Business Intelligence Monitor 210910

(Introduction)

[Markets]

•   Global: Wall Street closes down, European stocks end little-changed

•   Hong Kong: Traders Rush to Dump China Tech Stocks as Gaming Targeted Again

※   조선비즈: “메타버스는 망상”…中 규제 예고에 관련株 일제히 ‘폭락’

•   Hong Kong: China Evergrande Shares Plunge 11% to Lowest Since July 2015

•   Metals: Nickel hits highest since 2014 as stockpiles dwindle

•   Iron ore: Iron ore price sinks to 11-month low on covid recovery concerns

•   Grains: U.S. corn, soybean, wheat futures fall ahead of USDA report

•   한국: 코스피, '네 마녀의 날' 1.53% 급락…외국인·기관 1.2조 순매도

•   한국: 폴더블폰 인기에 부품주 쓸어담는 외국인

•   한국: 두산그룹주 다 내려, 두산밥캣 4%대 두산 3%대 떨어져

[Indicators]

•   US Weekly Jobless claims: U.S. Jobless Claims Hit New Pandemic Low as Employers Retain Workers

※   Initial filings for unemployment benefits fell to 310,000 last week

•   US Weekly Oil production: U.S. Oil Output Drops by Most on Record After Hurricane Ida

•   Eurozone Benchmark rate: ECB to slow bond-buying as Europe’s economy improves

※   ECB:Monetary policy decisions

•   China Aug. CPI·PPI: Commodity Boom Pushes China’s Factory Inflation to 13-Year High

※   Factory-gate prices rose in August at the fastest pace since the 2008 financial crisis, exacerbating cost pressure for manufacturers

•   India Aug. Fuel demand: India's fuel demand rose 10.9 pct y/y in August

•   India Aug. Employment: Unemployment rate touches 8.3% in August; 1.9 million jobs lost: CMIE

•   Malaysia Benchmark rate: Malaysia Holds Key Rate as Vaccine Spurs Economic Reopening

•   한국 7월 재정수지: 세금 55조 더 걷혔는데…국가 빚 첫 900조 넘어

•   한국 주간 아파트 가격(부동산원): 꺾이지 않는 서울 집값…강서구, 노원 제치고 상승률 1위

[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: Biden to Boost Vaccine Requirements for Large Employers, Federal Workers to Combat Covid-19

※   Department of Labor plans to issue an emergency temporary standard implementing the new requirement

•   WSJ: Democrats Jockey Over Healthcare, Taxes in $3.5 Trillion Package

※   House lawmakers begin releasing drafts of segments of healthcare, education and climate-change legislation

•   WSJ: Fed’s Bostic: Door Remains Open to Bond Buying Taper This Year

•   WSJ: Taliban Allow Americans, Other Foreigners to Fly Out of Kabul

•   WSJ: Investors Keep Waiting for the Re-Reopening

•   WSJ: Battery Makers Tied to Power Grid Attract Big Investors

•   WSJ: U.S. Airlines Warn of Dimming Outlook Amid Delta Variant

•   WSJ: Airlines Join White House Effort for Cleaner Jet Fuel

•   WSJ: Star of the Munich Auto Show? The Push for Faster Electrification

•   WSJ: Microsoft Delays Full Headquarters Reopening to Undetermined Future Date

•   NYT: Least Vaccinated States Lead Spike in Children’s Cases, Leaving Some Hospitals Stretched

•   NYT: A Big Delta Unknown

•   NYT: When Was the First U.S. Covid Death? C.D.C. Investigates 4 Early Cases

•   NYT: Fed Officials’ Trading Draws Outcry, and Fuels Calls for Accountability

•   NYT: Trump produces a week of mixed messaging as he tries to attack Biden.

•   NYT: Africa’s C.D.C. director urges wealthy nations to forego Covid vaccine boosters and donate them instead.

•   NYT: Smart Glasses Made Google Look Dumb. Now Facebook Is Giving Them a Try.

