Business Intelligence Monitor 210528

(Introduction)

[Markets]

•   Global: Equities, yields rise as U.S. data shows economy gaining momentum

•   US: US investors park cash at Fed as market wrestles with negative yields

•   China: China’s Yuan Rises to Strongest Since ‘16 Versus Basket of Peers

•   한국: 코스피 3,160대 약보합 마감…기관, 5일째 순매수

•   한국: '오세훈표 뉴타운'에 건설株 들썩

•   한국: 두산그룹주 강세, 두산 두산중공업 4%대 두산퓨얼셀 2%대 올라

•   한국: [MK라씨로] '폐배터리 재생' 두산중공업 1주새 21% 올라

•   Metals: Copper rises as strike fears and Chinese data reassure bulls

•   Grains: Corn soars 6% on export demand, technical buying and short covering

[Indicators]

•   US Q1 GDP(rev.): First quarter GDP unchanged at robust 6.4% annual rate

※   BEA: Gross Domestic Product, 1st Quarter 2021 (Second Estimate); Corporate Profits, 1st Quarter 2021 (Preliminary Estimate)

•   US Apr. Durable goods orders: Computer-chip shortage spurs first drop in durable-goods orders in a year

•   US Apr. Pending home sales: U.S. Pending Home Sales Decline Unexpectedly on Lean Inventory

•   US Apr. Leasing & Finance index: April Equipment Finance Index Up 19% Over Last Year

•   North America May Construction cost: Supply Chain Challenges Continue to Push Engineering and Construction Costs Upward

•   US Weekly Jobless claims: U.S. Jobless Claims Extend Decline to New Pandemic Low

•   China Apr. Industrial profits: China's industrial profits growth slows in April amid high commodity prices

•   한국 4분기 임금근로 일자리: 돈풀기 소용 없었다...청년 일자리 9만개 증발

•   한국 기준금리: 한은, 금리동결…성장률 전망 3.0%→4.0%, 물가 1.3%→1.8%

※   한국은행: 통화정책방향(2021.5.27)

※   한국은행: 경제전망(2021.5월)

※   한경: '매파色' 짙어진 이주열…가계빚 폭증에 연내 금리인상 첫 시사

※   서경: 이주열 "암호화폐, 금융 안정에 부정적"

•   한국 주간 아파트 가격(부동산원): 거래허가구역 풍선효과에 이주수요 겹쳐…서울 집값 불안

•   Brazil Mar. Employment: Brazil Unemployment Hits Record During Second Covid-19 Wave

[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: Biden Expected to Propose $6 Trillion Budget

•   WSJ: Senate Republicans Unveil $928 Billion Infrastructure Offer

•   WSJ: Biden Budget Said to Assume Capital-Gains Tax Rate Increase Started in Late April

•   WSJ: Biden’s Budget: What to Expect and What It Means

•   WSJ: Time Is Running Out in Covid-19 Origins Inquiry, Say WHO-Led Team Members

•   WSJ: Administration Taps Private Sector to Invest in Central America

•   WSJ: FDA, J&J Near Deal for Covid-19 Vaccine Production at Baltimore Plant

•   WSJ: The Texas Grid Came Close to an Even Bigger Disaster During February Freeze

•   WSJ: Russia Rolls Out Covid-19 Vaccine for Animals

•   WSJ: India’s Covid-19 Crisis Leaves Nation in Grief

•   WSJ: Israel Truce Threatened by Tensions Over Jerusalem Neighborhood

•   WSJ: Google Nears Settlement of Ad-Tech Antitrust Case in France

•   WSJ: Climate Ruling Could Force Big Change at Shell

•   WSJ: Shell, Exxon Decisions Highlight Rethink in Energy Investment

•   WSJ: Big Oil’s Tough Clean-Energy Transition

•   WSJ: GM to Restart Several Factories Idled by Computer-Chip Shortage

•   NYT: Scientists Don’t Want to Ignore the ‘Lab Leak’ Theory, Despite No New Evidence

