Business Intelligence Monitor 210726

(Introduction)

[Markets]

•   Global: U.S. stock markets hit new highs, Treasury yields up as choppy week ends

•   Metals: Copper gains for fourth session on economic recovery hopes

•   Grains: Corn, soybeans lower on the week as traders eye long-term weather

•   한국: 코스피 기관 매수에 이틀째 상승…코스닥 연고점 경신

•   한국: 두산그룹주 약세, 두산퓨얼셀 2%대 두산 두산인프라코어 1%대 하락

[Indicators]

•   US·Europe·Asia Jul. PMI: Global Economic Recovery Accelerates, but Delta Variant Clouds Outlook

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for fourth week in a row -Baker Hughes

•   US Q3 GDP Nowcast: Jul 23, 2021: New York Fed Staff Nowcast

•   UK Jun. Retail sales·Jul. PMI: Rising Covid infections slow UK economic recovery in July

•   Russia Benchmark rate: Russian Central Bank Raises Key Interest Rate Again as Inflation Surges

•   한국 2분기 전국 지가변동률 및 토지거래량: 아파트 이어 땅값도 '금값'... '부울경'은 토지거래량 급증

[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

[Calendars

•   WSJ: Economy Week Ahead: The Fed, U.S. GDP, Eurozone GDP

•   FT: A peak week for Big Tech

•   Bloomberg: Fed Officials to Meet, GDP Data Coming Globally: Eco Week Ahead

[News]

•   WSJ: U.S. Set to Push Global Economy Over the Recovery Line

•   WSJ: Senators Try to Finalize Deal on Infrastructure Package

•   WSJ: Biden Faces Fresh Challenges on Covid-19, Economy

•   WSJ: U.S. Population Growth, an Economic Driver, Grinds to a Halt

•   WSJ: The Delta Variant Upends the World’s Pandemic Response

•   WSJ: Covid-19 Vaccine Holdouts Face Restrictions in Europe as Delta Variant Spreads

•   WSJ: As Vaccines Do Their Work, Focus Moves to Long Covid

•   WSJ: Florida Leads U.S. in Covid-19 Cases as Hospitalizations Surge

•   WSJ: U.S. Buys 200 Million Covid-19 Vaccines From Pfizer and BioNTech at About $24 a Shot

•   WSJ: Pfizer Covid-19 Vaccine Is Less Effective Against Delta Infections but Still Prevents Serious Illness, Israel Study Suggests

•   WSJ: Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck

•   WSJ: Covid-19 Immunity Wanes, but Third Shot Still Rarely Needed, BioNTech CEO Says

•   WSJ: Wastewater Helps Health Officials Spot Covid-19 Warning Signs

•   WSJ: End of Eviction Moratorium Puts Many Tenants at Risk of Losing Their Homes

•   WSJ: New Aid Coming for Mortgage Borrowers at Risk of Foreclosure

•   WSJ: Fires Continue to Rage in Oregon, Northern California

•   WSJ: U.S. Intensifies Airstrikes as Taliban Offensive Nears Kandahar

•   WSJ: Biden Administration Weighs New Sanctions Against Belarus

•   WSJ: Haiti’s Slain President’s Funeral Marked by Rage, Protests

•   WSJ: India Flooding, Landslides Kill at Least 113 People

•   WSJ: Investors Are Buying American

•   WSJ: Gas Engines, and the People Behind Them, Are Cast Aside for Electric Vehicles

•   WSJ: Electric-Vehicle Sales Growth Outpaces Broader Auto Industry

•   WSJ: Rush to Build EV Charging Stations Comes Without Promise of Profit

•   WSJ: For Big Tech, There’s a New Sheriff on the Beat

•   WSJ: The Office Is Back. What If Covid Has Other Plans?

•   WSJ: Apple, Amazon, Tesla Among the Giants Set to Post Results

•   WSJ: Supply-Chain Backlogs Turn Chicago Into New Chokepoint

•   WSJ: China’s Digital Yuan Puts Ant and Tencent in an Awkward Spot

•   WSJ: GM Recalls All-Electric Chevy Bolt for Second Time Due to Fire Risk

•   NYT: ‘Not Out of the Woods’: C.D.C. Issues Warning to the Unvaccinated

•   NYT: Biden Officials Now Expect Vulnerable Americans to Need Booster Shots

•   NYT: Where Covid-19 Hospitalizations Are Rising in the U.S.

