Business Intelligence Monitor 210809

(Introduction)

[Markets]

•   Global: Wall Street muted on jobs growth as taper, Delta fears weigh

•   Metals: Copper edges lower as U.S. payrolls lift the dollar

•   Grains: Soybeans climb on exports, end week lower

•   한국: 코스피 이틀째 약세…코스닥지수 이틀째 연고점 경신

•   한국: 상장 첫날 시총 33조원…카뱅 금융 대장株 등극

•   한국: 노바백스 호재에...SK바사 최고가 경신

•   한국: 'D램 세대교체' 임박···반도체 부품주 들썩

•   한국: 두산그룹주 상승 많아, 두산중공업 두산 오르고 두산밥캣 내려

[Indicators]

•   US Jun. Wholesale inventories: U.S. June wholesale inventories revised higher

•   US Jul. Nonfarm payrolls: U.S. Economy Added 943,000 Jobs in July, Unemployment Rate Fell to 5.4%

•   US Jul. Dodge momentum index: Lower Commercial & Institutional Planning Prompts Pull-back in Momentum Index in July

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

•   US Q3 GDP Nowcast: Aug 06, 2021: New York Fed Staff Nowcast

•   US Q3 GDP Nowcast: Latest estimate: 6.0 percent — August 6, 2021

•   Germany Jun. Industrial production: German industrial production drops for third month in a row

•   UK Jul. House prices: U.K. House Prices Grew at Slowest Pace Since March, Halifax Says

•   China Jul. Balance of trade: China’s Export Machine Still Hums Despite Covid-19, Extreme Weather

•   Japan Jun. Household spending: Japan's June household spending down 5.1% due to 2020 cash handouts

•   India Benchmark rate: India cenbank holds rates but raises inflation forecast as taper pressure builds

※   RBI: Monetary Policy Statement, 2021-22 Resolution of the Monetary Policy Committee (MPC) August 4-6, 2021

•   한국 6월 경상수지: 경상수지 6월까지 14개월째 흑자…상반기 443억달러, 133%↑

•   한국 7월 카드사용액: 코로나 대유행에도 7월 카드사용액 7%↑…숙박·음식업은 18%↓

•   한국 주간 아파트 수급동향(부동산원): 정부는 집 사지 말라는데… 매수 심리 ‘활활’

[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: Inflation, GDP, Jobless Claims

•   FT: The Week Ahead: give me results

•   Bloomberg: Fed’s Sanguine Inflation View Tested in New Data: Eco Week Ahead

[News]

•   WSJ: Business Groups Call on Biden to Restart Trade Talks With China

•   WSJ: Companies Are Scrapping Their Plans for Fall

•   WSJ: Infrastructure Bill Clears Senate Procedural Hurdle

•   WSJ: Infrastructure Bill’s Boost to Economy Is Likely to Be Limited

•   WSJ: Biden’s Electric-Car Ambitions Face Real-World Roadblocks

•   WSJ: Rising Rents Pose Risks to the Fed’s Inflation Outlook

•   WSJ: Renewables Are Fast Replacing Coal, Except in Rural America

•   WSJ: Local Vaccine Mandates Needed to Fight Covid-19, U.S. Officials Say

•   WSJ: Alabama Is Home to One of the U.S.’s Tightest Labor Markets

•   WSJ: Israeli Military Strikes Targets in Lebanon After Hezbollah Rocket Attack

•   WSJ: U.S. Says Drone Fragments Recovered From Israeli-Linked Tanker Point to Iran’s Role in Attack

•   WSJ: U.K. Led the World in Slashing Carbon Emissions. Now Comes the Hard Part.

•   WSJ: Cash Is Flooding Into Short-Term Markets Like Never Before

•   WSJ: Record Pace for Earnings Keeps Stocks Buoyant

•   WSJ: Delta Variant Disrupts Rebound in Travel and Leisure

•   WSJ: An Ohio Factory’s Test: Will Higher Wages Help More Than They Hurt?

•   WSJ: Amid the Labor Shortage, Robots Step in to Make the French Fries

•   WSJ: To Beat Tesla, Volkswagen Bets on Making Its Own EV Batteries

•   WSJ: Will the U.S. Ever Go Metric? It Already Has, Sort Of

•   NYT: F.D.A. Aiming to Speed Extra Vaccine Doses for Immunocompromised Patients

•   NYT: For G.O.P., Infrastructure Bill Is a Chance to Inch Away From Trump

•   NYT: As Democrats Seethed, White House Struggled to Contain Eviction Fallout

•   NYT: New data suggest J. & J. vaccine works against Delta and recipients don’t need a booster shot.