•   NYT: Why Apple and Google’s Virus Alert Apps Had Limited Success

•   WP: What the coronavirus lab leak theory means

•   WP: Two airlines cancel Moscow flights over Belarus dispute

•   FT: WHO reboots IP sharing scheme for Covid shots, drugs and tests

•   FT: Italy appoints new names to lead state-backed businesses

•   FT: Rise in UK Covid cases casts further doubts over June unlocking

•   FT: UK virus cases hit 6-week high but vaccines diminish threat

•   FT: Thaw in UK labour market leaves employers scrambling to recruit staff

•   FT: Settling state aid disputes is key to Britain making the most of Brexit

•   FT: After privatisation: can Britain ever fix its railways?

•   FT: US intelligence split over Covid-19 lab-leak theory

•   FT: Defiant Lukashenko calls the west’s bluff on Belarus

•   FT: China deploys hulking sand dredgers to crank up pressure on Taiwan

•   FT: Egypt cements role as Middle East power broker

•   FT: Beijing faces scrutiny over clout at Latin American development bank

•   FT: Investors bet eurozone stock rally will gather steam as economy rebounds

•   FT: Tesla set to pay for chips in advance in bid to overcome shortage

•   FT: Defeats for Big Oil mark ‘sea change’ in climate battle

•   FT: Shell’s climate defeat: an omen for all corporate polluters?

•   FT: Inflation indicators: used car edition

•   FT: Why commuters won’t easily be lured back to the office

•   FT: Chance of temporarily reaching 1.5C in warming is rising, WMO says

•   FT: Europe’s Climate Leaders 2021: interactive listing

•   FT: Can businesses deliver on their climate promises?

•   FT: Science Based Targets climate campaign starts to bear fruit

•   FT: Companies grapple with Scope 3 emissions climate challenge

•   FT: Offset start-ups devise smart ways to trap carbon

•   FT: How UK companies got a head start on cutting carbon emissions

•   FT: Banks feel the heat on financed emissions

•   FT: We know net zero is the destination — now let’s get moving

•   FT: Consumers keen to be green but confused by companies’ claims

•   Bloomberg: U.S. Senate Poised to Sharpen China Rivalry With Aid for Chips, R&D

•   Bloomberg: U.S., China Trade Chiefs Hold ‘Candid’ Talks in First Call

•   Bloomberg: Two Lawmakers Propose Ban on Firms Backing Beijing Games

•   Bloomberg: Shipping-Container Rates Top $10,000 From Asia to Europe

•   Bloomberg: World Faces Longer Supply Shortage as China’s Factories Squeezed

•   Bloomberg: APEC Sees Challenges in Reshoring as Pandemic Hits Supply Chains

•   Bloomberg: Inflation Fever Is Cooling in Markets as Summer Takes Hold

•   Bloomberg: Yellen Gets Specific on Inflation, Saying It Will Last Through 2021

