Business Intelligence Monitor 210518

(Introduction)

[Markets]

•   Global: Stocks fall as tech shares weigh; gold rises to more than 3-month high

•   한국: 코스피 0.6% 하락 마감…3,130대로 뒷걸음

•   한국: 두산그룹주 혼조, 두산중공업 두산 상승 두산밥캣 두산퓨얼셀 하락

•   Metals: Copper turns higher as strike risk offsets weak China data

•   Grains: CBOT corn, soybeans close mixed; wheat falls on weather view

•   Cryptocurrency: Speculation Over Elon Musk Tweet Prompts Bitcoin Selloff

[Indicators]

•   US May NAHB housing market index: U.S. homebuilder confidence steady in May, survey shows

•   US May Empire State manufacturing index: New York Factories Expand at Solid Pace, Price Gauges at Record

•   China Apr. Industrial production, etc.: China’s Economic Recovery Slowed in April

※   SCMP: China’s economic recovery under spotlight as weak consumption, slowing factory output expose ‘unsustainable’ first quarter growth

•   China Apr. House prices: China April home prices quicken to 8-month high

•   한국 1분기 지역경제동향: 1분기 전국 고용률 4분기 연속 하락…서울 실업률 6.1%로 최고

•   한국 4월 거주자 외화예금: 수출 호조에 4월 외화예금 948억弗 사상 최대

•   한국 4월 ICT 수출: 정보통신기술 수출액 33%↑, 역대 4월 최고기록 달성

•   Japan Apr. PPI: Japan wholesale prices climbs 3.6% in April, sharpest in over 6 yrs

•   India Apr. WPI: Wholesale price-based inflation at record high of 10.49% in April as against 7.39% in March, govt data shows

[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: Biden Commits to Exporting Covid-19 Vaccines by End of June

•   WSJ: Covid-19 Hospital Patients Tend to Be Younger Now

•   WSJ: Covid-19 Vaccine Works, Even if Side Effects Differ for All, Doctors Say

•   WSJ: CVS, Target Drop Face-Mask Rules for Fully Vaccinated Customers

•   WSJ: Pandemic Hit Less-Educated Workers Hardest, Fed Survey Shows

※   Fed: Federal Reserve Board issues Report on the Economic Well-Being of U.S. Households

•   WSJ: Sanofi-GSK Covid-19 Vaccine Set for Large-Scale Trials After Positive Results

•   WSJ: New York to Ease Face-Mask Rules for the Fully Vaccinated, California to Wait

•   WSJ: After Gaza’s Deadliest Day, Israel Says It Is Targeting Hamas Tunnels

•   WSJ: Saudi Crown Prince’s Crackdown Spurs New Generation of Activists

•   WSJ: Will Demographics Tank China’s Housing Market?

•   WSJ: From Bitcoin to Dogecoin: What’s Driving Cryptocurrencies’ Rise and the Challenges Ahead

•   WSJ: Energy and Materials Shares Lead the Way in a Turbulent Stretch for Stocks

•   WSJ: Despite Lumber Boom, Few New Sawmills Coming

•   WSJ: AT&T Agrees to Merge Its WarnerMedia Assets With Discovery

•   WSJ: Apple to Call Tim Cook to Testify in Case Against ‘Fortnite’ Maker Epic Games

•   WSJ: Behind the Epic-Apple Trial Is a Booming App Market Worth Fighting Over

•   NYT: Inflation Fears Rise as Prices Surge for Lumber, Cars and More

•   NYT: Rural Areas Are Looking for Workers. They Need Broadband to Get Them.

