Business Intelligence Monitor 210526

(Introduction)

[Markets]

•   Global: Dollar falls, equities gain as Fed calms inflation worries

•   China: China’s Yuan Hits Strongest Level in Nearly Three Years

•   한국: 코스피 3,170대 회복…기관·외인 순매수

•   한국: 5월 외국인 매도공세 정점 찍었나

•   한국: 두산그룹주 모두 올라, 두산 두산밥캣 3%대 상승

•   Metals: Chinese crackdown subdues industrial metals

•   Grains: Corn sinks to one-month low on good U.S. weather, technical selling

•   Cryptocurrency: Bitcoin Resumes Slide as Energy Usage Debate Whipsaws Investors

[Indicators]

•   US Mar. Case–Shiller home price: U.S. Home-Price Growth Accelerated in March

•   US Apr. New home sales: U.S. New-Home Sales Fall by More Than Forecast as Prices Surge

•   US May Consumer confidence: U.S. Consumer Confidence Falls as Job, Income Prospects Ebb

•   Germany May Ifo business climate: Summer boom beckons for German economy after winter COVID blues

•   UK Apr. Fiscal account: U.K. Kicks Off Fiscal Year With $45 Billion Budget Deficit

•   한국 2020년 고용형태별 근로실태: 저임금 근로자 비중 줄었다고? 실업자 뺀 통계 착시

•   한국 1분기 가계신용: 코로나 1년…가계 빚 153조 폭증

•   한국 4월 기업 직접금융 조달: 지난달 주식 발행 2천504억…'SK바사 IPO' 3월 대비 96%↓

•   한국 5월 BSI·ESI: 반도체 부족 등에 기업 체감경기 개선 '주춤'

•   Indonesia Benchmark rate: Indonesia Holds Key Rate Steady, Will Focus on Liquidity

[Trackers]

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

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: Covid-19 Vaccine Tracker: Latest Updates

•   NYT: See Coronavirus Restrictions and Mask Mandates for All 50 States

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

•   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: Inquiry Into Covid-19’s Origins Splits U.S. and China

•   WSJ: F-35 Sale to U.A.E. Imperiled Over U.S. Concerns About Ties to China

•   WSJ: Half of U.S. Adults Are Fully Vaccinated Against Covid-19

•   WSJ: Fed’s No. 2 Official Sees Time Approaching for Discussion on Cutting Asset Purchases

•   WSJ: Moderna’s Covid-19 Vaccine Works Safely in Adolescents, Company Says

•   WSJ: Biden’s Neighborhood Revitalization Plan Looks to Detroit for Inspiration

•   WSJ: U.S. Initiates Trade Dispute Against Canadian Dairy Industry

•   WSJ: Biden Meets George Floyd’s Family as Timeline Slips for Policing Overhaul

•   WSJ: Blinken Spotlights Plight of Palestinians in Effort to Shore Up Israel-Hamas Truce

•   WSJ: Kim Jong Un Bets on Riverfront Property to Boost North Korea’s Economy

•   WSJ: Russian Military Seeks to Outmuscle U.S. in Arctic

•   WSJ: Don’t Bet Against Beijing’s Efforts to Smother Bitcoin

•   WSJ: Emerging-Market Bonds Prove Covid Resistant

•   WSJ: China’s Next-Generation Tech Firms Hit Hard by Market’s Pullback

•   WSJ: Exxon vs. Activists: Battle Over Future of Oil and Gas Reaches Showdown

•   WSJ: Amazon Policy Leads to Higher Consumer Prices, D.C. Suit Alleges

•   WSJ: Chinese Surveillance-Gear Maker Hikvision Has Ties to Country’s Military, Report Says

•   WSJ: U.S., California Look to Develop Wind Farms Off Pacific Coast

•   WSJ: Why the U.S. Rollout of 5G Is So Slow

•   WSJ: Germany Targets Google Market Power in Expansion of Tech Rules

•   NYT: C.D.C. Will Not Investigate Mild Infections in Vaccinated Americans

•   NYT: ‘An Out-of-Body Experience’: Inside India’s Covid Crisis

•   WP: Infrastructure talks in Senate could take new shape as bipartisan group designs new package

•   FT: Belarus opposition calls for EU sanctions on oil and petrochemicals

•   FT: EU leaders agree swift retaliation after Belarus intercepts Ryanair flight

•   FT: Poland pushes back over cost of EU’s climate targets

•   FT: UK government to clarify Covid advice for eight areas hit by variant

•   FT: World’s biggest rapid Covid test maker to start producing in UK

•   FT: US companies amass political funding cash pile after Capitol riot

•   FT: Brazilian leaders dash hopes for sweeping tax reform

•   FT: Erdogan fires deputy governor of Turkey’s central bank

•   FT: Asia’s curious struggle to vaccinate its citizens

•   FT: Chile’s ‘social explosion’ lights a fuse under its constitution

•   FT: Global investors get power to chase Chinese debtors into mainland

•   FT: How to defend against inflation?