•   WP: Congress’s September budget fights: A guide

•   WP: The Daily 202: Biden grapples with a pandemic ‘victory’ challenge

•   FT: EU hawks set tough terms for talks on reform of fiscal rules

•   FT: Inflation splits emerging countries into doves and hawks

•   FT: There’s not enough natural gas

•   FT: Poland warned no EU recovery funds without judicial reform

•   FT: How Germany’s chancellor candidates square on Europe

•   FT: Disquiet over independence vote strategy clouds SNP conference

•   FT: Five ways UK and EU can break Northern Ireland deadlock

•   FT: DUP threatens to pull out of Stormont over Brexit protocol

•   FT: Why eastern European truckers are not planning to return to the UK

•   FT: Biden begins rebuilding US-Mexico relationship

•   FT: Russia ramps up repression of lawyers before the elections

•   FT: An awkward dance: Pakistan’s fraught relationship with the Taliban

•   FT: China to sell oil from state reserves in bid to contain prices

•   FT: Evergrande liquidity crisis: why the property developer faces risk of default

•   Bloomberg: Biden Has Room to Reshape the Fed in America's Changing Image

•   Bloomberg: Inequality Cost U.S. Nearly $23 Trillion Since 1990; May Worsen

•   Bloomberg: Yellen Warns of Financial System Risk If Debt Ceiling Not Raised

•   Bloomberg: Goldman Sees a Messier U.K. Furlough End Delaying BOE Rate Hike

•   Bloomberg: ECB Bond Buying May Last for Years, Says Pimco Money Manager

•   Bloomberg: German Coalition Talks Could Go to End of Year, Laschet Says

•   Bloomberg: Europe’s Power Crunch Deepens as Ireland Warns of Blackout Risk

•   Bloomberg: Italy Expands Use of Vaccine Pass, Eyeing Broader Mandate

•   Bloomberg: Pandemic at Risk of Worsening on Africa Variants, Scientists Say

•   Bloomberg: China’s Central Bank Turns to Niche Policy Tool to Boost Growth

•   Bloomberg: What Xi Means by ‘Disorderly Capital’ Is $1.5 Trillion Question

•   Bloomberg: Xi Jinping Hasn’t Left China for 600 Days as He Attends BRICS Virtually

•   Bloomberg: Putin Agrees to Deepen Economic Ties With Belarus Amid Sanctions

•   Bloomberg: The Problem With Latin America’s Rate Hikes: They Barely Work

•   Bloomberg: Brazil’s Campos Neto Sees Need to Act Fast as Inflation Gains

•   Bloomberg: Hurricane-Damaged Oil Rig May Take Rest of This Year to Repair

•   Bloomberg: Vale’s Red-Tape Headache Is Boon for Sagging Iron Ore Market

•   Bloomberg: Aramco Weighs Opening $110 Billion Gas Project to Investors

•   Bloomberg: Apple’s Watch Software Chief Takes Over Self-Driving Car Project

•   Bloomberg: Kerry Will Visit India to Press for Stronger Efforts on Climate

•   Bloomberg: SunDrive Solar Startup Beats China's Giant Manufacturers in Efficiency Test

•   Bloomberg: The Energy Transition Needs Artificial Intelligence

•   Bloomberg: California Seeks to Avert Blackouts by Burning More Gas

•   Bloomberg: Biden, Dems Push Civilian Climate Corps in Echo of New Deal

•   Bloomberg: Solar Needs to Dethrone Coal to Meet Indonesia Goals, Study Says

•   Bloomberg: ‘Carbon Neutral’ LNG Booms in Asia Despite Criticism

•   Bloomberg: U.K. Industry Backs Green Levies for Gas to Reach Net-Zero Goal

•   Bloomberg: Natural Gas Excluded in Democrats’ Budget Plan for Clean Energy

•   Reuters: Fed officials say bond taper could still start this year

•   Reuters: Moderna working on combination COVID-19 vaccine booster and flu shot

•   Reuters: Unleashing reforms, Xi returns to China's socialist roots

•   Reuters: As 'buy now, pay later' surges, a third of U.S. users fall behind on payments

•   Reuters: U.S. lawmaker urges mandatory COVID-19 vaccines, tests for air, train travel

•   Reuters: UK approves COVID-19 boosters but final decision on programme still pending

※   MHRA gives go-ahead for Pfizer, AZ booster shots

•   Reuters: EU boosts Pfizer vaccine supply with German site approvals

•   Reuters: Italy approves booster COVID-19 shots for vulnerable groups

•   Reuters: Germany extends COVID emergency aid for companies until year-end

•   Reuters: Spain's COVID-19 incidence drops below 'high risk' level

•   Reuters: Russia says waits for Germany's nod to start gas sales via Nord Stream 2