•   NYT: In New Vaccination Push, Biden Leans on His ‘Community Corps’

•   NYT: The Future of Virus Tracking Can Be Found on This College Campus

•   NYT: Israel-Gaza Conflict: What You Need to Know

•   NYT: In China, Apple Compromises on Censorship and Surveillance

•   NYT: Apple’s Compromises in China: 5 Takeaways

•   WP: The million-dollar jab and other giveaways reveal a desperate push to vaccinate America

•   WP: Biden administration to announce new Energy Star standards, develop emissions targets for federal buildings

•   WP: The U.S. conversation on Israel is changing, no matter Biden’s stance

•   WP: Why India’s covid vaccination program is stumbling

•   FT: EU signals US trade detente by shelving planned tariffs increase

•   FT: World Economic Forum scraps in-person meeting in Singapore

•   FT: EU to back expansion of vaccine production capacity in Africa

•   FT: Greece sets tone for Europe’s summer travel

•   FT: Coronavirus variant gaining ground in England, data show

•   FT: Aviation bosses call for further easing of UK travel restrictions

•   FT: UK government split over Australia trade deal

•   FT: Frost warns of summer ‘turbulence’ over Northern Ireland Brexit deal

•   FT: Surge in hiring as hospitality reopens adds to pressure on labour market

•   FT: Indian scientist quits Covid task force after criticising Modi government

•   FT: Palestinian conflict resurrects Netanyahu’s political fortunes

•   FT: Russian businesses start counting cost of EU carbon border tax

•   FT: Chile votes for radicals and independents to write new constitution

•   FT: Japan depends on overseas vaccines due to 30 years of inaction

•   FT: Corporate bond downgrades by China rating agencies triple

•   FT: Central banks seek out riskier assets for reserves in yield drought

•   FT: Vale chief rejects talk of iron ore supercycle

•   FT: Foxconn the carmaker? Disruption in the era of electric vehicles

•   FT: JD.com’s logistics arm seeks to raise up to $3.4bn in Hong Kong IPO

•   FT: Carbon is now a buzzword on corporate earnings calls

•   FT: How to avoid the return of office cliques

•   FT: Critics raise alarm over Big Tech’s most powerful tools

•   FT: In charts: facial recognition technology — and how much do we trust it?

•   Bloomberg: China Steps Up Efforts to Join Trade Pact Created to Exclude It

•   Bloomberg: Inflation Rate 2021 and Shortages: Companies Panic Buying as Supplies Run Short

•   Bloomberg: Big Supply Crunch Spares Few Companies

•   Bloomberg: Central Banks Keep a Lid on Rates Bets as Commodity Prices Surge

•   Bloomberg: Vaccine Shortfall Leaves Nations Vulnerable as Covid Spreads

•   Bloomberg: Biden Infrastructure Plan’s Chances Gain as GOP Preps Offer

•   Bloomberg: U.S. Meets with Mexico, Canada on Trade as Labor Disputes Spread

•   Bloomberg: Fed’s Clarida Says Not Yet Time to Start Taper Talk

•   Bloomberg: Key Inflation Gauge Overstating Prices, Harvard’s Cavallo Says

•   Bloomberg: This Is What Inflation Would Look Like Without Used Cars and Trucks

•   Bloomberg: California Home Prices Shoot Past $800,000 for the First Time

•   Bloomberg: Italy to Phase Out Curfew in Push to Restart Economy

•   Bloomberg: U.K. Set to Lead Europe’s Rebound Then Slide to Back of the Pack

•   Bloomberg: More than 2,300 People in U.K. Infected With India Variant

•   Bloomberg: Singapore’s Unlinked Virus Cases Tied to Indian Variant

•   Bloomberg: Erdogan Attacks Biden for Stance on Israel’s Gaza Campaign

•   Bloomberg: Hong Kong, Singapore Delay Anticipated Travel Bubble Again

•   Bloomberg: World’s Oranges, Coffee at Risk as Brazil Runs Out of Water

•   Bloomberg: Commodities Send Loonie Soaring, Creating Quandary for Canada

•   Bloomberg: Politics Are Turning Against Copper Mining in Top Producer Chile

•   Bloomberg: ‘Entire Families’ Wiped Out by Covid-19’s Carnage in Rural India

•   Bloomberg: Russian Real Incomes Fall to the Lowest in a Decade: Chart

•   Bloomberg: Market Cycle on Steroids Leaves Wall Street Guessing What’s Next

•   Bloomberg: Bets Against Treasuries Build in Defiance of Uncooperative Data

•   Bloomberg: U.S. Banks Could Shed 200,000 Jobs in Decade in Efficiency Drive

•   Bloomberg: Elon Musk Loses World’s Second-Richest Ranking as Tesla Dips

•   Bloomberg: SoftBank Vision Fund Said to Mull $300 Million Europe Tech SPAC

•   Bloomberg: How China Took an Oil Town and Turned It Into a Green Energy Hub

•   Bloomberg: Central Bank Portfolios Worth $3.8 Trillion Look to Go Green

•   Reuters: EU, U.S. say they can partner to hold China to account on "trade-distorting policies"

