Business Intelligence Monitor 210908

(Introduction)

[Markets]

•   Global: S&P 500, world equity index retreat as economic worries weigh

•   US: A record number of U.S. companies storm bond market Tuesday to borrow

•   Europe: Real yields on European junk bonds go negative for first time

•   Metals: Aluminium edges lower, but clings to 10-year high

•   Iron ore: Iron ore price rises as China’s imports hit record

•   Grains: Corn, soy, wheat slide on stronger dollar

•   Cryptocurrency: Bitcoin Price Tumbles After El Salvador Makes It National Currency

•   Cryptocurrency: "일주일 185% 폭등"…거래소 운명의날 다가와도 뜨거운 코인시장

•   한국: 코스피, 0.50% 하락 3,187 마감…외국인·기관 순매도

•   한국: 코오롱인더·유니드…수소株 신고가 '급속충전'

•   한국: 두산그룹주 상승 많아, 두산퓨얼셀1%대 오르고 두산 주가 2%대 내려

[Indicators]

•   US Jul. Home prices: US Home Prices Increased a Record 18% in July as Housing Market Booms

•   Eurozone Q2 GDP(final): Euro-Area Economy Grew Faster Than Expected in Second Quarter

•   Germany Jul. Industrial production: Unrelenting Supply Squeeze Darkens Germany’s Economic Outlook

•   Germany Sep. ZEW economic sentiment: German investor morale falls as shortages hold back recovery - ZEW

•   UK Aug. House prices: UK house prices jump as market strength persists: Halifax

•   China Aug. Balance of trade: China’s Exports Strengthen, Despite Covid-19 Disruptions

※   August data show shipments of appliances, furniture and clothing grew, helping offset waning demand for pandemic-related goods

※   SCMP: China trade ‘revived with full spirit’ in August, and surprised analysts are rethinking the export outlook

•   China Aug. Property·Car Sales: Sales of Property and Cars Slowed in China With August Lockdowns

•   China Aug. Foreign reserves: China's August Foreign-Exchange Reserves Fell on Month

•   Japan Jul. Household spending: Japan July household spending rises but capped by virus resurgence

•   한국 7월 경상수지: 7월 경상수지 15개월 연속 흑자…운송수지 흑자 '역대 최대'

•   한국 7월 전력거래량: 숨겨진 태양광이 발전 부담 줄인다더니...7월 전력 거래량 역대 최고

[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: The U.S. Expected an Economic Takeoff. It Got a September Slowdown.

※   Delta variant undoes expectations; hiring and consumer spending slow in the face of fresh uncertainty

•   WSJ: Biden Tours Northeastern States Hammered by Ida

•   WSJ: J.P. Morgan: Global Food Price Jump May Herald Persistent Inflation Gains

•   WSJ: Toyota to Spend $9 Billion on Electric-Car Battery Plants

※   Toyota was still dealing with development challenges, in particular the solid-state battery’s lifespan

•   WSJ: Toyota and BMW Are Auto Industry’s Contrarian Investors

•   WSJ: China’s Educational Crackdown Hits Apartment Prices in Its Biggest Cities

•   WSJ: What if China’s Property Crackdown Goes Overboard Too?

•   WSJ: U.K. Is Among First Western Nations to Increase Taxes to Cover Covid-19 Costs

•   WSJ: Japan Prime Minister Contender Takes Harder Line on Missile-Strike Ability

•   WSJ: El Salvador Becomes First Country to Adopt Bitcoin as National Currency

•   WSJ: Taliban Unveil New Afghan Government

•   WSJ: U.S. Working With Taliban on Flying Remaining Americans Out of Afghanistan

•   WSJ: Brazilian President Bolsonaro Rallies Supporters As He Prepares for Reelection Campaign

•   WSJ: Iran Blocking IAEA Access to Nuclear-Related Sites

•   WSJ: Intel to Invest Up to $95 Billion in European Chip-Making Amid U.S. Expansion

※   Semiconductor maker pledges to dedicate production capacity in Ireland to car chips to help mitigate shortages

•   WSJ: Intel’s Salvation Lies in Europe—but Not With Fabs

•   WSJ: Deutsche Telekom’s Deal With SoftBank Tightens Its Grip on T-Mobile US

•   WSJ: How Office Culture Changed in the Pandemic—From Workers Who Went Back Ages Ago

•   WSJ: App Developers’ Payments Dilemma: Easier With or Without Apple and Google?

