Business Intelligence Monitor 211006

(Introduction)

[Markets]

•   Global: Global stocks rally after tech sell-off, dollar gains

•   Europe: Record gas prices hit bonds as investors fear wider damage

•   Natural gas·Power: Europe’s Gas and Power Surge to Records Amid Tightening Supply

•   Metals: Copper slips on strong dollar as focus turns to U.S. payrolls

•   Grains: Soy futures bounce on strength in energy markets

•   한국: 코스피 반년만에 3,000선 아래로…"당분간 불안정한 흐름 예상"

※   한경: 인플레·금리 공포에 대형株 '와르르'…"경기둔화가 더 무섭다"

•   한국: 두산그룹주 대체로 밀려, 오리콤 6%대 두산퓨얼셀 3%대 떨어져

•   한국: 韓 국채금리 3년물 연고점 경신...美 10년물 금리는 1.5%에 근접

[Indicators]

•   US Aug. Balance of trade: U.S. Trade Deficit Widened to Record in August as Imports Rebound

•   US Sep. Services PMI(ISM): ISM Services Climbs to 61.9; Economists Expected 59.9

※   ISM gauge advances slightly to 61.9 in September from 61.7

•   UK Sep. Car sales: New car sales in September fall to lowest level in two decades

•   India Sep. Services PMI: India’s Services PMI Signals Expansion Before RBI Rate Decision

•   Saudi Arabia Sep. PMI: Saudi Non-Oil Private Sector Growth Quickens to 7-Year High

•   한국 4분기 소매유통업 경기전망지수: 소매유통업 경기 다시 꺾이나

•   한국 9월 외환보유액: 9월 말 외환보유액 4천640억달러…또 사상 최대

[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

•   FT: Pandemic crisis: Global economic impact tracker

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: Democrats Wrangle Over How to Shrink $3.5 Trillion Proposal

•   WSJ: Democrats Debate Path Forward on Debt Ceiling

•   WSJ: Senate Remains in Stalemate Over Debt Ceiling

•   WSJ: Biden Visits Michigan to Promote Agenda Tied Up in Congress

•   WSJ: AstraZeneca Submits Preventive Covid-19 Treatment for FDA Authorization

※   AstraZeneca’s antibody drug could be an alternative to vaccines for people whose immune systems make existing shots less effective

•   WSJ: FDA Authorizes Another At-Home Rapid Test for Covid-19

•   WSJ: The U.S.-China Trade Conflict Remains Frozen

•   WSJ: Derby’s Take: Fed Dove Games Out How Rate Increases Can Address Supply Shock Inflation

•   WSJ: Climate Change Is Melting Russia’s Permafrost—and Challenging Its Oil Economy

•   WSJ: How Not to Do an Energy Transition

•   WSJ: SEC’s Gensler Aims to Save Investors Money by Squeezing Wall Street

•   WSJ: Is the Stock Market Open at 3 a.m.? This Startup Says It Should Be

•   WSJ: U.S. Companies Pick Up Adoption of Libor Alternative SOFR

•   WSJ: Facebook Whistleblower’s Testimony Builds Momentum for Tougher Tech Laws

•   WSJ: Microsoft Released Windows 11. But Should You Upgrade?

•   NYT: Covid shots saved the lives of 39,000 older or disabled Americans through May of this year, the U.S. reports.

•   NYT: Democrats Lost the Most in Midwestern ‘Factory Towns’, Report Says

•   NYT: Blinken, in Paris, Tries to Restore Trust After Submarine Snub

•   NYT: The End of a ‘Gilded Age’: China Is Bringing Business to Heel

•   NYT: How Germany's Economy Is Hurt by Supply Chain Shortages

•   WP: What Joe Manchin wants, decoded

•   WP: America’s debt is truly bipartisan

•   FT: US and Chinese officials to hold high-level meeting in Switzerland

※   Discussions expected to include negotiations about a possible virtual Biden-Xi summit

•   FT: Ireland ‘confident’ of signing revised global corporate tax deal

•   FT: EU enlargement an afterthought on eve of Balkan summit

•   FT: EU moves to reduce Gibraltar border tensions with UK

•   FT: Boris Johnson denies Britain faces economic crisis

•   FT: Johnson steps up battle with business over UK supply chain crisis

•   FT: UK wage inflation — sign of adjustment or symptom of crisis?