•   NYT: Unvaccinated Americans explain their decisions.

•   NYT: Taliban Seize 3 Afghan Capitals in One Day as U.S. Prepares to Leave

•   NYT: As Cities Fall in Afghanistan, the Propaganda War Grows

•   NYT: Biden is not changing the U.S. withdrawal plan, an official says.

•   NYT: The pandemic has deepened global hunger, with poorer countries sinking deeper into crisis.

•   WP: Covid spike alarms Democratic candidates

•   WP: How cryptocurrency became a powerful force in Washington

•   WP: Vaccine passes in Europe spur the pandemic’s second wave of protests

•   FT: Tensions rise as Sunak and Johnson prepare for autumn spending tussle

•   FT: UK property boom leaves homebuyers struggling to step up

•   FT: UK must double hydrogen output to reach net zero carbon target, say energy groups

•   FT: Netherlands grapples with social consequences of soaring house prices

•   FT: Bolsonaro clashes with judges as voter fraud claim sparks constitutional row

•   FT: Covid surge in Vietnam hits global supply chains

•   FT: China’s nanny state: why Xi is cracking down on gaming and private tutors

•   FT: China’s ByteDance aims for Hong Kong IPO despite tech crackdown

•   FT: Reflation trade losses pile up for hedge funds in July

•   FT: How fast is the UK economy rebounding?

•   FT: Saudi Aramco looks at raising production capacity as profits surge

•   FT: Huawei suffers biggest-ever decline in revenue after US blacklisting

•   FT: Huawei drops 5G for new P50 phones as US sanctions grip

•   Bloomberg: China Calls on U.S. to Stop Meddling in Hong Kong Affairs

•   Bloomberg: U.S. Covid Cases Reach Six-Month High Even as Vaccinations Rise

•   Bloomberg: Fauci Says Covid Boosters Should Go ‘Soon’ to the Vulnerable

•   Bloomberg: Global Covid Deaths Estimated to Reach 5.3 Million by December

•   Bloomberg: Once Largely Covid Free, Asian Economies Are Now Upended by Delta Variant

•   Bloomberg: Summers Says Delta Spread Risks Escalating Inflation Concerns

•   Bloomberg: Fed’s Kaplan Calls for Gradual, Balanced Bond Tapering Soon

•   Bloomberg: ECB’s Weidmann Warns Inflation May Pick Up Faster Than Expected

•   Bloomberg: BOE Rings Alarm Bell for Sunak That Rock-Bottom Rates May Rise

•   Bloomberg: Iran’s Raisi Picks Sanctioned Endowment Chief as Vice President

•   Bloomberg: Why China Could Be Serious About a Property Tax Now: QuickTake

•   Bloomberg: China’s Wuhan Completes Mass Covid Testing After Cases Return

•   Bloomberg: Tax Hikes and Covid Can’t Stop Trapped Saudis From Spending

•   Bloomberg: Lockdown to Cost Philippines $3 Billion a Week, Star Says

•   Bloomberg: Jokowi Orders Quick Covid Response on Indonesia’s Outer Islands

•   Bloomberg: Russia’s June Covid Death Toll Jumped 43% as Vaccinations Lag

•   Bloomberg: BOE’s Hawkish Turn Reignites the Pound’s Pre-Pandemic Strength

•   Bloomberg: Talks at World’s Top Copper Mine Are Heading for a Tense Finale

•   Bloomberg: Hard-Hit Conventions Hope Delta Fades Soon as Shows Cancel Again

•   Bloomberg: Carmakers’ EV Pledge Gives Burned Environmentalists Deja Vu

•   Bloomberg: Biden's Agenda Is Tainted by Oil Interests, Say Climate Advocates

•   Bloomberg: Why Even Scientists Underestimate Climate Change

•   Reuters: China sees highest daily figure of COVID-19 patients in current outbreak

•   Reuters: Israeli survey finds 3rd Pfizer vaccine dose has similar side effects to 2nd

•   Reuters: Blinken expresses U.S. concern about China's growing nuclear arsenal

