Business Intelligence Monitor 210512

(Introduction)

[Markets]

•   Global: Inflation woes push U.S. stocks to 1-month low, USD struggle

•   한국: 코스피, 1.23% 하락 3,209 마감…개인 3.5조 순매수

•   한국: '따상'은커녕…26% 급락한 SKIET

•   한국: 두산그룹주 혼조, 두산인프라코어 4%대 상승 두산퓨얼셀 2%대 하락

•   한국: 인플레의 경고…국채 금리가 수상하다

•   Metals: Copper bounces back as bullish investors bet on shortages

•   Iron ore: Iron ore price rally slows as China moves to cool speculative flows - MINING.COM

•   Grains: U.S. soy futures top $16/bushel, first time since 2012, on supply fears

[Indicators]

•   US Mar. Job openings: U.S. Job Openings Reach Record as Hiring Slows

•   US Apr. NFIB Business optimism index: A record number of small businesses can’t find enough workers to hire, NFIB finds

•   Germany May ZEW economic sentiment: German investor morale surges as third COVID-19 wave eases

•   UK Apr. Consumer spending: UK consumer spending rises above pre-pandemic levels for first time in 2021

•   China 2020 Population: China’s Census Highlights Its Looming Population Problem

※   SCMP: China’s population outlook worrying as young people balk at high cost of having kids

※   SCMP: China population: strong birth rate policy intervention needed to avoid looming crisis, analysts say

※   Bloomberg: China Bets on Productivity Over Population to Drive Its Economy

•   China Apr. CPI·PPI: Surge in China’s Factory-Gate Prices Adds to Inflation Worries

•   한국 3월 재정수지: 나라 살림 적자폭 줄었다지만... 부동산 稅收 증가 따른 '착시 효과'

•   한국 5월 1~10일 수출: 5월 1∼10일 수출 81.2%↑…일평균 기준 64.7%↑

•   Japan Mar. Household spending: Japan's FY 2020 household spending falls 4.9%, 2nd largest drop on record

•   India Weekly Employment: Joblessness in urban areas surges to 12%

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   CNBC: Covid-19 cases, deaths, and vaccinations

•   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

•   Bloomberg: The Covid Resilience Ranking

•   WP: Tracking Biden’s political appointees

[News]

•   WSJ: Covid-19 Vaccine Data on Children Under 12 Expected by Late Fall, Officials Say

•   WSJ: Colonial Pipeline Hack Shows Ransomware Emergence as Industrial-Scale Threat

•   WSJ: Pipeline Shutdown Has East Coast Drivers Making a Run on Gas

•   WSJ: Colonial Pipeline Shutdown Threatens to Magnify Gasoline-Price Surge

•   WSJ: Colonial Pipeline Hack: How Have Gas Prices Been Affected and Who Are the Darkside Cyber Attackers?

•   WSJ: U.S. Home Prices Surge Higher, Pricing Out Many Buyers

•   WSJ: Mortgage Lenders Need to Pump Up the Volume

•   WSJ: Wind Farm Off Massachusetts Coast Gets Final Federal Approval

•   WSJ: Employers, Prepare for a Wage Jolt

•   WSJ: Americans Up and Moved During the Pandemic. Here’s Where They Went.

•   WSJ: Bridgewater Founder Ray Dalio Raises Inflation Concerns Over Federal Spending

•   WSJ: Beijing Tries to Put Its Imprint on Blockchain

•   WSJ: Chinese Consumers Splash Cash, but Stocks Aren’t Buying It

•   WSJ: China Threatens Retaliation Against Ericsson if Sweden Doesn’t Drop Huawei 5G Ban

•   WSJ: India Struggles to Keep Pace With Coronavirus Variants

•   WSJ: The Covid-19 Variant in India: What Scientists Know About the B.1.617 Strain

•   WSJ: If Inflation Is Coming, Here Is What to Do About It

•   WSJ: Credit-Card Debt Keeps Falling. Banks Are On Edge.

•   WSJ: Few Signs of Recovery for U.S. Oil Production, OPEC Says

※   OPEC: MOMR May 2021

•   WSJ: Wind, Solar Power Made Strong Gains in 2020, IEA Says

※   WSJ: Renewable Energy Market Update 2021

•   WSJ: Uber, Lyft to Provide Free Rides to Covid-19 Vaccine Sites Until July 4

•   NYT: As Israelis and Palestinians Battle, Rockets and Airstrikes Intensify

•   NYT: Covid Desperation Is Spreading Across India

•   NYT: For Clean Energy, Buy American or Buy It Quick and Cheap?