•   FT: The demise of the dollar? Reserve currencies in the era of ‘going big’

•   FT: Epic vs Apple: what we learnt from the trial that could change the iPhone

•   FT: Trade is set to remain big business for airlines

•   FT: UK regulator probes $39bn AstraZeneca tie-up with Alexion

•   FT: US steel lobby mobilises to preserve Trump’s tariffs

•   Bloomberg: China’s Strong Recovery Shows Signs of Softening as Costs Surge

•   Bloomberg: IMF Head Warns of ‘Ricochet Impact’ of Uneven Global Recovery

•   Bloomberg: Blinken Promises More Aid for Palestinians and Backs Netanyahu

•   Bloomberg: Biden Says He Waived Nord Stream Sanctions Because It’s Finished

•   Bloomberg: EU to Donate Covid Vaccine Doses of 100 Million to Developing Countries

•   Bloomberg: Biden Urged to Replace Quarles; Clarida’s Not Talked Fed Future

•   Bloomberg: Treasury’s Batchelder Aims to Bolster IRS, Opposes Digital Tax

•   Bloomberg: Industry Groups Form Coalition to Fend Against Biden Tax Hikes

•   Bloomberg: Sanders Proposes Forcing Chipmakers to Give U.S. Equity for Aid

•   Bloomberg: Flipping Homes for Cash in Poor Neighborhoods in the US Draws Local Crackdown

•   Bloomberg: There Are Some Wild Observations on Housing Market Twitter Today

•   Bloomberg: European Governments Grow More Optimistic on G-7 Tax Accord

•   Bloomberg: Snam CEO Sees South Italy as New Energy Hub in EU Recovery Plan

•   Bloomberg: Germany Eyes Ways to Control Rents as Giant Landlord Emerges

•   Bloomberg: EU Warns U.K. There’s No Alternative to Northern Ireland Deal

•   Bloomberg: London’s West End Shows Signs of Coming Back to Life

•   Bloomberg: U.K. Slammed Over ‘Too Little, Very Late’ Boost to Isolation Aid

•   Bloomberg: A $278 Billion Brexit-Like Showdown With EU Looms Over the Swiss

•   Bloomberg: Iran Braces for Hardline President With Nuclear Deal in Balance

•   Bloomberg: India Said to Plan Stimulus Package to Aid Economic Growth

•   Bloomberg: Nobel Laureate Calls on India to Boost Pandemic Support Spending

•   Bloomberg: ‘Cascade of Calamities’ Plagues Tokyo’s Olympics Ambitions

•   Bloomberg: One Million Evacuated as New Cyclone Nears Covid-Ravaged India

•   Bloomberg: Iran Has Huge Hoard of Floating Oil to Clear When Sanctions Lift

•   Bloomberg: Huarong Fallout Makes Provincial State Firms Even Less Popular

•   Bloomberg: Green Bond Seller Investing in Coal Shows How Tricky ESG Can Be

•   Bloomberg: Use Commodities to Monetize Inflation, Says Wincrest's Bernard

•   Bloomberg: Safe Havens Take Hit in South America as Pandemic Sparks Unrest

•   Bloomberg: UBS Believes in Reflation, Sees Peak Inflation Now: Haefele

•   Bloomberg: GM Opens Door to Organized Labor at Two New EV Battery Plants

•   Bloomberg: Green Hydrogen Seen Fueling Heavy Trucks and Buses by 2030

•   Bloomberg: Green Bond Seller Investing in Coal Shows How Tricky ESG Can Be

•   Bloomberg: Germany’s Scholz Backs Climate-Risk Reporting

•   Bloomberg: Indonesia May Tax The Rich, Top Polluters for More Revenue

•   Reuters: Global property markets ready to soar this year

•   Reuters: Exclusive: Biden looks abroad for electric vehicle metals, in blow to U.S. miners