•   Reuters: EU wants world-first carbon border levy to hit more sectors after 2030

•   Reuters: China leads as new global offshore wind projects dip slightly in 2020

※   GWEC: World installs 6.1GW of Offshore Wind in 2020, led by China

•   Reuters: Investors urge Germany's RWE to speed up shift from carbon

•   Reuters: Offshore operators face big Ida losses as insurers trim cover

•   Reuters: Tesla's Musk asks staff to 'go super hardcore' to ensure decent Q3 delivery number

•   Reuters: Virus-hit wind projects in Vietnam seek government relief

•   Reuters: Explainer: How Indian farmers' protest turned into a country-wide movement

•   Reuters: Analysis: Bolsonaro rallies base but turns off allies and markets

•   Reuters: Analysis: Investors betting on 'stable' choice of Powell renomination at Fed

•   Reuters: Analysis: Biden has a chance to make the Fed's board look more like America

•   Reuters: Analysis: Stimulus-pumped stocks at risk as warning signals flash red

•   AP: Analysis: Taliban hard-line path worsens Afghanistan dilemma

•   CNBC: Natural gas prices are rising and could be the most expensive in 13 years this winter

※   Natural gas prices have been racing higher and are now 99% higher year-to-date, on combination of supply concerns and rising demand.

•   CNBC: Watch Christine Lagarde speak after the ECB announces a PEPP slowing

•   CNBC: WHO chief scientist on India vaccine targets and potential third wave

•   CNBC: GM extends shutdown of Bolt EV plant amid recall and battery fires

•   CNBC: Six reasons why Jim Cramer is concerned about the stock market in September

•   CNBC: There’s little interest in upgrading to the iPhone 13, a Piper Sandler survey shows

•   MarketWatch: Bitcoin could collapse and isn’t ‘a good safeguard of value,’ global central bankers warn

•   Axios: Monster risk: Fauci says COVID cases 10x too high

※   "The endgame is to suppress the virus. Right now, we're still in pandemic mode"

•   SCMP: Two decades after 9/11, China is more concerned than ever about Afghanistan

•   SCMP: China-Australia relations: damage from trade bans limited as Australian exporters ‘successfully pivot’ to new markets

•   SCMP: Coronavirus: China to donate 100 million vaccine doses to developing countries by end of 2021, says Xi Jinping

•   SCMP: Can blockchain work in climate policy? China may use immutable records in green power trading pilot plan as transactions kick off

•   Global Times: Exclusive: New Afghan govt eyes exchanging visits with China; ETIM has no place in Afghanistan: Taliban spokesperson

•   Caixin: In Depth: What’s Standing in the Way of ‘Common Prosperity’?

•   Nikkei Asia: Japan to extend COVID-19 emergency, set road map to lift curbs

•   Nikkei Asia: Japan to ease COVID restrictions, allow eateries to serve alcohol

•   Nikkei Asia: Toshiba to close 30-year-old Chinese plant in Dalian

•   Nikkei Asia: Japan's chip industry squeezed as foreign governments boost investment

•   Nikkei Asia: Toyota to buy Chinese auto-leasing business from SK Group

•   Kyodo News: Japan PM Suga mulls U.S. visit in late Sept. to attend Quad meeting

•   Economic Times: RBI Governor Shaktikanta Das says economy to grow at 9.5% in FY22, plays down concerns around inflation

•   Construction Equipment: Labor Shortages Contribute to Project Delays: AGC

•   For Construction Pros: Q&A: How Construction is Writing Electric Vehicles Into Its Environmentally Conscious Future

•   DIGITIMES: Taiwan PCB output value up 19.7% in 1H21

•   Robotics Business Review: What is the Future of Robotics? The Commercial Drone Market Provides Clues

•   매경(P1): 네이버 카카오 200만 주주 '울상'…금융위 "규제 예외 유예 없다"

•   매경: "이게 웬 날벼락" MZ주주 뿔났다

•   매경: "제2의 타다 될라"…야놀자 직방 로톡 초긴장

•   매경: 결국 대선 표 때문?…"네이버 카카오 때릴수록 기존사업자 호응

•   매경(P1): [단독] 애플, 애플카 직접 만든다…완성차와 연합 불발

•   매경: [세종 인사이드] 대통령 이어 국조실장도 '공직 기강잡기'