•   NYT: They Waited, They Worried, They Stalled. This Week, They Got the Shot.

•   NYT: De Blasio Urges New York Businesses to Require Employee Vaccinations

•   NYT: The Delta Variant Is the Symptom of a Bigger Threat: Vaccine Refusal

•   NYT: Require vaccines? In parts of the U.S., even mask mandates are a bridge too far.

•   NYT: U.S. to Announce Troop Drawdown From Iraq, but Little Is Expected to Change

•   NYT: Delays, More Masks and Mandatory Shots: Virus Surge Disrupts Office-Return Plans

•   NYT: Biden’s Antitrust Team Signals a Big Swing at Corporate Titans

•   NYT: How Tech Won the Pandemic and Now May Never Lose

•   WP: Surge of covid delta variant poses new political threat to Biden and his agenda

•   WP: U.S. drops cases against five researchers accused of hiding ties to Chinese military

•   WP: Brazil’s Bolsonaro once said he’d stage a military takeover. Now he’s threatening not to hold next year’s election.

•   FT: Coronavirus and the global recovery: the dangers of whiplash economics

•   FT: UK looks to remove China’s CGN from nuclear power projects

•   FT: Merkel aide warns of rising Covid infections and possible curbs on unvaccinated

•   FT: Fraught G20 meeting on new climate targets highlights divisions

•   FT: EU trade chief says US steel deal may fall short of removing all barriers

•   FT: Timeline of temperature extremes reveals global pattern of record highs

•   FT: Extreme weather takes climate change models ‘off the scale’

•   FT: Climate change litigation rattles companies and shareholders

•   FT: Why are fully vaccinated people testing positive for Covid?

•   FT: France’s north takes political centre stage ahead of 2022 polls

•   FT: UK government buoyed by data showing fall in Covid infections

•   FT: UK business groups sceptical over isolation exemption plans

•   FT: English nightclubs’ grand reopening tainted by Covid checks plan

•   FT: Labour’s direction to be shaped by leadership vote at big UK union donor

•   FT: China is defying US pressure to change its behaviour

•   FT: South Africa counts the cost of its worst unrest since apartheid

•   FT: AstraZeneca admits ‘complicated’ Thai vaccine production launch

•   FT: Will the Fed give any clues on its timeline for slowing bond purchases?

•   FT: Big investors stick with bets against bonds after painful run

•   FT: Thermal coal prices soar as demand for electricity rebounds

•   FT: SoftBank Vision Fund’s bet on Didi falls $4bn into the red

•   FT: Big headaches for Boeing as Dreamliner deliveries remain halted

•   FT: Volvo Cars posts record results as sector bounces back from Covid slump

•   FT: Hedge funds back away from Binance after regulatory assault

•   FT: Corporate Japan gets serious about ESG

•   FT: Safety blunders fuel Japan’s mistrust of nuclear power

•   FT: Ex-chair of world’s biggest pension fund sounds caution on ESG

•   FT: High costs dog Tokyo’s hydrogen buses

•   FT: Sun fails to shine on Japan’s solar sector

•   Bloomberg: U.S., China Head Into First Talks in Months Still Trading Blows

•   Bloomberg: U.S. Says It Isn’t Seeking Anti-China Coalition Ahead of Talks

•   Bloomberg: China Sanctions Wilbur Ross After U.S.’s Hong Kong Warning

•   Bloomberg: Yellen Warns of Default Risk by October Without Debt-Limit Hike

•   Bloomberg: Pfizer Vaccine Boosted by 8-Week Gap in Shots: U.K. Study

•   Bloomberg: Charts of the Week from Bloomberg Economics, for July 23

•   Bloomberg: Study: Chinese COVID Shot May Offer Elderly Poor Protection

•   Bloomberg: White House Shifts Messaging on Inflation as Republicans Attack

•   Bloomberg: Europe’s South Dares to Dream of New Destiny After Lost Decades

•   Bloomberg: Some ECB Officials Wanted Looser Link Between QE Exit and Rates

•   Bloomberg: ECB’s Wunsch, Weidmann Say New Rate Guidance Goes Too Far

•   Bloomberg: Merkel’s Bloc Continues to Slide in German Election Poll

•   Bloomberg: U.K. Economy Faces $6.3 Billion Hit From Pingdemic, CEBR Says

•   Bloomberg: China’s Ongoing Recovery Showed Signs of Weakness in July

•   Bloomberg: Indonesia to Extend Restrictions as Covid Cases Remain High

•   Bloomberg: Qatar’s Top Diplomat Flies to Iran Days After Talks in U.S.