•   Reuters: China’s Hubris Is a Threat to Its Economic Future, U.S. Relationship

•   Reuters: EU: too early to say if COVID booster needed as Germany, France press ahead

•   Reuters: New EV battery designs unlikely to dampen metals demand, miners say

•   Reuters: Analysis: Trump's new challenge: How to spend $90 million

•   AP: EXPLAINER: The impact of Joe Biden's new fuel economy rules

•   CNN: Big Tech has its eyes set on the metaverse. Here's what that means

•   CNBC: Biden may soon start reshaping the Fed, and progressives want a say

•   CNBC: Goldman says Germany faces 3 big problems after Merkel departure

•   SCMP: China’s debt reduction like putting the ‘genie back in the bottle’, but can it succeed to aid the economy?

•   SCMP: China GDP: economy growing steadily but recovery ‘unstable and unbalanced’, top economic planner says

•   SCMP: Why China’s economic slowdown could spell bad news for Asian currencies

•   SCMP: Could China’s rising household debt threaten Beijing’s consumer-led growth vision?

•   SCMP: Coronavirus: Chinese health experts call for change in zero-tolerance strategy

•   SCMP: Airbus’ edge over Boeing in China under threat as Comac’s new C919 jet readies for take off

•   SCMP: China electricity-rich areas pivot to building EV charging piles after bitcoin mining ban, giving a leg up in electric car sales

•   Caixin: Cover Story: How Should China Respond to the Delta Variant?

•   Nikkei Asia: Tesla's strength in patent numbers leaves rivals in dust

•   Nikkei Asia: EV shift puts engine jobs on chopping block in Japan and Germany

•   Nikkei Asia: Tokyo Paralympics crowds unlikely as delta drives COVID surge

•   Economic Times: Covid-19 led to lower growth, disrupted production activities: Govt to Parliament

•   OilPrice.com: African Oil Producers Struggle To Raise Oil Production As Investment Lags

•   OilPrice.com: China Doubles Down On Renewables Expansion

•   OilPrice.com: IHS Markit: Natural Gas Is Crucial In Energy Transition

•   MINING.com: How fossil fuels can help decarbonize the economy

•   MINING.com: World’s largest EV market facing challenges — report

•   DIGITIMES: Global 2Q21 server shipment growth constrained by chip shortage

•   DIGITIMES: Foxconn gears up for automotive power IC boom

•   매경(P1): 中 기술굴기에 '韓기업 1위' 위태

•   매경: 美 전기차 큰 장 섰지만…노조 현지생산 반대땐 시장 놓칠판

•   매경: SK이노 LG엔솔 삼성SDI 美 호재 터졌다…복병은 日배터리 반값공세

•   매경: 1회 충전 1000㎞ 향해…완성차 '쩐의 전쟁'

•   매경: 고승범 "금융위·금감원 한 몸처럼 움직일 것"

•   매경(P1): 집주인 세입자 분쟁만 키운 임대차법...1년만에 법률상담 7200건 쏟아졌다

•   매경: 집주인 '실거주' 알고보니 거짓…쫓겨난 세입자 소송해도 실익 없는 이유

•   매경: "전세 난민 더 늘어나면 어쩌려구…" 시행 1년 만에 또…임대차 3법 개악하나

•   매경: 50년전 신칸센처럼 수소경제 뽐내려던 日…경제성 부족 드러내

•   매경(P1): 인공지능 장착 '의식주 스타트업' 급증

•   매경: 돌아온 외국인…삼성전자만 1조원 샀다 이유 살펴보니

•   매경: 이달에만 3조원 팔아치운 개미…쓸어담은 종목 톱5 봤더니

•   한경(P1): 거센 반발에…'민간인판 김영란법' 재검토

•   한경: 1년새 1억3000만원 뛰었다…임대차법이 불지른 서울 전셋값

•   한경: 김동연 "신당 창당 고려"…제3지대에서 출마 시사

•   한경: 정부는 규제하고 이익단체는 고소…스타트업 "성장이 죄인가"

•   한경: 네거티브 규제·자유로운 고용…美 실리콘밸리는 '韓과 정반대'

•   한경(P1): "현금이 왕, 65억달러 실탄 마련…아시아서 '황금의 문' 열릴 것"

