Business Intelligence Monitor 210716

(Introduction)

[Markets]

•   Global: Stocks, yields slip as investors await next catalyst

•   South Africa: South Africa’s rand slides amid fatal riots following Zuma arrest

•   Oil: Oil Dips to One-Month Low on Strong Dollar and OPEC+ Uncertainty

•   Metals: Copper boosted by hopes for China stimulus as GDP disappoints

•   Grains: U.S. wheat climbs on stressful N.Plains weather; soybeans sag

•   한국: 코스피, 6거래일만에 3,280선 회복…코스닥지수, 연고점 경신

•   한국: 애플 따라 날아오른 LG이노텍

•   한국: 두산그룹주 강세, 두산 두산퓨얼셀 2%대 오르고 오리콤 3%대 내려

[Indicators]

•   US Jun. Industrial production: U.S. Factory Production Unexpectedly Declined in June on Autos, Materials Costs

•   US Jun. Export·Import prices: Import prices climb 1% in June as Americans pay more for foreign goods

•   US Jul. Empire State manufacturing index: NY Fed Empire State business conditions index surges to record 43.0 in July vs 17.4 in June

•   US Jul. Philadelphia Fed manufacturing Index: Philly Fed factory index falls in July to lowest since December

•   US Weekly Jobless claims: U.S. Jobless Claims, Benefits Payments Fall to Pandemic Lows

•   UK Jun. Employment: U.K. Companies Hire at Record Pace as Economy Reopens

•   China Q2 GDP: China’s Economic Growth Slows in the Second Quarter

※   WSJ: China to Walk a Fine Economic Line After Posting Second-Quarter Growth

※   SCMP: China’s slowing economic growth signals fiscal spending could continue into second half of year

•   Indonesia Jun. Balance of trade: Indonesia's June exports surge on high commodity prices

•   Argentina Jun. CPI: Argentina Inflation Slows for Third Month to Below Forecast

•   Chile Benchmark rate: Chile central bank increases benchmark interest rate to 0.75%

•   한국 기준금리: 한은, 기준금리 동결했지만…'인상' 소수의견도 나와

※   한국은행: 통화정책방향(2021.7.15)

※   한경: 이주열 "수도권 집값, 다른 나라 대비 상당히 高평가"

•   한국 상반기 항공여객: 상반기 국내선 여객기 승객, 코로나 이전 수준 회복

•   한국 상반기 채권·CD 등록 발행: 상반기 채권·CD로 247조원 조달됐다

•   한국 6월 자동차산업 동향: 올 상반기 車 236억弗···車 수출 7년만에 최고

•   한국 6월 부동산시장 소비자 심리: "집값 오를 것" 3개월 째 상승…서울 소비자 심리지수 141.6

•   한국 주간 아파트 가격(부동산원): 서울 전셋값 107주째 올라···상승률 6개월만 최고치

[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

•   FT: Pandemic crisis: Global economic impact tracker

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: Many Jobs Lost During the Coronavirus Pandemic Just Aren’t Coming Back

•   WSJ: Fed’s Powell Concedes Anxiety About Higher Inflation but Resists Policy Shift

•   WSJ: U.S. Competition Policy Is Aligning With Europe, and Deeper Cooperation Could Follow

•   WSJ: Oil-Demand Rebound Could Spur Inflation, Pressure Debt-Laden Nations, OPEC Says

※   OPEC: MOMR July 2021

•   WSJ: Wall Street Opens Back Up to Oil and Gas—but Not for Drilling

•   WSJ: Biden Gives Germany’s Angela Merkel a White House Farewell

※   disagreements remain over Covid-19 vaccines, pipeline

•   WSJ: Biden Says He Expects to Give Update on Europe Travel Ban Soon

•   WSJ: Intel in Talks to Buy GlobalFoundries for About $30 Billion

•   WSJ: Republicans Hammer Biden on Inflation as He Heralds Economic Recovery

•   WSJ: Infrastructure Talks Stall Over Expanded IRS Powers

•   WSJ: The U.S. Housing Market Is Losing Some of Its ‘Frenzy,’ As More Homes List for Sale

•   WSJ: Child Tax Credit Payments Totaling $15 Billion Arrive for Millions of Americans

•   WSJ: Senate Confirms Nellie Liang to U.S. Treasury Post

•   WSJ: China Buys Friends With Ports and Roads. Now the U.S. Is Trying to Compete.