•   Reuters: India's virus cases decline but WHO expert says positive tests ominously high

•   Reuters: India's Gujarat state evacuates over 200,000 people as cyclone hits

•   Reuters: Analysis: In world's top copper region political risk rises

•   Reuters: Analysis: Rising bond yields, calm ECB - this time is different

•   AP: Biden expresses 'support' for cease-fire in Netanyahu call

•   AP: AP Exclusive: Full-blown boycott pushed for Beijing Olympics

•   AP: Saudi Arabia eases travel ban for vaccinated citizens

•   CNN: Business travel has disappeared. Will it ever come back?

•   CNBC: WHO: Pandemic far from over despite vaccinations

•   CNBC: Iran nuclear deal could weaken U.S. efforts to end Israel-Gaza violence

•   CNBC: Biden warns that states with low Covid vaccination rates may see cases rise again

•   CNBC: Fed's Bostic: No reason to change policy despite inflation fears

•   CNBC: Dr. Scott Gottlieb says 'nobody is going to be wearing' Covid masks by June

•   MarketWatch: American families will finally get their Child Tax Credit money — here’s when the first payment will arrive

•   MarketWatch: Almost half U.S. population is partially vaccinated against COVID-19 — while Asia remains a virus hot spot

•   MarketWatch: ‘Inflation’ an earnings concern for the most companies in at least 11 years

•   SCMP: Taiwan’s low coronavirus vaccination rate under scrutiny as it battles spike in cases

•   SCMP: Taiwan coronavirus surge won’t advance its World Health Assembly cause: analysts

•   SCMP: US ready to pull troops from Philippines ‘in months’ if no new VFA: expert

•   SCMP: China-Australia relations: is this the start of ‘mining boom 2.0’ as Canberra rakes in cash from iron ore rally?

•   SCMP: China backs IP waiver for coronavirus vaccines

•   SCMP: China population: ‘fully open childbirth’ policy needed as calls increase for census response

•   Nikkei Asia: Tokyo and Osaka mass vaccination sign-ups swamped on first day

•   Nikkei Asia: Japan to restrict use of foreign tech in telecom, power grids

•   Nikkei Asia: Itochu takes top stake in US semisolid-battery developer

•   매경(P1): 20년 거주 집 보유세…서울이 미국의 2배

•   매경: 美보유세 취득가로 과세…한국선 무조건 시세대로 '세금 폭탄'

•   매경: 美실리콘밸리 부촌 집값 35% 오를때, 서울 2배 뛰었다

•   매경: 종부세 완화 내비친 김부겸 "장기거주 1주택자 보호"

•   매경(P1): "안보·통상 이어…韓·美 강력한 기술동맹 구축을"

•   매경: "반도체도 백신도 美협조 절실…'쿼드 참여'로 바이든 설득을"

•   매경: 북·중 인권문제, 한미정상회담서 우리에게 부담될 것

•   매경(P1): "인플레 소나기 피할곳은 여기"…돈 몰리는 원자재ETF

•   매경: 인플레 공포에 떨고있는 당신, 금융·원자재 ETF가 피난처

•   매경: ETF도 하나만 투자하기엔 불안…여러개 골라담는 펀드 어때요?

•   매경: 재생에너지·미래車·ESG 앞세워…몰려오는 '액티브 상장지수펀드'

•   매경(P1): "대박 난다는 말에 은퇴자금 5천만원 털었다" 시골까지 파고든 코인광풍

•   매경: 코인 채굴이 친환경?

