Business Intelligence Monitor 211011

(Introduction)

[Markets]

•   Global: Yields rise, stocks waver after U.S. jobs data

•   Turkey: Turkish lira swings on rumours of new central bank firing

•   Oil: Oil Surges to $80 as Global Energy Crisis Threatens Supplies

※   U.S. crude futures topped $80 a barrel for the first time since November 2014

•   Metals: Copper rebounds after soft U.S. jobs data hits dollar

•   Iron ore: Iron ore price rises as China markets reopen after holiday

•   Grains: Soybean, corn futures weak as trade waits for export news

•   한국: 코스피, 소폭 하락한 2,956.30 마감…달러 강세 등 영향

•   한국: 코스피·코스닥 급락 8거래일간 외국인 자금 2조 증시 이탈

•   한국: 삼성그룹株 시가총액 올해 첫 700조원 아래로

•   한국: SK하이닉스, 나흘째 연중 최저···반등은 언제

•   한국: "4분기 사상최고 실적" LG이노텍 3.4% 급등

•   한국: 두산그룹주 등락 갈려, 오리콤 두산퓨얼셀 오르고 두산밥캣 두산 내려

[Indicators]

•   Global OCT. TIGER: Global rebound hit by supply squeezes, energy costs and inflation

•   US Aug. Wholesale inventories: U.S. wholesale inventories unrevised in August

•   US Sep. Nonfarm payrolls: U.S. Job Growth Falls to Slowest Pace of Year

※   Economy added just 194,000 jobs while unemployment rate dropped to 4.8% as many workers exited from labor force

※   WSJ: Jobs Report Keeps Fed Taper on Track for November

※   NYT: The New Jobs Report Numbers Are Pretty Good, Actually

※   CNBC: September jobs report: Biden sees 'great progress' as wages rise

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

•   Germany Aug. Balance of trade: German exports slip for first time in 15 months - stats office

•   China Sep. Services PMI(Caixin): China's Sept services activity returns to growth - Caixin PMI

•   Japan Aug. Household spending : Japan's Aug. household spending down 3.0% under virus emergency

•   Japan Aug. Current account : Japan logs smaller current account surplus in Aug. as trade deficit weighs

•   India Benchmark rate: India Central Bank Keeps Rate Unchanged as Pandemic Shows Signs of Easing

•   Brazil Sep. CPI: Brazil's inflation hits double digits, punishing the poor

•   Taiwan Sep. Balance of trade: Taiwan Exports Surge to Record, Defying Predictions of Slowdown

[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

[Calendars]

•   WSJ: Economy Week Ahead: Inflation, Jobless Claims, Retail Sales

•   FT: Time for a health check

•   Bloomberg: U.S. Price Pressures Keep Percolating in Economy: Eco Week Ahead

[News]

•   WSJ: Global Supply-Chain Problems Escalate, Threatening Economic Recovery

※   Component shortages, surging prices of raw materials and transportation backups compound the bottlenecks

•   WSJ: Soaring Energy Prices Raise Concerns About U.S. Inflation, Economy

•   WSJ: Tense Debt-Ceiling Vote Sets Stage for Tougher Fight

•   WSJ: Bernie Sanders Expresses Frustration With Centrists in Spending Talks

•   WSJ: Income-Tax Rate on the Rich Depends on Who’s Doing the Math

•   WSJ: Corporate Taxes Poised to Rise After 136-Country Deal

※   OECD: International community strikes a ground-breaking tax deal for the digital age

•   WSJ: Global Tax Reform Isn’t Yet a Done Deal

•   WSJ: U.S.-China Trade Talks Take First Steps in Re-Engagement

※   Virtual meeting follows Biden administration’s outline of a policy building on strategies initiated by Trump

•   WSJ: Fully Vaccinated and Had Covid-19? No Rush for a Booster Shot, Experts Say

•   WSJ: Many Women Remain on Labor-Market Sideline

•   WSJ: Soaring Home Prices Are Roiling Appraisals and Upending Sales

•   WSJ: California Oil Spill ‘Worst Case Discharge’ Is 131,000 Gallons, U.S. Coast Guard Estimates

•   WSJ: Beyond Evergrande, China’s Property Market Faces a $5 Trillion Reckoning

※   Developers have run up huge debts. Now home sales are down, Beijing is imposing borrowing curbs and buyers are balking at high prices.

