Business Intelligence Monitor 211014

(Introduction)

[Markets]

•   Global: U.S. stocks bounce on economic optimism; dollar pauses rally

•   Peru: Peru’s Sol Hits 10-Week High as Leftist President Leans Center

•   Metals: Zinc surges 5% as power prices prompt Nyrstar to cut output

•   Iron ore: Iron ore price falls on China demand worries

•   Grains: Corn and soybean futures fall on big grain stocks, export pace

•   한국: 코스피 2,940대 회복…기관 7천억원 순매수

•   한국: 떨어지는 삼성전자 잡는 개미들…열흘간 3조원 넘게 순매수

•   한국: '에너지 대란'에 존재감 쑥···치솟는 원전株

•   한국: 두산그룹주 다 올라, 두산중공업 14%대 두산 6%대 뛰어

•   한국: 금통위 쇼크…한달 새 40bp 급등한 국채금리, ‘금융긴축’ 현실화되나

[Indicators]

•   US Sep. CPI: Accelerating Inflation Spreads Through the Economy

※   Price increases are starting to have a broader impact on cost of living, wages and social-benefits programs

•   US Sep. Construction employment: Construction Gains Jobs Between August & September: AGC

•   US Weekly Mortgage rates·applications: Weekly mortgage demand stalls, as rates jump to highest level since June

•   Eurozone Aug. Industrial production: Eurozone industrial output falls as supply bottlenecks take toll

•   UK Aug. GDP: UK economy picks up momentum in August

•   China Sep. Balance of trade: China’s Exports Climb to Record in September Despite Energy Crisis

※   Exports rose 28.1%, beating expectations, while imports slowed

※   FT: China coal and natural gas imports surge as energy crisis bites

•   Japan Aug. Machinery orders: Japan's Aug. machinery orders down 2.4%, gov't downgrades view

•   한국 8월 통화량: 8월 통화량 50.5조↑···주택 자금 수요에 역대 최대 증가

•   한국 9월 고용: 4차 확산에도 취업자 7년반만에 최대폭 증가…"99.8% 회복"

※   매경: 7년만에 취업자수 최대라더니…절반은 노인일자리

•   한국 9월 ICT 수출: 9월 ICT 수출 213억달러…26년 통계 역사상 최대 기록

•   한국 9월 수출입물가: 9월 수입물가 다섯달째 상승…7년7개월래 최고 수준

•   한국 9월 가계대출: 고강도 규제 비웃듯 늘기만 하는 가계대출

•   한국 9월 외국인 증권투자: 넉 달 만에 돌아온 외국인…지난달 2.5조 순매수

[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: Post-Covid Global Economy Falters Due to Inflation and Supply-Chain Woes

※   A stream of new data suggests a third-quarter slowdown as manufacturers struggle to get materials and components

•   WSJ: Fed Signals Asset Purchases Could End by Mid-2022

※   Fed: Minutes of the Federal Open Market Committee, September 21-22, 2021

•   WSJ: Biden’s Covid-19 Vaccine Mandate Moves Closer to Approval

•   WSJ: Johnson & Johnson Covid-19 Booster Shot Bolsters Immune Defense, FDA Staff Say

※   Staff cautioned that data on second dose of the J&J vaccine was limited

•   WSJ: Is Fed’s Inflation View Built on Sand? A Staffer Suggests So, Stirring Debate About Economics

•   WSJ: Fed’s Bank Supervision Committee Will Have No Chairman After Quarles Term Ends Wednesday

•   WSJ: Social Security Benefits to Increase 5.9% for 2022

•   WSJ: Biden Administration to Ease Covid-19 Travel Restrictions at Canada and Mexico Land-Border Crossings

•   WSJ: Russia Shows Its Growing Sway Over Global Energy Markets

•   WSJ: PC Makers Banking on a New Normal

•   NYT: Fossil-Fuel Use Could Peak in Just a Few Years. Still, Major Challenges Loom.