•   WP: Biden’s sweeping — and fluid — tax plans are making some congressional Democrats nervous

•   WP: The GOP push to cut unemployment benefits is the welfare argument, all over again

•   WP: Iron Dome: Here’s how rockets from Gaza test Israel’s antimissile defense system

•   FT: ECB board member seeks to soothe German inflation concerns

•   FT: Norway and Sweden’s vaccine rollouts fail to engage at-risk migrant groups

•   FT: BoE chief economist says colleagues too gloomy on outlook

•   FT: Boris Johnson announces Covid public inquiry to start within a year

•   FT: N Ireland protocol not sustainable for long, warns Frost

•   FT: US employers struggle to find willing workers after pandemic year

•   FT: Is Big Pharma’s influence on US trade policy dead?

•   FT: Covid batters India’s aspiring middle classes

•   FT: Ukraine’s prosecutors seek to arrest Putin ally for treason

•   FT: New Amazon bond rivals yield on US Treasuries in record-breaking sale

•   FT: British Spac king plans first European blank cheque listing

•   FT: Commodities boom sends bulk shipping costs to decade highs

•   FT: Nissan warns of third year of losses as chip shortage hits turnround

•   FT: AstraZeneca chief suffers investor rebellion over pay

•   FT: Walmart vs Amazon: the battle to dominate grocery

•   FT: SAP chair has undisclosed link to software giant’s joint venture

•   FT: Brazil central bank president Campos Neto champions green growth

•   FT: ‘Grainrail’ plan pits Brazil’s farmers against conservationists

•   FT: Reputation fears propel surge of ESG investment in Brazil

•   FT: AES sees opportunity as Brazil turns to wind power

•   Bloomberg: China’s Sinovac Shot Found Highly Effective in Real World Study

•   Bloomberg: Fed Officials See Bright Economic Outlook -- and a Need for Aid

•   Bloomberg: Southeast Asia’s Economies Languish Amid Virus Challenges

•   Bloomberg: House Lawmakers Request $15 Billion in Infrastructure Earmarks

•   Bloomberg: Inheritance Tax Poised for a Comeback in the Post-Covid Era

•   Bloomberg: Goldman’s Hatzius Says U.S. Inflation Rise Will Be Temporary

•   Bloomberg: Italy Wants Europe to Reset China Ties on More Equal Footing

•   Bloomberg: France Says Talks to Resume With Jersey on Fishing Licenses

•   Bloomberg: ECB’s Knot Signals Upward Revision to 2021 GDP Growth Forecast

•   Bloomberg: Hungary, Czech Inflation Kicks Off Race for EU’s First Rate Hike This Year

•   Bloomberg: Singapore on ‘Knife’s Edge’ as Case Spike Risks Labor Shortage

•   Bloomberg: Sputnik Isn’t Making Enough Second Shots, Mexico Covid Czar Says

•   Bloomberg: European Officials See Politics at Play in Sputnik Balkan Delay

•   Bloomberg: Indonesia Sees Covid Case Jump After Eid, Adds Hospital Beds

•   Bloomberg: Justin Trudeau’s Deficit Spending Wins Stephen Poloz’s Praise as ‘Sustainable’

•   Bloomberg: The Options Market May Be Fueling the Turbulence in Tech Shares

•   Bloomberg: Tech Stock Selloff: Retail Traders Buy the Dip, Shift to Crypto

•   Bloomberg: What Can China Do to Control Record Commodity Prices?

•   Bloomberg: New York Wins From Brexit’s $3.3 Trillion Hit to U.K. Swap Trade

•   Bloomberg: U.S. Lawmakers Seek GM Answers on Mexico Plant Labor Issues

•   Bloomberg: Tesla China Sales Falter With Exports Robust on Demand in Europe

•   Bloomberg: A 1,100-Year-Old Poem Cost Meituan’s Outspoken CEO $2.5 Billion

•   Bloomberg: Silicon Valley Getting a Rare New U.S. Solar-Manufacturing Plant

•   Bloomberg: German Climate Goals Need ‘Massive’ Cut in Industry CO2 by 2030

•   Bloomberg: Sovereign Wealth Funds Invest In Climate Technology, Renewables

•   Reuters: Myanmar marks 100 days of junta rule with protests, strikes

•   Reuters: Global firms leave Myanmar office block with military ties

•   Reuters: Brazil suspends use of AstraZeneca vaccine in pregnant women nationally after death