•   Bloomberg: Cooler Canada Housing Market Won’t Hurt Economic Recovery From Covid-19: CIBC

•   Bloomberg: South Africa Unveils Post-Riot Relief, Eases Virus Lockdown

•   Bloomberg: South Africa Must Offset Relief Funds, Hasten Reforms, IMF Says

•   Bloomberg: South Africa Says Third Coronavirus Wave Has Passed Its Peak

•   Bloomberg: Duterte Set to Push Congress on Virus Recovery, Successor

•   Bloomberg: Malaysian PM to Justify Shutting Parliament to Fight Covid

•   Bloomberg: An Unusually Deadly Outbreak in Taiwan Was Driven By Complacency

•   Bloomberg: Blinken to Talk Covid Response, Afghanistan With Modi in India

•   Bloomberg: China’s Xi Vows to Expand Border Construction That’s Irked India

•   Bloomberg: India to See Higher Salaries as Firms Look Beyond Covid Hit

•   Bloomberg: Traders Seek Growth in Emerging Markets as Recovery Angst Builds

•   Bloomberg: China Crackdown Makes Hong Kong Index World’s Biggest Tech Loser

•   Bloomberg: Unprecedented Flow of Easy Money Keeps India Stocks on Bull Run

•   Bloomberg: Currencies Are Ready to Swing as Seasonality, Policy Join Forces

•   Bloomberg: Debt Market Dealmakers Crave Summer Break Amid Frenzied Activity

•   Bloomberg: Iraq and France’s Total to Work on Gas Production, Solar Deals

•   Bloomberg: China's Tencent Ordered to End Exclusive Music Contracts

•   Bloomberg: World’s Food Supplies Get Slammed by Drought, Floods and Frost

•   Bloomberg: India Speeds Up Green Approvals as Environmentalists Call Foul

•   Reuters: Global supply chains buckle as virus variant and disasters strike

•   Reuters: J&J shot recipients may need a booster; new advice on infected kids

•   Reuters: Parts of Europe raise defences and push vaccines as Delta advances

•   Reuters: Moderna COVID-19 vaccine gets EU regulator endorsement for teens

•   Reuters: ECB survey sees higher growth, inflation in next 2 years

•   Reuters: Vietnam's biggest cities tighten restrictions as COVID-19 cases surge

•   Reuters: Brazil sees power generation at limit in November due to drought

•   Reuters: Australia Prepared to Pay Price in Dispute With China, Trade Minister Says

•   Reuters: Pentagon says report that U.S. approved Chinese drone for purchase 'inaccurate'

•   Reuters: Car chip shortage to abate, smartphones could be next: industry execs

•   Reuters: Next step for EVs: Design batteries to strengthen car, extend range

•   Reuters: Explainer: Understanding structural EV batteries

•   Reuters: Analysis: China crackdown could knock crude oil import growth to 20-year low

•   CNN: Fauci: 'We're going in the wrong direction' on Covid-19 cases

•   CNN: Welcome to the never-ending chip shortage

•   CNBC: Covid cases are rising again in all 50 states across U.S. as delta variant tightens its grip

•   CNBC: China’s digital yuan could pose challenges to the U.S. dollar

•   CNBC: ‘Disturbing’ actions by China signal early stages of a cold war, economist Stephen Roach warns

•   CNBC: The global IPO market had its strongest second quarter in 20 years, report says

•   CNBC: Alphabet launches new robotics software company Intrinsic

•   MarketWatch: A ‘delta’ chill in the air? The economy is still booming, but it faces new uncertainty

•   SCMP: Will Japan and South Korea friction pose a problem for US peace push in Asia?