•   FT: UK energy suppliers quoting deals more than £700 above price cap

•   FT: We could be re-entering postwar Britain, not the 1970s

•   FT: ‘A nation of property hoarders’: how Right to Buy transformed UK housing

•   FT: The debt ceiling: can the US avert a disastrous default?

•   FT: China property sector woes intensify after mid-sized developer defaults

※   Fantasia misses payment as Evergrande keeps investors hanging on share trading suspension\

•   FT: China’s CPTPP application expected to receive cool response

•   FT: China unloads Australian coal despite import ban amid power shortage

•   FT: Why oil producers won’t stop the rally

•   FT: How green is your electric vehicle?

•   FT: Carmakers order enough chips for record rebound in global production

•   Bloomberg: Jerome Powell Still Has Confidence of White House as Fed Chair

※   Biden has yet to announce whether he’ll reappoint Powell

•   Bloomberg: Elizabeth Warren Says Jerome Powell Has Failed as Leader of Federal Reserve

•   Bloomberg: Fed Chair Jay Powell Wins Support of Majority of GOP Senators on Banking Panel

•   Bloomberg: Jon Ossoff Calls for Probe of Trading by Federal Reserve Officials

•   Bloomberg: IMF Chief Says Risks to a Broad Global Recovery Are Rising

※   The fund expects gross domestic product to “moderate slightly” compared with its 6% expansion projection made in July

•   Bloomberg: G-20: Xi Jinping Does Not Plan to Attend Rome Summit This Month

※   President Xi Jinping does not currently plan to attend a summit in Italy this month in person

•   Bloomberg: Saudis Cut Oil Price to Asia After OPEC+’s Restraint Fuels Rally

•   Bloomberg: OECD’s Boone: Inflation Is a Top Concern That Should Tail Off

•   Bloomberg: What Happens if the U.S. Defaults on Its Debt? Here Are the Options Avaiable.

•   Bloomberg: Lead Times for U.S. Factories Lengthen to Record on Supply Crunch

•   Bloomberg: Transcript: How A Trillion Dollar Coin Could End The Debt Ceiling Crisis For Good

•   Bloomberg: Fuel Prices Soar Across Asia as Global Energy Crunch Deepens

•   Bloomberg: Tenants Struggle With Red-Hot U.S. Rental Market

•   Bloomberg: Macron to Make Biggest ECB Job Pick for Years at Bank of France

•   Bloomberg: How Global Climate Action Is Forcing Russia’s Hand

•   Bloomberg: EU Lawmakers Voice Doubts Over Approval for Nord Stream 2

•   Bloomberg: German Greens Flag Policy Clash After Talks With Merkel Bloc

•   Bloomberg: German FDP Party Slams Merkel’s Bloc Over Coalition Talks Leak

•   Bloomberg: ECB’s Holzmann Clings to Hope Inflation Spike Will Fade

•   Bloomberg: Global Shocks Put Swift Euro-Area Economy Rebound at Risk: Chart

•   Bloomberg: China Orders Banks to Ramp Up Funding to Boost Coal Output

•   Bloomberg: Isolated China Becomes Last Country Still Chasing Covid Zero

•   Bloomberg: India Says Coal Crisis Could Drag On as Long as Six Months

•   Bloomberg: Malaysia’s Political Woes Resurface as Key Ruling State Falls

•   Bloomberg: These Assets Are Most Exposed to Commodity-Fueled Inflation

•   Bloomberg: Coal Giant Told to Boost Output to Ease India’s Power Crisis

•   Bloomberg: Global Energy Crisis Is the First of Many in the Clean-Power Era

•   Bloomberg: General Motors (GM) Is An ESG Play Now

•   Bloomberg: Rivian Founder’s Long, Bumpy Road to Electric Pickup

•   Bloomberg: What Does a Global Transition to Clean Power Mean? Energy Crises, Gas Shortages

•   Bloomberg: Top Miners Doubt Customers Can Match Their Zero-Emissions Target

•   Reuters: Biden tells EC commission chief the international tax system must be fair

•   Reuters: U.S. still committed to Iran diplomacy but has options if it fails -Biden aide

•   Reuters: Fed's Evans: high inflation to fall as supply bottlenecks addressed

•   Reuters: EU countries grapple with response to energy price spike

•   Reuters: EU leaders to discuss strategic gas reserve at summit -Commission

•   Reuters: ECB to zoom in on inflation expectations, wages: Lagarde

•   Reuters: Spain to ditch national approach if EU moves on energy markets -minister