•   WSJ: Indonesia’s Hospitals Overflow With Covid-19 Patients as Gravediggers Work Into the Night

•   WSJ: Tesla Battery Supplier CATL Rides EV Boom to $200 Billion-Plus Valuation

•   WSJ: TSMC Sees Chip Shortage Easing—but Geopolitics Aren’t Going Away

•   WSJ: TSMC Expects Auto-Chip Shortage to Abate This Quarter

•   WSJ: Jeff Bezos in Space: What the 10-Minute Blue Origin Flight Will Be Like

•   WSJ: Self-Driving Startup Aurora to Go Public Through SPAC

•   NYT: Analysis: Democrats Push to Fulfill Biden’s Aggressive Economic Ambitions

•   NYT: The Car Market Is ‘Insane,’ Feeding a Debate on Biden’s Policies

•   NYT: Inflation? Not in Japan. And That Could Hold a Warning for the U.S.

•   NYT: Suspects in Haitian President’s Killing Met to Plan a Future Without Him

•   NYT: Africa records a million new cases in a month, its fastest increase so far.

•   NYT: After marches in Europe against vaccination rules, the W.H.O. warns the pandemic is ‘nowhere near finished.’

•   NYT: Tech Workers Swore Off the Bay Area. Now They’re Coming Back.

•   WP: CDC advisers to consider additional coronavirus dose for immunocompromised patients

•   WP: WHO clarifies details of early covid patients in Wuhan after errors in virus report

•   FT: Transatlantic inflation surge fuels economists’ fears of overheating

•   FT: Covax launches marketplace for Covid vaccine inputs to boost production

•   FT: UK estimates current Brexit divorce bill to EU at £37.3bn

•   FT: US regulator under fire for delays to delisting Chinese stocks

•   FT: The EU’s technical tangle in making carbon border measures WTO-legal

•   FT: Carmakers and airlines warn EU’s climate plan imperils innovation

•   FT: EU Green Deal delivery hits dud notes

•   FT: German floods leave 58 dead with dozens still missing

•   FT: Poland’s system for disciplining judges breaches law, EU’s top court rules

•   FT: Second MPC member hints BoE needs to tighten UK monetary policy

•   FT: How to solve Brexit’s Northern Ireland protocol stalemate

•   FT: Boris Johnson struggles to define ‘ambiguous’ levelling-up agenda

•   FT: Major UK retailers to urge customers to wear masks after July 19

•   FT: ‘We can’t sit back’: South Africans reel from riots

•   FT: China’s share of bitcoin electricity usage drops as Kazakhstan surges

•   FT: Tether: the former plastic surgeon behind the crypto reserve currency

•   FT: Deals flurry and wealth unit offset trading dip at Morgan Stanley

•   FT: Japan’s technology companies are defenceless, warns top official

•   FT: Revolut valued at $33bn to become UK’s biggest-ever private tech group

•   FT: How used cars became the next big ecommerce battleground

•   FT: Long Covid defies understanding as sufferers despair

•   Bloomberg: Biden Admin Worried Hong Kong Investors Aren't Taking Risks Seriously Enough

•   Bloomberg: House Panel Advances China Bill Over Republican Objections

•   Bloomberg: Senate Backs Bill to Ban Xinjiang Goods Unless Waiver Given

•   Bloomberg: Biden Faces Hard Sell in Asia for Anti-China Digital Trade Pact

•   Bloomberg: Delta Variant Engulfs Southeast Asia With World’s Fastest-Growing Deaths

•   Bloomberg: Do You Need a Covid-19 Vaccine Booster Shot? Scientists Say Not Right Now

•   Bloomberg: Fed’s Bullard Urges Start of Tapering Bonds With Jobs Goals Met

•   Bloomberg: Medicare Expansion Would Be Financial Balm for an Aging U.S.