※   IEA: World Energy Outlook 2021

•   NYT: Biden Administration Plans Wind Farms Along Nearly the Entire U.S. Coastline

•   NYT: Biden to Announce Expansion of Port of Los Angeles's Hours

※   The Port of Los Angeles will join the Port of Long Beach in operating 24/7 as the administration struggles to address a problem that is boosting inflation.

•   NYT: E.S.G. Funds Could Be a Default Option for Retirement Plans, Labor Dept. Says

•   NYT: China’s Power Problems Expose a Strategic Weakness

•   WP: Biden carries forward a Trump-era Middle East policy

•   WP: Plug-in cars are the future. The grid isn’t ready.

•   WP: Climate change: England must ‘adapt or die,’ a environment agency says in new report

•   WP: Big Oil CEOs will testify before Congress this month

•   FT: Covid-19 demonstrated ‘power’ of government spending, says IMF

※   IMF: Fiscal Monitor, October 2021

•   FT: EU offers to scrap most checks on goods heading for N Ireland

※   European Commission: Protocol on Ireland/Northern Ireland: Commission proposes bespoke arrangements to benefit Northern Ireland

•   FT: Can UK and EU resolve their post-Brexit dispute?

•   FT: Georgieva insists there is ‘no doubt’ about IMF’s credibility

•   FT: Putin denies Russia is restricting gas supplies to Europe

•   FT: Tai’s European trip may not mark a policy shift

•   FT: EU seeks ban on Arctic drilling for fossil fuels

•   FT: Chiefs of EU utilities warn against ‘short-sighted’ interventions

•   FT: Europe’s trucker shortage becoming ‘extremely dangerous’

•   FT: UK ‘falling behind’ on onshore wind targets

•   FT: UK gas shipping company to stop delivering to retail suppliers

•   FT: Two more UK energy suppliers go under due to record wholesale gas prices

•   FT: UK port disruption spreads, casting shadow over Christmas

•   FT: US household heating bills forecast to jump as fuel prices surge

•   FT: Xi Jinping gambles on economic tumult to cement his legacy

•   FT: US overtakes China as biggest bitcoin mining hub after Beijing ban

•   FT: Philip Morris-backed group to launch world’s first plant-based Covid vaccine