•   Reuters: French nuclear output reduced by unemployment reform strike

•   Reuters: EXCLUSIVE Germany seeks competition assurances over Nord Stream 2 gas link

•   Reuters: Spain approves COVID booster shot for over 70s

•   Reuters: Japan's dip in COVID-19 cases baffles experts; winter 'nightmare' still a risk

•   Reuters: Indonesia targets 4.68 gw more solar capacity by 2030 under new plan

•   Reuters: Analysis: Quest for more leverage drives Iran's nuclear stalling tactic, analysts say

•   Reuters: Analysis: Brexit cold turkey - UK tries to kick 25-year imported labour habit

•   Reuters: Analysis-Fossil fuel firms feel the heat over push for advertising ban

•   CNBC: U.S. faces a recession if Congress doesn’t address the debt limit within 2 weeks, Yellen says

※   Treasury Secretary Janet Yellen believes the economy would fall into a recession if Congress fails to raise the debt ceiling before a default on the U.S. debt.

•   CNBC: WHO says unvaccinated people are ‘dying unnecessarily’ from Covid as hospitals fill

•   CNBC: Oil analysts predict a prolonged rally as OPEC resists calls to ramp up supply

•   CNBC: ‘Zero Covid’ strategies are being abandoned as the highly infectious delta variant dominates

•   CNBC: Unemployment recipients fell by more than half after Labor Day cliff

•   MarketWatch: Nearly 70% of big U.S. companies are adopting a flexible work model, says Morgan Stanley

•   SCMP: China manufacturing town is again buzzing after being crippled by Samsung’s departure in 2019

•   SCMP: China is not heading toward a market economy, often due to its own policies, report concludes

•   SCMP: China-India border: New Delhi redirects Pakistan-facing troops, tanks before 13th round of LAC talks

•   SCMP: China’s export advantage is being squeezed by soaring sea freight prices and rising raw material costs

•   SCMP: China steps up coal imports from Kazakhstan, South Africa and Mozambique amid supply crunch

•   SCMP: US-China trade: who will ‘targeted tariff-exclusion process’ help more, Chinese factories or American buyers?

•   SCMP: China’s Xinjiang gets money, talent from ‘pairing assistance’, but is the controversial programme helping?

•   SCMP: A year on, proposal to waive IP for Covid-19 vaccines is still in limbo

•   Nikkei Asia: Japan PM Kishida and Biden commit to defending Senkaku Islands

•   Nikkei Asia: Japan PM Kishida kicks off diplomacy with Quad phone calls

•   Nikkei Asia: Abe's venting over cabinet hints at discord among kingmakers

•   Nikkei Asia: Kishida's 'new capitalism' raises economic reform setback fears

•   Nikkei Asia: Nuclear power crucial to Japan's net-zero goal: industry minister

•   Nikkei Asia: Japan to require 4,000 companies to disclose climate risks

•   Nikkei Asia: Leading by listening: Kishida offers Japan a traditional style of politics

•   Nikkei Asia: New LDP policy chief Takaichi supports Taiwan's CPTPP bid

•   Nikkei Asia: Kishida approval rating starts at 59%, below Abe and Suga: Nikkei poll

•   Mainichi: New Japan finance chief vows to set course for fiscal consolidation

•   Economic Times: Moody's improves India's outlook to 'stable'

•   OilPrice.com: OPEC+ Raises November Oil Production Quota To 39.7 Million Bpd

•   MINING.com: Gold production from top miners to recover in H2 — report

•   MIT News: A robot that finds lost items

•   DIGITIMES: China power cuts may ease inventory cost pressure on component makers

•   DIGITIMES: Global semiconductor sales continue growth

•   매경(P1): "삼천피 무너졌는데 지금이라도 손절해야 하나요?"…전문가 조언들어보니

•   매경: "또 껄무새 되나"…서학개미도 멘붕, 순매수 1위 한달새 21% 폭삭

•   매경(P1): 삼성전자 하이닉스 또 악재 터졌다…中 규제에 반도체원료 규소 석달새 322% 폭등

•   매경: 거침없는 LPG값…겨울이 두려운 화학업계

•   매경: IT 길잡이 '매경 CES 포럼' 내년 1월 美라스베이거스서

•   매경: 지방공기업 빚 54조원 돌파…67%는 도시개발공사 부채

•   매경: 車 인포테인먼트 시장, 50조 고속질주…LG전자 투자 빛본다

•   매경: [단독] 아파트값 잡겠다더니 세금만 눈덩이…보유세 올해 OECD 평균 넘어설 듯

•   매경: "전세 계약금 날리고 거리 나앉을 판"…대출 축소에 이사철 악소리 난다

•   매경: 與 내부서도…"전세 실수요자 대출 풀어야"