•   한경(P1): '서민 연료' LPG 쇼크까지 덮쳤다

•   한경: 고철값 고공행진…철강사들 석탄 대신 찾아

•   한경: 올 서울 재건축 일반분양 275가구뿐…첩첩규제에 '공급 가뭄'

•   한경: "110주 연속 오른 서울 전셋값, 임대차법 없애야 잡을 수 있다"

•   한경: 서울 아파트 입주도 '절벽'…올 집들이 물량 37% 줄어

•   한경: "수출 호조세 지속…올 성장 4.0% 달성"

•   한경: 한은 "올 물가 9년 만에 2% 넘을 것"…힘 받는 '8월 금리인상론'

•   한경: 계란·돼지고기 이어 우유대란…장바구니 덮치는 '밀크 인플레'

•   한경: 美인프라 예산안 '수소산업에 80억달러'…다시 기대감 커지는 수소 테마 ETF

•   서경(P1): 제조업 해킹 1년새 4배···스마트공장이 위험하다

•   서경(P1): 정은보 "금융감독 방향 재정립···본분은 규제 아닌 지원"

•   서경(P1): [토요워치] MZ세대 "착한기업에 돈쭐"···'가치소비' 주류로 뜬다

•   서경: '50억'인데 앞다퉈 사는 '꼬꼬마 빌딩'···마포·성동까지 '불티'

•   서경: 탈탄소 과속에...철강, 전기로 매몰비용 68조

•   서경: 샤오미에 1위 내준 삼성전자… 6월 스마트폰 판매량 역전 당해

※   Counterpoint: Monthly Pulse: Xiaomi Becomes #1 Smartphone Brand Globally for First Time Ever

•   서경(P1): [단독] 금감원, 5년간 팔린 공모펀드 전수조사한다

•   서경(P1): '6시 통금' 한달···자영업 매출 절반 사라졌다

•   서경: [절망의 자영업] 月매출 1,500만원서 300만원으로···"집단면역 전 줄폐업할 것"

•   서경(P1): 9일 '이재용 가석방' 운명의 날

•   서경: 늙어가는 서울 아파트, 절반이 준공 20년 훌쩍

•   서경: 文 "확장 재정" 주문···600조 놓고 당청갈등 불가피

•   서경: 한은 “비트코인, 법정화폐 대체 가능성 낮아···투자 관심은 지속"

•   서경: 與, 정부 또 패싱하고 '양도세 난도질'···증여 부채질하나

•   조선(P1): 수도권 4단계 22일까지 연장

※   복지부: 현행 사회적 거리두기 2주 연장(수도권 4단계, 비수도권 3단계)

•   조선(P1): [단독] 전격 인원축소… 한미훈련 더 쪼그라든다

•   조선(P1): [NOW] 한국인 60% “자식이 부모보다 가난할것”

•   조선(P1): 비수도권 확진 17개월만에 최다, 부산도 내일부터 4단계

•   조선(P1): [NOW] ‘새똥광’ 돼버린 새만금 태양광

•   조선: 국내 최대 육상 태양광단지도 “패널 청소 엄두 못내”

•   조선(P1): “민노총 10월 총파업 대한민국 정체성 공격… 뒤집기 한판 준비중”

•   조선: 신촌 식당 “종일 손님 한팀뿐”… 강남도 4층건물 통째 임대나와

•   조선: “식당 매출 얼마냐고? 당장 나가”… 통계조사원 수난시대

•   조선: “자영업자는 K방역 노예… 언제까지 쥐어짤건가”