•   NYT: U.S. Records 40 Million Known Virus Cases

※   The total number of known infections, more than the population of California

•   NYT: Biden’s Electric Car Plans Hinge on Having Enough Chargers

•   NYT: Inflation Is Popping From Sydney to San Francisco. It May Be a Good Sign.

•   NYT: Warning of Income Gap, Xi Tells China’s Tycoons to Share Wealth

•   WP: Inside the Wuhan lab: French engineering, deadly viruses and a big mystery

•   WP: How the coup in Guinea could raise car prices — or foster better deals for its people

•   WP: Myanmar shadow government declares war on military junta, escalating crisis

※   shadow government, which is allied with ousted leader Aung San Suu Kyi, called for an armed revolt against the ruling military junta

•   FT: Growing calls for delay to UN climate summit amid pandemic

※   Civil society groups say Glasgow COP26 faces ‘vaccine apartheid’ and logistical hurdles

•   FT: Pfizer chief says enough Covid doses to meet WHO’s vaccine goal

•   FT: Supply chain squeeze: first cars, now chairs and cupboards

•   FT: The manufacturers who have overcome trade disruptions to meet demand

•   FT: Angela Merkel implores Germans to pick Armin Laschet as her successor

•   FT: Brussels to issue ‘Covid green bonds’ as part of pandemic recovery effort

•   FT: EU calls for fines against Poland for ignoring court rulings

•   FT: Brussels escalates rule of law dispute with Warsaw

•   FT: Sturgeon promises ‘detailed prospectus’ for independence vote

•   FT: Warning of damage to UK leadership on climate change from new colliery

•   FT: Johnson’s dividend tax rises a ‘kick in the teeth’ for investors

•   FT: Biden asks Congress for $30bn towards disaster aid and Afghan refugees

•   FT: Biden’s Covid booster shot plan mired in confusion amid regulatory hold-ups

•   FT: End of Covid-19 unemployment benefits poses test for US recovery

•   FT: South Korea shatters national debt taboo to tackle inequality

•   FT: China and Big Tech: Xi’s blueprint for a digital dictatorship

•   FT: Evergrande’s troubles shake China’s property bond market

•   FT: Norway’s oil rises to top of election agenda as climate fears grow

•   FT: Nvidia faces opposition from EU over $54bn Arm deal

•   FT: VW’s electric transition ‘impossible’ to accelerate, warns boss

•   FT: Apple Car executive defects to Ford in blow to automotive ambitions

•   FT: Siemens Gamesa claims first recyclable wind turbine blade

※   Use of new resin has potential to keep hundreds of thousands out of landfill

•   Telegraph: Covid booster jab campaign may not be needed, says Astra boss

•   Bloomberg: Post-Pandemic Economic Puzzle Widens to ‘Phantom Menace’ Rate

•   Bloomberg: 75% of US Adults Have Now Gotten Least 1 Covid Vaccine Dose, WH Says

•   Bloomberg: Americans Say They’re Now Less Likely to Work Far Into Their 60s

•   Bloomberg: Biden to Give $600 Relief Payments to Meatpacking, Farm Workers

•   Bloomberg: J&J Shot Study Shows Covid Infections Halved in Health Workers

•   Bloomberg: BOE’s Saunders Says Any Rate Rise in Next Year Will Be Limited

•   Bloomberg: Xi’s Common Prosperity Drive Triggers a Rare Debate in China

•   Bloomberg: Israel’s Covid Surge Shows the World What’s Coming Next

•   Bloomberg: Chip Shortage Seen Limiting Mexico Auto Output to 2020 Levels

•   Bloomberg: Mexico and U.S. Seek to Mend Damaged Ties in Washington Summit

•   Bloomberg: BOJ Needs Realistic Price Goal to Avoid Endless Stimulus: Ex-Official Yamaguchi

•   Bloomberg: Vietnam’s Supply Chain Role to Grow Despite Covid, Chamber Says

•   Bloomberg: China Moves to Complete Its Purge of Hong Kong’s Election System

•   Bloomberg: Risk of Using Bitcoin as Currency: BTC Plunges, El Salvador Wallet Faces Glitch

•   Bloomberg: Euro May Hit Ceiling as ECB Decision Approaches

•   Bloomberg: Hurricane Snarls Send U.S. Soybean Shipments Plummeting

•   Bloomberg: Climate Anxiety Is the First Stage. Climate Whiplash Comes Next.