•   WSJ: How Evergrande Grew and Grew, Despite Years of Red Flags

•   WSJ: Evergrande Is Leaving Foreign Bondholders in the Dark, Advisers Say

•   WSJ: After Dollar-Bond Default, Chinese Developer Fantasia Says It Will Fix Its Finances

•   WSJ: China’s Xi Asserts ‘Peaceful Reunification’ With Taiwan, Days After Record Show of Force

※   Taiwanese people would not bow to Chinese pressure, President Tsai Ing-wen said in a speech Sunday

•   WSJ: U.K. Businesses Plea for More European Workers. The Government Says No.

•   WSJ: Covid-19 Booster Shots Are Available for All in Israel. Younger People Aren’t Convinced.

•   WSJ: Iraqi Election Could Determine the Future for U.S. Forces in the Country

•   WSJ: The Fed May Start Tapering, but Mortgage Rates Play by Their Own Rules

•   WSJ: Samsung’s Memory-Price Hangover Will be Manageable

•   WSJ: ‘We’re in a Hurry.’ A New CEO Scrambles to Cope With a Global Chip Crisis.

•   WSJ: How to Move More Goods Through America’s Clogged Infrastructure? Robot Trains

•   WSJ: Investors Watch for Rising Costs in Earnings This Week

•   WSJ: Biggest U.S. Retailers Charter Private Cargo Ships to Sail Around Port Delays

•   WSJ: The Scariest Part of Halloween This Year Is the Supply Chain

•   NYT: Benefits for All or Just the Needy? Manchin’s Demand Focuses Debate

•   NYT: Moderna, Racing for Profits, Keeps Covid Vaccine Out of Reach of Poor

•   NYT: Major Climate Action Is at Stake in Fight Over Bills Pending in Congress

•   NYT: ‘It’s Not Sustainable’: What America’s Port Crisis Looks Like Up Close

•   NYT: Debate Looms Over I.M.F.: Should It Do More Than Put Out Fires?

•   NYT: There Is Shadow Inflation Taking Place All Around Us

•   NYT: An E.U. official blames Russia for delays in approving the Sputnik vaccine.

•   NYT: They Had the Vaccines and a Plan to Reopen. Instead They Got Cold Feet.

•   NYT: Brazil’s Covid-19 death toll passes 600,000.

•   NYT: Pfizer to vaccinate entire city in Brazil as part of study.

•   NYT: Surging Inflation and Volatile Bond Prices Are Challenging Investors

•   WP: Biden faces shrinking timetable to salvage his agenda

•   WP: Global minimum tax will be included in reconciliation bill

•   WP: Energy price crisis cuts across sectors and boundaries

•   FT: Moscow’s EU envoy urges Europe to fix ties to avoid gas shortages

•   FT: EU’s Northern Ireland concessions do not go far enough, UK to warn

•   FT: EU and UK edge closer to trade war over London’s NI protocol demands

•   FT: Brussels offers to scrap many N Ireland border controls to ease tensions

•   FT: China’s energy crisis: what caused the crunch?