•   매경: [단독] "불합격 이유나 알자" 2030 불만에 고지의무법까지 만들겠다는 與

•   매경: 백신 접종하면 5인 모임 허용? 정부 "접종률 25% 달해야 가능"

•   매경: '연비 등급제'로 조선업 새판짜려는 일본

•   매경: 달러에 돈 묻어놓는 서학개미…전문가 "당분간 약세 지속할 것"

•   매경: 동대문시장 확 바꾸려 산은·네이버 손잡았다

•   매경: 접었다가 말았다가…OLED 신기술 선보인다

•   매경: 아마존 손잡은 현대건설기계

•   매경: "세금낼 바엔 빨리 증여하자" 절반이 30대 이하에

•   매경: [단독] 정부, 미국에 "한일관계 개선할테니 싱가포르 선언 계승해달라" 요구

•   한경(P1): [단독] 녹색금융서 '원전' 빼는 정부, 세계적 흐름과 거꾸로 간다

•   한경: "탄소국경세 무역장벽화 우려"…정부, 美·EU 도입 움직임 견제

•   한경: K녹색금융서 원전 빼면…"차세대 원자로 경쟁, 한국만 뒤처져"

•   한경: '석탄 발전→친환경 에너지' 전환 땐 금융·세제 혜택

※   기재부: 제222차 대외경제장관회의 및 제138차 대외경제협력기금운용위원회 개최

•   한경(P1): "K백신 개발돼도 해외에 다 뺏길 판"…불만 쌓일 대로 쌓였다

•   한경: 5곳이 임상 3상 앞둬…화이자·모더나 같은 mRNA 임상 시작도 못해

•   한경(P1): "해외의 3분의 1 가격, 사두면 돈 된다"…뭉칫돈 몰리는 곳

•   한경: 프레더릭 켐프 회장 "바이든, 핵심산업 中 의존도 낮출 것…한국엔 對美 무역확대 기회"

•   한경: 국회 25일 손실보상 입법청문회, 소급적용 반대하는 정부 압박

•   한경: "WHO 긴급승인 백신 접종자, 입국때 자가격리 면제 검토"

•   한경: 한전, 카카오모빌리티와 손잡아…전기차 충전 쉬워진다

•   한경: [단독] SK하이닉스, 키파운드리 인수 추진

•   한경: 반도체·車·배터리…'바이 아메리칸'에 40조 쏜다

•   한경: '전기차 대전' 변수는 배터리값·충전 인프라

•   한경: 자율주행기술, 구글보다 포드가 앞서

•   한경: [마켓인사이트]두산메카텍, 올해 두 번째 사모채 발행

•   서경(P1): [시그널] 반년새 몸값 10배 껑충··· IPO기업 '거품 주의보'

•   서경: [시그널]몸값거품→청약광풍→주가급락···'손실 폭탄'은 개미몫

•   서경(P1): 오세훈 "재개발 대책 일주일내 내놓을 것"

•   서경: 대못 '정비지수제' 손질···강북 뉴타운 부활 예고

•   서경: 서울 구청장들의 아우성 "종부세·재건축 규제 완화해달라"

•   서경(P1): 최저임금·원자재값·조달금리···3중 비용 압박 기업들이 떤다

•   서경(P1): 다툼보다 상생 택한 삼성

•   서경: 삼성 '사내식당 외부 개방' 적극 조치···공정위, 애플 이어 수용할지 주목

•   서경: 현대차 노조 “8조 美투자계획 반대” 몽니

•   서경: 삼성전자, 국내 직원 수 첫 11만명 돌파···이재용 ‘동행’ 지속

•   서경: '홍남기 유임설' 힘 실은 靑 정무수석··· "교체 인사 검증 없어"

•   조선(P1): 업무 연관성 있어도… 공무원 90%가 재취업

•   조선(P1): 與, ‘재산세 감면 기준 9억으로’ 이달 말 확정

•   조선: [알립니다] 코로나 이후 자본시장, 세계적 전문가들이 보는 투자처는

•   조선: 집 보러 간다고요? 이젠 모바일서 ‘3D 아파트 투어’