•   Reuters: Worst Brazil drought in 20 years to up pressure on power grid -official

•   Reuters: Norway plans record spending from wealth fund

•   Reuters: EXCLUSIVE Foxconn’s iPhone output in India down amid COVID surge-sources

•   Reuters: EXCLUSIVE Tesla puts brake on Shanghai land buy as U.S.-China tensions weigh - sources

•   Reuters: ANALYSIS-The U.S. state with the most detailed corporate diversity disclosures

•   AP: Younger adolescents get ready to receive COVID-19 vaccine

•   AP: AP source: Biden to tap Rahm Emanuel for ambassador to Japan

•   CNN: India's Covid-19 catastrophe could make global shortages even worse

•   CNN: Covid vaccine: Biden administration is open to sharing with North Korea

•   CNN: No, unemployment benefits aren't the problem

•   CNBC: As the U.S. economy restarts from the pandemic, parts of it are severely broken

•   CNBC: Inflation: April’s CPI data could show a massive year-over-year gain

•   CNBC: Why investors should look past this week’s inflation data, according to Credit Suisse’s Golub

•   CNBC: What is the Conference on the future of Europe

•   CNBC: Unemployed Americans worry about getting cut off from benefits early

•   CNBC: Airline CEOs ramp up pressure on governments to open up U.S., UK travel

•   CNBC: Big Oil and its green ambitions could be about to get a serious reality check

•   MarketWatch: Dogecoin copycats are driving up Ethereum fees and vexing parts of the crypto community

•   MarketWatch: Beware heightened risks of ‘fragility shocks’ in a market too dependent on the Fed, BofA warns

•   SCMP: US-China tensions worsen treatment of foreign firms in China, AmCham says

•   SCMP: China looks to Turkmenistan for more gas as it cuts Australian supplies

•   SCMP: ‘Made in China, sold on Amazon’ gadgets from Aukey, Mpow vanish from e-commerce site

•   SCMP: US on self-defeating China trade war tack, former American defence official says

•   SCMP: Taiwan back on coronavirus alert as local clusters grow

•   Nikkei Asia: Tokyo 2020 playbooks game out COVID scenarios: 4 things to know

•   Nikkei Asia: New chief of Japan business lobby vows to act for all of society

•   Nikkei Asia: Japan embarks on joint military maneuvers with US, France, Australia

•   Nikkei Asia: US Army hunts for bases to deter China but logistics pose hurdle

•   Nikkei Asia: SoftBank poised for record $45bn net profit on Vision Fund rebound

•   Nikkei Asia: Big Tech tax burdens are just 60% of global average

•   Nikkei Asia: Biden's big Asia challenge: An A to Z survival guide

•   Japan Times: BOJ member saw need to expand easing for inflation goal, meeting summary shows

•   Economic Times: Experts call for long-term solution to pandemic, and it's not a lockdown

•   Economic Times: Amid second wave, phone companies delay new launches

•   Economic Times: COVID-19: US congresswoman urges Biden to send more direct support to India

•   Economic Times: India Inc: India Inc battles Covid absenteeism

•   Mint: States to receive 7 lakh additional Covid-19 vaccine doses within next 3 days: Govt

•   Mint: India's Covid-19 positivity rate around 21%: Govt

•   Mint: Early trend of decline in daily new Covid cases and deaths noted in India: Govt

•   Mint: India smartphone market grew 18% in Q1; revival to take longer

•   Business Standard: Moody's cuts India's FY22 GDP forecast to 9.3%; rules out rating upgrade

•   Business Standard: Hyundai undertakes six-day maintenance shutdown at manufacturing plant

•   매경(P1): [단독] 비트코인 비튼 씨티은행 "발행 총량 늘어날수도”

※   CitiGPS: Future of Money

•   매경: [단독] 씨티은행 '돈의 미래' 보고서…코인 투자자가 알아야 할 5대 포인트

•   매경(P1): 한국 2000만 회분 계약 노바백스 백신 허가 지연

•   매경: 英, 30대 AZ접종 중단…한국은 "연령 조정없다"

•   매경: 與野, 손실보상법 12일 논의 재개

•   매경: 민노총 "위원 교체" 문자폭탄…최저임금 인상 압박

•   매경: 철광석값 급등에 화들짝…산업부 긴급회의 소집

•   매경: 무역협회 '구자열號' 회장단 출범

•   매경: 대기업·中企 상생, 코로나 위기서 더 빛났다

•   매경: 또다시 고개든 美긴축 공포…서학개미 전전긍긍

•   매경: 韓 10년물 국고채 금리 2.1% 넘었다…주식 수익률 방어 어떻게?

