Business Intelligence Monitor 211104

(Introduction)

[Markets]

•   Global: Global equities peak, Treasuries climb after Fed affirms taper plan

•   US: Treasury Curve Steepens as Fed Says No Link Between Taper, Hikes

•   Coal: China Coal Surges to End Longest Losing Streak Since 2015

•   Metals: Copper edges lower on uncertainty ahead of Fed meeting

•   Iron ore: Iron ore price rebounds despite poor demand outlook

•   Grains: CBOT wheat retreats from eight-year high on profit-taking

•   한국: 코스피, 미국 FOMC 경계감에 1%대 하락…3,000선 아래로

•   한국: 카카오페이 시총 25조…KB금융 넘어

•   한국: 두산그룹주 방향 못 잡아, 두산밥캣 4%대 내리고 두산 2%대 올라

•   한국: FOMC 발표 앞두고 원·달러 환율 1,180원대로 올라서

[Indicators]

•   US Benchmark rate: Fed Dials Back Bond Purchases, Plots End to Stimulus by June

※   Central bank affirms forecast that factors driving high inflation are “expected to be transitory”

※   Fed: Federal Reserve issues FOMC statement

※   WSJ: Transcript: Fed Chief Powell’s Postmeeting Press Conference

※   WSJ: Inflation Debate Can Wait as Fed Tapers

•   US Sep. Factory orders: U.S. factory orders unexpectedly rise in September

•   US Oct. Employment(ADP): U.S. Companies Add More Jobs Than Forecast, ADP Data Show

•   US Oct. Services PMI(ISM): U.S. Services Gauge Advances to Record as Activity Strengthens

※   ISM’s October measure jumps to 66.7, exceeds all estimates

•   US Weekly Mortgage rates·applications: Mortgage rates fell slightly, but weekly refinance demand couldn’t recover

•   Eurozone Sep. Employment: Euro zone unemployment eases to 7.4% in Sept as expected

•   China Oct. Services PMI(Caixin): China's Oct services activity expands at faster clip - Caixin PMI

•   India Oct. Services PMI: India’s Services Activity Grows at Fastest Pace in Over a Decade

•   Brazil Oct. Balance of trade: Brazil Trade Surplus Narrowed in October on Lower Exports

•   Malaysia Benchmark rate: Malaysia c.bank holds key rate steady to support economic recovery

[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: House Democrats Add Paid Leave, State-and-Local Tax Deduction to Bill

•   WSJ: COP26 Negotiators Make Progress on Carbon-Trading Rules

※   Companies hope a U.N.-backed framework for cross-border carbon markets will kick-start trading

•   WSJ: Methane Regulations Are an Easy Win

•   WSJ: Biden’s COP26 Strategy Is to Blame China and Russia While Securing Climate Deals

•   WSJ: Youngkin’s Virginia Win Offers Midterm Road Map for GOP, Warning for Democrats

※   Republican kept base energized without tying himself closely to Trump, while his opponent faced Democrat infighting over Biden agenda

•   WSJ: Behind the Numbers of the Virginia Gubernatorial Election

•   WSJ: Democrats Lose Grip on Gut-Level Issues in Tuesday’s Elections

•   WSJ: Some Parents Rush to Get Covid-19 Vaccines for Young Kids

•   WSJ: Where Are All the Truck Drivers? Shortage Adds to Delivery Delays

•   WSJ: Qualcomm Posts Record Sales Amid Surging Demand for 5G Smartphones

•   NYT: Stung by Electoral Results, House Leaders Press Forward on Biden Agenda

•   NYT: Big Warning Signs for the Biden Economic Agenda

•   NYT: Analysis: A rough night for Democrats exposed the party’s weaknesses.

•   NYT: Analysis: Republicans broke through in Virginia, but not for the usual reasons.

•   NYT: Climate Summit Turns Its Focus to a Contentious Question: Who Pays?

•   NYT: After a Gloomy Summit Start, Hints of Progress

•   NYT: China Could Have 1,000 Nuclear Warheads by 2030, Pentagon Says

※   Gen. Mark A. Milley, chairman of the Joint Chiefs of Staff, called Beijing the “No. 1” nation-state military challenger to the United States.