•   조선: 서학개미 490억원 팔았다... 1년만에 “굿바이 테슬라”

•   조선: 청년 일자리 늘었다는데 10개 중 7개가 알바였다

•   조선: 삼성 5G 스마트폰, 최대시장 중국서 점유율 0.6%… 세계 4위로 추락

•   조선비즈: [단독] 文정부 4년 만에 풀타임 고용률 사상 첫 50%대 추락…‘단시간 알바' 늘린 일자리 정부

•   조선비즈: [2021 모빌리티포럼] 신재원 현대차 사장 “도심항공, 2040년까지 급성장”

•   조선비즈: 연료비 상승에도 선거 직전 전기요금 동결한 한전, 2분기 적자 전망… 3분기 인상도 불투명

•   조선비즈: “5월 말 잔금 매물은 사실상 끝”... 다주택자 매물 안 나오는 이유 세 가지

•   조선비즈: 불안한 증시에 초단기 채권형 펀드로 돈 몰린다

•   조선비즈: [단독] 현대차, ‘아이오닉 5’ 3개월 이상 대기 고객에 충전비 지급

•   중앙(P1): K배터리가 세계 1위? 중국엔 소재, 일본엔 품질 밀린다

•   중앙: “정부, 중국산 전구체 수입관세 유예 조치…국산화 요원하게 만들었다”

•   중앙: 2030년 중고 배터리 24만팩…생산·재활용 생태계 갖춰야

•   중앙: [팩트체크] 박인숙 “AZ 맞으면 괌 못 간다”…입국금지 안 하지만 격리 대상

•   중앙: 한·미 정상회담 수행하는 4대 기업, 선물 보따리 고민

•   중앙: 에너지 공기업은 봉? 수백억 적자에도 매년 수십억 기금

•   중앙: 투자처 못 찾아, MMF에 180조 뭉칫돈 몰렸다

•   동아: “건설에 로봇-인공지능 적극 도입… 미래 성장동력 키워야”

•   문화: 4월 월세 비중 36.5%… 올 최고치

•   문화: “탄소중립에 광물 수요 4배 폭증 전망…정부, 기업 공급 프로젝트 활성화해야”

•   한국(P1): 압력 쏟아지면 이렇게 쉽게 변경?…GTX-D 포퓰리즘 논란

•   한국(P1): [단독] 文·바이든 공동성명 초안에 '한반도 완전한 비핵화' 담겼다

•   한국(P1): 노마스크·전면등교·해외여행은 언제? ... '백신 접종 이후' 고민이 시작됐다

•   한국: 풍력업계서 ‘국산화 비율 반영제’ 도입 목소리 높지만…정부, WTO 제소 우려에 전전긍긍

•   국민(P1): 집값 폭등에… 서울 외곽·경기로 떠밀렸다 [이슈&탐사]

•   국민: “수소경제 협업, 한·미 정상회담서 논의해 볼 여지 있어”

•   세계(P1): '집단감염↓' 드러나는 백신효과… 치명률 5개월새 2.7%→ 0.36%

•   세계(P1): 文 “美 방문, 백신생산 글로벌 허브 계기로”

•   경향(P1): 민주당 ‘근로감독 강화’ 초점…지자체와 협력도 검토

•   머니투데이(P1): LG, 상위 1% 전문가 수준 '초거대 AI' 개발 착수…1억달러 투자

•   머니투데이(P1): 국가 명운 걸린 '기술사업화'···범부처 '헤드쿼터' 출범하나

•   머니투데이: 단기 백신스와프·중장기 모더나 위탁생산…투트랙 전략 '솔솔'

•   머니투데이: 저비용·고효율 구조로 선제대응 '한진해운 파산 이전 회복' [부흥기 맞는 K-해운]

•   헤럴드경제(P1): [단독] 카카오모빌리티, 美 아닌 韓증시 상장한다

•   헤럴드경제(P1): 기재부 “바이든정부 경제정책 인플레 우려 있다”

•   헤럴드경제: “그때 샀더라면”…2년전 매매가보다 비싸진 전세 [부동산360]