•   Bloomberg: Supply Chain Latest: Prices for Wooden Shipping Pallets Are Soaring

•   Bloomberg: U.S. Home Sales Stall as Buyer Stampede Leaves Scant Inventory

•   Bloomberg: Manchin Says No Filibuster Exception for Voting Rights Bill

•   Bloomberg: BOE Steps Up Debate About Cutting Stimulus as Soon as Next Month

•   Bloomberg: Tokyo Virus Cases Hit Six-Month High Just Days Before Olympics

•   Bloomberg: Melbourne Locked Down Again as Australia’s Delta Outbreak Grows

•   Bloomberg: Malaysia’s Daily Covid Cases May Dip Below 1,000 in Last Quarter

•   Bloomberg: WHO Warns South Africa to Brace For Covid-19 Surge After Riots

•   Bloomberg: Indonesia Races to Meet Vaccine Goal as Delta Spurs Record Case

•   Bloomberg: Saudi Arabia’s Vaccination Rate Spikes as Deadline Approaches

•   Bloomberg: Europe Trounces U.S., Asia in Race to Turn Capital Markets Green

•   Bloomberg: Get Ready for the Inflationary Pushback to ESG Investing

•   Bloomberg: Top Forecaster Sees Indian Rupee’s Wild Ride Coming to an End

•   Bloomberg: Oil Refiners in China Log Another Record in Challenge to U.S.

•   Bloomberg: China Tech Crackdown May Boost India, Says Emkay Brokerage Chief

•   Bloomberg: China’s Heat Wave Is Helping to Drive Coal Prices Higher Again

•   Bloomberg: Democrats Eye Clean Energy Standard in $3.5B Tax and Spending Plan

•   Bloomberg: Powell Says Fed Likely to Require Banks to Test for Climate Risk

•   Bloomberg: EU Deal Forces Investors to Shift Gears on Climate Threat

•   Bloomberg: Europe in 2035: Electric Taxis and Hydrogen Boilers

•   Reuters: IMF says talks with Argentina aimed at new loan program

※   IMF: Transcript of IMF Press Briefing

※   WEO with Gita Gopinath our economic counselor and that will be on July 27th

•   Reuters: WHO panel advises against COVID-19 vaccination proof for travel

•   Reuters: Electricity demand rebound will require more fossil fuel generation -IEA

※   IEA: Electricity Market Report - July 2021

•   Reuters: ECB's Visco wants easy policy to support recovery, markets

•   Reuters: Brazil's Bolsonaro cancels events with no timeline for leaving hospital

•   Reuters: Brazil's Bolsonaro, stabbed in 2018, may need emergency surgery

•   Reuters: India's COVID-19 infection rate edges up, with second wave yet to abate

•   Reuters: Singapore sees most COVID-19 cases in 10 months after karaoke cluster

•   Reuters: Exclusive: Iran not ready for nuclear talks until Raisi takes over

•   Reuters: Hit by commodity inflation, Japan firms gradually pass on costs: Reuters poll

•   Reuters: Near-term prospects for Indian economy bright - RBI bulletin

•   Reuters: Explainer: 'Mind the gap' - why the complaints about the EU's climate plan?

•   Reuters: Analysis: Japan's Suga in danger of becoming another revolving-door premier

•   Reuters: Analysis: Return to the U.S. office? Ask the CEO

•   AP: Indian, Chinese foreign ministers discuss border standoff

•   CNN: Minimum wage workers can't afford rent anywhere in America

•   CNBC: Yellen sees ‘several more months of rapid inflation’ before easing, worries about housing impact

•   CNBC: Treasury Secretary Yellen: Federal Reserve has done a 'good job' under Powell

•   CNBC: Commodity market today: One chart suggests next move in the space

•   MarketWatch: Hydrogen, ammonia and a clean-fuel standard could help get the world to net-zero emissions

•   Fox News: McConnell blasts 'wild' $3.5T spending bill, says Dems do not have mandate to 'introduce socialism'

•   SCMP: China set to pass US on research and development spending by 2025

•   SCMP: China coal imports unlikely to increase, state reserves release aimed at steadying prices amid strong activity

•   SCMP: US firms in China ‘confused’ by new Biden warning on Xinjiang supply chains risks

•   Caixin: Beijing’s ‘China Story’ Strategy Misses Its Global Targets, Think Tank Says

•   Caixin: In Depth: Huawei’s Plan to Snatch Alibaba’s Cloud Crown - Caixin Global

•   Nikkei Asia: Toyota's self-driving car unit buys US map startup Carmera

•   Japan Times: Japan weighs extending maximum reactor lifespan beyond 60 years

•   Economic Times: Tapering second wave brightens economic prospects but demand may take time to return: RBI