•   Bloomberg: Fed Returns to Jackson Hole for Annual August Policy Retreat

•   Bloomberg: Commerce Chief Says Biden Plan Boosts U.S.’s Ability to Compete

•   Bloomberg: California to Hand Out $116.5 Million in Prizes for Vaccinations

•   Bloomberg: Glaring Covid Inequities Persist Even as U.S. Pandemic Wanes

•   Bloomberg: Dimon Sharpens Criticism of Biden’s Tax Hike Proposal

•   Bloomberg: France Puts Onus on G-7 to Lead the Way in Global Tax Revamp

•   Bloomberg: Germany Needs Fewer Hurdles for Grids to Speed Up Green Shift

•   Bloomberg: Germany’s Looming Power Supply Gap Will Likely Be Filled by Gas

•   Bloomberg: What EU Recovery Stimulus Means for Economic Output: Chart

•   Bloomberg: Italians More Confident as Reopenings Boost Outlook: Chart

•   Bloomberg: U.K. Economic Data ‘Very Positive,’ Top Treasury Official Says

•   Bloomberg: Vlieghe Revives Pound Gains With Hint at Early BOE Rate Hike

•   Bloomberg: Iran’s Khamenei Backs Hardline Election Field After Backlash

•   Bloomberg: Pfizer’s Vaccine Gets Caught in the Middle of China-Taiwan Fight

•   Bloomberg: Japan, EU Take on China With Call for Peace in Taiwan Strait

•   Bloomberg: China Hedge Funds Test 10-Year Cash Lockups Eluding Wall Street

•   Bloomberg: Half a Trillion Dollars Is Sitting at the Fed Earning Nothing

•   Bloomberg: Yuan’s Blockbuster Week Has Analysts Looking to Six-Year High

•   Bloomberg: PBOC Says Yuan Rate Isn’t a Tool to Offset Commodity Inflation

•   Bloomberg: China Eases Offshore Funding Limit for Foreign Banks

•   Bloomberg: Traders Grapple With Grief While India Markets Keep On Rising

•   Bloomberg: Global Grain Supply Crunch Is Set to Get Worse, IGC Says

•   Bloomberg: Surging Lumber Costs Are Derailing Chicken-Farm Expansion

•   Bloomberg: OPEC+ Watchers See Coalition Affirming Plan to Revive Oil Supply

•   Bloomberg: Supercharged Commodities May Rescue Ringgit Hit by Covid Surge

•   Bloomberg: Freeport’s Adkerson Sees Copper Scarcity Trumping Cooling Effort

•   Bloomberg: Dell, HP Inc. Fall on Concerns Strong PC Sales Have Peaked

•   Bloomberg: Foxconn Is Said In Talks to Buy Stake in Malaysian Chipmaker

•   Bloomberg: Where Can You Fly Right Now? The Frantic Pitch to Save Summer

•   Bloomberg: Activist’s Fight at Exxon Started With Lessons at a Coal Mine

•   Bloomberg: Activist Exxon Director Has a Resume Behind Best-in-World Boast

•   Bloomberg: Engine No. 1’s Exxon Win Provides Boost for ESG Advocates

•   Bloomberg: American Steel Still Not Clean Enough Say Industry’s Top Lenders

•   Bloomberg: S. Africa’s About-Turn on Solar Panels Raises Industry Ire

•   Bloomberg: Shell’s Court Rebuke Marks the Start of a New War Against Big Oil

•   Bloomberg: No New Coal Plants in Indonesia in Another Bid to Cut Emissions

•   Bloomberg: Biden Defends Trump Approval of Conoco Arctic Oil Project

•   Bloomberg: A Hotter Planet Is About to Upend How Banks Define Risk

•   Bloomberg: A Message to Clean Tech Entrepreneurs: You Are Still Not Late

•   Reuters: Syria’s Assad wins fourth term in office with 95.1% of votes

•   Reuters: Chinese embassy in U.S. says politicising COVID-19 origins hampers investigations

•   Reuters: EXCLUSIVE Turkey pushed NATO allies into softening outrage over Belarus plane, diplomats say

•   Reuters: Taiwan says request to drop word 'country' preceded BioNTech vaccine deal collapse

•   Reuters: EU, Japan throw support behind Olympics, with aid of vaccines from Europe

•   Reuters: India scraps local trials for COVID shots, says Pfizer vaccine could arrive by July

•   Reuters: OECD's Gurria sees deal on global tech tax in June or July

•   Reuters: EXCLUSIVE Hyundai to slash combustion engine line-up, invest in EVs - sources

•   Reuters: EXCLUSIVE As China plans new rules, global automakers move to store car data locally

•   Reuters: Electrolyser maker Green Hydrogen Systems plans Copenhagen IPO

•   Reuters: France's Total to face climate plan pressure at investor meeting

•   AP: Kim vows to build N. Korea socialism amid US nuclear impasse

•   CNN: Jamie Dimon: Some Americans 'don't feel like going back to work'

•   CNBC: Fed’s Kaplan cites real estate excesses as a reason to start tapering purchases

•   CNBC: FDA official says heart issue possibly linked to Covid vaccines is rare

•   CNBC: Putin says Russia won’t make Covid vaccines compulsory, but skepticism remains a problem

•   CNBC: The Fed keeps expanding its powers, and that's making some nervous

•   CNBC: Aung San Suu Kyi didn't have enough time with lawyers: Legal team head

•   SCMP: China-India border dispute: as Himalayan snow thaws, could conflict reignite?