•   매경: "미국 금리 올리기전에 미리" 회사채 발행 상반기 몰린다

•   매경: 25번 실패한 부동산정책 고집하는 대통령 [뷰 포인트]

•   매경: 인도 코로나 확진 직원 구하려…2억 에어앰뷸런스 띄운 이 회사

•   매경: 정책약발 안듣는 서울 집값…실거주·투자·입지 옥석가릴때

•   매경: 초장기 제로금리·인플레이션…이젠 원자재 투자에 눈 돌릴 때

•   한경(P1): 청년 10만명 떠났다…"사업 접을 판" 지방 기업의 '눈물'

•   한경: "초광역도시가 돌파구…부·울·경 GRDP, 서울 다음"

•   한경: 청년 대거 몰려들자…'수·용·성' 집값 급등

•   한경: 제조업 불황에 고향 등진 2030…"대기업 채용 없고, 벤처 눈에 안차"

•   한경(P1): '매출 1조' 반도체기업…한국 7곳, 대만 21곳

•   한경: 한·미 정상회담 전날 또 호출받은 삼성전자

•   한경: 정부 지원 없이 수율로 수익성 짜낸 韓 반도체 기업

•   한경: 한국이 반도체 강국?…"이대로 가면 무너질 수도" 경고

•   한경: [단독] 삼성바이오, 화이자 백신 만든다…'8월부터 양산

•   한경: 갈수록 꼬이는 백신 도입…화이자가 '구원투수' 되나

•   한경: 삼성, 화이자와 탄탄한 네트워크…계열사가 전방위 지원

•   한경: 삼성 - 화이자 '빅딜'…한국, 亞 넘어 '글로벌 백신허브'로 급부상

•   한경: 문재인 대통령 "산재사고 마음 아파…강력대책 세워라"

•   한경: 정부 '쿼드' 부분 참여로 가닥 잡았나

•   한경: 상위 1%만 매긴다던 종부세, 올해 공시가 기준으론 16억

•   한경: "稅폭탄 시민 구할 특단대책 절실"…지자체들 재산세 감경 움직임 확산

•   한경: 재산세 깎아준다지만…6억 넘어 감면 못받는 주택, 경기도만 두배↑

•   한경: "청정에너지 끝판왕 그린수소 생산원가 뚝…대량생산 눈앞"

•   한경: 英BP "블루수소 年26만t 생산"…사우디 아람코는 K수소에 러브콜

•   한경: "현대차가 너무 앞서갔다"…애물단지 취급 받던 '넥쏘'의 반전

•   한경: "암호화폐 '거품 붕괴' 임박했다"…잇단 경고 나오는 이유

•   한경: 앱 하나로 모든 카드 결제한다

•   한경: 테이퍼링 공포 vs 기업 실적의 힘…저울질 시작됐다

•   한경: SK(주), 美 솔리드에너지 3대 주주로

•   한경: "놀면 더 버는데 누가 일하려고 하겠나"…경제학자의 경고

•   한경: '플랜B' 주목받는 김동연 "미래 이야기하는 지도자 없다"

•   서경(P1): [알립니다] 서울포럼2021-대한민국 에너지 대전략: 초격차 수소경제에 길이 있다.

•   서경(P1): 美 "탄소중립 위해 원자력은 필수"

※   과기부: 2021년 원자력연차대회 개최

•   서경: "미·러 SMR 개발 앞장, 중·일 뒤쫓는데···韓 멀뚱히 바라만봐"

•   서경: ① 14나노까지 삼성에 밀렸지만···TSMC, 과감한 투자로 5·7나노서 우위

•   서경: TSMC, 美에는 '첨단 칩' 中에는 '차량용 칩'···생산라인 이원화로 '절묘한 줄타기'

•   서경: 가업상속공제 한해 88곳 뿐..."모든 중소,중견기업에 세제혜택 필요"

•   서경: 부자는 車·중산층은 가전···고가 내구재 '코로나 특수'