•   Economic Times: GDP to grow double digits in Q1, but activity still trailing June 2019 quarter levels: Report

•   Construction Equipment: Equipment Investment Forecast to Grow for Remainder of Year

•   DIGITIMES: Notebook component makers see customers raise order pull-ins in 3Q21

•   Robotics Business Review: Additively Manufactured Robotic End-of-Arm Tooling

•   Robotics Tomorrow: Automation Lends Humans a Hand in High-mix Low-volume Manufacturing

•   Dronelife: Drones Made in America: The FTC Crackdown on Fraudulent Labeling, and What that Means for the Industry

•   매경(P1): [단독] 文정부 4년간 신재생에너지 보조금 2.5배 급증했다

•   매경(P1): 입국 후 격리면제자 확진, 절반이 중국 백신 접종자였다

•   매경: 찬사받던 K방역 대혼돈…코로나 컨트롤타워만 4개, 지자체까지 가세

•   매경: "오후 6시 이후 법카 사용 제한"…삼성전자 특별방역 나섰다

•   매경: 韓기업 이란 수출대금 3년만에 800억원 회수

•   매경: 저가 앞세운 中 파상공세에…'위례 경전철'도 내줄 뻔했다

•   매경: 기술보다 가격이 우선…한국만 후진적인 최저가 입찰

•   매경: 황당한 자영업 지원금…피해 더 큰데 보상은 더 적다

•   매경: 증액해도 다 못쓰고 남는데…자영업 추경 주먹구구 우려

•   매경: 정승일호 脫탄소 개혁카드…한전, 전력혁신본부 만든다

•   매경: KT "LTE 없이 5G로만 서비스"…SKT·LG유플 "시기상조"

•   매경: [株머니 주요산업 증시기상도] 車반도체 수급 개선…자동차산업 '청신호'

•   한경(P1): 증권가 전수검사 '초유의 사태'…감염 확산지 된 여의도 '멘붕'

•   한경: 새 감염 확산지 된 '3密 여의도 증권가'…금융업무 곳곳서 차질

•   한경(P1): 1340억 투자발표에 주가 56% 올라…제조업 '성공방정식' 부활

•   한경: 상장사 상반기 시설투자 7조원…증자·대규모 투자에도 주가 '껑충'

•   한경: 부동산 팔고, 兆단위 유상증자…신사업 '실탄' 충전 나선 기업들

•   한경: 메타버스·플랫폼·엔터…'보이지 않는 증설' 경쟁도 치열

•   한경: 한발 물러선 홍남기…"2차 추경서 소상공인 손실보상 예산 확대"

•   한경: 금융당국 '가계대출 풍선효과' 차단 나선다

•   한경: 경총, 최저임금에 이의제기…"산출근거 부적절"

•   서경(P1): 자영업 빚폭탄 터진다···부실률 6개월새 6배 폭증

•   서경: 자영업 대출 1년반 새 46조 급증···"원리금 유예 출구전략 시급"

•   서경(P1): 기업들 탄소국경세만 최대 9,000억 '초비상'

•   서경: 철강사 稅부담 최대 4,000억···현대차는 '전동화' 5년 앞당겨야

•   서경: 韓 "배출권 정책 이미 시행"···'탄소국경조정' 적용 제외에 총력

•   서경(P1): 포드도 지프도 '탄소제로'···시카고는 지금 전기차 大戰

•   서경(P1): [시그널] GS리테일·사모펀드 연합, 요기요 인수 유력

•   서경: [단독] 국가전략기술 세액공제 확대···세제개편으로 3년만에 세금 줄인다

•   서경: 카카오·티맵, 물류 시장에서도 각축전 벌인다

•   서경: 중견기업 2곳 중 1곳 인력난···3년간 2만1,000명 채용전망

•   조선(P1): 정부가 귀를 닫자, 자영업자는 거리서 운다

•   조선: “하루 매출 100만원이 25만원으로 뚝… 세금 내려고 대출받는다”

•   조선: 백신 1차 접종률… 일본, 한국 추월

•   조선: “신고리4호 화재는 볼트 덜 조인 탓”

•   조선: 삼전 주가 떨어져도 개미는 30兆 순매수

•   조선: 삼성엔 없고 아마존만 있는 건 ‘침묵 회의’