•   NYT: Central banks around the world are dialing back their pandemic-era support.

•   NYT: European Steel Plan Shows Biden’s Bid to Merge Climate and Trade Policy

•   NYT: The W.H.O. grants Covaxin, a Covid vaccine developed in India, emergency authorization.

※   W.H.O. said Covaxin had a 78 percent efficacy rate against Covid-19

•   NYT: Organizers blame the pandemic as frustrations grow over long waits and other glitches at the climate conference.

•   NYT: With scant vaccine supplies, the W.H.O. presses Latin America and the Caribbean to hold off on boosters.

•   NYT: Deere says it won’t resume talks after striking workers reject an agreement.

•   NYT: In a ‘Workers Economy,’ Who Really Holds the Cards?

•   NYT: Tech Can’t Fix the Problem of Cars

•   WP: Reeling Democrats see threat to House and Senate control as Republicans crack their 2020 coalition

•   WP: The 2021 backlash was far bigger than the 2017 backlash against Trump

•   WP: The most eyebrow-raising races of the 2021 election

•   WP: Leaders depart and COP26 climate summit turns to finding the money

•   WP: Europe’s record summer heat ‘almost impossible’ without human-induced climate change, analysis finds

•   WP: A novel way to reduce emissions? China tries confiscating coal from households.

•   WP: French ambassador accuses Australia of deceit over submarine deal

•   FT: A green deal to cull Trump-era metals tariffs

•   FT: Warsaw plans more judicial reforms as EU dispute rages on

•   FT: Brussels to weaken its sustainable finance ‘green standard’

•   FT: UK industry hits out at government silence on helping big energy users

•   FT: How much will it cost the UK to reach net zero?

•   FT: Carney-led finance coalition has up to $130tn funding committed to hitting net zero

•   FT: How the US is trying to bend Opec to its will

•   FT: China hits back at criticism of Xi’s absence from COP26

•   FT: Evergrande: the bond and interest payment deadlines to watch

•   FT: Iran nuclear deal talks to restart on November 29

※   EU to chair Vienna meeting including China, France, Germany, Russia and UK in bid to salvage negotiations

•   FT: South Africa’s ANC set for worst electoral performance

•   FT: Myanmar military assault in Chin echoes Rohingya crackdown

•   FT: South Korea’s new workplace safety law alarms foreign companies

•   FT: Investors question green tint of Teva’s $5bn sustainability bond

•   FT: SEC eases path to votes on shareholder petitions at US companies

•   FT: TSMC founder chides US plan for full chip supply chain onshore

•   FT: The battle to control the metaverse: Microsoft vs Meta

•   FT: Air travel picks up but staff shortages could hinder recovery

•   FT: New body to oversee global sustainability disclosure standards

•   FT: Wind is blowing towards renewable energy in oil-rich Gulf of Mexico

•   FT: Vestas and Orsted warn of tough times for renewable energy

•   FT: Coal miners profit from energy market turmoil

•   FT: Call for entries: Climate Leaders Asia-Pacific 2022

•   FT: Draw your own chart: test your climate change knowledge

•   FT: Asia chip shortage slams Apple and Nintendo output

•   Bloomberg: China Moves to Quash Online Rumors That Taiwan War Looms

※   State media dispute posts circulated as evidence of conflict

•   Bloomberg: EU Sees Military Intervention Force by 2025 in Draft Proposal

•   Bloomberg: China’s New Delta Outbreak Found in 19 Provinces, More Than at Any Time

※   More than 600 locally-transmitted infections have been found in 19 of 31 provinces in the latest outbreak in the world’s second-largest economy.