•   SCMP: Asean nations left ‘exposed’ by global minimum corporate tax seen forging closer ties with China

•   SCMP: China’s provincial GDPs show widening gap between coastal and inland regions, as second-half economic concerns loom

•   SCMP: China floods: Foxconn under pressure to meet iPhone targets as it extends workers’ leave into third day

•   SCMP: China floods: Foxconn, Apple’s largest supplier, rushes to hire workers with record-high cash bonuses

•   SCMP: Chinese manufacturers forced to halt production in Vietnam as coronavirus surge grows

•   SCMP: China’s ageing society: tech platforms step in with array of health care services to assist greying population

•   SCMP: China’s looming population crisis throws the spotlight on workplace age discrimination

•   SCMP: Shanghai wants to lead world in semiconductors, AI and electric cars, but plan to boost economy is light on detail

•   SCMP: China sees Pittsburgh as role model for industrial transformation, eyeing hi-tech shift from rust-belt roots

•   Global Times: Vaccines still effective as vaccinated COVID-19 cases in Nanjing outbreak show mild symptoms: expert

•   Caixin: China Mulls Unified Five Year Plan for Renewables

•   Nikkei Asia: Suga cabinet's approval rating sinks to 34% as Olympics start

•   Mainichi: Toyota halts all 3 of its Thailand plants due to parts supply crunch

•   Economic Times: India's economic rebound faces rising risk from Covid variants: Poll

•   OilPrice.com: OPEC, Energy Industry Should Thank Saudi Arabia For Oil Price Recovery

•   MINING.com: Rerating: Top 50 mining companies double in value from covid low

•   For Construction Pros: What's Delaying Infrastructure Talks Now?

•   매경(P1): '2인모임'의 덫…서울 자영업자 매출 31% 날아갔다

※   복지부: 수도권 사회적 거리두기 4단계 2주 연장

•   매경: 조기축구 2대 2까지만 된다…수도권 4단계 뭐가 달라지나

•   매경(P1): 국민88% 1인당 25만원 재난지원금…나는 받을 수 있나

•   매경: 소액주주 늘어난 현대차·SK…더 많이 더 자주 '배당풍년'

•   매경: "투자회사 동업자로 여기는 개인…장기보유 성향 강해져"

•   매경: "시중은행선 1%도 힘든데"…저축은행 3년 2.65%까지 나왔다

•   매경: 원자재·중간재값 상승…스태그플레이션 우려

•   매경(P1): [단독] 17년간 지켜온 디스플레이 세계 1위, 중국에 뺏겼다

•   매경: 특허굴기 나선 중국…한국, LCD이어 OLED도 역전당하나

•   매경(P1): 15억 집 있으면 전 국민 88% 지원금 못받는다

•   매경: 서울 또 37도…美 54도 모스크바 34도, 지구의 독한 역습 시작됐다

•   매경: [단독] 이번엔 부채 돌려막기…막장 몰리는 석탄공사

•   매경: 108조 은행 코로나 지원 9월말 종료, 또 연장되나

•   매경: ESG위원회, 만들기는 쉽다…제대로 하는건 어려운 문제다 [스페셜 리포트]

•   매경: 김승연 회장 둘째 김동원 뒷심…한화 벤처투자가 달라졌다

•   매경: 7만전자의 굴욕…삼성 빠진 반도체 ETF 수익률 '쏠쏠'

•   한경(P1): "식품 빼고 다한다"…통신3사의 脫통신

•   한경: 주변 시세 15억인데…서울 마곡지구에 '반값 아파트' 나온다

•   한경: 팬데믹이 뒤흔든 주식부호 랭킹…1~20위 싹 바뀌었네

•   한경: 실업급여 반복 수급 차단…5년간 6회 이상땐 절반 삭감

•   한경: '공짜주식' 뿌리는 기업들…"다 계획이 있었구나"

•   한경: 폭염에 전력사용 폭증…전국 곳곳 정전

•   한경(P1): 美 50대 퇴직연금 10억 받는데…韓 50대는 '노인 공공 알바'

•   한경(P1): 오세훈 시장 "용산철도정비창 주민 반대하는 주택공급 어렵다"

•   한경: "압도적 세계 1위"…삼성 TV, '장기집권' 승부수 띄웠다

•   한경: SK그룹, 탄소감축 인증조직 신설

•   한경: 실체 없는 '실거래가 뻥튀기' 잡겠다는 檢

•   한경: 참여연대 "3기 신도시 건축비, 원가보다 비싸"

•   서경(P1): 기후 대이변에···강원서 '사과 재배' 6배 늘었다

•   서경: 하반기 에그플레이션 가능성 커져···글로벌 식품메이커 가격 올리나

•   서경(P1): 희망 잃은 MZ세대···'성장 공식' 리셋하라

•   서경: 저출산은 돌이킬 수 없는 상수···"극복 아닌 '적응' 정책 펼쳐야"