※   KDI: [KDI 현안분석] 코로나19 경제위기와 가계소비

•   서경: 전경련 "韓 5년간 최저임금 인상률 亞 최고"

•   서경: 이번엔 '구리 서학개미'···한달간 美선물 14조 거래

•   서경: 文정부 4년간···서울 청약 경쟁률 6배 껑충

•   서경: [단독] 반도체 공장 건설 하도급 위반 논란···"1차 벤더가 대금 미지급" vs "2차 벤더가 협박"

•   조선(P1): 실체 없는 코인 몸값, 글로벌 기업도 추월

•   조선: 집주인은 세입자 몰래 집팔고… 세입자는 “방 뺄테니 5000만원”

•   조선: 집주인·세입자 모두 울리는 ‘재건축 실거주 2년’

•   조선: ‘대북전단 엄단’ 文지시에, 외교·안보 부처도 “美자극 발언” 당혹해했다

•   조선: 美국가정보국장, 오늘 日서 한미일 회의후 訪韓

•   조선: 제입으론 못하고… 기재부, 외부 기고 통해 “나라빚 증가 불가피”

※   기재부: 「월간 재정동향 및 이슈」 2021년 5월호 발간

•   조선비즈: 화물 운임 최고치 찍었는데… 대형기 없는 LCC엔 그림의 떡

•   조선비즈: “반대의견 31건 모두 묵살”… 무색해진 국민연금 의결권 자문제도

•   조선비즈: 내비게이션 빼고 속도계는 아날로그로… 차 업계의 ‘반도체 쇼크’ 대응법

•   조선비즈: AI·5G·자율차 핵심 부품인 전력반도체 ‘GaN’ 뜬다…연평균 70% 성장

•   조선비즈: 쌍용차, 이달 말 공개매각… 2~3곳 관심 보이지만 인수능력은 의문

•   조선비즈: 다시 고개드는 전세수급 불안... “매물 나올 구석이 다 막혔다”

•   중앙(P1): 탈중국·반도체·방역…대만 세 날개로 난다

•   중앙: 전해철 “화이자 이달 175만회분, 내달엔 350만회분 온다”

•   동아(P1): ‘아스트라 불신’… 고령층 접종 예약률 예상치 밑돌아

•   동아: 전기차 특수에도 울고싶은 車업계… 반도체 부족-보조금 바닥

•   동아: 철광석값 천정부지… 1년새 160% 뛰어 제조업 비상

•   문화(P1): ‘고용 없는 4% 성장’에 취한 韓경제

•   문화: "공정경제 잘했다"는 정부… 전문가는 "체감 안된다" 시큰둥

•   문화(P1): 韓 느림보 접종에 … 미국행 ‘백신 원정대’ 등장

•   문화: 勞압박 세지고 원자재값 폭등… 제조업 ‘고난시대’

•   국민(P1): [단독] “백신 접종자 5인 이상 금지 제외·영업시간 완화 검토”

•   세계(P1): 美 “대북정책 설명” 제안 ‘접수’한 北… 대화 물꼬 트이나

•   세계(P1): “임차료만 겨우 내, 답이 없어”…‘자영업 비명’

•   세계: “2050 탄소중립 추진전략 추상적이고 불명확” [멀지만 가야 할 길 ‘2050 탄소중립’]

•   세계: 산업별 저탄소 기술 개발·인식 전환·정부 정책 지원이 관건 [멀지만 가야 할 길 ‘2050 탄소중립’]

•   한겨레(P1): 한주새 25%로…갑절 치솟은 ‘변이 바이러스 감염’

•   경향(P1): 강남 5200가구 재건축 이주…서울 전세시장 들썩거린다

•   머니투데이: 구독경제 뜨는데 규제는 구닥다리…"새로운 규제모델 설계해야"

•   머니투데이: '사업육성→상장→신규투자' SKIET로 본 SK 성장방정식

•   머니투데이: "대출규제 이제 푼다고?" 작년에 놓친 '그집' 여전히 못산다

•   머니투데이: 71억 초고가 전세 '보유세 0원'..1주택자 부글부글

•   머니투데이: "80인치는 돼야..." 초대형 OLED TV, 올해 24배 더 팔린다

•   머니투데이: [단독]녹색채권 활성화 첫발부터 삐끗…이자소득세 면제 무산

•   머니투데이: 수소연료전지 사업 진출 SK건설, 수소사업추진단 꾸렸다

•   더벨: UAM시장 3파전 되나...대한항공이 현대차·한화와 다른 점

•   헤럴드경제(P1): 삼성 ‘차세대 D램’ 첫 개발…DDR 한계 넘다

•   헤럴드경제(P1): ‘워라블’ MZ세대, 슬기로운 직장생활 [창간 48주년 MZ세대를 엿보다]