•   FT: Covid success of mRNA vaccines opens way to a new generation of drugs

•   Bloomberg: Global Tax Overhaul Endorsed by G-20 Finance Ministers

•   Bloomberg: China Developers Account for About Half of World’s Troubled Debt

※   The strained sector stands out in markets awash with liquidity

•   Bloomberg: China Credit Growth Slows Amid Property, Evergrande Troubles

•   Bloomberg: China Dollar Bond Demand Slumps as Evergrande Stress Mounts

•   Bloomberg: China Reports Progress on U.S. Disputes Before Biden-Xi Summit

•   Bloomberg: Taiwan Warns of Tougher Response If China Flights Get Too Close

•   Bloomberg: Housing Bubble Risks Are Accelerating Across Europe, Hong Kong

•   Bloomberg: Yellen Sticks with ‘Transitory’ View of U.S. Inflation

•   Bloomberg: Democrats Divided Over How Best to Slice Biden’s Economic Agenda

•   Bloomberg: The U.S. Debt-Limit Increase Is Mostly Earmarked for Use Already

•   Bloomberg: Senate Republicans Warn of ‘Mission Creep’ in Regional Fed Picks

•   Bloomberg: What Americans Really Think About Minting a Trillion Dollar Coin

•   Bloomberg: Top Biden Aides Met on Fast-Rising Fuel, Natural Gas Prices

•   Bloomberg: Fed Chair Hasn’t Taken Climate Risks Seriously, Stiglitz Says

•   Bloomberg: Scholz Vows He’ll Be Chancellor by Year-End to Push Green Energy

•   Bloomberg: EU Proposals on Energy Prices Fall Short, Spain Says

•   Bloomberg: China Reports Progress on U.S. Disputes Before Biden-Xi Summit

•   Bloomberg: Israel’s Lapid Warns Iran Could Face Attack as U.S. Backs Talks

•   Bloomberg: India Builds Up Covid Vaccine Stocks to Lift Shipments Globally

•   Bloomberg: Modi Says India Can’t Afford to Go Slow on New Infrastructure

•   Bloomberg: Argentina Won’t Reach an IMF Deal in 2021, Fernandez Tells CEOs

•   Bloomberg: Turkey’s Erdogan Ousts Three Interest-Rate Committee Members

•   Bloomberg: Brazil Central Bank Director Signals Rate Hike Pace Can Change

•   Bloomberg: Putin Says Russia Will Target Carbon Neutrality by 2060

•   Bloomberg: Trillion-Dollar ESG Boom Is Punishing Old-School Energy Stocks

•   Bloomberg: Oil-Sensitive Currencies Get a Bigger Boost With Crude Above $80

•   Bloomberg: Deutsche Bank Chief Sewing Says Inflation Probably Here to Stay

•   Bloomberg: Global Energy Crisis Spurs Scramble for Prized Diesel-Rich Crude

•   Bloomberg: U.S. Supply Chain Logjam to Drive Diesel Use to Highest in Years

•   Bloomberg: Apple Finally Falls Victim to Never-Ending Supply Chain Crisis

•   Bloomberg: iPhone Production Cuts May Weigh On Apple’s Key Holiday Quarter

•   Bloomberg: Hyundai Says $7.4 Billion U.S. EV Plan Is Waiting on Congress

•   Bloomberg: How Green Giant China May Soon Beat Tesla at Its Own Game

•   Bloomberg: Supply-Chain Chatter Hits Record Highs on Earnings Calls

•   Bloomberg: Energy Inequality Makes a Hotter World Deadlier for Poor Nations

•   Bloomberg: IMF to Discuss Climate-Change Lending Trust at Annual Meeting

•   Bloomberg: EU Proposes Tax Breaks to Shield Consumers From Energy Rally

•   Bloomberg: Xi's Solar, Wind Hub Gives China a Lead in Supersize Renewables

•   Bloomberg: Plug Power Makes New Bet on Hydrogen Planes With Airflow Deal

•   Bloomberg: Over 90% of Firms Aren’t Measuring Emissions Correctly, BCG Says

•   Reuters: OPEC trims 2021 demand forecast but says gas price surge could help

※   OPEC: MOMR October 2021

•   Reuters: Russia says Sputnik Light is 70% effective against Delta variant

•   Reuters: COVID cases dropping in North, South America, health agency says

•   Reuters: U.S. COVID-19 vaccine rates up thanks to mandates; cases and deaths down -officials

•   Reuters: White House asks U.S. oil-and-gas companies to help lower fuel costs -sources

•   Reuters: German SPD chief sees new government before Christmas

•   Reuters: Gas reserves, subsidies and tax cuts: EU's tools to combat energy price spike

※   European Commission: Energy prices: Commission presents a toolbox of measures to tackle exceptional situation and its impacts

•   Reuters: Nuclear power is not sustainable energy - German environment ministry

•   Reuters: UK's Sunak calls on G7 to work together on supply-chain difficulties

•   Reuters: U.S., EU, Israel take tough stance on Iran, mull options

•   Reuters: EU nuclear coordinator visit to Iran not "business as usual" - E3 diplomats

•   Reuters: EXCLUSIVE China readies plan to elevate status of antitrust unit - sources

•   Reuters: CNH Industrial to temporarily shut several plants in Europe on supply disruptions

•   Reuters: Rio Tinto seeks to produce low-carbon steel with biomass in pilot trial

•   Reuters: Analysis: Debt ceiling crises sharpen scrutiny of U.S. safe-haven status

•   Reuters: Analysis: Japan's ruling party makes unprecedented defence spending pledge

•   AP: EXPLAINER: Why are UK and the EU still fighting over Brexit?