•   Bloomberg: European Food, Power Markets Face Drier Future as Planet Warms

•   Reuters: White House: U.S. states to decide whether to extend lapsed jobless benefits

•   Reuters: Biden to outline plan to curb coronavirus Delta variant as cases grow

※   Biden on Thursday will present a six-pronged strategy intended to fight the spread of the highly contagious coronavirus Delta variant and increase U.S. COVID-19 vaccinations

•   Reuters: U.S. to discuss path forward on Iran in Paris, Moscow talks

•   Reuters: Italy's Draghi, China's Xi discuss Afghanistan, G20 summit

•   Reuters: OPEC+ keen to keep oil prices at $65-$75 a barrel, Lukoil chief says

•   Reuters: Mixing CanSinoBIO, Sinovac COVID shots induces stronger response than Sinovac alone -study

•   Reuters: U.S. workers are changing jobs more often and demanding better wages -NY Fed survey

•   Reuters: UK to extend Northern Ireland's Brexit grace periods

•   Reuters: U.S., Japan, S.Korea prepare for possible meeting on N.Korea -report

•   Reuters: COVID-19 disruption causing many deaths from TB, AIDS in poorest countries, fund says

•   Reuters: India 'prepares for the worst' ahead of possible COVID-19 third wave

•   Reuters: Philippines defers new COVID-19 plan, maintains capital curbs

•   Reuters: ANALYSIS-To benefit the climate, Indonesia's electric vehicle push needs greener power

•   CNN: Irish startup is exploring the ocean with crewless vessels the size of a car

•   CNBC: WHO says wealthy nations are prolonging pandemic by hoarding Covid treatments and vaccines

•   CNBC: WHO says Covid will mutate like the flu and is likely here to stay

•   CNBC: WHO says delta remains the ‘most concerning’ Covid variant despite emergence of mu

•   CNBC: A sharp rise in wages is contributing to worries over inflation

•   CNBC: What to expect from China at the upcoming major climate summit COP26

•   MarketWatch: Debt limit, social spending, infrastructure battles loom in ‘uniquely frenetic period’ for Congress

•   SCMP: China denies it is taking over Afghan military site that was US base

•   SCMP: China may turn to Australia for bauxite after Guinea coup stokes fears of global supply disruptions, say analysts

•   Caixin: China Gives Covid-19 Shots to More Than 1 Billion People

•   Nikkei Asia: Remote work lifts demand in Japan for bigger residences

•   Nikkei Asia: No star-worshipping: Xi's cultural clampdown has echoes of past

•   Economic Times: india’s sovereign rating: Fitch retains India’s sovereign rating at BBB-

•   DIGITIMES: Foxconn posts decreased August revenue

•   DIGITIMES: Nan Ya PCB to enjoy sales growth through 4Q21

•   DIGITIMES: Taiwan CCL makers post double-digit revenue increases in August

•   Robotics & Automation News: 5 manufacturing trends to look forward to in 2021

•   Robotics Tomorrow: Could Cobots Be the Answer to the Welder Shortage?

•   매경(P1): 골목상권 표심 잡으려 카카오 겨누는 與

•   매경(P1): [단독] SK 중국서 발뺀다…렌터카사업 매각, 中 한국기업 무덤되나

•   매경: 현대차, 베이징 2공장도 매각 추진…전기차시장 뛰어든 샤오미와 협상

•   매경: 민관 손잡고 '초거대 AI' 띄운다

•   매경: "주식 채권 원자재…'에브리싱 버블' 곧 터진다" 하버드대 교수의 경고

•   매경: 곳간 비어 간다던 홍남기…하루만에 "재정 탄탄하다"

•   매경: 미래사업 손잡은 포스코·GS…2차전지·수소 함께 키운다

•   매경: 돈 되는 LNG선 38척 중 27척 수주 싹쓸이했다…K조선, 中 제치고 1위 되찾나

•   매경: 삼성전자, 이스라엘 양자컴퓨팅社 투자

•   매경: "벤츠, 2025년부터 전기차 모델만 개발"

•   매경: 프랑크푸르트 모터쇼 가고 뮌헨 모빌리티 시대 열렸다

•   매경: 외국인 돌아온다…이달 9천억 매수, 관심 가질 종목은?