•   매경: 한은, 소상공인·中企 대출지원 6개월 연장하기로

•   매경: 文정부 들어…2030 전세대출 60조 급증

•   매경: 삼성, 반도체공정서 탄소 줄이고…LG, 폐플라스틱 재활용 확대

•   매경: [단독] 한화·NH證, 美우주기업에 600억 투자

•   매경: "아파트 당첨되면 뭐하나…돈을 못 빌리는데" 대출제한 불똥에 우는 실수요자

•   한경(P1): 재난지원금 88% 불만 폭주하자…與 "90%까지 주겠다"

•   한경(P1): LNG가격 반년새 3배로 치솟았다

•   한경: LNG 가격 '롤러코스터'…'15개월 동결' 도시가스요금 불안

•   한경: 테라다인 '박스권', 로봇이 뚫어줄까

•   한경: 친환경차 전용차로까지 만든 뮌헨…현대차 수소버스도 달린다

•   한경: 부스마다 인파…뮌헨이 보여준 '위드 코로나'

•   한경: SK하이닉스 주가 급락하자…임원들 자사주 쓸어담은 이유

•   서경(P1): 일자리사업 변죽만 1차 추경 절반도 못썼다

•   서경: 저임금·단기직 많아 참여 뚝···바우처도 증빙 어려워 '그림의 떡'

•   서경(P1): 소비자 볼모 삼은 택배노조, 추석 앞두고 '게릴라 파업'

•   서경: 주차장에 세워두면 자동충전···'전기차 무선충전 시대' 열린다

•   서경: "中, 30년 개방노선 이탈...韓, 美·EU와 GVC 더 촘촘히 짜야"

•   서경: "中 상장사 4,000개 불과...자본시장 계속 성장할 것"

•   서경: 탄소 다배출 업종 CCUS 기술 고도화에 950억 투입

•   서경: 韓 주도로 ‘글로벌수소산업협회얼라이언스’ 출범한다

•   서경: 中企 "원자재값 올라도 납품가 거의 반영 안돼"

•   서경: 'BBIG 대장주' 잇단 수난···외톨이 된 코스피

•   조선(P1): 文대통령, 내년 베이징서 김정은 못만난다

•   조선(P1): [NOW] 난수표 방역 수칙에… 보다 못한 로스쿨생이 ‘인원제한 알리미’ 제작

•   조선: 청소년 확진 두달새 4배… 전문가 “위드 코로나 천천히 가야”

•   조선: “감염 후 완치자, 화이자·모더나 맞으면 수퍼 면역자 된다”

•   조선: 유엔·해수부도 문제없다는데… 공정위, 국내외 해운사에 ‘과징금 폭탄’

•   조선: 애플 꺾을 비장의 무기, 갤럭시S22 연말에 출격하나

•   조선: 기재부 과장도 금감원 출신도… 퇴직관료 새 둥지는 가상화폐 거래소

•   조선: [Mint] 천장 뚫린 천연가스값… “내년까지 상승세 지속”

•   조선: [Mint] ‘반란군’ 핀테크, 금융산업을 점령하다

•   조선: [Mint] 中 뛰어넘은 美경제성장률, 비결은 ‘팬데믹 부스트’

•   조선: [Mint] 테이퍼링 폭풍전야… “채권투자 자제하고 가치주 주목, 원자재는 구리를”

•   조선: [Mint] “인플레는 일시적” 강조한 파월… 친환경 투자가 물가 끌어올리는 ‘그린플레이션’ 몰랐나

•   조선: [Mint] 국가 경제력은 GDP 아닌 자산으로 판단… 러시아 GDP 낮지만 자산은 많아

•   조선비즈: “전세난 대체 어디까지”… 인기 없던 지방 공공임대도 경쟁 ‘치열’

•   조선비즈: 애플도 ‘카툭튀’ 없앤 폴디드줌 특허 등록… 2억대 부품 공급 잃은 삼성

•   조선비즈: 車 주행거리 3배 늘리고 철 뽑아내고… 탄소중립 풀 ‘수소 신기술’

•   인베스트조선: 계열사 간 OCIO 경쟁 격화...'각자도생'에 중복투자 '비효율'

•   중앙(P1): 낮엔 공장 밤엔 택배…57만명이 투잡 뛴다

•   중앙: 다 쓴 배터리로 전기차 가격 잡는다고?