•   SCMP: China tells US to ‘walk the talk’ to improve dialogue between militaries

•   SCMP: Chinese drug firm Sinopharm finally publishes Covid-19 vaccine trial data

•   SCMP: Coronavirus: Taiwan working on ‘room temperature’ DNA vaccine to combat Covid-19

•   SCMP: US-China trade war: overdue talks restart on Biden’s watch, but analysts ask if real progress can be made

•   SCMP: China’s electric vehicle makers woo engineers, workers as they scramble for talent to build next-generation cars amid skills shortage

•   Caixin: Xiaomi Grabs More Market Share From Huawei on Surging Smartphone Sales

•   Caixin: Analysis: The Need for Sino-U.S. Economic and Trade Relations

•   Nikkei Asia: Japan to extend COVID emergency until just a month before Olympics

•   Nikkei Asia: Can Japan and Toyota win the solid-state battery race?

•   Nikkei Asia: US-China decoupling easier said than done: Western Digital CEO

•   Nikkei Asia: Panasonic bets on its strength in batteries to drive profit

•   Mint: In India, trust in governance is tied to the level of affluence

•   reNews: EU to boost clean energy targets

•   OilPrice.com: Will The U.S. Nuclear Industry Finally Get Government Help?

•   OilPrice.com: WoodMac: Asia Needs To Invest More In Gas To Lower Emissions

•   MINING.com: Biggest copper project in decades begins production - MINING.COM

•   Construction Equipment: United Rentals Completes Acquires General Finance Corp.

•   DIGITIMES: Foxconn to soon reopen COVID-hit plants in Vietnam

•   DIGITIMES: China LCD panel makers to ramp up output from existing 8.6G and 10.5G fabs

•   DIGITIMES: Xiaomi, Oppo and Realme cut shipment goals further

•   DIGITIMES: TSMC ramping up output for automotive MCUs

•   Robotics Tomorrow: Why is Robotics-as-a-Service So Important Now

•   매경(P1): 전월세난 기름부은 여당…다세대도 임대사업 폐지한다

•   매경: "文정부, 손바닥 뒤집듯 정책 뒤집어"…30만 임대사업자 벼랑끝

•   매경: 與, 종부세 상위 2%로 제안했지만…정부와 견해차 커 내달 결론

•   매경: "보유세 40만원 올리고 30만원 깎아주나"

•   매경(P1): [단독] 카드사 해외매출 폭증…국내외 가격차이 노린 가상화폐 투자 증가 탓

•   매경(P1): 앱으로 부른 中무인택시…QR찍자 쓱 출발

•   매경: "운전석에 사람 없는거 보이죠?…달리는 택시 안입니다"

•   매경: 2년만에 20배 큰 中서빙로봇…"코로나 감염 걱정 덜었죠"

•   매경: 산업용 로봇만 앞서는 韓…서비스 로봇은 中 독무대

•   매경: 대선까지 돈 풀겠다는 정부…이대론 '국가채무비율 60%'도 못지켜

※   기재부: 2021 국가재정전략회의 개최

•   매경: 쏟아지는 코인거래소 규제법안…금융위 감시받고 최대 5배 배상

•   매경: [단독] 오세훈, 아라뱃길 사업 부활 '시동'…견제 나선 환경부

•   매경: 전경련 "韓 탄소중립 하려면 원전 적극 활용해야"