•   Bloomberg: Supply Chain Latest: Crew Shortages Threaten to Worsen Ship Crisis

•   Bloomberg: EU Parliament Tests China’s Warnings With First Visit to Taiwan

※   Beijing has warned EU not to pursue stronger ties with Taipei

•   Bloomberg: COP26 News: Central Bankers Gain Clout in Pushing Green Finance Through NGFS

•   Bloomberg: Fifty Years in Idle Time Seen for Trucks at Two Major U.S. Ports

•   Bloomberg: U.S. Covid-19 Recovery Hits a Bump as Winter Draws Near

•   Bloomberg: Lagarde Says ECB Is ‘Very Unlikely’ to Hike Rates Next Year

※   Conditions for increase won’t be met despite faster inflation

•   Bloomberg: ECB’s Vasle Sees Growing Risk That Inflation Will Stay Elevated

•   Bloomberg: BOE Rate Vote on Knife Edge Because of a Jobs Market Dilemma

•   Bloomberg: Rising Interest Rates Expected to Cool U.K. Housing Market

•   Bloomberg: China’s Li Boosts Commodity Bears With Cautious Take on Economy

•   Bloomberg: India Cuts Taxes on Gasoline, Diesel to Ease Consumer Bills

•   Bloomberg: Evergrande Contagion Fears Ripple Through Asia’s Primary Market

•   Bloomberg: Market’s Vision of Sharp and Shallow Fed Hike Cycle May Be Wrong

•   Bloomberg: China’s PBOC Says Digital Yuan Users Have Surged to 140 Million

•   Bloomberg: China Property Crisis Is Wrecking Most Profitable Credit Bond Trade

•   Bloomberg: OPEC+ Heads for Geopolitical Showdown as Biden Demands More Oil

•   Bloomberg: Fertilizer Crisis Means Higher Prices for Every Plate of Food (Repeat)

•   Bloomberg: What a Global Central Bank Digital Currency Network Might Do

•   Bloomberg: India Sees Carbon Emissions Peaking in 2040-45

•   Bloomberg: Thunberg Attacks ‘Greenwashing’ as Anger Builds at COP26

•   Bloomberg: Al Gore Says ‘We Now Have a Subprime Carbon Bubble’ at COP26

•   Bloomberg: U.K.’s Sunak Sees Need to Turn Paper Pledges Into Climate Action

•   Bloomberg: COP Deal to Stop Foreign Fossil Fuel Funding Has Key Holdouts

•   Bloomberg: China’s Wind Turbine Makers Expand Into Europe, U.S.

•   Bloomberg: Indonesia and Philippines Join Plan to Shut Coal Plants Early

•   Bloomberg: South Africa Could Be a Coal Transition Model, Climate Fund Says

•   Bloomberg: Fast-Charger Maker Tritium Is Seeing a Boom in U.S. Orders

•   Reuters: 19 countries plan COP26 deal to end financing of fossil fuels abroad - sources

※   Pledge to end foreign financing of fossil fuels by end-2022

•   Reuters: IMF working hard to support countries in adopting carbon pricing - Georgieva

•   Reuters: U.S. rolls out COVID-19 vaccine for young children, ending long wait for some parents

•   Reuters: Biden says of election losses 'people are upset,' vows to push

•   Reuters: France reports more than 10,000 new COVID cases for 1st time in two months

•   Reuters: German coalition talks heat up as Greens, Liberals wrangle over finance minister job

•   Reuters: ECB is unlikely to raise interest rates in Q3 in 2022 or anytime soon afterwards, De Cos says

•   Reuters: Chile leftist presidential candidate Boric tests positive for COVID-19

•   Reuters: Thai economy may grow 5-6% next year after weak growth

•   Reuters: U.S. shale producers signal more oil coming, as OPEC counts on restraint

•   Reuters: China Evergrande completes delivery of 184 projects in July-Oct

•   Reuters: Explainer: Why Russian exports hold sway over European and British gas prices

•   Reuters: Analysis: Country by country, scientists eye beginning of an end to the COVID-19 pandemic

•   Reuters: Analysis: Biden's struggles, education wars propel Youngkin's Virginia victory

•   CNBC: World’s largest trade deal will come into force in January. The U.S. won’t be part of it

※   The Regional Comprehensive Economic Partnership or RCEP will come into force in January 2022.