•   중앙: 현대자동차 아산공장, 반도체 수급 차질로 9~10일 생산중단

•   동아(P1): 기울어진 운동장 만들고 선수로 직접뛰는 플랫폼

•   동아(P1): 노형욱 “분양가상한제 개선 검토” 규제완화 첫 시사

•   동아: 日연구진 “뮤 변이, 백신 맞아도 효과 매우 낮아”

•   동아: 2차접종, 네이버-카톡으로 잔여백신 예약 가능해진다

•   동아: “10년內 수소사회 도래… 친환경차-수소차-연료전지 분야 육성해야”

•   문화: 재정확장 - 통화긴축 ‘정치적 병행’… 투자위축 부르는 ‘연계위기’ 가능성

•   문화: 하반기 R&D과제 ‘청정수소 생산’에 중점

※   산업부: ‘21년 하반기 수소·연료전지 분야 R&D, 국내 청정수소 생산 및 활용 기술 확보에 초점

•   한국(P1): “한국 청년구직 단념자 5년새 18% 늘어”

•   한국: [단독] 현대차, “친환경+자율주행 첨단물류 추진”… 전기·수소차, 무인로봇 총출동한다

•   한국: 500대 기업 여성임원 첫 5% 돌파… “법 개정 덕 봤지만, 여전히 최저 수준”

•   국민(P1): 벼랑 끝 자영업자 “규제 없애라” 차량 시위 확산세

•   국민(P1): 1000억 뉴딜 펀드 정부 200억 투입… 혈세로 원금 보장

•   서울: 독자행보 굳힌 김동연 “고발사주 의혹 엄중해”

•   서울: 수소를 넘어… 에너지업계, 스마트그리드 등 미래 신사업 ‘올인’

•   세계(P1): [단독] 대선 앞두고… 억대 연봉자도 세(稅)감면 2년 연장

•   경향(P1): “대출수요 당분간 안 떨어질 것” 한은, 금리 인상 이외 처방 주문

※   한국은행: 「통화신용정책보고서」(2021년 9월)

•   경향: “2050 탄소중립은 늦다…석탄발전 9년 내 다 멈춰야”

•   머니투데이(P1): "10년후 전세계 친환경선박 75%가 한국산"..K조선 인력 키운다

※   산업부: “어기여차! 대한민국”세계 1등 조선강국 실현을 위한 ｢K-조선 재도약 전략｣ 수립

•   머니투데이(P1): 청약도 안되고…혼자 사는 2030 "월급 1/4이 주거비" 한숨

•   MTN: [단독]포스코 폐배터리 재활용 사업 속도… 광양공장 9월 착공

•   더벨: '수소경제 투톱' 정의선·최태원, 돈독한 우애 자랑

•   헤럴드경제(P1): 삼성전자 파운드리 공장, 美테일러시 안착 ‘한발 더’

•   헤럴드경제(P1): 하반기 청년 10만 일자리 지원...2025년까지 친환경 8만 일자리 창출

•   헤럴드경제: “해상풍력, 한국 재생에너지 핵심 될 것” [헤럴드 기업포럼 2021-대변혁의 시간]

•   헤럴드경제: “탄소중립은 기회...기업, 행동 옮길 때” [헤럴드 기업포럼 2021-대변혁의 시간]

•   헤럴드경제: 삼성 파운드리, 美 케이던스와 기술 협력...‘3나노 양산’ 가속 [TSMC 추격 속도내는 삼성]

•   파이낸셜뉴스(P1): 총수 "No" 해도 이사회가 "Yes"… 대기업 달라졌다

•   파이낸셜뉴스: 외환보유액 사상최대 행진에도… 학계는 "더 늘려라"

•   아시아경제(P1): SK이노-포드, 동유럽에 최대 12조 배터리 공장 짓는다

•   이데일리(P1): [공동부유 늪 빠진 中]문화혁명 2.0 그림자 커진 중국

•   이데일리: [공동부유 늪 빠진 中]장기집권 야망이 만든 공동빈곤 공포

•   이데일리: [공동부유 늪 빠진 中]'홍색규제'에 떠는 한국 기업들

•   연합: 오늘 1천900명 안팎…추석앞 수도권 확산세, 비수도권으로 번지나

•   더구루: 美·中 이어 프랑스도 소형모듈원전 도입 검토

•   더구루: [단독] 두산중공업, 탄소포집 동맹 구축···영국 CCUS 시장 정조준

•   데일리안: 해상풍력으로 100년 먹거리 책임지겠다는 전남지사, 진실은?