•   Reuters: Biden says U.S. sanctions against Belarus are in play

•   Reuters: EU Commission working on forced vaccine licence transfers - Italy's Draghi

•   Reuters: Russia offers cooperation with Saudi Arabia on hydrogen production -Novak

•   Reuters: Brazil seeking to import 20 million doses of India's Covaxin vaccine- agency

•   Reuters: Pfizer in talks with India for COVID-19 vaccine supplies

•   Reuters: Chilean union to seek strike at BHP's Escondida and Spence copper mines

•   Reuters: No commodities 'super-cycle' but copper demand from green economy bright

•   Reuters: EXCLUSIVE Ford follows GM, VW with two new dedicated EV platforms by 2025 -sources

•   Reuters: EXCLUSIVE BMW, VW to face lowered EU fines over emissions collusion -source

•   Reuters: EXCLUSIVE China launches antitrust probe into Tencent-backed property broker KE -sources

•   Reuters: Factbox: IEA’s urgent fossil fuel warning earns mixed reception from producers

•   Reuters: Analysis: U.S. companies snub SPACs amid concerns they cannot deliver

•   AP: Malaysia’s worsening COVID-19 outbreak sparks alarm

•   AP: EXPLAINER: What was behind a jet's diversion to Belarus?

•   CNN: Inflation is back. Biden should be worried

•   CNN: Wall Street is facing a $9 trillion problem

•   CNBC: Fed's Daly says the economy is strong, but it's 'way too early' to tighten policy

•   CNBC: Markets are so fixated on inflation they might miss the next big blowup, says BlackRock

•   CNBC: Supply chains may return to China amid Covid resurgence in India, Vietnam

•   MarketWatch: Inflation ‘surprises’ are ‘almost off the chart’ as data runs hotter than expected

•   MarketWatch: U.K. trade with the European Union plunges in first quarter after Brexit

•   Fox Business: Sen. Tim Scott argues that Biden's big spending plans are a 'tax on every American family,' as inflation soars

•   Fox Business: ‘Very hot’ housing market 'sustainable' if cost of building capped: Industry expert

•   SCMP: China rejected Lloyd Austin’s phone calls ‘after US defence secretary requested wrong person’

•   SCMP: China’s foreign minister says EU parliament is wrong to tie investment deal to Xinjiang

•   SCMP: China’s factories decry surge in raw material prices as they cut production and say 2021 may be worse than 2020

•   SCMP: Beijing offers Covid-19 vaccines, expertise to epidemic-hit Taiwan

•   SCMP: ‘China supports Iran’s reasonable demands,’ Xi tells Tehran amid nuclear deal uncertainty

•   SCMP: For China, excess economic stimulus not as risky as tapering stimulus too quickly, economists say

•   SCMP: Huawei to roll out self-developed Harmony OS for smartphones next month, ending its reliance on Google’s Android

•   SCMP: Why is India facing a coronavirus vaccine crunch and can it ramp up production?

•   Global Times: Auto chip supply crunch worsens, probably to last till 2022

•   Caixin: Energy Insider: Silicon Wafer Maker’s Output Hurt by Earthquakes; Government Grills Core Industries on Price Jumps; Guanghui Energy Plans Carbon Capture Project in Xinjiang - Caixin Global

•   Nikkei Asia: Almost 40% of Nikkei 225 companies pledge net-zero emissions

•   Nikkei Asia: Uniqlo says 'no direct deal' with entity in China's Xinjiang area

•   Nikkei Asia: Japan's largest farm lender to pour $90bn into ESG projects

•   Nikkei Asia: Japan births fall 4.7% on COVID baby bust

•   Nikkei Asia: How SoftBank taught the market to love lossmaking startups

•   Nikkei Asia: Japan enlists lab staff and paramedics to reach 1m jabs a day

•   Mainichi: Japan enlists lab staff and paramedics to reach 1m jabs a day

•   Mint: Sputnik single-shot Covid vaccine undergoing final trials: Russian envoy