※   전경련: 탄소중립 현황과 과제

•   매경: '소주성 설계자' 홍장표, KDI 신임원장으로 선임

•   매경: 한화그룹 ESG 위원회 신설…환경 전문가 초청 세미나도

•   매경: LG전자 '지능형 하이빔' 개발…車전장사업 빛난다

•   매경: 빨라지는 합종연횡…한화, UAM 인프라까지

•   매경: 포스코, 오스테드와 풍력·그린수소 맞손

•   매경: [단독] 국민연금·KIC, 美물류펀드 6억弗 공동투자

•   매경: 10만전자 휘청이자…LG·현대 그룹주펀드 수익률 삼성 역전

•   매경: 다보스포럼 ESG 지표, 국내기업 활용 방안은

•   매경: 오세훈표 안심소득 실험 "중위소득 이하 가구 지원"

•   매경: 2013년 돌이켜 보니…美테이퍼닝 변수 불거질땐 이 곳에 베팅하라 [Money & Riches]

•   매경: [株머니 주요산업 증시기상도] '韓美 미사일지침 해제' 훈풍에 방산주 훨훨 날듯

•   매경: [상생 경영] "제2의 삼성·현대 키우자" 대기업들, 모험자본에 힘 보탠다

•   한경(P1): 임대차법 9개월, 전세거래 2만건 줄었다

•   한경: 서울 매물 절반이 '월세'…세입자 보호정책이 '전세난민' 키웠다

•   한경: 내년 입주물량, 작년의 절반도 안돼

•   한경: 빌라까지 번진 전세난…'패닉 바잉'도 확산

•   한경: '2050 탄소중립委' 29일 출범…기후변화 대응 '정책 사령탑'

•   한경: 삼성, 중소형 OLED 3조 투자 "추격자 따돌린다"

•   한경: 현대차·기아 '자율주행 휠체어' 시범 운영

•   한경: 노트북도 大화면이 대세

•   한경: BBB급 중견기업 회사채가 사라진다

•   한경TV: [단독] 아부다비투자청, 대우건설 인수 추진…불붙은 인수전

•   서경(P1): [단독]文대통령, 내주 4대그룹 총수와 회동···한미 정상회담 후속 논의

•   서경: [단독]文-4대그룹 오찬 회동 ‘韓美 경제동맹’ 격려, 규제완화 등 논의할 듯

•   서경: 대기업, 美 본토서 미래산업 승부건다···합작투자·고용창출 '파트너 강화'

•   서경: "재해법·화관법 등 규제대못 뽑아, 움츠러든 기업인 氣 좀 살려달라"

•   서경(P1): 석탄발전 → LNG 전환 비용 14.4조···인력도 27% 줄여야

•   서경: LNG전환 손실 혈세로 메워..."석탄발전, 지역·신기술 고려 점진적 폐쇄해야"

•   서경: 환경단체 몽니에 짓눌린 ‘삼척화력 꿈’ “공사 조속히 재개해야” 곳곳 플래카드

•   서경: "수소, 미래 핵심 에너지원···'배출가스 제로 모빌리티' 원동력 될것"

•   서경: 대체연료 모빌리티 전문가···세계 최대 '캘리포니아 수소 인프라' 구축 기획

•   서경: 국제금융센터 "중앙銀 CBDC 상용화 가능성 커져"

•   서경: 농사에 물류까지···지자체 '드론 삼매경'

•   조선(P1): 50대·수능 수험생 7월부터 접종 시작

•   조선: 아스트라 백신, 인도·영국 변이 바이러스도 60% 이상 예방

•   조선: ‘게임 체인저’라던 코로나 치료제, 게임 뛰지도 못했다

•   조선: 무순위 ‘줍줍’ 청약도 무주택자만 가능해진다

•   조선: 에어택시·수송드론… 방산업계, 군용기술로 민간 신사업 뚫어

•   조선: [Mint] “기대하라, 반도체 대호황” vs “착각마라, 반짝 호황일 뿐”

•   조선: [Mint] D램 점유율 42% 삼성, 시스템 반도체는 2.2%… ‘메모리 초격차’도 무너져

•   조선: [Mint] 달러 가치 떨어졌는데도 원·달러 환율은 되레 올라 “외국인 공매도 효과 때문”