•   서경: 준비없는 70세 정년은 폭탄···고용경직성 깨면 70대까지 일한다

•   서경: 유럽의 병자'로 불렸던 獨, 어떻게 '유럽의 보루' 됐나

•   서경: "노동 비효율성 없애 잠재성장률 높여라"

•   조선: 모더나 부족에… 수도권 50대 화이자 접종 간격, 3주서 4주로 늘렸다

•   조선: 脫탄소 갈길 먼데 유전개발 멈춰… 유가 고공행진

•   조선(P1): 비수도권 식당·술집, 밤 10시로 영업제한

•   조선: 비수도권 확진 40% 육박… 정부 ‘백신 접종률 낮아 대유행’ 인정

•   조선: 뒤죽박죽 접종… 1주일 뒤 맞을 백신 종류도 모른다

•   조선: 60세 이상 중증환자 1주새 36% 급증

•   조선(P1): 숙련공도 배달업계로 이직, 멈춰선 공장

•   조선: “밭일 대신 공공 일자리로”… 동네 일손마저 뺏긴 농촌

•   조선: “배달 月400만원 벌어… 중기 갈 필요가 없어”

•   조선비즈: 자율주행시대 열려면 ‘진짜 5G’ 필요한데...28㎓ 망 설치 미적거리는 통신3사

•   조선비즈: 한은, 연일 ‘8월 금리인상’ 엑셀레이터…'델파 변이發 경기불안' 난관 넘을까

•   조선비즈: 컨테이너선 운임 11주 연속 상승… “내년 1분기까지 강세”

•   조선비즈: 탈원전의 역설... 한전, 특별재난지역 전기요금 혜택 줄였다

•   조선비즈: [투자노트] ‘ESG 유망주’ 된 태양광 산업, 투자해도 좋을까

•   조선비즈: [물류센터 민낯]③ 연 1兆 투자하고도 욕먹은 아마존...속도 집착이 사고 불러

•   중앙: 외국인 공매도가 결정타…“실적 아닌 투자 심리 문제”

•   중앙: “인공태양으로 무한 에너지 생성, 30년 뒤 꿈 이뤄질 것”

•   중앙: 북한에 대화 재개용 인센티브? 셔먼, 한번도 즉답 안했다

•   동아(P1): [단독]‘델타변이’ 우세종 됐다… 확진자 48%서 검출

•   동아: ‘국가 신용등급 안정적’ 한국, 9월께 15억달러 외평채 발행

•   동아: 카카오그룹, 국내 5번째 시총 100조 전망

•   한국(P1): "접종 순서 기다리느니 해외 가서 맞는다"...'백신 관광' 상품 괜찮을까

•   한국: 전력수급 불안에… "문정부 전력예측 헛짚었나" 책임론 재점화

•   세계: 쇼핑서 금융까지 모든 것 ‘터치’로… 세계는 디지털 기업 천하 [뉴스 인사이드]

•   세계: 2021년 IPO 시장 디지털 기업이 주도

•   세계(P1): 김동연 “보수·진보 구분 철 지난 얘기”

•   세계: 김동연 “진영 논리로 쪼개진 나라 통합하려면 기득권 타파해야” [단독 인터뷰]

•   경향(P1): 정부 ‘노동자 긴급보호대책’ 추진…‘오후 2~5시 공사중지’

•   머니투데이(P1): "집주인 산다고 하면 전세금 20%는 올려줘야 재계약" 계약갱신권 무력화 된 이유 셋

•   머니투데이: 대선 앞두고 임대차법 폐지론에도…정부 "2+2년 전세 자리 잡을것"

•   머니투데이: 은마 전셋값, 30평 8억인데 34평이 5억…"임대차법이 상식깼다"

•   머니투데이: "서울 전셋값 감당 안된다" 외곽 밀려나는 사람들…경기도 집값도 껑충

•   머니투데이: [단독] 카카오 등 공룡 플랫폼 '문어발 확장' 막는 M&A 규정 검토

•   머니투데이: "구름이 끼더니 전기가 끊겼어요"...세상에 완벽한 에너지는 없다

•   머니투데이: '7만전자' 되자 또 파운드리 분사설...삼성 반도체의 고민

•   머니투데이: 'AI 권위자' 래리 헥 전무, 삼성 떠났다

•   머니투데이: 현재진행형 코로나, 은행 건전성은 '이상無'?