•   FT: China orders coal miners to boost output to counter energy crunch

•   FT: Europe’s electricity generation from wind blown off course

•   FT: Bridgewater warns fighting inflation risks derailing economic recovery

•   FT: Merkel’s botched succession: how Germany’s leader failed to keep her party in power

•   FT: Tens of thousands flock to pro-EU demonstrations in Polish cities

•   FT: ‘Polexit’ talk grows after Warsaw challenges Brussels over EU law

•   FT: Government vows to work with industry to tackle soaring energy costs

•   FT: Kwarteng clashes with Sunak over bailout for UK companies struggling with energy costs

•   FT: UK energy survivors braced for burden of failed rivals’ customers

•   FT: Mortgage rate war reaches buy-to-let landlords

•   FT: A third of UK small businesses highly indebted, says BoE

•   FT: The challenge of unlocking the UK’s low productivity

•   FT: US has already lost AI fight to China, says ex-Pentagon software chief

•   FT: US workers overwhelmingly comply with Covid vaccine mandates

•   FT: Hoped-for surge in US hiring dissipates as Covid fears linger

•   FT: Fed under pressure: ‘the ethics need to be as strong as the economics’

•   FT: An end to isolation: can Asia-Pacific live with coronavirus?

•   FT: Evergrande chair’s wealth under scrutiny as developer faces default

•   FT: Half of China’s top developers crossed Beijing’s ‘red lines’

•   FT: UN warns of Myanmar aid shortfall as country faces ‘triple crises’

•   FT: What next for oil prices after hitting multiyear highs?

•   FT: Demand for protection falls as investors bet US stock sell-off is over

•   Bloomberg: Goldman Cuts U.S. Growth Forecasts for 2021 and 2022 on Consumer

※   Goldman now sees 5.6% U.S. growth in 2021 and 4% in 2022

•   Bloomberg: Central Bankers Are Spooked by Signs That Inflation Is Lingering for Longer

•   Bloomberg: Charting the Global Economy: Inflation Builds; Jobs Miss in U.S.

•   Bloomberg: McConnell Warns Biden He Won’t Help in Next Debt-Limit Standoff

•   Bloomberg: Fed’s Daly Says Job Market Will Have ‘Ups and Downs’ From Covid

•   Bloomberg: Summers Says U.S. Unemployment Is Now Below Its ‘Natural’ Rate

•   Bloomberg: Top 1% Earners Hold More Wealth Than the U.S. Middle Class

•   Bloomberg: Bank of England Officials Signal Imminent Rise in Interest Rates

•   Bloomberg: BOE’s Saunders Says Markets Right to Price in Quicker Tightening

•   Bloomberg: BOE Rate Hike Would Hit a Fifth of Existing U.K. Mortgages

•   Bloomberg: ECB’s Villeroy Says Inflation to Fall Below 2% by End-2022

•   Bloomberg: German Greens and Liberals Spar Over Budget Before Monday Talks

•   Bloomberg: Europe to Get Hit of Cool Weather Next Week Just as Wind Drops

•   Bloomberg: China’s Coal Hub Broadens Output Freeze Amid Heavy Rain, Floods

•   Bloomberg: China to Allow Power Prices to Rise Amid Energy Squeeze

•   Bloomberg: India Does a Turnaround on Trade Spurred by Post-Covid Economic Reality