•   CNBC: WHO says global Covid deaths fell to lowest level in a year last week

※   Covid deaths are declining in every region except Europe, but vaccine inequities continue to plague much of the developing world.

•   CNBC: Putin says he may not attend climate summit COP26 over Covid fears

•   CNBC: Coal is ‘king’ as gas prices soar, Total CEO says — and it’s backfiring on cleaner energy goals

•   CNBC: Rising energy prices will squeeze company profits, says business consultant

•   CNBC: Volatile energy markets are here to stay, global watchdog warns

•   CNBC: These chipmakers with exposure to Apple could be hurt the most by a potential iPhone production cut

•   CNBC: Jim Cramer: Charts suggest the oil rally is living on borrowed time

•   MarketWatch: Energy crisis? What experts are saying as world faces historic energy-price crunch

•   SCMP: Evergrande crisis: Beijing not likely to let developer collapse even as it gets tough, analysts say

•   SCMP: Beijing accuses Taiwanese President Tsai Ing-wen of demanding equal ‘state-to-state’ treatment

•   SCMP: G20 to reinforce rules on subsidies in move seen to be aimed at China, backs WTO reforms

•   SCMP: China’s power crisis: European firms brace for situation to ‘get worse’, as electricity shortages rattle supply chains

•   SCMP: ‘Key to China’s power future’: cost of solar to match coal power by 2023, scientists say

•   Global Times: China urges US to turn economic ties into ‘ice breakers’ amid stable trade data

•   Nikkei Asia: Renesas sticks to 'fab-lite' despite Japan's semiconductor push

•   Nikkei Asia: Apple taps China's BOE for premium displays for iPhone 13

•   Nikkei Asia: Analysis: The man who knew too much of Xi's power plays is out

•   reNews: Vestas launches 'circularity' roadmap

•   OilPrice.com: Putin: OPEC+ Cooperation Could Expand To Other Areas

•   For Construction Pros: Report: Construction Optimism High Despite "Severe Challenges"

•   DIGITIMES: HDI PCB makers to embrace strong 4Q21

•   DIGITIMES: DRAM bit demand growth to decelerate in 2022

•   DIGITIMES: Global smartphone shipment forecast, 2022 and beyond

•   매경(P1): '1조 클럽' 한국 제조기업…코로나에도 2배 늘어

•   매경(P1): [단독] 더 센 규제 나선 정부…'폐기물 발전소' 고사 위기

•   매경: [단독] 미국→중국 해운운임 공짜…컨테이너박스 싹쓸이 나선 중국

•   매경: 배터리 3사, 나란히 '1조 클럽'…해외수요 늘며 내년엔 더 기대

•   매경: 소주성 설계자 홍장표 "절반은 실패"

•   매경: "내년에도 확장재정 편성"…홍남기, IMF총재와 면담

•   매경: "2030 세입자들은 웁니다" 올 가계대출 한도 18조뿐

•   매경: '6만전자' 갈 길 바쁜데…내년 반도체 비관론 고개

•   매경: [단독] D램 수출 증가 속도 지난달에 확 꺾였다

•   매경: SK, 수소생태계 확장…청록수소도 선점

•   매경: 삼성전자 베트남 호찌민 공장도 정상화

•   매경: "아이폰13, 이건 안되지?" 갤플립, 비스포크처럼 색조합 된다

•   매경: 초고속 D램·전기차 플랫폼…올해 K산업 이끈 15대 기술

•   매경: [Science in Biz] 美中 사이 낀 한국…'핵심기반기술' 경쟁력 키워야만 산다

•   매경: [Industry Review] M&A의 마지막 퍼즐…신사업 이해도 높고 윤활유 같은 경영진 꾸려라

•   매경: [Industry Review] ESG경영 강조한 SK이노, 주가하락 부른 분사가 최선이었나

•   한경(P1): 포스코, 분기 영업익 3조 넘었다

•   한경: PC용 주문 급감에 '모바일 감산 쇼크'까지…"D램 겨울이 왔다"