•   머니투데이: 10명중 6명 뚫린 中백신…'자가격리 면제' 불안하다

•   머니투데이: mRNA 백신도 임상 승인…국내 코로나 백신 개발 속도

•   더벨: 부동산개발 초기투자 나서는 건설사

•   헤럴드경제(P1): 젊은 총수들, 로봇에 꽂히다 [헤럴드 뷰]

•   헤럴드경제: 로보토피아 ‘축복을 향해’...젊은 총수들 ‘상상을 현실로’ [헤럴드 뷰-‘로봇’에 꽂힌 젊은 총수들]

•   헤럴드경제: 호텔 객실 음료 배달까지 알아서 척척 [헤럴드 뷰-‘로봇’에 꽂힌 젊은 총수들]

•   헤럴드경제(P1): 모바일 운전면허증 내년 1월 시범운영

•   헤럴드경제(P1): 2조 유치 야놀자, 인터파크 인수 추진

•   헤럴드경제: 경영계 최저임금 이의제기했지만...“32년간 재심의 ‘0’건”

•   헤럴드경제: 7월 순매수 상위 종목 평균 수익률...외국인〉기관〉개인

•   파이낸셜뉴스(P1): 글로벌車, 전기차 투자 가속.. 2025년까지 전동화에 300조

•   파이낸셜뉴스: 외국인 관광객 끊긴 명동… '개문냉방' 영업은 옛말

•   파이낸셜뉴스: 충전 더 빨리, 주행 더 멀리… 전기차 4년간 100종 더 나온다 [전기차시대 가속도]

•   파이낸셜뉴스: 건설기계업계, 中 불황 뚫고 활황

•   아시아경제: 이대로면 엄살아냐…1%대 잠재성장률 공포

•   아시아경제: 폭염에 믿을건 원전뿐…추가 안했으면 블랙아웃 걱정했을 뻔

•   아시아경제: "전력 대란 막자"…제조현장도 '절전' 고군분투

•   아시아경제: 반도체 슈퍼사이클에 알짜 계열사 떴다

•   디지털타임스(P1): 이제와 진짜 5G라니… 소비자 줄소송 예고

•   디지털타임스(P1): 원자재값 폭등에… 수주 싹쓸이 조선의 눈물

•   디지털타임스: [압박받는 ESG경영] `발등의 불` 된 ESG… 기준은 제각각, 기업은 우왕좌왕

•   디지털타임스: [압박받는 ESG경영] 이제는 투자 척도… "정보공시 의무화해야"

•   디지털타임스: [압박받는 ESG경영] "탄소배출권처럼… ESG도 거래하게 해야"

•   이데일리(P1): 4차 대유행에 3분기 `마이너스(-) 성장` 우려 커졌다

•   이데일리: "수출 덕에 2분기 GDP 0.8% 성장"…소비 둔화에 하반기 성장엔 빨간불

•   이데일리: 민노총 불법집회 도화선 '文 비정규직 제로'…부처간에도 불협화음

•   이데일리: [마켓인]솔루스·모트롤·타워…두산품 떠난 알짜매물들 지금은

•   연합: 오늘 1천300명 안팎…내달 8일까지 수도권 4단계·비수도권 3단계

※   일요일 최다 기록

•   연합: G20국가, 코로나19 사태후 화석연료에 341조 지원…친환경엔 261조

※   Energy Policy Tracker: G20 countries

•   뉴시스: 두산로보틱스, 두산에서 30억 단기차입

•   이투데이: [탄소 제로] 두산, 친환경 에너지 신사업 강화

•   e대한경제: ‘임원ㆍ직원 연봉 격차 10배 이상’…MZ세대 분노에 공정한 연봉ㆍ성과급 요구 봇물

•   e대한경제: 대기업 초봉 5000만원 시대…중견ㆍ굴뚝산업 노사갈등 새 불씨

•   에너지경제: [‘과속의 덫’ 걸린 태양광산업] 들쭉날쭉 발전량에 출력제한 늘어나며 손실 '눈덩이'

•   에너지데일리: ‘태양광, 전력 피크시간 기여 못해’주장 사실과 달라

•   에너지데일리: 한국과 일본 원전 비중 상이한 기준 사용비교 부적절하다

•   에너지데일리: "정부, 원전 정비 일정 인위적 조정하는 것 불가"