•   Bloomberg: India Has Enough Coal to Meet Power Plant Demand, Ministry Says

•   Bloomberg: India’s Top Economic Adviser to Step Down Weeks Before Budget

•   Bloomberg: Merkel Sees Decisive Weeks Ahead for Iran’s Nuclear Program

•   Bloomberg: Iran Says No Need for New IAEA Cameras at Karaj Nuclear Site

•   Bloomberg: Energy Crisis Pushes Serbia to Keep Coal Power, President Says

•   Bloomberg: Russia’s Covid-19 Death Toll Total Rose Above 400,000 in August

•   Bloomberg: Jokowi Tries Harder With Restive Papua After Spending Billions

•   Bloomberg: World’s Energy Chaos Turns Russia Into Top Emerging-Market Pick

•   Bloomberg: Municipal-Bond Fund Investor Pullback Signals Weakening Market

•   Bloomberg: China Will Keep Pushing Interest Rate Reform, PBOC Official Says

•   Bloomberg: PBOC Drains Most Cash in a Year From Banking System, Bonds Slide

•   Bloomberg: PBOC Sells 10 Billion Yuan of 7-Day Reverse Repo at 2.2%

•   Bloomberg: Iran Plans to Sell Oil in Exchange for Investment and Goods

•   Bloomberg: Merck’s Covid Pill Faces Risk That Virus Could Outsmart It

•   Bloomberg: Power and Chips Darken the Outlook for Europe’s Steelmakers

•   Bloomberg: TSMC Posts Record Sales as Auto, iPhone Demand Fuel Orders

•   Bloomberg: Musk Says Chip and Ship Shortages Top Threats to Tesla Growth

•   Bloomberg: In a World Fighting Climate Change, Fossil Fuels Take Revenge

•   Bloomberg: Energy Crisis Sets Stage for Record Global Carbon Emissions

•   Bloomberg: Global Biodiversity Summit Puts China in Spotlight

•   Bloomberg: U.S. to Invest Billions in Clean Energy Innovations

•   Bloomberg: First Green EU Bond to Spur ‘Absolute Riot’ of Investor Demand

•   Bloomberg: Gas Prices: Biden's Options to Lower Fuel Costs Clash With Climate Agenda

•   Reuters: U.S. will accept WHO-approved COVID-19 vaccines for international visitors

•   Reuters: U.S. CDC advisers to review Moderna, J&J COVID-19 booster shots this month

•   Reuters: ECB governors expect friction with governments as end of support looms

•   Reuters: EXCLUSIVE Indian states suffer power cuts as coal stocks shrink

•   Reuters: 'Blood, sweat, no beers': Sydney set to ease COVID-19 curbs

•   Reuters: WHO says 'near' to solving issues on Russia's Sputnik V vaccine

•   Reuters: EXCLUSIVE U.S. delegation to meet Taliban in first high-level talks since pullout - officials

•   Reuters: EXCLUSIVE Erdogan is cooling on his latest central bank chief, sources say

•   Reuters: White House weighs broader oversight of cryptocurrency market

•   Reuters: Analysis: Europe's record IPO year has a sting in its tail

•   Reuters: Analysis: Tesla speeds the EV industry's South by Southwest drive

•   AP: Small businesses navigate ever-changing COVID-19 reality

•   AP: Hydropower decline adds strain to power grids in drought

•   AP: Analysis: Hiring slowdown menaces Biden despite upbeat talk

•   CNN: The global energy crisis has brought climate to a crossroads

•   CNBC: Strong wage gains cast doubt that inflation is going away anytime soon

•   CNBC: Covid cases dip below 100,000 a day in U.S. as nation faces colder weather

•   CNBC: CDC director says the Covid pandemic’s end date depends on human behavior

•   CNBC: Boston Dynamics has captivated the public with viral videos, now it’s looking to impress paying customers

•   MarketWatch: How stock-market investors can make sense of supply-chain chaos

•   MarketWatch: Fertilizer prices soaring as natural-gas rally adds to ‘perfect storm’

•   Fox Business: Major airline canceled over a thousand flights and it's just getting started

•   Fox Business: Top 5 richest Americans on Forbes 400 List: Who are they?

•   STAT: ‘Naively ambitious’: How COVAX failed on its promise to vaccinate the world

•   SCMP: China-US shipping rates begin to cool as power crisis forces production cuts, but freight costs still elevated

•   SCMP: China’s power crisis: why is it happening, how bad is it, and what if it continues into the freezing winter months?