•   조선: [Mint] 美기업들 즐거운 특명 “쌓인 현금 처리하라”… 애플 101조, 구글 56조원 자사주 산다

•   조선: [Mint] 전기 비행기는 배터리가 너무 무거워… ‘수소 비행기’가 뜬다

•   조선비즈: JP모건 “한은, 오는 4분기 금리 인상…두번째 금리 인상은 내년”

•   조선비즈: 낸드 가격 하락에도 더 팔아 점유율 높인 삼성전자…변함없는 세계 1등

※   DRAMeXchange: 【Market View】Global NAND Flash Revenue for 1Q21 Rises by 5.1% QoQ Thanks to Better-Than-Expected Demand for Notebooks and Smartphones, Says TrendForce

•   조선비즈: [포스트코로나 투자전략] ⑥ 대세는 미국… ETF 가장 좋고 ESG 펀드도 주목

•   조선비즈: 반도체 심는 기판도 ‘공급 비상’…삼성은 생산 확대·LG는 사업 검토

•   조선비즈: [전기차 보조금 대란]① 세금으로 테슬라만 배불려… 구매자 줄 세우는 반쪽 지원책

•   조선비즈: 닻올리는 정승일호 한국전력… 신재생 발전시장 진출 묘수낼까

•   조선비즈: 거래 줄어도 호가는 높은 서울 집값… 전문가 11명 중 9명, “하반기에도 안내릴듯”

•   조선비즈: [단독] 가상화폐 국내 투자자 587만명… 올해 12배 늘었다

•   조선비즈: 철근 수급난 속에 현대제철 공장 2주만에 재가동

•   조선비즈: SK·LG 따라서... 국내 배터리 소재 기업도 미국 진출

•   조선비즈: “300명 퇴사 러시”…SK하이닉스 기술직노조 “경영진 책임져라”

•   조선비즈: 中, ‘탄알 속도 맞먹는' 시속 1000km 자기부상열차 개발 착수

•   동아(P1): “전례 없는 유동성 확장 인플레 막을 긴축 필요”

•   동아: “中 ‘중앙은행 디지털화폐’ 앞서가고 있지만 달러화 대체 어려워”

•   동아: 금융위원장 “코로나 경제정책 출구 고민”

•   동아: “美 자산시장 과열… 거품 쉽게 꺼지진 않을것”

•   동아: “하반기 국내 증시, 배터리-반도체-자동차 유망”

•   동아: “AI가 메일 쓰고 이어폰이 실시간 통역 컴퓨터가 전염병 예측-차단 시대 올것”

•   동아: 친환경차 전환 가속페달속 ‘고용 안정’ 숙제 받아든 글로벌 車업계

•   동아: 한화솔루션, 7월 차량연료용 수소 시장 진출

•   동아: “한국은 ‘기후 악당’ 오명 벗고 탄소중립 모델국가로 거듭나야”

•   동아: [단독]조남관 “원전 의혹, 차기 총장과 논의를”… 백운규 등 기소거부 논란

•   문화: 3분기 전기료 결정 앞두고… 한전 ‘이번에도 동결돼 실적 악화’ 우려

•   한국(P1): [단독] 文, P4G서 "수백억 분담금 공여" 선포 유력... '그린리더십' 속도

•   서울(P1): 0,0,0… 광클도 안 통한 ‘백신줍기’

•   한겨레(P1): 188만명 더 예약해야 ‘상반기 접종 목표’ 1300만명 채운다

•   머니투데이(P1): LH 개혁안 '퇴짜'…"사실상 원점재검토, 장기과제 될 수도"

•   머니투데이: 한수원, 중소기업과 손잡고 루마니아 원전에 기자재 대준다

•   머니투데이: '강남 1채 23억·지방 3채 12억'..1주택자 혜택 몰아주기 계속?