•   조선비즈: 한은 조기 금리인상 유력시, 원·달러 환율 1140원으로…추가 하락? 美 테이퍼링 주목

•   인베스트조선: "높은 불확실성에도 부는 스팩 광풍" 거품주의보

•   중앙(P1): 탈원전 ‘거대한 몽상’…산·학 생태계 금갔다

•   중앙: 원전 부품기업 매출 반토막, 우수 인력 ‘썰물’…백지화 지역 지원금도 토해낼 판

•   중앙: 발전량 들쭉날쭉한 풍력·태양광 에너지…물 분해로 수소 만들어 전기차에 활용

•   중앙: 핵공학도 취업 못해 줄줄이 전과, 학생 없어 폐강 위기도

•   중앙: 프랑스 원전 비중 70%서 50%로 줄이고, 독일은 재생에너지 10%서 40%로 높여

•   중앙: 탄소중립, 안전·경제성 갖춘 ‘SMR’ 확보에 달렸다

•   중앙: 널뛰기 줄고, 주말 약세장 멈춰…비트코인 ‘공식’ 깨졌다

•   동아: [단독]韓美 국장급 협의서 대북 식량-백신 지원 논의

•   동아: 4000만 회분 들여온다던 노바백스, 올해 못 맞을 수도

•   동아(P1): 한국 2분기 ‘밥상물가’ 상승률 OECD 3위

•   동아: 인공지능 선장이 이끄는 ‘新 대항해시대’ 성큼

•   동아: [단독]델타변이에 위중증 속출… 생활치료센터→병원 이송, 한달새 3배

•   문화(P1): <뉴스 & 분석>과거 14년…기준금리 올려도 대출 더 받아 주택구입

•   문화: ‘집값 억제’ 수단 약발 다하자… 결국 ‘금리’에 목매는 정부

•   문화: 금리 올려도 집값 잡기 어려운 4가지 이유

•   문화: “정치에 휘둘리는 최저임금제도 반드시 손봐야”

•   한국(P1): 비상상황 예상 못 하고 31조 당겨 쓴 정부...세정지원 검토에 '세수펑크' 우려도

•   한국: 이번 주 확진자 규모 반전, 가능할까 ... "주말쯤 2000명대 가능"

•   한국: 수소전기차 ‘심장’ 연료전지 내구성 3배 늘릴 기술 개발

•   한국: 현대차는 넘겼지만 자동차·해운 파업 불씨 여전… 이번주가 '분수령'

•   국민: 무인화에 사라지는 일자리… 저숙련 노동자 설 곳 없다

•   국민: [단독] “한은법에 ‘고용 안정’ 추가땐… 물가 폭등 부작용 우려”

•   서울: 중앙은행 디지털화폐 실험… 암호화폐, 사느냐 죽느냐

•   세계: “北, 2020년 말부터 영변 핵시설 수차례 가동”

•   세계: 역대급 수주 조선업계… 초라한 실적 왜?

•   경향: 문 열려면 ‘로봇의 바퀴’를 없애라

•   머니투데이(P1): 오세훈 "부동산가격 안정화 시킬 특단의 공급대책 구상"

•   머니투데이: 배터리 호조에 '양극재'도 블루오션…배터리사들 직접 나서는 이유

•   머니투데이: 이재용 '무노조 폐기' 1년…삼성전자, 창사 이래 첫 단체협약 체결

•   헤럴드경제: 전성기 산업부, 내부 분위기 ‘뒤숭숭’

•   파이낸셜뉴스(P1): 1인 1계좌 '주식 시대'

•   파이낸셜뉴스(P1): '840조 빚' 자영업자, 세금·고용보험도 못낸다

•   파이낸셜뉴스(P1): 한번에 1억∼2억씩 올리다니… 수도권 집주인 '배짱 호가'

•   아시아경제(P1): “스타트업 주식 미리 사두자”…장외거래소 몰리는 투자자들

•   아시아경제: “폴더블폰 시장 2년 뒤 10배 커진다… 삼성, 점유율 75%로 강세 이어갈 것”

•   디지털타임스(P1): 다급한 정부, 원전대신 석탄발전 늘렸다

•   디지털타임스: 세계 풍력발전량 역대 최대… 국내기업 점유율 경쟁 고전

※   수출입은행 해외경제연구소: 2021년 2분기 신재생에너지 산업 동향

•   이데일리: [줌인]삼성vs인텔 반도체 패권전쟁…"성패는 투자에 달렸다"

•   이데일리: `2050 탄소중립 시나리오`가 부각 시킨 4대 쟁점

•   이데일리: "비판받는 탄소중립안, 어느하나 만만찮다"[이정훈의 人터뷰]

•   이데일리: [르포]“나는 한국판 툰베리”…기후위기에 팔걷은 500명 시민들

•   연합: 오늘 1천500명대, 일요일 최다…급확산세 비수도권 속속 4단계 격상

•   에너지경제: 태양광 발전량 왜 통계에서 사라졌나…"뒤죽박죽 관리 시스템이 초래한 결과"

•   에너지경제: 탄소중립 시나리오에 각계 비판 쏟아져…"계획의 기본인 돈·일정조차 언급 없어"

•   전자신문(P1): 한국 찾은 애플카, '배터리·전장 협업' 시동 거나

•   전자신문: [이슈분석] 산업부 제2차관 조직 출범…탄소중립 대응 촘촘해진다

•   ZDNet Korea: 카카오가 만드는 구독경제 생태계...남은 퍼즐은?