•   매경: "뛰는 아파트 전셋값 위에 나는 매매가"…전세가율 8년만에 최저 찍었다

•   매경: 화이자 6주 간격 1·2차 접종…잔여백신땐 4주로 단축 가능

•   한경(P1): 정의선 "2040년 수소사회 열겠다"

•   한경: 무인 운송·스포츠카·이동충전소…'수소 주도권' 액셀 밟는 현대차

•   한경: 정의선의 미래차 드라이브…"우리 기술로 인류 미래 지키자"

•   한경(P1): "우리도 중대재해 수사하겠다"…숟가락 얹은 경찰

•   한경: "이게 웬 날벼락"…네이버·카카오 줄줄이 비상 걸렸다

•   한경: 증권사에 탄소배출권 중개 허용…수급 불균형·가격 급등락 막는다

•   한경: "그린 아파트 짓자"…건설사도 ESG 바람

•   한경: [모십니다] 8일 글로벌 ESG 포럼…유튜브서 만나요

•   한경: "한국, 기후변화로 매년 18조 손실"

•   한경: 자영업 1.6만명 기초수급자 전락…폐업도 힘든 '좀비 자영업자' 신세

•   한경: 안팎으로 20만번 접어도 그대로인 디스플레이

•   한경: "플라잉카 얼마냐"…3분 만에 공중 날아오르자 '관심 폭발'

•   한경: 스마트공장·자동화 산업전 8일 개막

•   서경(P1): "2030년 산업 탄소 13% 감축"···NDC發 강제 감산 현실화

•   서경: 당청 일방 결정에 철강사 2.8% 줄여야...中에 시장 내줄판

•   서경(P1): 2년간 회의 달랑 4차례 열어···180조 조달시장 수술 물거품

•   서경(P1): 전세대출도 규제 사정권

•   서경: 금융위, 내년 상반기까지 가계부채 억제 유지한다

•   서경: 고출력·반값 연료전지 공급···주택·빌딩·공장도 수소로 돌린다

•   서경: 中, 지난달 뉴욕증시 IPO '제로'···자국 내 외국기업엔 규제 대못

•   서경: 물가상승에 여전한 식비·주거비 부담···가계 소비여력 축소 우려

•   서경: 강남 한복판에 뜬 '한국판 아마존고'

•   서경: "노동인력 부족, 총량보다 산업·지역간 불균형이 더 심각"

•   조선(P1): 정은경 “10월 말부터 위드 코로나 적용해볼수 있다”

※   “오전 10시 30분 기준으로 국내 코로나 백신 1차 접종자 수가 인구 대비 60%를 넘었다”

※   6일 국내 코로나 백신 접종 건수는 1차와 2차를 합쳐 136만여 건으로 역대 일일 최다치를 기록

•   조선: 4차 유행 잡고, 백신접종 80% 넘고, 전담병원 갖춰야

•   조선(P1): [NOW] 이탈리아선 환경부 장관이 원전 재도입 주장

•   조선(P1): [단독] 산업부 차관 “대선 주자 받아들일 공약 발굴하라”

•   조선: 누가 되든 조직개편서 살아남자… 각부처 물밑작업

•   조선: 삼성전자 글로벌 브랜드 가치 TSMC에도 밀려 13위

•   조선: KDI, 석달 연속 “경기 불확실성 확대” 진단

※   KDI: KDI 경제동향 2021. 9

•   조선비즈: 금융硏 “대출수요 확대 지속…부실화 가능성 높아”

•   조선비즈: 시스템 반도체 품귀에도 이미지센서 가격 하락… “화웨이가 부른 나비효과”

•   조선비즈: 전기차 시대, 2~5년 빨라진다… 반도체·원자재 수급 불안이 관건

•   인베스트조선: 두산 수소사업 재편, 퓨얼셀아메리카 한국 자회사 신설해 육성…두산퓨얼셀은 힘빠지나?