•   조선: [Mint] 샴페인을 치워라, 이젠 증세의 시간

•   조선: [Mint] “증세하면 주가 곤두박질?… 작년 코스피를 보라, 증시엔 이미 반영됐다”

•   조선: [Mint] 디지털 세계의 코로나 ‘랜섬웨어’… 팬데믹 시작됐다

•   조선: [Mint] 기쁘다! 증시 구세주 오셨네… 전세계 ESG 펀드, 1분기만 2300조원 몰려

•   조선: [Mint] 조용하고 빠르다 하늘 나는 전기차가 온다

•   조선비즈: [단독] 화이자, 생산 설비 점검으로 백신 물량 감소…韓 백신 7월 계획 ‘휘청’

•   조선비즈: “전장(電裝) 앞으로”…삼성, 車 부품 공급망에 빠르게 침투

•   조선비즈: 삼성전자·SK하이닉스, 한 목소리로 “개방형 혁신이 메모리 반도체 미래”

•   조선비즈: ‘중국發 수출 가격 상승’에…글로벌 인플레 압력 높아지나

•   중앙(P1): 말로만 '아덴만 영웅'…그들 줄 백신, 한국엔 하나도 없었다

•   동아(P1): [단독]알바 구하기도 힘든 20대… 10명중 2명 최저임금 못 받아

•   동아(P1): 백신 상당수, 8월 중순 이후 도입…“거리두기 낮추면 8월말 2000명”

•   동아: 실업자 늘어… 고용보험기금 순자산, 3년새 23조 급감

•   문화(P1): 백신 지연에… 4050, 主감염층 됐다

•   문화: 물류비 폭등에… 수출 中企들 ‘적자수출’ 지속

•   문화: <친환경이 경쟁력이다>“脫탄소가 미래 먹거리”… 기업 ‘그린 경영’에 사활 걸다

•   문화: <친환경이 경쟁력이다>볼보, 2030년까지 모든 차종 전기차로 전환…구글, 청정에너지 사업에 50억달러 투자

•   한국(P1): "델타 변이 사실상 우세종" ... AZ백신 접종간격 축소 검토

•   세계(P1): [단독] 거덜 난 고용보험기금… 文정부서 23조원 급감

•   경향: 기후활동가들은 왜 두산중공업에 녹색 페인트를 부을 수밖에 없었나

•   머니투데이(P1): 28일부터 3기 신도시 사전청약...분양가 3억412만~6억7616만원

•   머니투데이: 사전청약 분양가 갑론을박‥"시세보다 안 싸다"vs"로또 수준이다"

•   머니투데이: [문답]"사전청약 분양가 비싸? 신축·입지 고려하면 상당히 저렴"

•   헤럴드경제: LG전자 미래동력 ‘전장사업’...하반기부터 ‘흑자’ 올라선다

•   아시아경제(P1): 與, 위헌 판결받은 택지소유 상한제 부활 추진

•   아시아경제: 파업 카드 만지작대는 기아 노조

•   아시아경제: "애플·中에 못 뺏겨" 폴더블 꽉 쥔 삼성…몸값 낮춰 시장 판 키우기

•   디지털타임스: 전력소모·발열 없는 컴퓨터, 먼 미래 아니다

•   디지털타임스: 방글라데시 원자로 핵심설비, 한국기술로 만든다

•   이데일리: “하반기 수요 커진다”…신모델 ‘자신감’ 내비친 삼성·애플

•   이데일리: 저탄소·친환경株 시대 가속화…투자전략은

•   연합: 오늘도 1천600명 안팎…'7말8초' 휴가철 앞두고 전국 대확산 우려

•   연합: 분당 정자동 주민센터 신축 현장서 중장비 쓰러져…1명 경상

•   더구루: 삼성 '천안 LCD 공장' 반도체 생산기지 전환설 '솔솔'

•   더구루: [단독] 두산, 유럽 드론시장 진출…해외 영토 넓힌다

•   미디어오늘: 김동연 "1등만 기억하는 더러운 세상, 한국사회 전쟁터"

•   미디어오늘: 김동연 "아래로부터의 반란 필요해"

•   미디어오늘: 김동연은 인터뷰 도중 눈물을 흘렸다

•   에너지경제: 폭염에 LNG발전 가동률도 '급등'