•   매경: 대우건설, 정비사업 수주 1위로…중흥에 매각도 순항

•   매경: 도 넘은 건설노조 횡포…국토부는 수수방관

•   한경(P1): 이달 車 계약하면 1년 뒤 받는다…'사상 최악' 출고 대란

•   한경: "출고 대란은 퍼펙트 스톰"…현대차·기아, 9월에만 3만대 생산 차질

•   한경(P1): 토스뱅크 출범…'파격 금리' 승부수

•   한경: "기존 전망 의미 없다…리스크 관리에 집중할 때"

•   한경: "어쩔 수 없이 경기도行"…서울 신혼집 포기한 30대 직장인

•   한경: 이내형 유니버설로봇 한국대표 "노동규제·인력난…협동로봇 전성기 왔다"

•   한경: 현대차 공장에 '이것' 들였더니…"1시간 작업도 3분이면 뚝딱"

•   한경: 자산 1조 기업, 지배구조보고서 의무화

•   한경: 공공주택 10.5만 가구 '헛바퀴'…신규택지 40% 착공도 못해

•   서경(P1): 3조 손실보상금 재원, 결국 '기금 돌려막기'

•   서경(P1): 서울 강북 아파트 절반이 9억 돌파···'대출규제권' 진입

•   서경: 공급 부족에 강북까지 집값 폭등···1년에 1.5억씩 올랐다

•   서경: 서초 40억 뚫자 송파 25억·마포 20억···강남發 '집값 고점’ 연쇄 돌파

•   서경: '요지경 전기차 보조금'···울릉 1,100만원·서울 200만원

•   서경: 계속되는 ‘영끌’ 경고···12일 금통위의 선택은?

•   서경: 현대차, 美 재고량 33%로 뚝...삼성 스마트폰 ‘예년의 60%’ 유통

•   서경: 천정부지 니켈값에 K배터리 비상···지분 투자 등 원자재 확보 총력전

•   서경: 나랏빚 폭증하는데...3분기만 최대 3兆 손실보상 '엎친데 덮친격'

•   서경: 문승욱 "신재생 늘어 신규 망요금 체계 필요"

•   서경: 반도체 공급망 불안에...삼성전자, P3공장 176단 낸드 속도낸다

•   서경: 삼성전자 임금교섭 상견례, 노사 ‘신경전’ 벌이다 끝났다

•   서경: 3분기 기업 총수 주식 재산 보니···김범수 울고 정몽진·이우현 웃었다

•   조선: 高유가에 사막경제 기지개… 한국기업들 ‘제3의 중동 붐’ 부나

•   조선: 與野 보좌관들 영입했는데도 10대그룹중 유일하게 국감에…

•   조선: [강인선·배성규의 모닝라이브] 김동연 “소주성 놓고 文 청와대와 10대 1 싸움 했다”

•   조선비즈: ‘다주택자 중과세로 매물 풀겠다’더니… “외려 매물 줄어들고 집값 급등”

•   조선비즈: 中 BOE, 중소형 OLED 8세대 전환 만지작…2023년 양산 목표

•   조선비즈: [단독] ‘백신패스’ 통합 시스템 만든다… 미접종자 PCR 음성 결과도 앱으로 관리

•   조선비즈: [과속페달 탄소중립]② 신재생 설비에 약 1000조·ESS 1248조원… 결국 국민 부담

•   조선비즈: 車에서 스마트폰까지 반도체 부족 아우성… 中 전력난에 메모리도 ‘비상’

※   Counterpoint: Semiconductor Shortages Hitting Smartphone Industry Hard; Counterpoint Lowers H2 2021 Shipment Forecasts

•   조선비즈: 3분기에도 거래대금 2조 줄었다… 하락장에 떠나는 개미들

•   중앙(P1): 서울 턱밑까지 저출산 쇼크…하남·과천·의왕도 분만실 없다 [리셋코리아]