•   CNBC: Saudi Arabia, UAE could be slowly ‘de-anchoring’ from oil price movements, data suggests

•   CNBC: Fed is in denial about 'persistent' inflation, Jim Bianco warns

•   MarketWatch: Why the Fed’s long-awaited taper announcement isn’t rattling the stock market

•   Fox Business: Freight trains could help decongest the Port of Long Beach

•   SCMP: COP26: China urges US to look at its own record on climate action after Biden condemns Xi’s absence

•   SCMP: China ‘must prevent reversal’ of hot money flows as US kicks off monetary tapering, former official warns

•   SCMP: US aims to ease semiconductor crunch by working more closely with allies and private sector, says senior US official

•   SCMP: Nominee for US ambassador to China wins committee approval, heads to full Senate vote

•   Caixin: China’s Climate Envoy Expects a Deal on Carbon Market Rules in Glasgow

•   Caixin: Chart of the Day: China’s Debt-to-GDP Ratio Declines for Fourth Straight Quarter

•   Nikkei Asia: Kishida seeks to meet with Biden again by year-end

•   Nikkei Asia: Biden's EV subsidy plan draws ire of Japan and European automakers

•   Nikkei Asia: Japan's Takara Bio to launch contract production of mRNA vaccines

•   Nikkei Asia: Apple pushes display tech in new direction with latest MacBook Pro

•   Nikkei Asia: China EV startup Byton misses payroll as bankruptcy looms

•   Nikkei Asia: Analysis: Xi's 'common prosperity' feels the heat as economy fizzles

•   Nikkei Asia: Panasonic nears mass production of Tesla's next-gen batteries

•   Mainichi: EXPLAINER: Why are foreign tech firms pulling out of China?

•   Mainichi: Robots hit the streets as demand for food delivery grows

•   Japan Times: Is augmented reality an early taste of the 'metaverse'?

•   Kyodo News: FOCUS:Xi's "common prosperity" goal may make Japan loath to invest in China

•   OilPrice.com: Is Ukraine Running Out Of Energy?

•   For Construction Pros: Dodge: Bright and Busy Future Ahead For the Construction Industry

•   DIGITIMES: Construction of 5G infrastructure back on track as pandemic slows

•   Hannover Messe News: Zero Emissions

•   Hannover Messe News: Emirati-German task force established

•   매경(P1): [단독] 탈탄소 사업초안 없는데 정부, 내년 예산 3조 배정

※   전력硏 "석탄발전소 유지하는 日처럼…한국도 일부는 남겨둬야"

•   매경: 천문학적 예산 투입하는데…온실가스 감축효과도 불분명

•   매경(P1): "당첨되면 1억 차익"…아파트 규제하자 로또 오피스텔 등장

•   매경: '눈덩이 과징금' 해운업계 비명…"수년간 번돈 다 토해내란 얘기"

•   매경: K해운 뒷걸음질…세계 7위로 밀려

•   매경: 심상정, 안철수·김동연에 "양당체제 종식 힘 합치자"

•   매경: 韓·헝가리 "원전없이 탄소중립 불가" 공감

•   매경: 물가 뛰는데…가계빚 169조 늘때 소득 39조 '찔끔'

•   매경: 가전제품값·월세 반영땐 소비자물가지수 더 뛸듯

•   매경: 서울대 달려간 정의선…'꿈의 배터리' 만든다

•   매경: 막내들 잡일 확 줄어들겠네…영상만 보고 받아쓰는 이 기술

•   매경: 용적률 40%P 더…아파트 리모델링 힘받나

•   매경: 15억원 이상 전용 84㎡ 전세…3년새 18배 껑충

•   매경: '非규제 1채' 더 사 일시2주택…꼼수절세 못한다

•   매경: [Industry Review] 인플레이션·재정적자·국가간 불균형…에너지 전환 비용 치를 각오됐나

•   매경: [Industry Review] '위드코로나' 기업이 살아가는 법…3R 공급망에 달렸다

•   한경(P1): [단독] 현대차, 승부수 던졌다…'GV70 전기차' 미국서 생산

•   한경: 제네시스 美 판매 신기록 질주…현대차·기아, 올해 혼다 넘는다

•   한경: "노조 있는 공장서 만든 전기차만 稅혜택"…美민주 '차별법' 논란

•   한경(P1): '이재명 재난지원금' 제동 건 김부겸

•   한경(P1): 11년만에 직접 나선 이재현 "4대 성장 엔진에 10조 투자"