•   파이낸셜뉴스(P1): 물가 치솟는데 월세까지… 대치동 1년새 두배 뛰었다

•   파이낸셜뉴스: 수소 생산부터 공급·유통까지 친환경 기업 도약 나선 가스公

•   파이낸셜뉴스: 기업 눈치 보던 증권사, 잇따라 ‘매도’ 리포트

※   일례로 두산중공업에 대한 리포트는 올해 5월 대신증권만이 유일하게 발표했다. 상황이 더 좋지 못한 두산건설에 대한 리포트는 찾아볼 수 없는 상황

•   아시아경제(P1): ['병목경제'의 습격 ①] 이코노미스트 인플레 분석…백신 접종후 수요 대폭발

•   아시아경제: ['병목경제' 습격 ②] 수요 넘치는데 공급이 발목…불균형이 인플레 키워

•   디지털타임스(P1): 문정부 4년 양도세 73조… 박근혜정부 2배

•   디지털타임스(P1): 코로나 매서운 한파에 매출 1조원 기업 감소

•   이데일리(P1): "文 한반도 평화·공존카드로는 바이든 설득 못한다"

•   이데일리: "文, 바이든과 보조 맞춰 국방 강화해야 北 대화의 장 나온다"

•   이데일리: 백신 수급 발등의 불인 韓…"美 백신 대가로 뭘 내놓을지 고민해야"

•   이데일리: [줌인]'민간 최대' 우주센터 설립한 김동관…한화 우주사업 ‘액셀’

•   이데일리: 탈원전·탄소중립·文케어…국정과제 떠안은 공공기관 빚더미 '눈덩이'

•   이데일리: "정부가 갚아주겠지"…공기업 부채 OECD 평균 두배 육박

•   이데일리: 연봉 꼬박 모아 내집 마련하는데…뉴욕 10년·서울 29년·베이징 40년

•   이데일리: 최저임금 2라운드…使 "자영업 한계상황" Vs 勞 "최저임금 탓 아냐"

•   이데일리: [단독]'집값 만큼만 유한책임 주담대' 16조원 돌파…은행권 확산 추진

•   이데일리: 4월 코픽스, 0.02%포인트 하락..단기채·예금금리↓

•   이데일리: '5월 車반도체 보릿고개' 현실화.."4분기에나 풀릴 것"

•   연합: 오늘 500명대 예상 '일시적 주춤'…모임-활동 증가속 확산세 여전

•   연합: 코스닥 상장사 1천500곳 도달…"세계 3위 벤처기업 거래소"

•   연합: 삼성전자 1분기 점유율 TV·스마트폰 오르고 반도체 하락

•   연합: 경주에 20㎿급 수소연료발전소 건립…투자협약 체결

•   연합: 소음 적은 '수소 드론' 군 정찰 투입된다…11월부터 시범운용

•   뉴스1: [단독]LG전자, 정부에 '전자식 마스크' 규제샌드박스 신청

•   더구루: 두산, 中 창사국제공정기계전시회 참가…굴착기 선봬

•   비즈니스포스트: 두산건설 재무개선에 매물로 매력 높아져, 매각 다시 추진할지 주목

•   Power Engineering: Solar + storage powered microgrid will enable Bad River Tribe to meet sustainability goals

•   OilPrice.com: Iran Is Planning An Oil Export Boost

•   OilPrice.com: Oil Markets Optimistic As Air Travel Starts To Recover

•   OilPrice.com: Russia Is Making A Comeback In This Growing Gas Market

•   OilPrice.com: Gulf Countries Are Rushing To Unload Non-Essential Oil Assets

•   OilPrice.com: Offshore Wind Requires 63,000lbs Of Copper Per Turbine

•   OilPrice.com: U.S. Residential Energy Use Fell In 2020 Despite Lockdown

•   OilPrice.com: OPEC’s Oil Exports Are Surging By 1 Million Bpd In May

•   에너지경제: [단독] 탈석탄·재생E공급에 허덕이는 발전 공기업…두 달 새 총 9000억 빚냈다

•   에너지경제: '특혜 논란' 30년 된 집단에너지사업법 개정 요구 목소리

•   에너지데일리: “2050 탄소중립 위한 에너지 부문 대응 전략 논의한다”

•   대한경제: [단독] 한ㆍ미회담 실무진 백신 맞았는데…산업부는 ‘0명’ 왜?