•   머니투데이: 국민연금, 28일 중기배분 결정…국내주식 비중 줄일까

•   머니투데이: '해상풍력' 기회 열린 두산·효성重…터빈 교체물량도 쏟아진다

•   MTN: [단독] 산은, 쌍용차에 직원 절반 감축 요구

•   헤럴드경제(P1): 정부, 철근 사재기 단속나선다

•   헤럴드경제(P1): “서울 도심 주택공급 잠재력 충분” 한 목소리

•   헤럴드경제: “공급도 수요도, 부동산문제 해법은 ‘규제완화’” 패널들 한목소리 [헤럴드 부동산포럼 2021]

•   헤럴드경제: 윤성원 차관 “민간·공공 공급 조화...도심 주택문제 해결”

•   헤럴드경제: “도심주거 수요 폭발...중구 등 강남에 비해 주택공급 여력 커”

•   헤럴드경제: “규제 과도·공급방식 복잡 ‘혼란’...덜어내고 빼내야”

•   헤럴드경제: “기후위기 모두의 삶에 영향...경제·환경 함께 가는 게 해법”

•   헤럴드경제: “기후재앙까지 6년 남짓...엄청난 도전이지만 제 때 행동하면 막을 수 있어”

•   헤럴드경제: “손실보상 소급 대신 입법 당일부터 적용”

•   헤럴드경제: 기업인 해외출장 격리면제 승인 1만건 넘어...‘미국’ 가장 많아

•   파이낸셜뉴스(P1): LH 개혁안 '퇴짜'…"사실상 원점재검토, 장기과제 될 수도"

•   파이낸셜뉴스: 기업문화 업그레이드.. 워라밸이 스며든다 [가족친화 경영이 곧 기업 경쟁력]

•   아시아경제(P1): [단독]'G7+4' 반도체 동맹 구축한다…中 배제 본격화

•   아시아경제: 반도체 공급망 中 고립작전…'차이넥시트' 압박에 고민 깊어지는 한국

•   아시아경제: "애매하다고요?" 달라진 태블릿PC 위상, 삼성도 발맞춰 뛴다

•   아시아경제: [단독] 핵심소재 동박공장까지…SK, 美 배터리 수직계열화 완성

•   디지털타임스(P1): 찜통·냉골 없는 `AI 공공건물` 만든다

•   이데일리: [P4G서울정상회의]①기후위기 대응, 탄소중립 등 논의…한국 '지구촌 녹색미래' 이끈다

•   이데일리: [P4G서울정상회의]②기후변화 해결하는 핵심은 '돈'…文, 녹색기금 확대 불지펴

•   이데일리: [P4G서울정상회의]③각국 수장들 온·오프 참여…'녹색회복' 머리맞대

•   이데일리: 삐걱대는 공공재개발...임대촌 우려에 민간재개발 선택지까지

•   이데일리: `공매도 1위 VS 원전 수혜주`…두산중공업을 보는 엇갈린 시선

•   연합: 오늘 600명 안팎…정체국면 장기화속 유흥시설 감염 확산 '우려'

•   e대한경제: 정의선표 모빌리티 테마는 ‘FㆍUㆍN’…글로벌 ‘다크호스’로

•   e대한경제: 신재생 기저발전 역할 어려워…에너지 수급ㆍ안보 불안

•   e대한경제: "탄소중립 절벽온다"…탈원전 폐기 목소리 확산

•   더구루: [단독] 현대차, 佛 'H2SYS'와 수소발전 시스템 공동 개발

•   더구루: [단독] SK, 美자율주행트럭 스타트업과 파트너십 체결…물류사업 강화

•   에너지경제: 발전공기업 5사, 에너지전환 지원법에 ‘시큰둥’

•   에너지경제: ‘수송용 탄소중립연료’ 생산기술 개발에 900억 원 지원

•   전자신문(P1): 'SK하이닉스-인텔 낸드' 인수, 9부 능선...美·EU·한국 승인

•   전자신문: [이슈분석] 대기업들 배터리 소재 새판짜기 "지금 아니면 도태"

•   전자신문: [이슈분석]주목받는 배터리 소재 기업들

•   전자신문: REC, 2만원 대도 눈앞…신재생에너지 사업자 수익 위태

•   ZDNet Korea: 신분증부터 소유권까지...블록체인으로 증명하라

•   디지털데일리: 반도체 소재업계, 슈퍼사이클 수익 소외…왜?