•   중앙: 억대 마이너스통장 사라졌다, 4대 시중은행 모두 한도 5000만원

•   중앙: 전기차도 가격파괴 시동…‘2000만원 e카 시대’ 온다

•   중앙: 첫 삽 못뜬 공공주택 물량 10만5200 가구…3기 신도시도 차질 우려

•   중앙: 애플·테슬라·아마존·구글은 왜 반도체 독자 개발 나설까?

•   동아(P1): 먹는 코로나치료제 예산, 필요물량에 크게 못미쳐… 백신처럼 공급부족 우려

•   동아: 공들인 ‘SK배터리’ 내달 출범… “SK이노 장기적 성장효과 기대”

•   동아: 일감 몰아주기-지주회사 규제 너무 엄격… 글로벌 관점서 공정거래법 재검토해야”

•   동아: “美-유럽, 전기차 배터리 자체 생산 움직임… 한국엔 기회”

•   동아: [단독]‘빚투 개미’ 부메랑… 주식 강제처분 7월까지 6만건, 4800억

•   문화: 매물 귀하고 거래됐다하면 ‘新고가’… “이젠 ‘영끌’도 힘들어”

•   문화: 주택 규제탓…수익형 부동산에 돈 몰린다

•   한국: 반도체 고점 논란 비웃는 파운드리 초호황… 삼성전자 주가에도 볕 들까

•   국민: 텅텅 비어가는 곳간… 나랏빚, 국제기준으론 올해 1000조 넘어

•   국민: 너무 잘 빠진 Z폴드3·Z플립3… 애플·샤오미·MS ‘반격’

•   서울: 변창흠표 공공주택사업 흥행 ‘청신호’

•   세계(P1): [단독] 문승욱 산자부 장관 "올 무역규모 2년 만에 1조달러대 회복"

•   한겨레: 세계 1위 조선업체 17일 상장…“예전 그 현대중공업 맞아?”

•   머니투데이(P1): 1.2만 둔촌주공도 못보내면서 160만 사전청약 한다는 정부

•   머니투데이(P1): "선박 정보 내놔"...미·중 '남중국해' 고래 싸움에 난감한 한국

•   머니투데이: "이 가격 믿을 수 있나?" 심사위원도 '엉터리'라는 분양가 계산법

•   머니투데이: 이스라엘 이어 유럽·미국까지…'필수'된 부스터샷, 국내는 언제부터?

•   머니투데이: 오는 14일 지하철 대란 현실화되나…파업 D-7, 꽉 막힌 노사 협상

•   헤럴드경제(P1): 방구석 경제...모든 생활이 바뀐다

•   헤럴드경제(P1): 가을 전세, 다가오는 ‘세 고통’

•   헤럴드경제: 배터리·AI·반도체...한 해 4만 우수인력이 빠져나간다 [제조업 성장엔진이 멈춘다 ⑤인재유출 심화 <끝>]

•   헤럴드경제: ‘탈원전’ 가속에 원자력 인재도 ‘해외로’ [제조업 성장엔진이 멈춘다 ⑤인재유출 심화 <끝>]

•   헤럴드경제: 김동연 8일 출마선언...안철수는 추석께

•   파이낸셜뉴스(P1): 퇴근 찍고 계속 근무 "내 수당만 날아갔다"

•   파이낸셜뉴스: "불확실성 크다" 집값 전망치도 못내놓는 국가기관 [부동산 전망 안갯속]

•   파이낸셜뉴스: 9월국회 코로나·주택공급 등 후속입법 드라이브

•   파이낸셜뉴스: 아파트는 엄두도 안나… 빌라로 내몰리는 전세난민

•   아시아경제(P1): 최저임금 폭등했는데 "대기업 급여 낮춰 연대임금"…"반시장적 발상"

•   아시아경제: 임금격차 인위적 완화?…한국이 사회주의국가인가

•   아시아경제: 소상공인 "더는 못버텨"…정부 ‘코로나 충격’ 파악 깜깜이

•   아시아경제: ESG채권 60兆 돌파‥회사채 4분의 1이 'ESG 간판' 달았다

•   아시아경제: 기안기금 내년 말까지 기한 연장…국가 보증한도는 4분의 1토막

•   디지털타임스(P1): 10년 후면 내연車 사고싶어도 못산다

•   연합: 오늘 다시 2천명대…수도권 재확산 조짐속 추석연휴 방역 '비상'