•   SCMP: China stocks are braced to break out this quarter as policymakers are poised to loosen policies amid property and power woes

•   SCMP: China’s ‘golden week’ travel spending down 40 per cent from pre-pandemic level, and worse than last year’s

•   SCMP: China’s anti-sanctions law: how Beijing borrowed a page from the EU’s playbook to counter the West

•   Global Times: China-US trade talks spark cautious optimism

•   Caixin: Analysis: Five Things to Watch in China’s Economy in the Fourth Quarter

•   Nikkei Asia: Kishida and Xi agree to seek 'stable' ties in first phone call

•   Nikkei Asia: China watches 'new neighbor' Kishida with cautious optimism

•   Nikkei Asia: Kishida sharply breaks from reform to redistribution in key speech

•   Nikkei Asia: Sony to join TSMC on new $7bn chip plant in Japan

•   Nikkei Asia: Nissan unveils road map to zero-carbon factories by 2050

•   Nikkei Asia: Japan explores defense options for emerging North Korean threats

•   Nikkei Asia: China power outages spur new wave of supply chain shifts

•   Nikkei Asia: Taiwan's top memory chipmaker lowers outlook as supply chain woes bite

•   Economic Times: RBI retains GDP Forecast at 9.5%, revises inflation estimate down at 5.3%

•   Economic Times: Industrial loan growth turns negative in 2020-21 due to COVID-19-related disruptions: RBI data

•   MINING.com: Cobalt supply chain: China and DRC to maintain dominance, growth potential in Australia– report

•   매경(P1): 사상 최대 실적에도…"8만전자 회복은 아직 멀었다"

※   삼성전자: 삼성전자, 2021년 3분기 잠정실적 발표

•   매경: 주가 미지근…"내년 실적전망 밝지않아"

•   매경: 삼성전자 영업이익 3분의 2가 반도체 사업서 나와

•   매경(P1): 식당·카페·노래방 영업손실 80% 보상

•   매경: "100% 보상해줘도 모자랄 판에…거리두기나 풀어라" 자영업자 20일 총궐기 나선다

•   매경: "최소 2조 필요한데 1조만 확보"…손실보상 예산 어떻게 마련하나

•   매경: [단독] 원자재·에너지값 폭등에…정부, 수입관세 인하 검토

•   매경: "이러니 개미만 호구란 소리가 나오지"…톱10 순매수 종목 전부 마이너스

•   매경: 증시 흔들려도 퇴직연금펀드엔 뭉칫돈

•   매경(P1): 사이판 관광 연말까지 동났다…유럽 5개국도 불티

•   매경(P1): 전기차 지각변동…현대車·GM "테슬라 잡는다"

•   매경: 배터리 판도 바꿀 전고체는 먼 얘기…韓, 고성능 리튬이온전지 개발 주도

•   매경: 전기차 무선충전 도전…현대차, 시범사업 돌입

•   매경(P1): 삼성·SK, 해외서 수천억 디지털세

※   기재부: [보도참고] 디지털세 필라 1·2 최종합의문 공개

•   매경: '저세율國 법인' 둔 삼성·SK·LG등 22곳, 세금 더 낼수도

•   매경: 남부발전 컨소시엄, 2조5천억 베트남 LNG사업 수주

•   매경: 車뿐만 아니네…"컴퓨터 사는데 4개월 기다리고요?"

•   매경: 상장사 전반적 이익 감소 불가피…"눈높이 낮춰야"

•   매경: 변동성지표로 볼때 지수 저점 멀었다

•   한경(P1): 탄소중립 과속 또 과속…"가혹하다" 기업들 '비명'

※   산업부: (참고자료)정부, 2030년 온실가스 감축목표(NDC) 온라인 토론회 개최

•   한경: 탄소 年 감축률 선진국의 2배…中은 되레 배출량 늘려 잡았다

•   한경: 뭐가 급했길래…'NDC 상향' 발표 뒤 바로 열린 탄중위 토론회

•   한경(P1): 토스, '비운의 스타트업' 타다 전격 인수…카카오T와 맞짱

•   한경: 집값 잡겠다던 대출 총량규제…"서민 울리고, 금융사엔 족쇄"

•   한경: 현대차 노조, 이번엔 "캐스퍼 온라인서 팔면 안돼"…왜?