•   중앙: 재택치료 서두르는 정부…의료계 “환자 모니터링 필수”

•   중앙: 국내 승인 안 났는데, 시노백·시노팜 접종자도 백신 인센티브 논란

•   중앙: 유엔 대북제재위 “북, 최악 경제난에도 핵·미사일 개발”

•   중앙: [Data & Now] 일본 수출규제 2년, 한·일 교역 10% 줄었다

•   동아: 위드 코로나 시작은 ‘백신패스’… 시설-시간-인원 단계적 확대를

•   동아: 美공장 세우는 국내 배터리업계, ‘전미자동차노조’ 경영부담 우려

•   동아: [단독]고속도 수소차 충전소 12곳중 1곳, 한달 한번 고장

•   동아: [DBR/Special Report:]“‘이상파랑’위에 올라타야 더 높이 도약 가능”

•   동아: [DBR]조직 커져도 민첩성 잃지 않아야

•   문화: 정부, 한국형 재정준칙 이미 위반… 3차례 추경 모두 ‘한도’ 넘겨

•   국민(P1): [알림] ‘2021 국민미래포럼’ 엽니다

•   서울: 부실한 ‘2050 탄소중립 시나리오’ 도마 올라

•   세계: 성인 1차 접종률 90%… ‘단계적 일상회복’ 준비 박차

•   한겨레(P1): [단독] 자영업자 대출도 한계 도달했다…상호저축 27%, 대부업 72%↑

•   한겨레: 832조 ‘빚’ 자영업자들…“책임질 테니 갚을 방법이라도 알려달라”

•   한겨레: 자영업 대출 24% ‘소득 하위 계층’…빚 증가 속도 가장 빨라

•   경향: 스마트폰 값싸게 수리해 오래 쓸 수 없나

•   머니투데이: 현대·두산건설기계 역대급 잘 팔린다…"호황기 5년 지속"

•   머니투데이: LG전자 미래기술협의체 카운실 확대 개편…첫 주제는 AI

•   헤럴드경제(P1): “올 주택공급 39만호...정부 목표 7만호 미달”

•   헤럴드경제: 10월 한 달 대외 불확실성 지배...‘금리·전력난·인플레’ 변수

•   헤럴드경제: “서울에 집이 370만채면 뭐하나...내가 살 집은 없는데”

•   파이낸셜뉴스(P1): "팰리세이드 추가분 美생산" 현대차, 勞에 초강수

•   파이낸셜뉴스: SK이노, 폐배터리로 공사장 에너지저장장치 만든다

•   파이낸셜뉴스: 외국인 '부동산 쇼핑' 급증… 정부는 실거주 여부도 모른다

•   아시아경제(P1): 해외기업만 배불린 해상풍력…핵심부품 국산화율 고작 34%

•   아시아경제: 국내기술 자립 없이 '과속 도입'…외산 풍력설비 점유율 3배 커져

•   아시아경제(P1): [단독]文정부, 4년간 적자국채 225조원…전 정부보다 55% 늘어

•   이데일리(P1): 타일러 코웬 단독 인터뷰 "경제 성장, 기업이 하는 것"

•   이데일리: "헝다 사태, 日 장기불황 닮아…中 경제 점점 퍼지는 독 될 것"

•   이데일리: "제2의 테슬라 찾기 혈안…기업가정신에 韓 미래 달렸다"

•   이데일리: 7년짜리 CP가 있다고? 몸집 불리는 '장기CP'

•   이데일리: 과하면 독…"금융당국 장기CP 모니터링해야"

•   이데일리: 전세계 탄소중립 열풍…친환경株가 간다

•   연합: 오늘 다시 2천명 안팎…추석여파 속 개천절·한글날 연휴 '불안'

•   연합인포맥스: 금리 뛰자 슬금슬금 나오는 회사채 미매각…몸사리는 기업들

•   뉴스핌: [정가 인사이드] 종로 재보선 눈 돌린 與…김동연 연대설 '솔솔'

•   e대한경제: “연료전지 시장 성장세 무섭다…2030년 50조원 규모”

※   수출입은행 해외경제연구소: 연료전지 개요와 현황

•   에너지경제: 하반기 RPS 고정가격계약 ‘국산 모듈 싸움’…"입찰가격 편차 클 것"