•   연합: 한경연 "고소득자 실효세율, 기타대비 최대 7배…부자증세 과도"

•   연합: 재계 총수들, 추석 연휴 국내에서 미래사업 구상 '올인'

•   e대한경제: “미루고 취소하고”…IPO 나선 재계, 자금조달 수난

•   더구루: '두산 참여' 美 연료전지 사업 허가 '안갯속'

•   비즈니스포스트: 두산중공업 해외 원전수주기회 넓어져, 박지원 미국과 협력은 든든해

•   뉴스클레임: [단독]최태원-정의선 개별 오찬회동 가진다…수소·배터리 협력 강화하나

•   에너지경제: [팩트체크] 석탄발전,탄소배출 주범이라는데 …신규 석탄화력의 항변 "온실가스 배출 적고 전력 안정 공급 기여"

•   에너지경제: 너도나도 가스사업…발전 발전사 LNG터미널 사업 진출 ‘러시’

•   에너지경제: "금세기 말 기후변화 경제적 비용 기존 추정치 6배 달해"

•   에너지데일리: “대선 예비후보들 ‘2030년 탈석탄’ 입장차 크다”

•   전자신문(P1): 삼성전자 "로직 반도체도 적층시대 온다"

•   디지털데일리: 반도체 후공정 '톱10' 韓 진입 실패…2분기, 대만 6개·중국 3개

•   디지털데일리: 통신3사도 뛰어들었다 “지금은 구독경제 시대”

•   로봇신문: 2032년 농업용 로봇 시장, 67억 달러 규모 성장

[Opinions]

•   Project Syndicate(Joseph E. Stiglitz): COVID-19 and Human Freedom

•   Project Syndicate(Nancy Qian): The West's Unspoken Failure in Afghanistan

•   Project Syndicate(Andrés Velasco): Breaking Bad Bond Buying

•   FT(Editorial Board): El Salvador’s dangerous gamble on bitcoin

•   FT(Editorial Board): Guinea’s coup stems from crisis of legitimacy

•   FT(Janan Ganesh): The US foreign policy blob will win in the end

•   FT(David Gardner): Taliban victory signals a defeat for global jihadism

•   FT(Helen Thomas): Business bleating on UK tax plan looks merited

•   FT(Elga Bartsch): ECB still needs to put theory into practice

•   FT(June Yoon): Battery recalls and supply crunch challenge electric vehicle revolution

•   FT(Lex): Green bonds: record sales push sustainable investment forward

•   FT(Lex): Bitcoin: El Salvador’s experiment does not warrant cross-cryptocurrency price rise

•   WSJ(Holman W. Jenkins, Jr.): Is Donald Trump Finished?

•   WSJ(William A. Galston): Biden Needs a Win on Infrastructure

•   WSJ(William Schneider Jr.): China Sees Its Nuclear Arsenal as More Than a Deterrent

•   WSJ(Robert Bryce): Get Ready for the Blackouts

•   WP(Editorial Board): China’s nanny state grows ever more intrusive

•   WP(David Byler): Afghanistan won’t doom Democrats in 2022. But it has left a wound.

•   WP(Ashish K. Jha): What the Sturgis rally shows us about the delta variant

•   Bloomberg(Justin Fox): Return to Office: Delays by Apple and Google Accomplish Nothing

•   Bloomberg(Zev Chafets): Israel’s Rising Covid Cases Aren’t So Scary This Time

•   Bloomberg(Faye Flam): Vaccines Versus Covid-19: The Great Immunity Debate

•   CNBC(Donald G. Bennyhoff): Investors need to keep perspective as they deal with inflation

•   Reuters(John Kemp): Record Chinese coal futures signal need to boost output

•   Reuters(Andy Home): Guinea coup adds bauxite to aluminium's supply concerns

•   한경(이현승): 수소시대는 언제 올까?

•   파이낸셜뉴스(사설): 수소로 뭉친 재계, 정부 뒷받침이 절실하다