•   에너지경제: 탈원전·탈석탄에도 2025년까지 발전용 천연가스 소비 감소 전망

•   에너지경제: 환경·에너지 협단체 "건축물 태양광 REC 가중치 하향 철회하라"

•   전자신문(P1): [단독]LG화학, 도레이와 '이차전지 분리막' 유럽공장 세운다

•   전자신문: [이슈분석] SK, 차세대 사업 투자 광폭행보...'4대 사업' 투자 확 늘리고 개편 가속

•   전자신문: [이슈분석]SK 신속한 투자결정 배경은 선진 이사회 시스템

•   로봇신문: 코마우, 170kg 고하중 협동 로봇 中 첫 출시

[Opinions]

•   Project Syndicate(Paul Milgrom, Silvia Console Battilana): The Power of Market Design

•   Project Syndicate(Kemal Derviş, Sebastián Strauss): The Key to Global Climate Success

•   Project Syndicate(Jeffrey D. Sachs, Isabella Massa): The Rich World’s Debt to Island States

•   FT(Editorial Board): Europe sets pace for global climate policy

•   FT(Martin Sandbu): It’s been a good week for carbon pricing

•   FT(Robert Armstrong): Two (other) ways of looking at a yield curve

•   FT(Richard Waters): Boom times for Silicon Valley’s elite investors

•   FT(Simon Kuper): How the pandemic foretells the climate crisis

•   FT(Amy Kazmin): BJP turns to coercion to limit India’s population growth

•   FT(Karen Karniol-Tambour): ESG stocks are not in a bubble

•   FT(Jemima Kelly): A Covid poll with some very different findings to *that* viral Ipsos one

•   FT(Lex): TSMC: record quarter is just the beginning

•   WSJ(Editorial Board): Europe’s Climate Awe and Shock

•   WSJ(Editorial Board): The Sanders Democrats Go For Broke

•   WSJ(Joseph C. Sternberg): The Climate-Change Agenda Goes Out With a Bang

•   WSJ(Leslie Bienen, Monica Gandhi): The Reassuring Data on the Delta Variant

•   NYT(Ezra Klein): It Seems Odd That We Would Just Let the World Burn

•   WP(Henry Olsen): The fight over the Democrats’ reconciliation bill will likely shape politics for years

•   WP(Paul Waldman): Democrats have to pass Biden’s big plan. But it won’t save them in 2022.

•   WP(Michael Gerson): Covid-19’s global spread is a test for America

•   Bloomberg(Editorial Board): Fed Chair Jerome Powell Needs to Recognize the Recovery

•   Bloomberg(Mohamed A. El-Erian): Fed Raises Risk of Policy Mistake and Market Accidents

•   Bloomberg(Mihir Sharma): India's New Subsidies for Favored Industries Are a Bad Idea

•   Bloomberg(John Authers): Bond Yields Are Predicting Another Hawkish Fed Policy Mistake

•   Bloomberg(Bobby Ghosh): Federal Reserve Needs to Ease Up on Stimulus

•   Bloomberg(Mark Gilbert): U.K. Housing Prices: Mortgage Loan Deals Mean Buyers May Take on Too Much Debt

•   MarketWatch(Mark Hulbert): Expect a 10% or worse correction in U.S. stocks by mid-August, says this forecaster with a proven track record

•   Reuters(Andy Home): COLUMN-Global metals trading impetus shifting from east to west: Andy Home

•   Caixin(Zhang Zhiwei): China’s Worrying Economic Signs That Only the Government Has Noticed

•   매경(사설): 전력예비율 10% 붕괴위기, 기업에 전기 아껴쓰라는 정부

•   서경(사설): 탈원전 고집에 블랙아웃 걱정까지 해야 하는 나라

•   중앙(사설): 2011년 블랙아웃 악몽 재현하려 하나

•   한국(사설): 폭염에 전력난 우려, 수급에 문제없나

•   세계(사설): 전력대란 경고음 듣고도 탈원전 계속할 셈인가

•   한겨레(사설): 8년 만에 ‘전력수급 비상단계’ 가능성, 치밀한 대비를

•   경향(사설): 사상 최대의 폭염 예고, 피해·전기수급 대책 단단히 세워야

•   헤럴드경제(사설): 전국이 ‘일시멈춤’인데 블랙아웃 걱정되는 전력예비율

•   아시아경제(정동욱): 탄소중립 위해 전력산업 변화해야