•   디지털데일리: 삼성디스플레이, LCD 생산 '내년까지'…왜?

•   로봇신문: '제11회 국제물류산업대전'을 빛낸 물류 로봇들

[Opinions]

•   Project Syndicate(Emmanuel Macron, et al.): European and African Leaders Call for a New Deal for Africa

•   Project Syndicate(Mohamed A. El-Erian): Vaccines and the West’s Credibility Crisis

•   Project Syndicate(Kaushik Basu): The Post-Pandemic Whiplash Awaiting the World’s Poor

•   Project Syndicate(Clemens Fuest): Europe’s Strategic Autonomy Trap

•   Project Syndicate(Raja Khalidi): A Financial New Deal for Palestine

•   FT(Edward Luce): US democracy is still in the danger zone

•   FT(Martin Sandbu): Five reasons why sanctions on Belarus may work

•   FT(Chris Giles): How to create a durable economic recovery from Covid

•   FT(Graham Secker): Investors are underestimating Europe’s upturn

•   WSJ(Editorial Board): Ireland’s Tax Lesson for Biden

•   NYT(Nicholas Kristof): How Biden Can Help Vaccinate the World

•   NYT(Tzipi Livni): There Is a Solution to the Israeli-Palestinian Conflict

•   NYT(Vanessa Barbara): Brazil's Covid Inquiry Reveals Bolsonaro's Mismanagement

•   WP(Henry Olsen): The Republican counteroffer on infrastructure is a sound proposal. Democrats should take it seriously.

•   WP(Matt Bai): The origins of covid-19 and the shadow of the Trump era

•   WP(Jason Rezaian): The Iran deal 2.0 is crucial. And it can wait a few weeks.

•   WP(Nancy La Vigne, Marc Levin): Five myths about qualified immunity

•   Bloomberg(Conor Sen): Florida Retirement Towns May Lose Some of Their Shine

•   Bloomberg(Brian Chappatta): $3.5 Trillion of Pension Cash Looks for a Safe Home

•   Bloomberg(John Authers): Inflation Fever Is Cooling in Markets as Summer Takes Hold

•   Bloomberg(Ramesh Ponnuru): Inflation Watch: Will 1970s History Repeat Itself?

•   Bloomberg(Eli Lake): How China Can Quash the Wuhan Lab-Leak Theory

•   Bloomberg(Matt Levine): Exxon Lost a Climate Proxy Fight

•   Bloomberg(Sam Fazeli): Is the Vaccine Blood-Clot Problem Fixed?

•   Bloomberg(Chamath Palihapitiya): SPACs Can Take Away the Insiders’ Advantage in IPOs and Markets

•   Bloomberg(Alexis Leondis): Will Cryptocurrency Traders Pay More Taxes Under Biden Plan? Probably Not.

•   Fox News(Tucker Carlson): Why did the White House shut down an investigation into COVID origins?

•   Reuters(John Kemp): COLUMN-Big oil shareholders revolt over poor long-run returns

•   한경(백승현): '역대급' 분배지표 개선에도 정부가 조용한 까닭

•   조선(사설): 엉터리 ‘소주성’ 장본인이 KDI 원장, 해외토픽감으로 국민 우롱

•   조선(김상협): P4G 정상회의에서 ‘녹색 성장’ 이름을 뺀 이유

•   동아(후안 카를로스 카이사 로세로): 지속 가능한 발전을 위한 탄소 중립의 중요성

•   문화(정범진): 한·미 ‘원전 동맹’과 脫탈원전 시급성

•   경향(로드 디번): 환점에 선 한국 기후행동

•   에너지경제(고경철): 중소 제조업 혁신, 협동로봇이 핵심