•   reNews: GE launches remote inspection tech for hydro turbines

•   OilPrice.com: A Storm Is Brewing In Asian LNG Markets

•   OilPrice.com: OPEC Will Force Overproducing Members To Comply And Compensate

•   OilPrice.com: Clean Power Push Set To Upend The Geopolitics Of Energy

•   OilPrice.com: Africa’s Oil Nations Will Be Doomed If Exploration Is Halted

•   OilPrice.com: India’s Refiners, Oil Operators Prepare For Cyclone Yaas

•   DIGITIMES: Top-15 semi companies log 21% growth in 1Q21

•   DIGITIMES: Semiconductor equipment billings rise again

•   DIGITIMES: China PCB makers see severe impact of sharp material price rises

•   Robotics Tomorrow: Making “cheddar” With Industrial Automation - Achieving 83 Per Cent Waste Reduction in Food Manufacturing

•   Dronelife: Flytrex Gets FAA Approval for Drone Delivery, Flight Over People: Backyard Delivery of Food and Retail Goods in Fayetteville, NC

•   매경(P1): 현대차·LG엔솔 '배터리 K동맹'…동남아 전기차시장 선점 나선다

•   매경: 현대차·LG엔솔 '배터리 동맹' 亞시장 선점

•   매경(P1): '가상 신대륙'은 315조 기회의 땅…'메타버스 정부' 시동걸었다

•   매경: 재택근무용 가상공간 만들고…3D 게임으로 한국형 로블록스 꿈꿔

•   매경: "애플·페북, 가상세계서 한판 붙자"…실리콘밸리 스타트업의 반란

•   매경: 차세대 플랫폼 노리는 메타버스 '5대 트렌드'

•   매경(P1): 경부고속도로 지하화 첫발…서울시, 올 추경에 담았다

•   매경: 금융위기 뇌관될라…가상화폐 담보로 70조원 빌렸다

•   매경: 이제서야 거래소들 "불량코인 솎아내자"

•   매경: 與野의원 117명 "손실보상 소급적용하라"

•   매경: 韓日갈등에 교역액 12% 급감

※   한국경제연구원: 한·일 정치․외교 갈등으로 교역량 –11.9%, 양국 경제 모두 타격

•   매경: "美, 7월 물가상승률 3% 넘으면 금리인상 앞당길것"

•   매경: 하이브리드차 보조금 중단에 자동차 업계 '멘붕'

•   매경: LG엔솔, 4천억원 투입해 화재 위험 ESS 배터리 교체

•   매경: 네이버 AI "뭐라카노" 사투리까지 척척

•   매경: "하반기엔 금리 오른다 A등급회사채 가져가라"

•   매경: 자본硏 "하반기 코스피 3400 간다"

•   매경: 주민동의 얻으려…공공재건축 분양가 올린다

•   매경: SK, 4천억 출자해 日서 ESG투자

•   한경(P1): 국민연금, 해외주식·대체투자 늘린다

•   한경(P1): 송영길 "'소주성' 때문에 일자리 없어졌다"…文정부에 직격탄

•   한경(P1): "제주도에서 강남역에 있는 회사 매일 출퇴근합니다"

•   한경: 신입사원 "합숙연수가 뭔가요?"…아바타 모여 사옥투어·회식까지

•   한경: "백신 접종자 7월부터 '대면예배 제한' 완화 검토"

•   한경: 서학개미 벌써 200조 거래…테슬라 주춤하자 3배 레버리지ETF '베팅' 급증

•   한경: 코인판은 20代가 주도?…30~50代 평범한 직장인 많았다

•   한경: 암호화폐거래소 직원들은 '잡코인' 안 산다는데…

•   한경: LG "비싸도 잘 팔린다"…OLED TV 출하량 최대

•   한경: 더 강해진 현대차 수소전기트럭…"다임러보다 5년 앞서"

•   한경: 中증시 갑론을박…"바닥쳤다" vs "아직 위험"

•   한경: 오세훈, 4.2조 '슈퍼 추경'…청년·1인가구 지원

•   한경: 英 롤스로이스 "공원 같은 원전 지을 것"

•   서경(P1): 손바닥 뒤집듯···임대업자 혜택 또 뺏는 與

•   서경: 대선 표심만 보는 당정청, 부동산 세제 '누더기' 될라

•   서경: 매물절벽 와중에···국책硏 "양도세 비과세 4년 보유로 연장"

•   서경(P1): “값싼 수소 대량 생산하려면 원전이 필수”

•   서경: 제프리 로스웰 터너 해리스 수석 연구원 "원전 이용 그린수소, 환경 제약 적어···세계적 기술 갖춘 韓 유리"