•   에너지경제: 발전사, LNG터미널 사업 잇단 추진에 인프라 과잉 우려…공기업 간 과당경쟁 가능성도

•   에너지경제: 홍정민 의원 "REC 거래시장 일반기업 거래 실적 5건에 불과, 제도 점검해야"

•   에너지경제: 낮아진다더니…신재생에너지 구입 단가 계속 올랐다

•   에너지데일리: “농업 분야 재생에너지 설치 극히 저조하다”

•   에너지데일리: 재생에너지 보급 확대, 지자체 인허가에 ‘발목’

•   에너지데일리: “무늬만 ‘신설’된 기후대응기금…탄소중립 실효성 높여야”

•   전자신문: [KPCA 쇼 2021] '10조 돌파' 한국 PCB 시장의 미래 한눈에

•   전자신문: [KPCA 쇼 2021]PCB·패키징 미래 선도 기술 및 연구 성과 공유 '국제 심포지엄'

•   전자신문: [KPCA 쇼 2021] LG이노텍·대덕전자 등 105개 기업 첨단 PCB·패키지 기술 총출동

•   물류신문: 빨라지는 물류 디지털 전환, 우리에게 필요한 것은 ‘무엇’

[Opinions]

•   Project Syndicate(Daron Acemoglu): The Bitcoin Fountainhead

•   Project Syndicate(Daniel Gros): The COVID Inflation Scare

•   FT(Editorial Board): UK needs a rapid plan to hit its green power goal

•   FT(Editorial Board): Joe Biden’s China trade policy lacks ambition

•   FT(Martin Wolf): The economic threats from China’s real estate bubble

※   Property’s great investment boom has reached its limit — the economy needs new drivers of demand

•   FT(Janan Ganesh): Lessons from the elusive backlash to vaccine mandates

•   FT(Martin Sandbu): Europe’s social democrats are back - but for how long?

•   FT(Robert Armstrong): Emerging markets’ tough test

•   FT(Helen Thomas): How the UK energy crisis is increasing the ‘loyalty penalty’

•   FT(Ryan McMorrow): Beijing vs bitcoin: why China is cracking down on crypto

•   FT(Julia Coronado): Fed policy must not halt the job recovery

•   FT(Kathrin Hille): No easy options to ease semiconductor squeeze

•   FT(Lex): GlobalFoundries IPO: a cheap punt on booming chip demand

•   WSJ(Editorial Board): Iran’s $10 Billion Trial Balloon

•   WSJ(Editorial Board): Biden’s Trade Strategy That Isn’t

•   WSJ(Editorial Board): The Next Progressive Budget Trick

•   WSJ(William A. Galston): Democrats Must Raise the Debt Themselves

•   WSJ(Paul H. Rubin): The Woke Left’s Primitive Economics

•   WSJ(Richard Muller, Steven Quay): Science Closes In on Covid’s Origins

•   WSJ(Paul M. Dabbar): Deregulation and U.S. Energy Independence

•   WSJ(Alexander William Salter): Dangers Of a Digital Dollar

•   WP(Max Boot): The success of ‘Squid Game’ illustrates the benefits of globalization and free trade

•   WP(Josh Rogin): South Korea’s opposition tells Biden: Get tougher on North Korea

•   WP(Marc A. Thiessen): On infrastructure, Biden has taken presidential incompetence to a new level

•   WP(Greg Sargent): Biden’s frustration with Manchin and Sinema over reconciliation captures a dark truth

•   Bloomberg(John Authers): Stagflation Fears Are Overstated, Except in Britain's Renaissance

•   Bloomberg(Liam Denning): Why Biden’s Methane Fee Isn’t a Gas Tax

•   Bloomberg(David W Wilcox): To Save the Economy Democrats Should Wipe Out the Debt Ceiling

•   Reuters(Clyde Russell): Asia's energy crunch boosts coal and LNG, but threatens their future

•   Reuters(Andy Home): Contrary copper remains out of favour with fund managers

•   한경(사설): 가스·석유·석탄값 다 뛰는데 원전 말고 대안 있나

•   한경(문재도): 미래 수소경쟁에서 이기려면

•   조선(한삼희): 탄소중립委가 시민단체와는 달라야 하지 않겠나

•   문화(이관범): 중국 업체 배 불리는 태양광