Business Intelligence Monitor 211202

(Introduction)

[Markets]

•   Global: Oil falls, stocks falter on Omicron variant concerns

•   Metals: Copper retreats as Codelco warns of lower prices

•   Iron ore: Iron ore price up on supply concerns in China

•   Grains: Grain futures regain ground as coronavirus jitters ease

•   한국: 외국인 대량 매수에 코스피 2.14% 올라 2,900선 '눈앞'

•   한국: 외인 매수·D램값 상승…삼성전자 4% 올라

•   한국: "내년 영업이익 83%↑"…비에이치 주가 후끈

•   한국: 두산그룹주 대체로 상승, 두산중공업 4%대 두산 오리콤 3%대 올라

[Indicators]

•   US Oct. Construction spending: Construction spending rises moderately in October

•   US Nov. Employment(ADP): U.S. Employment: Companies Add 534,000 Jobs in November, ADP Data Shows

•   US Nov. Manufacturing PMI(ISM): Manufacturers’ Reprieve Could Be Ruined by Omicron—or Not

※   Supply-chain problems began to ease last month, but the disruptive potential of the Covid-19 variant shows that the virus is still in control

•   US Weekly Mortgage rates·applications: Mortgage refinance demand plunged 15% last week, but could now reverse

•   UK Nov. House prices: UK house prices ‘extremely buoyant’ in November despite inflation risks

•   China Nov. Home sales: China Home Sales Slump Deepens as Easing Shows Little Effect

•   China Nov. Manufacturing PMI(Caixin): China’s factory activity weighed down by coronavirus-induced weak demand, slips back into contraction

•   Japan Q3 Capital spending: Japan's July-Sept. business investment up 1.2% on year

•   India Nov. Balance of trade: India Nov trade deficit at record $23.27 billion

•   India Nov. GST collection:November gross GST collection at Rs 1,31,526 crore, 2nd highest ever

•   Brazil Nov. Balance of trade: Brazil reports $1.3 bln November trade deficit

•   Australia Q3 GDP: Australia’s economy contracts but offers hope of rebound

•   한국 11월 무역수지: 11월 수출 32% 증가, 600억달러 첫 돌파…역대 최고 기록

•   한국 11월 가계대출 잔액: 조이고 조인 가계대출, 작년 말 대비 5.75%↑…관치 폐해는 'ing'

[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: First U.S. Omicron Case Is California Patient

※   Infected person returned from South Africa on Nov. 22, CDC says

※   White House: Statement from White House COVID-⁠19 Response Coordinator Jeff Zients on First Case of the Omicron COVID-⁠19 Variant in the United States

•   WSJ: Global Inflation Set to Be Higher for Longer, Says OECD

※   OECD: OECD Economic Outlook, December 2021

•   WSJ: Supply Imbalances Continued to Hold Back U.S. Growth This Fall, Fed’s Beige Book Says

※   Fed: The Fed - Beige Book - December 1, 2021

•   WSJ: Supply-Chain Snarls Hit Production of Trailers Needed to Haul Goods

•   WSJ: Yellen Defends Spending Plans Amid Growing Angst Over Higher Inflation

※   Treasury secretary and Fed Chairman Powell address lawmakers’ concerns in second day of testimony

•   WSJ: Government Shutdown Deadline Approaches as Deal Eludes Lawmakers

※   Democrats and Republicans haggle over details of funding extension, with vaccine politics potentially slowing progress

•   WSJ: Omicron Could Widen Blue-Red Economic Divide

•   WSJ: Is Inflation Sticking Around? Bicycle Makers Offer Some Clues

•   WSJ: Covid-19 Cases Nearly Double in South Africa as Omicron Reaches More Countries

•   WSJ: Russia Expels Some U.S. Diplomats in Latest Tit-for-Tat Action

•   WSJ: BOJ Policy Board Member Sees Path Toward Higher Prices in Japan

•   WSJ: High Gas and Coal Prices Keep Renewable-Energy Rollout on Track

•   WSJ: Nuclear-Fusion Startup Lands $1.8 Billion as Investors Chase Star Power

•   WSJ: For Big Miners, U.S. Workers Are Most Reluctant to Get Vaccinated

•   WSJ: Exxon to Continue Leaner Spending as Covid-19 Threat Lingers

•   WSJ: Big Tech’s Liability Shield Is Under Siege

•   NYT: W.H.O. members agree to begin talks on a global pandemic treaty.