•   한경: 들뜬 조선 빅3 "카타르 수주 100척 넘을 수도"

•   한경: "수소 성장은 시간문제…이제 옥석가릴 시간"

•   한경: 코로나發 인력난, '로봇 근로자 시대' 앞당긴다

•   한경: "한 달새 200만대 판매…아이폰13 안 무섭다" 삼성 폴더블폰 '독주'

•   한경(P1): 서울 면적 73% 태양광 더 깔겠다는 정부

•   한경(P1): "어쩔 수 없는 선택"…삼성家, 주식 내다 파는 이유

•   한경(P1): "하루 만에 수천만원 날렸습니다"…도박개미들 '비명'

•   한경: 머스크의 '스페이스X' 못지않아…K-로켓 '누리호' 우주로

•   한경: 엔진 한화, 발사대 현대重…누리호는 K기업 합작품

•   한경: 신재생>원전…한수원, 4년 뒤엔 '투자비중 역전'

•   한경: 소상공인 손실보상, 2조 이상 들 듯

•   서경(P1): 싱가포르 여행, 내달 15일부터 격리없이 가능

•   서경: 기재차관 "10월 물가 9월보다 더 오를 것"···짓누른 공공요금 부메랑 될 수도

•   서경: “전셋값 오른 것도 서러운데”···국민 이어 하나·신한도 전세대출 축소·제한

•   조선: “주택·상가 시세보다 싸게 파는 것 금지” 中 지방정부들 ‘분양가 하한제’ 도입

•   조선비즈: 치솟는 물가, 글로벌 공급 쇼크, 금융시장 불안…올해 ‘4% 성장’ 흔들흔들

•   조선비즈: [과속페달 탄소중립]④ 제조업 적은 선진국도 원전 가동… 한국은 조기폐쇄

•   조선비즈: “철근·시멘트에 목재까지 안오른게 없네”… 가을 건자재 대란 ‘우려’

•   중앙(P1): ‘위드 코로나’ 코앞인데, 백신 미접종 590만 명

•   중앙: 10월 증시 대폭락설, 진원지는 치솟는 에너지·원자재 값

•   중앙: 전문가들 “4차 남북 정상회담 가능성 크다” 내년 초 베이징 올림픽 무대 주목

•   중앙: “바이든, 개입보다 억제 통한 관리 모드” 북, 진전 없을 땐 핵실험 재개 가능성

•   중앙(P1): 신재생 발전설비 원전만큼 늘었지만 발전량은 29%뿐

•   중앙: 외식업 오프라인 매출 2년새 14% 감소, 술집은 반토막

•   동아(P1): 정부 “10월말 접종완료 70% 가능”… ‘백신 불안’ 미접종자 설득 숙제

•   문화(P1): “글로벌 공급망 3~5년내 재편…脫중국·超혁신·强연대 해야”

•   문화: “美·中 기술전쟁 10년이상 갈 것… 韓 ‘초격차 전략’이 살 길”

•   한국(P1): 기시다 “한국에 적절한 대응 강력 요구”… 아베-스가 정권과 판박이

•   한국(P1): '코로나 충격에 영끌 후유증까지'…세입자가 못 갚은 전세대출 3000억 돌파

•   한국: [단독]삼성전자 '위드 코로나' 스타트… 기업들 속속 가세할듯

•   한국: '패닉바잉'에 치솟는 LNG 가격…겨울 에너지 대란 진짜 올까

•   한국: 집값 급등에 다시 고개 드는 부동산 법인 '꼼수' 투기

•   한국: 기준금리, 10월 '동결' 11월 '인상'에 무게 실리는 이유

•   국민(P1): 70세 미만 경증·무증상 확진자 ‘재택치료’ 대폭 확대

•   국민: 재활용하고 기름 빼내지만… 한계 부닥친 ‘플라스틱 순환’

•   국민: 스타벅스 직원도 자영업자도… ‘강경’ 민주노총과 거리두기

•   서울(P1): 가계빚 이미 5% 증가…은행 5곳 대출문 닫나

•   서울: [단독] 속도 내는 위드 코로나… 13일 ‘일상회복 위원회’ 첫 회의 연다

•   세계: 국산 코로나 백신 개발 아직 초기… 상용화는 언제?