•   서경: 글로벌 대표 원자력 전문가···원전산업 경제적 가치 재조명

•   서경(P1): 차량용 반도체 수급난 심화···日에 'SOS'

•   서경: "전통산업 일자리 재편된다"면서···고용유연화 대책은 빠질듯

•   서경: ‘2050 탄소중립’ 달성 위한 첨병으로 부상한 행안부

•   조선(P1): 제주도 ‘풍력 코미디’

•   조선: 문승욱 산업장관 “원전 밀집 해결땐 국내에 추가 건설 검토할수도 있다”

•   조선: [단독] 文주재 ‘P4G 정상회의’, 日은 차관 보낸다

•   조선비즈: 홍남기 “2025년까지 그린뉴딜 사업에 GDP 3.8% 투자”

•   조선비즈: 채권 전문가 98% “5월 기준금리 동결 전망”

•   조선비즈: [단독] 산업부, 독자적으로 ‘기업세법 개선안' 추진…세제로 영향력 넓히나

•   조선비즈: “LPG 신차 출고 언제쯤”… 반도체 공급난에 가스업계도 속앓이

•   조선비즈: 알파고 넘는 ‘초거대 AI’ 개발 경쟁 가열…네이버 이어 KT·SKT·카카오·LG 참전

•   조선비즈: 전경련 “韓, 국내설비투자 둔화… 해외직접투자는 활발”

•   조선비즈: [차이나 모빌리티] ‘반도체 부족’ 폴크스바겐 中 생산 30% 줄인다

•   중앙: 차는 잘 팔린다는데…부품업계는 ‘산넘어 산’

•   동아(P1): 내일 대규모 접종 시작인데… ‘최소잔여형 주사기’ 수급난

•   동아: “기후위기 공조 - 지속가능 발전” 정상급 60여명 머리 맞댄다

•   동아: 실종자 수색부터 시설점검까지… 공공 드론, 갈수록 ‘고공비행

•   문화(P1): “美 - 中사이 ‘之’ 행보가 가장 나쁜 외교”

•   한국(P1): 남은 AZ백신, 네이버·카카오에서 예약하고 맞으세요

•   한국(P1): 中 반발 의식하나... 정의용 "中 인권, 한중관계 특수성으로 언급 자제"

•   한국: [단독] 정부 '백신 인센티브'로 '조건부 마스크 완화'도 검토

•   국민(P1): 강남투자자 몰린 성동·용산… 집값 더 올렸다 [이슈&탐사]

•   경향(P1): 정부도 ‘정의로운 노동전환’ 논의 시작

•   경향: 김동연 전 부총리 “청년들, 현금 복지보다 기회 원해” [논설위원의 단도직입]

•   머니투데이(P1): 제조업에서 서비스업으로…일터 옮기는 로봇들

•   머니투데이: 돈되는 로봇 잡아라…관망하던 투자자 '돈 풀기' 시작했다

•   머니투데이: 서비스 로봇 대중화 팔 걷은 정부···"중장기 정책 부재 아쉬워"

•   머니투데이: 1120억원 빨아들인 中 청소로봇···텐센트도 푹 빠졌다

•   머니투데이(P1): '그린 암모니아' K 수소 동맹…생산·선박·운송·저장 1등 뭉쳤다

•   머니투데이(P1): 질주하는 美 전기차 시장…2대 중 1대 'K-배터리'로 달린다

•   MTN: [단독]대기물량 4만대 넘는데…현대차, 포터 생산라인 특근 취소

•   헤럴드경제(P1): “재건축 조합원 자격 ‘안진진단 후’로 강화”…오세훈 시장, 정부에 건의

•   헤럴드경제(P1): 靑정책실장 “이재용 사면, 별도 고려 있을 것”

•   헤럴드경제: ‘전세시장 진정’ 통계는 착시…“6월 이후 전세난 악화 우려”

•   헤럴드경제: 전월세신고제는 과세 강화용?

•   헤럴드경제: 은행들, 가상자산에 등돌리기...K뱅크·업비트가 ‘해방구?’