•   한경: 더 심각해진 반도체 공급부족…발주~납품 기간 2배나 늘었다

•   한경: 외투기업 45% "경영 최대 걸림돌은 인증·시험 등 기술규제"

•   한경: '스마트 모빌리티 솔루션으로의 여정'…현대차 개발자 콘퍼런스

•   한경: 선박가격 12년 만에 최고…주문 골라 받는 조선 빅3

•   한경: 김동연 "MZ세대 양극화, '뚜벅이' 옆 '포르셰' 지나가는 격"

•   서경(P1): "40년간 고령화 재난, 경제 재설계해야"

•   서경: "10년 뒤 지금부터 준비할 때···기업, 인구 피라미드 그려라"

•   서경(P1): 내년에도 '물류대란' 파고 ···中 고운임에 韓 패싱 우려

•   서경: "車부품, 배 없어 납품지연 속출···반도체 정상화 2년 더 걸릴수도"

•   서경(P1): 文정부 출범때 분양한 서울 아파트 '10억 로또' 됐다

•   서경: '2금융 대출도 1분만에 선착순 마감'···"잔금내야 하는데" 아파트 날리나 발동동

•   서경: 경제학자들의 경고···"주택공급 실패로 가계부채 위험 수위"

•   서경: 태양광 설치 등 RE100 참여기업의 중소협력사 지원사업 연내 실시

•   서경: 액체로 태양광으로···'K 수소기술' 이끈다

•   서경: 메타버스 ETF 뜬 날, 170억 몰렸다

•   서경: '집값 잡겠다' 쏟아낸 규제, 신축 급등 불렀다

•   조선(P1): 3040 고용률, OECD 바닥권

•   조선: 모더나 돌파 감염 0.005%... 전문가들 “부스터샷 불필요”

•   조선: “5년뒤 한국, 국가채무비율 66.7%… 35개 선진국 중 증가폭 1위 될것”

•   조선: 에너지 대란에… 기름값 모니터링만 하는 정부

•   조선: “수입 수소, 액화·운송·저장 비용만 66조원”

•   조선비즈: [혼돈의 중대재해법]③배달라이더 사고나면 책임 소재 ‘불분명’...식중독 사망도 CEO 책임

•   조선비즈: 고성능 반도체 기판 수요 폭발… 1조 투자로 日·대만 추격 나선 삼성·LG

•   조선비즈: 中 CATL, ‘폐배터리 재활용’에 6조원 쏟아붓는다 …핵심 원료 회수 총력

•   조선비즈: 3분기 글로벌 모바일 OLED 패널, 애플이 가장 많이 소화…삼성 2위

•   중앙: 얀센 접종자 12월 부스터샷, 또 얀센 맞을 수도

•   중앙: [단독] 文-기시다 내일 통화한다…일정 신경전 '2순위 그룹'

•   중앙: [View & Review] 늘어난 나랏빚이 이전 정부의 2배, 제동장치 마련은 겉돈다

•   동아: 공급쇼크에 새 폰 출시일 못정해… 반도체-배터리 수출한국 타격

•   동아: 빨라진 탄소감축 시계… “에너지 전환 앞당길수록 산업 경쟁력 강화”

•   동아: 친환경 바람에… 탄소운반선, 조선업계 미래 먹거리로 ‘순항’