•   전자신문(P1): 냉방가전 '폭염 특수'…생산라인 '풀가동'

•   전자신문(P1): '갤럭시Z 폴드3' 국내 초도물량 전작 10배 '10만대' 쏟아낸다

•   전자신문: 풍력발전 '원스톱 숍 법' 지지부진

•   전자신문: [이슈분석]K-배터리 글로벌 시장 확장…배터리 소부장도 해외 진출 탄력

•   전자신문: [이슈분석]日 시장조사 업체 "K-배터리 해외 진출 확대, 소부장에 기회"

•   전자신문: [삶을 바꾸는 로봇 기술]<하·끝>로봇, 재난현장 누빈다...인간에게 '안전'을

•   전자신문: RE100 녹색프리미엄, 두 번째 공고서 203GWh 입찰…흥행 저조

•   ZDNet Korea: GM, 볼트EV 추가 리콜…LG 배터리 모듈 문제로 교체

•   ZDNet Korea: 환경부, 환경감시용 드론 활용도 높인다

[Opinions]

•   Project Syndicate(Joschka Fischer): Whither the US-German Relationship?

•   Project Syndicate(Kaushik Basu): The Changing Map of Economics

•   Project Syndicate(Hans-Werner Sinn): Europe’s Green Unilateralism

•   FT(Editorial Board): Britain undermines its own case in Northern Ireland

•   FT(Editorial Board): Under Biden, America is only mostly back

•   FT(Editorial Board): Space: the final frontier of tycoon rivalry

•   FT(Editorial Board): Jay Powell deserves Democrats’ support

•   FT(Tony Barber): German floods increase pressure for a break with the Merkel era

•   FT(John Dizard): The horror scenario lurking in the plumbing of finance

•   FT(Jonathan Ford): ka

•   FT(Charlotte Middlehurst): Why England’s newfound pandemic freedom is alarming for young people

•   FT(Katie Martin): Covid wobble punctures calm markets. Get used to it

•   FT(Christiana Figueres): With 100 days until COP26, the Paris agreement pledges are crucial

•   WSJ(Editorial Board): Anthony Fauci, Rand Paul and Wuhan

•   WSJ(Editorial Board): Iran’s Latest Nuclear Demand

•   WSJ(Editorial Board): Taking the ‘Bi’ Out of Bipartisan

•   WSJ(Editorial Board): A Tale of Two Recoveries

•   WSJ(Editorial Board): Rebuking a Lawless CDC

•   WSJ(Judy Shelton): No, Inflation Isn’t Good for Workers

•   WSJ(Andy Kessler): Congress Can’t Enact a Chicken

•   NYT(Anna Sauerbrey): Germany Is in Shock. Its Politicians Are on Autopilot.

•   NYT(Bethany Mandel): Forget Mask Mandates. Vaccines Are the Only Answer for Fighting Covid-19.

•   NYT(Zeynep Tufekci): American Dysfunction Is the Biggest Barrier to Fighting Covid

•   NYT(Michael R. Strain): Biden Is Asking for $4 Trillion. Congress Shouldn’t Give It to Him.

•   WP(Editorial Board): China is stepping up its deception and denial in investigations of covid-19

•   WP(Editorial Board): The official pandemic death toll is horrific. The actual toll could be twice that.

•   WP(Editorial Board): Peru’s democracy survived a squeaker election. Will it outlast a far-left president?

•   Bloomberg(John Authers): Market Volatility Beckons After Warp-Speed Covid Recovery

•   Bloomberg(Julian Lee): Gasoline Prices: Can the U.S. Keep Summer Road Trip Costs Down?

•   Bloomberg(Max Nisen): London’s Delta Covid Surge Should Jolt New York

•   Bloomberg(Sam Fazeli): 10 of Your Biggest Delta Variant Questions Answered

•   Bloomberg(Margaret L O'Sullivan): OPEC+ Saudi-UAE Split Won’t End Until the World Goes to Green Energy

•   Bloomberg(Shruti Rajagopalan): Modi's India Isn't Ready to Embrace 1991-Style Economic Reforms

•   매경(이은아): 팬데믹 터널 끝엔 기후전쟁 기다린다

•   한경(강현우): 中 '탄소 중립'을 주목하는 이유

•   문화(이덕환): 전력 위기는 무모한 탈원전 탓이다