•   헤럴드경제: 알트코인 하루 20개 상장...상장후 급등→급락 반복

•   헤럴드경제: 자산시장 호황에...기금도 9%대 수익률

•   헤럴드경제: ‘에너지차관’ 신설 6개월째 공회전

•   헤럴드경제: 특공 끝난 부처 임용 신입사무관 ‘벼락거지’ 신세 한탄

•   헤럴드경제: 국내 필수백신 자급화율 57% 불과...갈길 먼 ‘백신주권’

•   파이낸셜뉴스(P1): 규제도, 세금도 서울 집값 못 꺾었다 "하반기도 오른다"

•   파이낸셜뉴스(P1): 빅테크-대기업 '초거대 동맹' 구글 · 아마존의 독주 막는다

•   파이낸셜뉴스(P1): 최저임금의 역설… 中企 40% "고용 줄일것"

•   파이낸셜뉴스: 美, 한국기업 인센티브 법안 추진… 백신 전문가그룹 내달 구성 [한미 정상회담 후속조치 가속]

•   파이낸셜뉴스: '진짜 5G' 판 키우자…시설 투자에 세액공제 카드 꺼낸 정부

•   아시아경제(P1): [2021 아시아금융포럼] 은성수 위원장 "ESG채권 발행 애로 적극 개선"

•   아시아경제: [2021 아시아금융포럼]벤 칼데콧 "지속가능 금융은 기회·리스크의 공존"

•   아시아경제: [2021 아시아금융포럼] ESG 리스크, 개별 금융기관에 영향미칠 것

•   아시아경제(P1): 정부, 내년부터 '태양광 대여사업' 폐지 추진

•   아시아경제: AZ·화이자 이어 모더나 도입…"하루 최대 100만명 접종 가능"

•   아시아경제: 코로나19 아직인데…현재+미래 청구서 낸 勞

•   아시아경제: 미래차 시대…정비업도 발동동 "전환 준비해야"

•   아시아경제: IMF·금융위기후 늘어났던 세수…'악어 입' 작아질까

•   아시아경제: "기업 실적 눈높이 낮춰라"…증권사 '하향 리포트' 봇물

•   아시아경제: "서울 아파트 비싸서 못 사"…빌라로 몰리는 사람들

•   아시아경제: “K-디스커버리 도입시 반도체 中企 다 죽는다”…권칠승 장관 간담회서 성토

•   아시아경제: 작년 주식 호황에…국민연금 수익률 9.58%

•   디지털타임스(P1): 정상회담 끝나자마자 사드 물자 반입

•   이데일리(P1): 文대통령, 30~31일 서울녹색미래 정상회의…中참석자 관심

•   이데일리(P1): ETF 시장 60조 시대…'액티브'로 더 날개 달까

•   이데일리(P1): [단독]“CEO도 AI 알아야” 서울대 AI연구원, 최고경영자 교육 추진

•   이데일리: 원자재價 상승에 韓태양광 '흔들'…하반기 반전 꾀한다

•   이데일리: '실수요자' 말고 '투자자' 위하는 정부 …중도금대출의 역설

•   연합: 오늘 700명 안팎…유흥업소·종교시설 집단감염에 변이까지 확산

•   연합: 코로나19 여파, 지난해 대기업 직원 1만명 줄였다

•   연합: 한-일, WHO 총회서 원전 오염수 배출 두고 설전

•   뉴시스: 알록 샬마 COP26 의장 "탄소중립 위해 석탄발전 재원 조달 중단해야"

•   뉴스토마토: 수주 늘고 '원전 동맹' 수혜까지…살아나는 두산

•   SBS: [단독] 서울시 "주점 · 헬스장 23시까지 영업 연장 추진"

•   e대한경제: 반도체 수퍼사이클 ‘공회전’… 갈까, 말까

•   더구루: [단독] 현대차, 인도 첸나이공장 닷새간 또 가동중단…'코로나 탓'

•   아시아투데이: “두산퓨얼셀, 수소 시장 활성화 최고 수혜”

•   에너지경제: [창간 32주년 기획] 전력공기업 체질개선 지속성장 일군다① 새 수장 맞는 ‘전력공기업 맏형’ 한전 경영 과제·전망

•   에너지경제: [창간 32주년 기획] 전력공기업 체질개선 지속성장 일군다② 전력공기업 CEO 유일 연임 정재훈호 한수원 "탄소중립 선도"

•   에너지경제: [창간 32주년 기획] 전력공기업 체질개선 지속성장 일군다③ 발전 공기업 5사, 사장 취임 한 달 바뀌는 경영환경

•   에너지데일리: “‘원전·천연가스는 과연 친환경 에너지인가’ EU의 고민도 깊다”