•   한경: 바다에 이산화탄소 최대 11.6억t 저장한다

※   산업부: CCS 심포지엄을 개최하여 종합 평가 결과 발표

•   한경: "중국 배만 불렸다"…삼성·LG 사업서 손 떼자 벌어진 일

•   한경: 치솟는 금리·대출 규제…보금자리론도 막히나

•   한경: 두산건설 매각 재추진…두산 '재무약정 연내 졸업' 승부수

•   한경: 공급난·원자재값 '산 넘어 산'…SCM으로 돌파구 찾는 기업들

•   한경: '철강 슈퍼사이클' 펄펄 끓는 포스코·현대제철

•   한경: 롯데, 청정수소 도입 총력…글로벌 'H2 펀드'에 1억유로 투자

•   한경: 쌍용차 M&A 협상 본격화…'8000억 산은 대출'은 빠져

•   한경: 치솟는 금리에…외면받는 중견기업 회사채

•   서경(P1): 자원개발 공기업 끝내 걷어찬 정부

•   서경: 석유公 원유생산 5년뒤 30%↓···"자원 안보 지킬 마지노선 위태"

•   서경: 中, 광물자원 투자 위해 외교원칙도 버려···日, 석유·가스 자주개발률 40%로 확대

•   서경(P1): [단독] 서울 인구 20%가 '강남 3구'서 생활한다

•   서경: 원전없이 NDC 40% 불가능한데···갈라파고스 에너지정책 고집

•   서경: 최고 원전 기술 보유하고도···해외에 목매는 기업들

•   서경: 탈원전 한다면서 SMR 수출예산 늘려··· "본인도 안쓰는 물건 남한테 사라는 격"

•   서경: 삼성, 시에나와 글로벌 5G 연합···네트워크 매각설 잠재우나

•   서경: 대기업 계열사 석달새 52개 증가···카카오, 신규편입 14개로 최다

※   공정위: 대기업집단 계열회사 변동 현황 공개

•   서경: 전국민 지원금 우회적 거절?···무디스 만난 홍남기 “재정 안정화 추진”

•   서경: 공정위, '중대한 위법행위' 과징금 최대 2배로 상향

•   조선(P1): [NOW] 그 많던 이사·상무보… 다들 어디로 갔나요?

•   조선: 조선업 물 들어왔는데 일하러 올 사람이 없다

•   조선: 이재명 “한국 부채비율, 세계서 가장 낮다”는데… 부채비율 59%, OECD 비기축통화국가 중 6번째

•   조선: [단독] 월성 원전 수사팀은 배임 방조자까지 기소했다

•   조선: 외국인, 삼성전자는 팔아도 ‘배터리 3인방’은 9000억 샀다

•   조선비즈: 文대통령 “2050 탄소중립, 신규원전 건설 않고 수소 비중 높일 것”

•   조선비즈: 韓, 무역규모 466억弗 중동 6개국과 FTA 협상 재개하기로

•   조선비즈: 부작용 우려에 12~15세 백신 접종 주춤… “정부, 이상반응 적극 대처해야”

•   조선비즈: 산업부 장관, 미국행 추진…美상무부 장관과 반도체 문제 논의

•   조선비즈: ‘번인’ 걱정 없이 더 밝게… 삼성·LG, OLED 밝기 경쟁 치열

•   조선비즈: 12년 만에 최고치 찍은 뱃값… 조선업계 “저가 수주는 옛말”

