FT(Patti Waldmeir): Employers are in for a wave of post-pandemic litigation

•   FT(Lex): US capital gains tax: some are more equal than others

•   FT(Lex): Steelmakers: it isn’t easy going green for China’s smokestack cities

•   WSJ(Walter Russell Mead): A Liberalish New World Order

•   WSJ(Gerard Baker): America Voted for a Rest, Not a Revolution

•   WSJ(Mickey D. Levy, Michael D. Bordo): The Fed in the Sand as Inflation Threatens

•   NYT(Gail Collins, Bret Stephens): Joe Biden Wants to Transform Early Childhood Education Next

•   NYT(Eric Klinenberg): Infrastructure Isn’t Really About Roads. It’s About the Society We Want.

•   NYT(Anna Sauerbrey): The Race to Replace Angela Merkel Is On

•   NYT(Binyamin Appelbaum): Why the Meaning of ‘Infrastructure’ Matters So Much

•   WP(The Ranking Committee): Biden’s first 100 days report card is in. Here’s how we graded him.

•   WP(Jennifer Rubin): Biden wins over voters in the face of GOP obstruction

•   WP(Jennifer Rubin): Corporations just don’t get it. A reckoning is coming.

•   WP(Jennifer Rubin): Yes, it’s possible the GOP is worse post-Trump

•   WP(Greg Sargent): Attacking Biden’s jobs plan as socialism reveals the weakness of GOP arguments

•   WP(Dennis Ross): For diplomacy to work, Iran must understand that it cannot overplay its hand

•   WP(Tom Malinowski, Anna Eshoo): Congress must decide: Will it protect social media profits, or democracy?

•   Bloomberg(Mohamed A. El-Erian): Fed Should Start Tapering, But It Won’t

•   Bloomberg(Noah Smith): Biden's Progressive Economic Policy Isn't the Apocalypse

•   Bloomberg(John Authers): Elon Musk's Star Power Shows How to Save the Earth

•   Bloomberg(Jonathan Bernstein): Biden’s Fictional War on Meat Is a Real Problem

•   Bloomberg(Timothy L. O'Brien): Please Stow Your Outrage About a Capital Gains Tax Hike

•   Bloomberg(Tae Kim): Apple’s $430 Billion Spending Spree Is the Ultimate Power Play

•   Bloomberg(Arthur Levitt Jr.): Archegos Collapse Exposes an SEC Blind Spot

•   CNN(Roger Ferguson): The pandemic has hurt many Americans' retirement savings. These policies could help

•   CNN(David Gergen): The three striking similarities between FDR and Biden

•   MarketWatch(Paul Brandus): Here’s where investors can find money in Biden’s climate-change goals

•   MarketWatch(Andrew Keshner): Some new investors see a ‘buying opportunity’ if Biden raises capital-gains taxes on millionaires

•   Fox News(Liz Peek): Biden's 100 days – here's how his divisive agenda enrages GOP and threatens recovery

•   Fox News(Michael Goodwin): Old Biden vs. New Biden – here's why the president is such a changed man

•   Fox News(Jason Chaffetz): Biden's environmental czars – Obama's playbook is back and here's why you should be worried

•   Nikkei Asia(Yuriy Humber): Suga's green energy plan needs to woo older rural men to succeed

•   매경(유승훈): 폐기물과 에너지의 선순환

•   한경(강경민): 또 다른 관치 우려되는 '에너지동맹'