•   전자신문(P1): 65개 차세대 소부장' 확정..."선도형 R&D로 공급망 선점"

•   전자신문: 車 반도체 품귀…"생계형 1톤 트럭 출고일 깜깜"

•   전자신문: [탄소중립 핵심 해상풍력]<하>국산 기술 집약 서남해 해상풍력, 해양 생태계도 다양화됐다

•   디지털데일리: EV 배터리, 2021년 244GWh→2030년 3254GWh

•   로봇신문: 라운지랩, 로봇-바리스타 협동카페 메타버스에 오픈

[Opinions]

•   Project Syndicate(홍남기): Mapping the Path to Carbon Neutrality

•   Project Syndicate(Jeffrey D. Sachs): America, Human Rights, and Israel’s War on Palestine

•   Project Syndicate(Stephen S. Roach): The Ghost of Arthur Burns

•   Project Syndicate(Anders Åslund): Will Corruption Sink EU Convergence?

•   Project Syndicate(Andrew Sheng, Xiao Geng): Do Free Markets Still Beat Central Planning?

•   FT(Martin Wolf): We can end the Covid pandemic in the next year

•   FT(Janan Ganesh): Biden may have to choose between cultural and economic radicalism

•   FT(Ben Hall): Belarus gave EU test it could not afford to fail

•   FT(Robert Armstrong): House prices are acting like stock prices

•   FT(Maria Demertzis): Europe must fix its fiscal rules

•   FT(Jude Webber): Business seeks to revive Mexico’s Bajío region as a manufacturing hub

•   FT(Yuan Yang): China needs allies, not isolation, to solve its chip shortage

•   FT(Lex): US protectionism: Trade barriers and soaring economy gird steel industry

•   WSJ(Editorial Board): Putin Hijacks Biden for a Summit

•   WSJ(Editorial Board): Industrial Policy, Same Old Politics

•   WSJ(William A. Galston): How Biden Can Bust Through the Gridlock

•   WSJ(Lee Reiners): Ban Cryptocurrency to Fight Ransomware

•   WSJ(Connor Donaldson): Israel vs. Hamas

•   NYT(Paul Krugman): Republican Cowardice Endangers American Democracy

•   NYT(Diana Buttu): The Discrimination Palestinian Citizens of Israel Face

•   WP(Editorial Board): The steps the West must take to save Myanmar

•   WP(Editorial Board): It’s time to respond forcefully to Belarus’s wily and malevolent dictator

•   WP(Jennifer Rubin): How to knock down the filibuster

•   WP(Marc A. Thiessen): Biden wants bipartisanship to fail and for the GOP to be blamed for it

•   WP(Katrina vanden Heuvel): Can Democrats beat the odds in 2022?

•   WP(Kathleen Parker): We get to see faces again. Here’s why that is so important.

•   WP(Perry Bacon Jr.): President Biden should listen to the progressive left on foreign policy

•   WP(Rebecca L. Spang): What scaremongering about inflation gets wrong

•   WP(James McAuley): The Belarus plane hijacking is a test for the E.U. — one it can’t afford to fail

•   Bloomberg(Daniel Moss): Malaysia's Covid Spike Is Making a Paralyzed Government Even Weaker

•   Bloomberg(Jonathan Bernstein): Biden’s Being Boring to Make Things Happen

•   Bloomberg(Matt Levine): Elon Musk Wants Bitcoin to Be Green, But ESG Is all Relative

•   Bloomberg(Jean Flemma, Miriam Goldstein, Ayana Elizabeth Johnson): World Ocean Day: Congress Must Make Biden’s Vision Come True

•   Bloomberg(Alberto Gallo): Central Bank Digital Currencies Will Fix Bad Monetary Policy

•   MarketWatch(Mark Hulbert): Dow 37,000? It’s possible if U.S. stocks stage an ‘average’ summer rally

•   Fox News(Josh Hawley): The China threat is real and big business is a sellout. Here's what Congress must do now

•   Reuters(John Kemp): Oil prices lose momentum as funds cut positions

•   Reuters(Clyde Russell): Asia’s LNG imports stay robust, justifying strong spot prices

•   한경(사설): AI, 메타버스, 수소…쑥쑥 크는 미래 먹거리 반갑다

•   한경(이현승): ESG 우수기업, 돈도 잘 버나?