•   NYT: Fauci says the first U.S. Omicron case is another reason for Americans to get vaccinations and boosters.

•   NYT: How 2 Flights to Europe May Have Spurred Spread of New Variant

•   NYT: The Coronavirus in a Tiny Drop

•   NYT: OPEC Faces Omicron Uncertainty and Rebellious Customers

•   NYT: Putin and West Spar Over NATO’s Military Ties to Ukraine

•   NYT: The Next Challenge to Vaccinating Africa: Overcoming Skepticism

•   WP: Covid is set to cost the tourism industry $1.6 trillion this year. Omicron could make it worse.

•   WP: Moderate House Democrats urge leaders to focus on economic issues amid worries voters blame party for inflation, supply chain problems

•   WP: Brazil’s far-right Bolsonaro reaches for an unlikely title: President of the Poor

•   WP: Rich countries must divert Covid jabs to developing world, says Covax executive

•   WP: Democrats' subsidy for union-made electric vehicles faces a bumpy road in the Senate

•   FT: Von der Leyen calls for EU ‘discussion’ on mandatory vaccination

※   European Commission: Commission reiterates calls to step up vaccination, rapid deployment of boosters, vigilance and rapid reaction to Omicron variant

•   FT: Renewable energy pace must double to limit global warming, IEA says

※   IEA: Renewables 2021

•   FT: World’s first floating nuclear power plant fuels Russia’s Arctic ambitions

•   FT: Will Covid vaccines have to be updated for Omicron?

•   FT: Covid backlash: Europe’s populists eye opportunity

•   FT: EU gets closer to unlocking Poland recovery plan

•   FT: Brexit fears hold back US-UK trade deal

※   Washington concerned that London’s threats to override N Ireland protocol will undermine peace in region

•   FT: Johnson’s interventionist approach to industry defies election vow

•   FT: 30,000 UK households remain without power after Storm Arwen

•   FT: UK purchases additional 114m vaccine doses

•   FT: Vietnam’s supply chains struggle to shake off Covid impact

•   FT: Japan’s former PM warns China invading Taiwan would be an ‘emergency’ for Tokyo

•   FT: Turkey intervenes in currency markets in attempt to stem lira plunge

•   FT: Pakistan’s economic pain poses political headache for Imran Khan

•   FT: Afghanistan economic meltdown one of worst in history, UN says

•   FT: 5G rollouts offer ‘internet of things’ a more sophisticated outlook

•   FT: Emerging markets ‘leapfrog’ the west in digital payments race

•   FT: Digital demand sets cloud computing on course for next stage

•   FT: Full-fibre broadband fuels investor appetite for fixed line

•   Bloomberg: U.S. and EU Set to Discuss Joint Approach to Assertive China

※   U.S. Deputy Secretary of State Wendy Sherman and the secretary general of the European External Action Service, Stefano Sannino, will meet in Washington

•   Bloomberg: Biden Sees Progress in Supply Crisis Amid Faster Inflation

•   Bloomberg: Port of Long Beach Container Volume Could Be 'New Normal' Says Port Chief

•   Bloomberg: Raphael Bostic, Sarah Bloom Raskin are Candidates for Fed Vice Chair

•   Bloomberg: U.S. to Become ‘Energy Dominant’ on Global Price Jump, BofA Says

•   Bloomberg: List of Countries With Covid Lockdowns, Fines, Bans for the Unvaccinated