•   한겨레: 건설사 뇌물사건에 눈감은 국가철도공단…3년7개월째 행정처분 ‘없음’

※   두산건설·지에스건설 현장소장 등 국가철도공단 직원에 뇌물 공여

•   경향: 스태그플레이션 공포 탈출하려다 디플레이션 오면 어쩌나

•   헤럴드경제(P1): 문 닫히는 대출...선착순 ‘오징어게임’? [헤럴드 뷰]

•   파이낸셜뉴스(P1): 삼성전자 올 매출 280조 전망.. 내년 ‘300조-60조’ 시대 연다

•   파이낸셜뉴스: 앞다퉈 장벽 높이는 자국우선주의.. 한국 반도체·소부장 등 부담 가중

•   파이낸셜뉴스: 이재용 '비메모리'·구광모 '전장'통큰 베팅, 황금알 낳는다[전자 빅2의 리더십]

•   파이낸셜뉴스: 亞 정부 최초 발행 '그린본드' 대박 韓 외평채 위상 제고…해외서 극찬

•   파이낸셜뉴스: 신작폰 흥행 힘입어… 5G 가입자 2000만명 눈앞

•   연합: 오늘 1천400명 안팎 예상…한글날 연휴·단풍철, 방역 변수될까

•   연합: 주가 하락에 목표주가 하향 리포트 비율 늘어

•   연합: SK바사, 코로나 백신 글로벌 임상 3상 윤곽…베트남 등 5개국

•   데일리안: [르포] 아이폰13 출시 첫날, 긴 대기줄 사라졌지만…인기 여전

•   데일리안: 수출 열린 두산퓨얼셀…'사상 첫 매출 5000억 돌파' 기대

•   뉴스클레임: [단독]현대차그룹, 계열사 아우르는 '수소에너지' 컨트롤타워 가동

•   에너지경제: "정부, RE100 활성화 인센티브 강화 검토"…태양광 등 업계 기대감

•   에너지경제: [팩트체크] 전기요금 인상, 탈원전 영향 아니다?…"비용 싼 발전기 이용 선택 기회 축소 고려하면 틀린 말"

•   에너지데일리: "기존 전력계통·시장 프레임워크로는 탄소중립 달성 못한다"

•   에너지데일리: "탈원전 정책, 국내 원자력 생태계 파괴됐다… 해외 실적도 거의 없어"

[Opinions]

•   Project Syndicate(Luis Garicano): Will Corruption Threaten Europe's Economic Recovery?

•   Project Syndicate(Mauricio Cárdenas): After “Doing Business”

•   Project Syndicate(Aleh Tsyvinski): Cryptocurrencies' Next Stage

•   FT(Editorial Board): A legal secession from the EU will cost Poland dearly

•   FT(Editorial Board): Russia is taking advantage of the energy squeeze

•   FT(Editorial Board): The software engineer will fix your car now

•   FT(Rana Foroohar): Cheap masks carry a high cost for US manufacturing

•   FT(Edward Luce): World Bank and IMF face fight for survival during US-China rivalry

•   FT(Camilla Cavendish): Johnson delivers a flimsy package of anti-business boosterism

•   FT(Robert Armstrong): Expensive energy was the plan all along

•   FT(John Dizard): The worst of the supply chain crisis is over

•   FT(Leo Lewis): Companies prepare for a ‘selective decoupling’ with China

•   FT(Pilita Clark): The Davos set descending on COP26 should prepare themselves

•   FT(Lex): China power crunch/coal: a changing list of priorities

•   WSJ(Editorial Board): Where Did All the Workers Go?

•   WSJ(Editorial Board): The Global Tax Damage

•   WSJ(Editorial Board): Climate of Strategic Vulnerability

•   WSJ(Holman W. Jenkins, Jr.): If Trump Wins in 2024, Then Who Threatens Democracy?