•   에너지경제: [팩트체크] 문 대통령 2025년 태양광·풍력 2배 확대?…"정책연속성·비용부담 등 관건"

•   에너지경제: "전력시장 개편하지 않으면 화력·신재생E 발전사와 정부 간 법적 분쟁 불가피"

•   에너지경제: 국내 민간 에너지사, 친환경 글로벌 기업 인수 몸집 불린다

•   에너지경제: 재생에너지 확대 관건은 AI기술 접목…"가상발전소 활성화·충분한 데이터 필요"

•   에너지데일리: "오일 메이저사 net-zero 달성, '그린수소·CCUS'가 관건"

•   전자신문(P1): [단독]송호성 사장, “기아 첫 수소전기차 2028년에 내놓겠다”

•   ZDNet Korea: 삼성전자, 노트만 빼고 갤럭시 시리즈 상표권 갱신...왜?

[Opinions]

•   Project Syndicate(Laura Tyson, Lenny Mendonca): Why America Must Go Big on Infrastructure

•   Project Syndicate(Jayati Ghosh, Farwa Sial): A Wrong Turn for World Bank Concessional Lending

•   Project Syndicate(Tony Blair): Countering the Islamist Threat

•   FT(Editorial Board): Germany’s stock market needs deeper change

•   FT(Philip Stephens): Europe does not need four more years of ‘Merkelism’

•   FT(Edward Luce): It is far too soon for people to write off Joe Biden

•   FT(Martin Sandbu): Bidenomics in Italy

•   FT(Robert Armstrong): Absolutely everyone is buying stocks, for now

•   FT(Frederik Ducrozet): Doves have strong case against premature ECB tightening

•   FT(Lex): US mortgages: house party not quite over

•   WSJ(Editorial Board): Two Farmers Take On the Feds

•   WSJ(Editorial Board): Can Sanders Roll Over Manchin?

•   WSJ(Joseph C. Sternberg): Why Beijing Wants BlackRock but Not Capitalism

•   WP(Editorial Board): It’s time for Biden to reset the battle against covid-19

•   WP(Catherine Rampell): The double standard for GOP vs. Democratic budget bills

•   WP(Ahmed Mushfiq Mobarak, Ashley Styczynski, Heidi McAnnally-Linz ): We conducted the largest study on masks and covid-19: They work

•   Bloomberg(Mark Gongloff): Junk Bond Yields at Record Lows Give Off a '2007' Vibe

•   Bloomberg(Justin Fox): The Economic Impact of 9/11, in 10 Charts

•   Bloomberg(John Authers): Debt Markets' Eerie Calm Echoing 2007 Is Reason for Unease

•   Bloomberg(Jonathan Bernstein): Biden Speech on Covid and Delta Makes Political Sense Now

•   Bloomberg(Clara Ferreira Marques): Brazil President Jair Bolsonaro’s Sound and Fury Can’t Hide His Failures

•   CNN(Hamdi Ulukaya, et al.): CEOs explain the pandemic’s impact on the future of work

•   MarketWatch(Lawrence G. McMillan): Stock-market bulls are in control — but what a tight range for the S&P 500

•   Reuters(John Kemp): Global gas prices soar as industry struggles to meet resurgent demand

•   Reuters(Clyde Russell): Were China's August commodity imports strong? Depends on your time frame

•   매경(사설): '수소 원팀'으로 뭉친 15개기업 제대로 시너지 내보라

•   매경(박윤구): '수소 어벤저스'가 넘어야 할 적

•   조선(사설): 탈원전으로 전력 결핍국 된 伊 환경장관 “원자력 재개” 호소

•   문화(전삼현): 탈원전 피해 책임 시사점 준 美 검찰

•   세계(강병남): 탄소중립의 숨은 키워드 ‘복잡계 네트워크’

•   세계(지현영): 순환경제는 산업경쟁력 필수요소다

•   헤럴드경제(사설): 기업 수소동맹 출범, 정부와 협업 미래먹거리 주도하길

•   아시아경제(정동욱): 탄소중립에 원자력이 중요한 다섯 가지 이유