•   Bloomberg: Ukraine Asks EU for Financial Aid With Russian Troops at Border

•   Bloomberg: ECB’s Reasons to Blink Mount as Powell Shifts on Inflation

•   Bloomberg: EU Sees U.K. Willingness for a Post-Brexit Fishing-Rights Deal

•   Bloomberg: Merkel Calls for Mandatory Shots, Restrictions for Unvaccinated

•   Bloomberg: France Faced With Power Market Crunch Next Week as Demand Jumps

•   Bloomberg: What Omicron Variant Could Mean for Euro-Area Growth: Chart

•   Bloomberg: Omicron: South African Scientists Say Too Soon to Judge on Severity of Variant

•   Bloomberg: Rising Fuel Costs in South Africa Heighten Inflation, Growth Risks

•   Bloomberg: China’s Latest Covid Outbreak Worsens Even as It Avoids Omicron

•   Bloomberg: Argentine Officials to Meet IMF in Washington Over Record Deal

•   Bloomberg: Goldman Sees Asia’s Inflation Pace Lagging Europe, LatAm Surges

•   Bloomberg: Deutsche Bank Sees Oil Dropping Even If OPEC+ Postpones Hike

•   Bloomberg: Bank of America Still Bullish on Oil in Face of Omicron Variant

•   Bloomberg: Shale Drillers to Lift U.S. Spending 19% Next Year, Rystad Says

•   Bloomberg: Natural Gas ‘Widowmaker’ Spread Collapses on Mild U.S. Weather

•   Bloomberg: LME Tin Market Squeeze Could Soon Rival Lumber Shortage

•   Bloomberg: Corporate Leaders Push Congress to Speed Semiconductor Aid

•   Bloomberg: U.S. Must Create a Post-Plastic Economy, Scientists Say in New Study

•   Bloomberg: Who Controls the ESG Market? A Few Big Investors Dominate the Sector

•   Bloomberg: Steel’s Path to Go Green Will Cost Industry Up to $278 Billion

•   Reuters: China local COVID-19 cases jump to most in nearly a month

※   China detected 91 domestically transmitted COVID-19 case

•   Reuters: WHO advisory group will review data on COVID-19 booster shots next week

•   Reuters: EU global investment plan a "true alternative" to China's -EU exec

※   European Commission: Global Gateway: up to €300 billion for the European Union's strategy to boost sustainable links around the world

•   Reuters: NATO says economic sanctions an option to counter Russia

•   Reuters: Portugal will re-tighten COVID-19 curbs at Christmas if needed -PM

•   Reuters: Iran makes nuclear advance despite talks to save 2015 deal

•   Reuters: Iraq expects OPEC to agree to sustain current output policy -state news agency

•   Reuters: U.N. committee agrees Taliban, Myanmar junta not allowed in U.N. for now

•   Reuters: OPEC+ sees worsening oil surplus Q1, 2022 - document

•   Reuters: As Freeport converts mining trucks to green power, costs unclear

•   Reuters: Analysis: A trillion-dollar wager that interest rates won't rise far

•   Reuters: Analysis: Europe not yet ready to abandon "transitory" inflation view

•   Reuters: Analysis: Drop in global output of bread-making wheat sparks hunt for supplies

•   CNBC: WHO says omicron has been found in 23 countries across the world

※   they don’t yet know how the new variant will effect transmission, the severity of disease, therapeutics and vaccines.