•   WSJ(Peggy Noonan): Progressives Hold the Capital Captive

•   WSJ(Anders Fogh Rasmussen): Europe’s Complacency Heightens the China Challenge

•   WSJ(Allysia Finley): Who Slowed Merck’s Covid Remedy?

•   NYT(Editorial Board): Stop the Debt Ceiling Nonsense

•   WP(Editorial Board): Congress may finally be ready to regulate tech companies. Here’s what not to do.

•   WP(David Von Drehle): What if, instead of confronting China’s rise, we must manage its decline?

•   WP(Megan McArdle): Why the economy keeps getting weirder

•   WP(Fareed Zakaria): Candidate Biden was right on trade. President Biden is wrong.

•   Bloomberg(Editorial Board): Biden and Democrats Need Budget Priorities, Not Fiscal Gimmicks

•   Bloomberg(Mohamed A. El-Erian): Noisy September Jobs Report Sends a Clear Signal to Congress

•   Bloomberg(David Fickling): Global Energy Crisis Is Due to Shortages, Not Climate Activism

•   Bloomberg(Brian Chappatta): Jobs Report: Disappointing Numbers Still Clear Fed’s Low Taper Bar

•   Bloomberg(Robert Burgess): U.S. Is Better Equipped to Weather Higher Energy Prices Than It Was in '70s

•   Bloomberg(Shuli Ren): The Evergrande Saga May Have More Surprises in Store with Private Bonds

•   Bloomberg(Shuli Ren): Can Foreign Entrepreneurs Still Have Success in China?

•   Bloomberg(Liam Denning): Europe Has The Natural Gas, But Is That Enough?

•   Bloomberg(Julian Lee): Oil and Gas Prices: We’ll Need More Than Hot Air to Keep Warm This Winter

•   Bloomberg(Jared Dillian): It’s Tough Taking ESG Investors Too Seriously

•   Bloomberg(Brooke Sutherland): Industrial Strength: Will Supply Snarls Force Capital Spending?

•   Bloomberg(Lionel Laurent): In Europe's Energy Crunch, 5.5 Million Finns Show A Way

•   Bloomberg(Therese Raphael): Boris Johnson’s Housing Headaches, and the U.K.'s, Aren’t Over Yet

•   Bloomberg(Amanda Little): Covid Rattled Our Food Chain; Climate Change Is a Seismic Shock

•   Bloomberg(Margaret L O'Sullivan): Europe’s Gas Crunch Isn’t All Good News For Russia and Other Producers

•   Bloomberg(Allison Schrager): Inflation Expectations Matter for Federal Reserve’s Clout

•   CNN(Jacob J. Lew): The debt limit is still a ticking time bomb

•   MarketWatch(Paul Brandus): This carbon-free energy source could be the wave of the future — if only Americans wouldn’t freak out about it

•   Reuters(John Kemp): Forget Russian intentions, fundamentals drove up Europe's gas price

•   Nikkei Asia(Tetsushi Takahashi): Is Japan's Prime Minister Fumio Kishida a Keynesian?

•   Nikkei Asia(Nina Xiang): China stumbles on the long march to close the technology gap

•   매경(사설): 하루새 LNG 국내 도입가격 40% 폭등, 이래도 탈원전 고집할 건가

•   한경(사설): 또 올린 온실가스 감축목표…침대에 키 맞추라는 건가

•   조선(사설): 기업 잡을 공상소설 ‘탄소중립안’ 문외한 文 한마디로 바뀌었다니

•   한국(사설): 40%로 목표 상향한 탄소중립, 실행이 중요하다

•   국민(사설): 2030년 온실가스 40% 감축 가능한가

•   경향(사설): 온실가스 목표 올린 정부, 더 구체적이고 확실한 계획 세워야

•   파이낸셜뉴스(구본영): 탄소중립 속도조절론