•   문화: ‘유턴기업’ 8년간 103개뿐… 공장가동도 50곳 그쳐

•   문화: 수소 드론부터 다목적 무인차량까지…신개념 교통시스템 ‘UAM’ 눈길

•   한국(P1): [단독] 70%→80%→85%, 접종완료율 따라 '3단계 위드 코로나'로 간다

•   한국: 발전사업자 “폭락에 위태” VS 기업 “비싸서 못 사”...격화되는 신재생에너지공급인증서 적정 가격 논란

•   국민: “대출·금융 규제론 집값 못잡아… 주택 공급이 해결책”

•   국민: “집 살 때 아닙니다. 내년에 떨어져요” 하박 김 교수의 예상

•   서울: 스마트폰 대체할 ‘디지털 新우주’… 가상경제 시대가 온다

•   세계: 美 “北과 조건 없이 만날 것” 재확인… 종전선언엔 온도차

•   머니투데이(P1): "삼성전자, 영업정보 안 주면 美 공공시장서 퇴출될 수도"

•   머니투데이(P1): "리터당 최고 2577원"...미친 유가·환율, 10년래 최악 '물가 위기'

•   머니투데이: 1200원도 넘긴 '강달러' 시대에…中위안화는 왜 무풍지대지?

•   머니투데이: 상의 회장단 '새로운 기업가 정신' 논의…반기업 정서 해소 의지

•   머니투데이: 서울 9억 이하 아파트 1년 새 22만채 사라졌다

•   머니투데이: 1주 앞으로 다가온 민주노총 총파업...'위드코로나' 늦어지나

•   헤럴드경제(P1): 사흘간 반대매매 1000억 육박…복합악재에 ‘빚투 개미’ 경고등 [이슈&뷰]

•   헤럴드경제: 예담대도 규제?...가계대출 ‘암흑기’ 오나

•   헤럴드경제: ‘위드 코로나’ 코앞 인데...국내 치료제·백신개발은 해 넘길듯

•   헤럴드경제: 코로나 백신 맞으면 끝?...“트윈데믹 우려 독감백신도 맞아야”

•   파이낸셜뉴스: 이재용의 ‘선택과 집중’… 삼성그룹, 사업구조개편 다시 속도 [대기업도 사업 구조재편]

•   파이낸셜뉴스: 태양광·풍력 급격히 늘리다 '에너지 대란'… 석탄·원전 축소 속도조절 필요

•   아시아경제(P1): 항공·해운운임 급등…연말수출 육해공 비상

•   아시아경제: 증권사들 "코스피 2800선까지도 본다"

•   디지털타임스(P1): 이르면 다음주 가계부채 관리대책 발표

•   디지털타임스: 1인 가구 늘더니… 소형아파트 겁없는 상승세

•   이데일리(P1): [단독]‘폴더블폰’ 날갯짓…삼성폰, 내년 생산 3.2억대 목표

•   연합: 오늘 2천명 안팎 예상…거리두기 2주 재연장 가닥

•   연합: 홍남기 "디지털세, 세수에 소폭 플러스…물가 2% 넘을 수도"

•   e대한경제: 탄소세 도입 시기, 내년 4월 대선 결과에 달렸다

•   더구루: 두산, 폴란드 '폐자원 에너지화' 우츠 프로젝트 정조준

•   더구루: 중국 반도체 자급률, 삼성·SK 제외하면 6% 불과

•   노컷뉴스: 김동연 "붕어빵 틀에 밀가루 부어봐야 붕어빵 밖에" [한판승부]

•   에너지경제: [이슈분석] "2025년 이후 탈원전發 전기료 인상 본격화…국민 부담 커질 일만 남았다"

•   에너지경제: 발전 공기업 신재생E 자체조달 급증 70% 육박…"중소 태양광 등은 고사 위기"

•   에너지경제: ‘탄소중립엑스포’ 15일 개최…탄소중립 정책·사업·성과 한눈에

•   에너지경제: 서부발전, 문경 도시재생형 연료전지사업 착수…국민체감 에너지복지 실현

•   에너지경제: [알림] 제3회 수소세미나 오는 21일 개최

•   에너지데일리: 삼성전자 “RE100·탄소중립 선언 적극 검토하겠다”