•   CNBC: WHO says South Africa Covid hospitalizations are rising but it’s too soon to know severity of omicron

•   CNBC: John Kerry says private sector can win climate change battle

•   CNBC: Economic outlook is strong for next 6 months, top CEOs say in survey

•   CNBC: GM raises 2021 earnings guidance on pricing and better chip supply

•   CNBC: Siemens chairman says supply chain chaos will last until next summer

•   CNBC: How the omicron variant could impact return-to-office plans: ‘We’re dealing with rapidly moving facts’

•   SCMP: China, US set for meeting of top military officials amid Taiwan tensions

※   Telephone call in January being considered after consensus was reached during Xi-Biden summit on setting up discussions, sources say

•   SCMP: US development agency nominee pledges to review projects using Chinese solar panels

•   SCMP: China’s Fujian sparks fears about Taiwan tensions with emergency drill for blackouts

•   SCMP: China extends battle lines to manage capital outflows as Beijing doubles down on ‘economic security’

•   SCMP: China’s manufacturing advantage at risk as restrictions mount and competition intensifies, leading engineer warns

•   SCMP: Coronavirus pandemic a ‘critical opportunity’ for US-China cooperation, report says

※   CSIS: Advancing U.S.-China Health Security Cooperation in an Era of Strategic Competition

•   Straits Times: Hong Kong scientists succeed in isolating Omicron variant

•   Nikkei Asia: Japan to tighten foreigner entry exemptions to curb omicron spread

•   Nikkei Asia: Japan asks airlines to halt international bookings to shut out omicron

•   Nikkei Asia: New Japan opposition leader seeks to battle LDP on policy

•   Nikkei Asia: Japan needs stronger defenses, more frequent security reviews: Abe

•   Nikkei Asia: Analysis: Xi shrewdly used Biden summit to pave way for long reign

•   Nikkei Asia: Chip shortage helps hidden gems in supply chain to shine

•   Nikkei Asia: U.S. priority should be American chipmakers, not TSMC: Intel chief

•   DIGITIMES: New iPhone sales surge in Taiwan and China

•   Robotics & Automation News: Top 3 Predictions on the Future of Automation in Warehousing

•   Robotics Tomorrow: Why AMRs Are Being Adopted On Factory Floors

•   동아(P1): 국내 최소5명 ‘오미크론 감염’ 확인… 정부 ‘위드 코로나 중단’ 적극 검토

•   동아: 오미크론 감염 5인 관련 접촉자 100여명… 모든 입국자 열흘 격리

※   일본 내 오미크론 첫 감염자로 판정된 나미비아 국적 외교관도 28일 일본 나리타국제공항에 입국하기 전 인천국제공항을 경유

※   질병관리청: 국내 오미크론 변이 바이러스 총 5명 확진자 발생 국내 유입 차단 및 전파방지를 위한 추가조치 긴급 시행

•   동아: “중증환자 700명대, 의료한계 임박… 역학조사할 사람도 없다”

•   동아: 국내 12~17세 확진의 99.9%가 접종 미완료자

•   동아: 5000명대 확진에… 자영업자들 “다시 거리두기 격상되나” 한숨

•   동아(P1): 기재부 “다주택자 양도세 완화 반대”

•   동아(P1): “리더는 괴짜 아이디어 키우는 ‘정원사’ 돼야”

•   동아: 로봇이 건물 곳곳 누비며, 서버 관리도 알아서 척척

•   동아: 금리 오르고 ‘오미크론’ 덮치자… 시중 뭉칫돈 “가자, 은행으로”

•   매경(P1): '오미크론 쇼크' 정면돌파…기업 CFO 76% "내년 투자 확대"

•   매경(P1): GS·카카오 '모빌리티 동맹'

•   매경(P1): 퇴직연금 '디폴트옵션' 내년 도입

•   매경: 우리집도 종부세 폭탄맞나…4년뒤 서울 아파트 20%가 대상

•   매경: KDI "고령화 너무 빨라 국가 존립 위협"

※   KDI: ‘인구변화의 구조적 위험과 대응전략’ 토론회

•   매경: LG엔솔·현대ENG…초대어급 내년 상장

•   매경: [Science in Biz] 화학산업은 퇴출시키자는 소재강국의 안타까운 현실

•   한경(P1): 서울 중저가 아파트 가격 첫 하락

•   한경: 매수문의 줄어든 '노도강'…즉시 입주 매물도 수천만원 낮춰 급매로

•   한경(P1): 개미의 약세장 투자법 "코스닥보다 ETF"