•   전자신문(P1): 삼성, 美 오스틴 '20조' 추가 투자...해외 첫 'EUV 파운드리' 세운다

•   전자신문: KIMS, 그린수소 생산 앞당긴다…'수전해 스택 실증 기술' 개발

•   ZDNet Korea: 국내 산업용 로봇 빅3 시장 '각축전' 치열

•   Phone Arena: Xiaomi working on a modular phone and an internal rotating pop-up camera

•   DIGITIMES: Concerns rising over Taiwan chip supply stability

•   Robotics & Automation News: Fanuc expands range of SCARA robots

•   Robotics & Automation News: ABB robots increase automation in solar industry

[Opinions]

•   Project Syndicate(Sanna Marin): The Climate X Factor

•   Project Syndicate(Akim Mohamed Daouda, Uche Orji, Mamadou Mbaye): Harnessing Africa’s Sovereign Wealth

•   Project Syndicate(Yanis Varoufakis): Austerity’s Hidden Purpose

•   Project Syndicate(Alexandra Dimitrijevic, Roberto Sifon-Arevalo): Why This Time Really Is Different for Europe

•   Project Syndicate(Elizabeth Drew): The Big Lie and Its Consequences

•   FT(Editorial Board): The race is on to save Britain’s reopening

•   FT(Gideon Rachman): Netanyahu’s master plan for Israel and Palestine has failed

•   FT(Rhymer Rigby): A revolt against the rich could be sparked by basic demographics

•   FT(Michael Stott): Colombia’s social unrest could spread across Latin America

•   WSJ(Editorial Board): How Trump’s Steel Tariffs Failed

•   WSJ(Editorial Board): Climate Lawsuits Take a Hit

•   WSJ(Holman W. Jenkins, Jr.): The U.S. Is Less Relevant Than Ever in Gaza

•   WSJ(Gerard Baker): Did Biden Peak on Inauguration Day?

•   WSJ(Ben Sasse): U.S. Can Stop the Pandemic and Counter China

•   WSJ(Horacio Gutierrez): The Monopolist Worm in Apple

•   NYT(Charles M. Blow): The Long Tail of Covid-19

•   NYT(Yossi Klein Halevi): Israel’s Real Existential Threat

•   NYT(Chris Bickerton): Europe Failed Miserably With Vaccines. Of Course It Did.

•   WP(Editorial Board): Two possible theories of the pandemic’s origins remain viable. The world needs to know.

•   Bloomberg(John Authers): Don't Trust the Naked Eye to Judge This Recovery

•   Bloomberg(Jonathan Bernstein): Pick Your Fights Carefully, Joe Biden

•   Bloomberg(Mark Gilbert, Marcus Ashworth): Inflation and Rising Bond Yields Will Hit the ECB’s Pain Point

•   Bloomberg(Ellen R. Wald): Green Energy Solutions Start at Factory Gates

•   Fox News(Mike Pence): Biden's China-first tax plan – Americans come last in president's jobs plan

•   Fox News(Liz Peek): Biden's inflation risks – recovery isn't president's priority. Instead, this comes first for Dems

•   Fox News(Michael Goodwin): Israel vs. Hamas – Biden should let Netanyahu fight this war his way. Here's why

•   Reuters(John Kemp): Rising U.S. gas prices will encourage more coal burning

•   Reuters(Clyde Russell): Global crude oil bulls are running past China, India bears

•   서경(황주호): “SMR로 10년 내 수소 시장 지각 변동···수출지원법 속도전 나서야”

•   문화(사설): 이젠 탄소중립 내세워 울창한 山林 망치는 탈원전 폐해

•   아시아경제(김민진): 생활 속 로봇, 위기이자 기회