•   중앙(P1): 2667명의 경고…‘핼러윈’ 반영도 전에 하루새 확진 1000명 급증

•   중앙: [View & Review] 금리 뛰는데 고정금리로 갈아타? DSR로 한도 줄면 낭패

•   동아(P1): 구멍난 글로벌 공급망… 한국 소방차까지 불똥

•   동아: 요소수 품귀에 물류-안전 흔들… “中에만 의존하다간 위기 되풀이”

•   동아: 정부 “요소수 매점매석 처벌”… 현장선 “사놓을 물량도 없어”

•   동아: [단독]“탄소중립 미루면 GM군산공장처럼 도태… 저감기술 세제 지원”

•   동아: 文대통령-日기시다, COP26서 첫 만남 불발

•   동아: 집값 급등에 MZ세대 6명중 1명 ‘주포자’로… 양극화 심화 우려

•   동아: 코로나―독감 같이 걸리면 더 위험… 백신 동시접종 괜찮아

•   동아: 정부 “탄소중립” 외치는데… 지자체 “태양광 거리규제”

•   동아: “내년에도 원자재-물류비 등 상승… 기업 5중고”

※   전경련: 기업경영 5중고 전망조사

•   문화(P1): 文정부 4년 반, 상장 공기업 8곳중 7곳 주가 폭락

•   문화: 정부 입김에 갈대처럼 휘둘린 공기업…“투자자가 보기엔 ‘꽝’”

•   문화: 40개 공기업 부채, 매년 늘어 ‘올해 549兆’… 영업이익으로 이자도 못내는 기업도 19곳

•   문화: 탈원전·탈석탄에… 발전관련 회사들 수익성 갈수록 악화

•   문화: 가계대출 규제 여파, 강남보다 ‘노·도·강 집값’에 더 몰아쳤다

•   국민: [단독] 품귀 현상 빚는 요소수, 정부는 재고량조차 모른다

•   서울(P1): [단독] 반도체 압박 힘뺀 美 “고객사 뺀 정보 내라”

•   서울: 美엔 ‘협력 최대화’, 中엔 ‘자극 최소화’… 고심 깊은 삼성·SK

•   서울: ‘반중 공급망 구축’ 부메랑 되나

•   서울: 부동산 쓸어 담는 외국인… 올 거래 1만 6405건 최다

•   세계: 고령층 돌파감염 확산 비상… ‘부스터샷’ 한 달 앞당긴다

•   한겨레(P1): “상사 커피갑질에 동료 잃어 후진적 공직사회 절망했다”

•   한겨레: 더 큰집·더 비싼집…급등장 떠받치는 ‘1주택 갈아타기’

•   한겨레: 강남 똘똘한 한채…주담대 막혔는데 어떻게 샀을까

•   한겨레: 글래스고서 주목 받는 기업은?…신기술·투자처 경쟁 뜨겁다

•   머니투데이(P1): [단독]'고가 전세'도 전세대출 막는다...대출 잔액 1조원

•   머니투데이(P1): 주택대출 금리 '6% 시대' 초읽기…숨죽인 '영끌·빚투족'

•   머니투데이: "하루 10편 뜨던 비행기, 주 2회 늘어봤자…" 항공업계는 여전히 침울

•   머니투데이: 송영길 만난 김동연 "대선 완주...이재명에 1대1 토론 제안"

•   머니투데이: 뿔난 철강업계 "탄소중립 일방통행 정부, 美·유럽 관세 합의는 뒷북 대응"

•   더벨: 구조조정 막바지 두산, 다시 한번 컨설팅 펌 '러브콜'

•   헤럴드경제: 전문가들 “가계부채 총량관리는 미봉책”

•   헤럴드경제: 거래감소 불가피…현금부자만 웃는다

•   헤럴드경제: 야금야금 느는 공매도...잔고액 2배 ‘쑥’

•   헤럴드경제: SK, 美 수소에너지기업 플러그파워 투자 ‘7700억 잭팟’

•   파이낸셜뉴스: 바이든, 中 압박하니… 중국발 ‘원자재 대란’ 산업계 덮쳤다 [미중갈등 역풍 맞은 제조업]