•   디지털데일리: 파운드리 몸값 또 오른다…삼성전자·DB하이텍 등 생산량 확대

•   물류신문: [기획]천정부지로 오르는 물류센터 몸값, 어디까지 가나?

•   물류신문: Part1. 물류센터 평당 매매가 얼마나 올랐을까?

•   물류신문: Part2. 물류센터 매매량은 이천·용인, 매매가는 서울이 가장 높아

•   물류신문: Part3. 물류센터 매매가, 더 오를 가능성은?

•   물류신문: Part4. 팽창하는 물류부동산 시장, 물류시장엔 악영향 없을까?

[Opinions]

•   Project Syndicate(Luigi Zingales): The Political Lessons of COVID-19

•   Project Syndicate(Daniel Gros): That Old Time Anti-Vaxx Feeling

•   Project Syndicate(Brahma Chellaney): The Great COVID Stonewall of China

•   FT(Editorial Board): The Bank of England’s hawkish shift

•   FT(Gavin Jackson): A consumption boom is nothing to fear

•   FT(Pilita Clark): Business travel will not recover any time soon, but so what?

•   FT(Simon Edelsten): What happens when investors lose faith in Beijing?

•   FT(Lex): Drones: flying delivery robots live up to their name

•   WSJ(Editorial Board): The Electric Vehicle Welfare State

•   WSJ(Editorial Board): Biden Breaks Some More China

•   WSJ(Editorial Board): A Summer Employment Surge

•   WSJ(Editorial Board): So Much for ‘Fully Paid For’

•   WSJ(Editorial Board): Biden’s Eviction Ban Goes Back to Court

•   WSJ(Editorial Board): Joe Manchin’s Inflation Risk

•   WSJ(Holman W. Jenkins, Jr.): Does the U.S. Want the Lab-Leak Truth?

•   WSJ(Stephen Miran): The Trillion-Dollar Infrastructure Bill Will Fuel Inflation

•   WSJ(Fred Krupp): Biden’s Drive for the Future

•   NYT(David Brooks): The Biden Approach Is Working

•   NYT(David Beckworth): Why Biden Will (Probably) Keep This Republican on His Team

•   WP(Editorial Board): President Biden’s electric car plan is missing this key policy

•   WP(Mohamed A. El-Erian): The Fed’s ultraloose monetary policy could hurt both the economy and Biden’s agenda

•   WP(Catherine Rampell): July’s great jobs report comes with an enormous, delta-shaped asterisk

•   Bloomberg(Justin Fox): Inequality Eased During the Pandemic, But for How Long?

•   Bloomberg(Robert Burgess): July Job Gains, Subdued Inflation Expectations Are Explained by Productivity

•   Bloomberg(Timothy L. O'Brien): All Companies Should Require Vaccines for Workers Now

•   Bloomberg(Andreas Kluth): How Covid Variants, Hurricanes and Other Nasty Things Got Their Names

•   Bloomberg(Matthew Brooker): China’s Hubris Is a Threat to Its Economic Future, U.S. Relationship

•   CNN(Dana Peterson): US isn't heading for another housing crisis

•   MarketWatch(Mark Hulbert): Here’s another sign the bull market is near a peak, and this one bears watching

•   Reuters(Karen Braun): Where’s China? U.S. soybean sales drag ahead of export season

•   Nikkei Asia(Kotaro Hosokawa, Taito Kurose): Despite Moon's claims, South Korea still relies on Japanese chip materials

•   한경(문재도): 탄소중립은 '좁은 가시밭길'

•   조선(사설): 태양광·풍력으로 전력 70% 충당? 정책 아닌 文 1인 위한 장난

•   조선(사설): ‘월성 원전 조작’ 수사심의위 연다더니 38일간 날짜도 안 잡아

•   문화(사설): 망국적 탈원전 집착한 2050 탄소중립案 황당무계하다

•   아시아경제(임주환): EU 탄소국경세 도입의 시사점