•   한경: "NFT株 옥석 가려라"…자금력 갖춘 빅테크 위주로 투자해야

•   한경: "오피스 빌딩·탄소배출권도 NFT로 거래"

•   한경: NFT는 영원불멸?…서버 문 닫으면 '빈껍데기'

•   한경: 코스피 최저치 찍은 날, 1조 공매도 폭탄

•   한경: 2022 기업들, 이 곳 이 사업에 명중 노린다

•   한경: 무늬만 '녹색채권' 경보…"공시 강화해야" 목소리

•   한경: "성장산업 찾는 뉴머니 풍부…내년 IPO시장 낙관"

•   서경(P1): [단독] 'P4 증설' 착수···삼성, 시스템반도체 치고 나간다

•   서경: [단독] 美테일러·평택 4공장에만 최소 50조···'TSMC 추격' 액션플랜 가동

•   서경: "새 장비·기술 경쟁서 밀리면 끝"···TSMC·인텔도 수십조 쏟아부어

•   서경(P1): 여야, 내년 예산안 604조→607조 순증 잠정 합의

•   서경: 내년 국세수입 343조로 높여 잡아...3개월만에 전례없는 수정

•   서경: '집값 폭등' 최후의 승자는 정부...양도세 벌써 11조원 더 걷었다

•   서경: 기재위 'CBDC 법제화' 급제동

•   서경: IMF "오미크론, 亞 경제에 리스크"

※   대외경제정책연구원: [KIEP Live] The 11th KIEP-IMF Joint Conference

•   서경: 한화, 수소 혼소 사업 속도···美 가스터빈 개조사업 수주

※   세계 최초로 혼소율 40% 적용

•   서경: 100m급 초대형 '풍력 블레이드' 인증시험 국내 첫 성공

•   서경: '산업 진흥' 부처간 엇박자에···수소 빠진 '국가전략기술'

※   재정당국 반대로 선정 무산

•   서경: "중대재해처벌법은 부실 입법...고의와 과실 구분 규정 불분명"

•   조선: 접종률 80% 넘었는데 사망률 3배 급증

•   조선: 정부, 오미크론 확인에 최장 7일… 일본은 이틀만에 진단

•   조선: 64%가 “탈원전 정책 재검토해야”… 20대서 가장 높아

•   조선: 잘나가는 K배터리, 中 원료 없으면 못만든다

•   조선: 오미크론 등장에… 메모리 반도체의 겨울, 예상보다 길지 않을 수도

•   조선: “버텨라 개미들, 삼성전자 연말이나 내년초 반등”

•   조선: [단독]SK하이닉스, 1975년생이 사장됐다... 노종원 부사장 승진

•   조선비즈: 스마트폰 두뇌 전쟁 막 올라… 퀄컴·미디어텍·삼성, AP로 맞붙다

•   조선비즈: ‘정부 반대’ 무시한 세법개정, 사상 첫 세입 증액…’패싱 역사’ 새로 쓰는 홍남기 부총리

•   인베스트조선: 기업들 앞다퉈 '메타버스' 구호…'마케팅 수단에 불과' 비판도

•   인베스트조선: EU 심사 재개한 대우조선해양 M&A, 남은 변수는 유럽 선사 ‘민원’

•   인베스트조선: 오미크론發 원유 ETF 폭락…지난해 '마이너스 유가' 재현될까

•   중앙: 개미들 ‘지금이 바닥’ 증권사 ‘지하층 있다’…출렁장세 언제까지

•   한국(P1): "탈탄소 위해 한전 독점 전력시장 개방 시급...전기료 올릴 땐 과감히 올려야"

•   한국: 3분기 자영업자 대출 또 11조 늘었지만… "폐업 촉진 뇌관 될라"