•   파이낸셜뉴스: "음식점 아니면 뭘하라고…" 연일 뭇매 맞는 자영업자 분통 [이슈분석]

•   아시아경제: [로봇이 온다]① 공장 나온 로봇들…취미는 요리, 특기는 배달

•   아시아경제: [로봇이 온다]① 연평균 32% ‘성장판’ 열렸다…200兆 시장 ‘눈 앞’

•   아시아경제: 3분기 건설주 와르르...걱정말라는 증권가

•   디지털타임스(P1): 수도권 아파트 사들인 MZ세대… 부동산 급랭속 불안한 `영끌족`

•   이데일리(P1): 80% 수입하는데 강국?…험난한 수소경제

•   이데일리: 활용에 집중된 韓 수소경제…'걸음마' 생산·저장에 뛰어드는 기업들

•   이데일리: 수전해·CCUS…관련 기술 고도화해야 경쟁력 생겨

•   이데일리: 탄소중립 필수 ‘수소에너지’…‘청정수소’는 따로 있다

•   이데일리(P1): 신외감법에…기업 94% "경제적 부담 늘었다"

•   이데일리: 껑충 뛴 감사보수에 허덕…"기업주도 회계개혁 절실"

•   이데일리(P1): [단독]OECD 원자력기구 사무총장 “韓탄소중립, 원자력 없이 어렵다”

•   이데일리: '인터넷 자료 짜깁기' 수준 탄소중립···"文 정치적 쇼에 불과"

•   이데일리: 한국형 탄소중립 왜 불가능할까, 결정적 이유 ‘셋’

•   이데일리: "원자력 없으면 2030년 탄소배출 오히려 16% 늘 것"

•   이데일리: 외환시장, 공매도…MSCI 선진지수 편입 '첩첩산중'

•   연합: 오후 9시까지 전국서 2천140명 확진…4일 2천500명대 예상

•   연합: 전경련 "중국·유럽, 에너지 위기로 석탄·원자력 발전 추진"

※   전경련: 주요국 에너지위기 현황과 시사점

•   연합: '원전정책 모순' 비판에…靑 "외국과 윈윈 방안" 일축

•   연합: 국산 코로나백신 개발 늦어져…연내 3상 착수 난항

•   연합: 외교부, '경제안보TF' 신설…공급망 대응전략 전담한다

•   연합: 울산국제수소에너지 전시회·포럼 10∼12일 개최

•   FETV: 두산밥캣 '구인난·물류비 부담' 탈출 해법은?

•   에너지경제: 지나친 가스 기반시설 확대 "좌초자산 초래" 경고 나와

•   에너지경제: REC 시세 놓고 힘겨루기…발전회사는 내리려, 재생E업자는 올리려 담합의혹도

•   에너지경제: 석탄발전소 전면 폐기한다면서 탄소세 도입한다?

•   에너지경제: 이르면 내년 말 안산시서 재생에너지 기반 그린수소 생산 첫 상용화

•   에너지경제: 서울시, 베란다형 태양광 보급 업체 고발…"무자격 시공·불법 하도급"

•   전자신문: 한전, 재생에너지 전력계통 수용 해법 찾는다…4년간 550억원 투입

•   디지털데일리: [공급난역설①] "테스트만 최소 6개월"…파운드리는 '호황' 중소 팹리스는 '울상'

•   로봇신문: 우리나라 '로봇밀도' 세계 1위 자리 탈환

•   물류신문: 기획특집 2. 물류, 컴플라이언스 경영의 시대가 온다

[Opinions]

•   Project Syndicate(Michael Spence): Why Are Supply Chains Blocked?

•   Project Syndicate(Harold James): Back to Austerity?

•   Project Syndicate(Carlos Lopes, Ricardo Soares): Africa Must Lead on Capital Flight

•   Project Syndicate(Ngaire Woods): Is Multilateralism a Fig Leaf?