•   파이낸셜뉴스(P1): 짙어진 인플레 그림자…'긴축 방아쇠' 당긴다

•   파이낸셜뉴스: 금리 올리자니 가계대출 이자 부담, 동결하자니 인플레 우려… 고민 깊은 한은

•   파이낸셜뉴스: "한국도 금리인상 불가피, 문제는 타이밍… 단기충격 줄여야" [인플레發 긴축 빨라지나]

•   파이낸셜뉴스: 한발씩 늦은 정부대책… 中企 원자재 수급부터 밥상물가까지 위협

•   파이낸셜뉴스: 勞 "OECD 최저" 使 "아시아 최고"…최저임금 눈높이 달랐다 [올 최저임금 협상 '가시밭길']

•   파이낸셜뉴스: 폭풍전야' 6월 부동산시장, 매물 잠기고 전세난 '꿈틀'

•   파이낸셜뉴스: “금리 진짜 오를라” 겁 먹은 투자자 CP로 몰렸다

•   파이낸셜뉴스: "작년 상여금의 5배 달라"… 기아 노조, 과도한 임금인상 논란

•   파이낸셜뉴스: 4월 국제선 여객수 코로나 이후 첫 증가

•   파이낸셜뉴스: "공정경제 잘했다"는 정부… 전문가는 "체감 안된다" 시큰둥

•   아시아경제: 인력 급감…수주풍년에도 못웃는 조선업계

•   디지털타임스(P1): 코로나지원금 착시… 얇은 지갑 더 열게 했다

•   이데일리(P1): [변방 신세 팹리스]①반도체 수급난에 팹리스 역할 못해

•   이데일리: [변방 신세 팹리스]②연 9% 성장 '황금알', 한국 '오리알'

•   이데일리: [변방 신세 팹리스]③조중휘 "구시대적 방식 벗어나 기회 늘리고 비용 지원해야"

•   이데일리: ‘글로벌 K팹리스 육성’…정부, 종합대책 추진

•   이데일리: "6조달러 부양책 앞세운 美 주도 올해 세계경제 5.9% 성장"

※   대외경제정책연구원: 2021년 세계경제 전망(업데이트)

•   이데일리: "차떼고 포떼면 남는게 없다"…정부 주택공급 차질 빚나

•   이데일리: 공급 빨간불?…민간 재건축도 ‘소셜믹스’에 삐그덕

•   이데일리: 한화, ‘그린에너지·방산’ 날다..역대 최대 분기 실적

•   이데일리: 공공부문, 전기·수소차 의무구매비율 100%로 상향키로

•   연합: 오늘 600명대 예상…영국-남아공발 변이 바이러스 확산

•   연합: 촉매·분리막 필요 없는 '그린수소' 양산 기술 개발

•   연합인포맥스: 채권시장 "국고2년 입찰 무난…물량 적어 수급 영향은 제한적"

•   매일일보: [기획]신에너지 경쟁, 수소에 가장 많은 러브콜

•   Renewables Now: GE to partner with Toshiba on Haliade-X production in Japan

•   에너지경제: 올해도 맥빠진 원자력연차대회…산업부 장·차관 모두 불참 "文정부 탈원전 강행 의지"

•   에너지경제: [인터뷰] "원전 수출, 한국 정부 의지 보여줘야"…韓은 탈원전 외길

•   에너지경제: "한국, 경쟁국 미·중·러 등과 달리 원전 줄이면 수출에 부정적 영향"

•   For Construction Pros: Heavy Lifting Isn't the Only Reason Behind Construction's Expensive Back Pain Problem

•   대한경제: 韓 간판기업 노리는 특허괴물…무차별 공세에 진땀빼는 삼성

•   대한경제: 차세대 배터리에 사활 건 SK와 LG

•   OilPrice.com: How Qatar Plans To Dominate LNG Markets

•   OilPrice.com: Saudi Arabia To Ship Full Volumes To Asian Oil Buyers

•   MIT News: A comprehensive map of the SARS-CoV-2 genome

•   전자신문(P1): [단독]GS칼텍스 주유소, 도심형 물류거점으로 활용

•   디지털데일리: 대만 UMC, 파운드리 단가 또 올려…삼성전자 유탄, 왜?