•   전자신문(P1): 삼성디스플레이, 내년 중형 OLED 1000만대 양산

•   전자신문: [뉴스 줌인]중형 OLED 시장 '퀀텀점프'…애플 탑재가 관건

•   디지털데일리: 'EUV DDR5' 시대 개막…삼성전자, 마이크론 도전 초격차로 '제압'

[Opinions]

•   Project Syndicate(Mariana Mazzucato): A New Global Economic Consensus

•   Project Syndicate(Xavier Vives): Is an Energy Winter Coming to Europe?

•   Project Syndicate(Carlo Ratti): Helsinki's Climate Moonshot

•   Project Syndicate(Ana Palacio): Five Visions for a New International Order

•   FT(Editorial Board): Making the Northern Ireland protocol work

•   FT(Ben Hall): Central Europe shows rule of law is Europe’s central problem

•   FT(Stephen Roach): The sequencing trap that risks stagflation 2.0

•   FT(Rui Soares): Higher wages for German workers would benefit all of Europe

•   FT(Mark Sedwill): G7 nations must co-operate rather than pulling up the drawbridge

•   FT(Ellen Carr): The energy sector dilemma for high-yield debt investors

•   FT(Lex): China/inflation: soy sauce price rise serves up global warning

•   WSJ(Editorial Board): Vaccine Mandate Madness

•   WSJ(Editorial Board): Boom Times in the Beltway

•   WSJ(Judy Shelton): How the Fed Finances U.S. Debt

•   NYT(Larry Fink): Rich Countries Must Bear the Cost if We Can Ever Hope to Achieve a Net-Zero World

•   WP(Editorial Board): How the U.S. government can deter China’s threat in Taiwan

•   WP(Charles Lane): Joe Biden isn’t a socialist, but his nominee to regulate banks has pretty radical ideas about the Fed

•   Bloomberg(Daniel Moss): Pandemic Nostalgia Hits Central Banks as IMF Trims Growth Forecast

•   Bloomberg(David Fickling): China's Energy Crisis Will Go Global if Renewables Don't Replace Coal

•   Bloomberg(Conor Sen): Wage Growth Is Great. The Long-Term Inflation It Creates Isn’t.

•   Bloomberg(John Authers): Evergrande Shows China's Stability Focus Could Be Costly

•   Bloomberg(Liam Denning): IEA World Energy Outlook 2021: Throw Money, But Aim Carefully

•   Bloomberg(James Stavridis): U.S. Troops and Chinese Planes Have Taiwan Closer to Crisis

•   Bloomberg(Clara Ferreira Marques): Can Xi Jinping’s Common Prosperity Promise Fix China's Real Problems?

•   Bloomberg(Tim Culpan): Washington Is the Weak Link in the Global Chip Supply Chain

•   Bloomberg(Mark Gilbert): Hedge Funds Are Feasting On ESG Rejects Like Oil and Gas Companies

•   Bloomberg(Faye Flam): Coronavirus Lab Leak Theory Needs to Be Taken Seriously

•   CNN(Mark Zandi): Congress should've killed the debt limit a long time ago. Here's what it should do now

•   Reuters(Andy Home): Copper surplus on the horizon, but will it come in time?

•   Caixin(Kishore Mahbubani): U.S.-China Geopolitical Contest Likely to Last a Decade or Two

•   매경(사설): "기후변화에 최상의 무기는 원전" 유럽 10개국 장관의 공동기고

•   한경(정의진): 전기요금 인상과 탈원전이 무관하다고?

•   한경(최준선): 탄소중립법, 환경단체만 이득 본다

•   서경(사설): “기후변화에 원전이 최상의 무기”···탈원전 아집 버려야

•   파이낸셜뉴스(구본영): 전기차 과속 경고음