•   Project Syndicate(Ian Buruma): Éric Zemmour and the Revenge of Vichy

•   FT(Editorial Board): How Joe Biden can salvage his presidency

•   FT(Editorial Board): Russia’s vaccine disinformation has let down its own people

•   FT(Robert Shrimsley): Boris Johnson cannot escape the costs of Brexit

•   FT(Edward Luce): Virginia’s ominous warning to Joe Biden and the Democrats

•   FT(Ben Hall): EU compromise with Poland will be hard to find

•   FT(Pilita Clark): COP26 is haunted by the shadow of Copenhagen

•   FT(Cat Rutter Pooley): The City’s long road to going green

•   FT(Lex): BMW: taking the slow road to an electrified future

•   FT(Lex): COP26: Carney’s $130tn climate pledge is too big to be credible

•   FT(Lex): Energy transition: without a plan, disruption and price rises will recur

•   WSJ(Editorial Board): A Thumping in Virginia

•   WSJ(Daniel Henninger): The Biden Democrats Lose It

•   WSJ(Karl Rove): Youngkin Clears a Path to Victory for 2022

•   WSJ(James K. Glassman): Get Ready for Dow One Million

•   WSJ(Michael Segal): Covid-19 Boosters Aren’t for Everyone

•   WSJ(Seth Cropsey): Needed: A Military Strategy for China

•   WSJ(Bjorn Lomborg): We’re Safer From Climate Disasters Than Ever Before

•   WSJ(Bruce Klingner): Japan’s Voters Endorse Getting Tough on China

•   NYT(Bret Stephens): Why Democrats Are in Trouble

•   NYT(Frank Bruni): How Youngkin Made Use of Trump in His Virginia Win

•   NYT(Thomas B. Edsall): The ‘Third Rail of American Politics’ Is Still Electrifying

•   WP(George F. Will): The climate blather from Joe Biden, Boris Johnson and Greta Thunberg isn’t ‘out of context’

•   WP(Marc A. Thiessen): Youngkin’s win in Virginia started with Biden’s debacle in Afghanistan

•   WP(Rob Jackson, Daphne Wysham): Biden wants to cut methane emissions. But we need to get it out of the air, too.

•   WP(Gary Abernathy): Youngkin just handed Republicans their 2022 blueprint

•   Bloomberg(Michael R. Bloomberg, Mark Carney): To Fight Climate Change, Put Markets to Work

•   Bloomberg(Bill Dudley): The Fed Has More to Do Than the Market Recognizes

•   Bloomberg(Brian Chappatta): Fed Sets a Date With Bond Vigilantes in Eight Months

•   Bloomberg(John Authers): The Stock Market's Earnings Rally Was Great. Shame It's Over

•   Bloomberg(Marcus Ashworth): The BOE Needs to Get a Grip on Messaging as Well as Its Rate Hike Agenda

•   Bloomberg(Shuli Ren): In China, War and Stagflation Jitters May Permanently Damage the Market

•   Bloomberg(Anjani Trivedi): COP26: EVs Aren't as Green as You Think. The Supply Chain Is Carbon-Intensive

•   Bloomberg(Jonathan Bernstein): Elections 2021: One Simple Reason for the Republicans’ Good Day

•   Bloomberg(Andreas Kluth): Climate Change Will Kill National Sovereignty As We've Known It Since 1648

•   MarketWatch(Peter Morici): Germany’s Merkel leaves much unfinished business for Olaf Scholz

•   Reuters(John Kemp): Rising oil prices are fuelling expected inflation

•   Reuters(Jamie Mcgeever): Even flatlining oil could expose 'hawkish' error

•   매경(사설): 유럽에 첫 수출 쾌거 두산중공업의 소형원전기술 국내선 찬밥

•   한경(김재완): '공짜 에너지'는 없다

•   서경(사설): 중·러·인도 탄소중립 늦추는데 우리만 과속하는 이유 뭔가

•   조선(사설): 왜, 무얼 위해 한국이 중국보다 탄소 감축 부담 더 져야 하나

•   국민(임춘택): 2050 탄소중립 대응과 국가 생존력

•   아시아경제(강희종): 탄소중립, 공짜가 아니다

•   전자신문(김재경): 수소경제 전환을 위한 입법 과제