•   Phone Arena: iPhone 13 Pro and Pro Max will have similar camera specs, leaked schematics suggest

•   DIGITIMES: Server makers eyeing double-digit shipment increases in 2Q21

•   로봇신문: 유니버설 로봇, ROS 2 드라이버 베터 버전 발표

[Opinions]

•   Project Syndicate(Dani Rodrik): Beware Economists Bearing Policy Paradigms

•   Project Syndicate(Fabio Panetta): A Global Accord for Sustainable Finance

•   FT(Editorial Board): ECB should look to the Fed for its strategy review

•   FT(Editorial Board): Putting flesh on the bones of the levelling up agenda

•   FT(Martin Wolf): The struggle for the survival of US democracy

•   FT(Edward Luce): Biden struggles with western pandemic disunity

•   FT(David Gardner): Israeli actions in Jerusalem endanger recent detente with Gulf Arabs

•   FT(Sarah O'Connor): Look to the US for ‘workweek’ laws that work

•   FT(Catherine Fieschi): Europe’s phantom political centre risks fuelling populism

•   FT(Valentina Romei): Why haven’t house prices collapsed?

•   FT(Claire Jones): No, ‘hyperinflation’ is not here

•   FT(Jemima Kelly): Dogecoin gives away the crypto game

•   FT(Lex): Colonial Pipeline: cyber attack draws attention to besieged US energy system

•   WSJ(Mark P. Mills): Biden’s Not-So-Clean Energy Transition

•   WSJ(Jonathan Spyer): A Third Intifada Is Unlikely, but Hamas Is Trying to Start One

•   NYT(Thomas L. Friedman): Israelis, Palestinians and Their Neighbors Worry: Is This the Big One?

•   WP(Editorial Board): New Israeli-Palestinian fighting serves political agendas on both sides

•   WP(Jennifer Rubin): Biden didn’t want to be dragged into the Israel-Palestine issue. But he doesn’t have a choice.

•   WP(Jennifer Rubin): Biden is popular, but success depends on economic results

•   WP(Jennifer Rubin): It’s time for Democrats to force Joe Manchin to show his hand

•   WP(Charles Lane): Seligman, Ariz., has lessons for post-covid America

•   WP(Julien Reiman): When it comes to India, President Biden wants to avoid being like Roosevelt

•   WP(Katrina vanden Heuvel): Progressives and Biden are off to a strong start. Can it last?

•   Bloomberg(Bloomberg Opinion): Biden's Tax Plans Need More Work

•   Bloomberg(Daniel Moss): If China Shrinks, It's the World's Problem

•   Bloomberg(Noah Smith): Two Big Things You Need to Understand About Inflation

•   Bloomberg(Brian Chappatta): The Fed Should Get Out of the Mortgage Market

•   Bloomberg(John Authers): Markets Threatened by Clowns With Rotating Planks

•   Bloomberg(Jonathan Bernstein): Trump Isn’t the Biggest Republican Threat

•   Bloomberg(Ramesh Ponnuru): Want More American Babies? Make the U.S. More Livable

•   Bloomberg(Hussein Ibish): Israel Should Beware the Fire Next Time

•   Bloomberg(Alex Webb, Andrea Felsted): SoftBank Finds a Clever $2 Billion Puzzle Piece

•   Bloomberg(Anneka Treon): The Fed and the ECB Are Making Passive Investing Trickier

•   Bloomberg(Peter R. Orszag): Shrinking Population in China Brightens the Climate Outlook

•   CNN(Mark Zandi): Biden's Build Back Better plan will improve nearly every community in America

•   MarketWatch(Joseph Semprevivo): I own a small business — this is what a $15 minimum wage means for me

•   Fox News(Marco Rubio): Operation Warp Speed's success – this is the lesson we must learn as we work for common good

•   매경(사설): "그린뉴딜 핵심은 원전"이라고 입 모은 글로벌 에너지 전문가들

•   매경(안드레이 란코프): 바이든의 대북정책, 전략적 인내 2.0

•   한경(최기련): 탄소중립, 함부로 거론해선 안 될 말

•   문화(연강흠): ESG 거품과 ‘기업 가치’ 본질

•   아시아경제(박선미): ESG 경영 쉬운것만 손대나