•   국민: 진짜 ‘가계대출 뇌관’은 주담대 아닌 정부 전세보증

•   머니투데이: 다주택 양도세 낮추면 매물 급증?..."똘똘한 한채 끝까지 남긴다"

•   머니투데이: 복비·종부세·양도세 기준 줄줄이 상향..대출·청약도 12억으로 올리나

•   머니투데이: [단독] 벼락거지 될라…'코인'에 진심인 韓, GDP 5배 사고팔았다

•   더벨: 건설 남기고 유증 택한 두산, 그룹 개편 2년 돌아보니

•   헤럴드경제: “성능·내구성·가격 多잡은 K 연료전지”...수소경제시대 첨병으로 우뚝

•   아시아경제(P1): [단독]대한항공-아시아나 연내 조건부 결합 승인할듯...독과점 노선 조정

•   아시아경제: [전문가3人긴급제언] "입국금지 확대 시급…접종자도 격리해야"

•   아시아경제: [2022 경제전망 조사]"내년 성장세 꺾이지 않을 것…최대 리스크는 가계부채"

•   아시아경제: "진짜 '꿈의 에너지'는 바로 나"…핵융합 발전 어디까지 왔나?[과학을읽다]

•   디지털타임스(P1): [기획] `오미크론 복병`에 기업 내년 경영계획 갈팡질팡

※   전자업계에서는 당장 내년 초 미국 라스베이거스에서 있을 세계 최대 IT·가전 박람회인 CES(소비자가전쇼) 2022 참가 여부도 재검토 해야 하지 않느냐는 말도 나오고

•   이데일리(P1): 법카 막고, 회식 자제령…'오미크론 공포'에 다시 멈춰서는 韓경제

※   재계, 사실상의 법카 금지 등 방역 강화…정부 방침 예의주시

•   이데일리: 원자력은 어떻게? '토종' SMR 기술 갖고도 620조 시장 놓칠판

•   이데일리: [단독]최태원, 내년 1월 'CES' 참석차 미국行…글로벌리더 자리매김

•   연합: 오후 9시까지 4천317명 확진, 동시간대 최다…2일도 5천명 안팎

•   뉴시스: 한국남동발전·두산중공업, 탄소중립 중소형 수소터빈 개발 '맞손'

•   뉴스핌: 삼성·현대차 등 산업계 "오미크론發 공급망 예의주시"…또 셧다운 공포

•   이투데이: 김동연, 이르면 12일 '새로운물결' 창당…키워드는 '新글로벌·경제·미래'

•   에너지경제: 법조계 "한국형 탄소중립 정책 위헌소지 다분…국민공론화 해야"

•   에너지경제: 올 1∼10월 글로벌 수소차 판매 2배↑···현대차가 절반

•   에너지경제: 산업부, 재생E 확대 위해 범부처 지원체계 구축 등 정책 추진

•   전자신문(P1): 유럽 배터리업체, 4조원대 설비 투자…한국 업체 총출동

•   ZDNet Korea: 내년 스마트폰 가격 인상되나...원가상승 불가피

•   디지털데일리: 삼성전자 3분기 글로벌 스마트폰 성적은?…'불안한' 1위

[Opinions]

•   Project Syndicate(Simon Johnson): Omicron and What Comes Next

•   Project Syndicate(Shang-Jin Wei): Digital Finance Without Cryptocurrencies

•   Project Syndicate(Laura Tyson, Lenny Mendonca): The American Climate Consensus

•   Project Syndicate(Andrés Velasco): Why Has Chile Embraced the Extremes?

•   FT(Editorial Board): Transitioning away from ‘transitory’ inflation

•   FT(Robert Shrimsley): Boris Johnson cannot just wish away European tensions

•   FT(David Gardner): Nuclear negotiators in Vienna face struggle to resurrect Iran deal

•   FT(Robert Armstrong): ‘Transitory inflation’ is dead, long live transitory inflation

•   FT(Kathrin Hille): Economic woes, not China, are at the heart of Solomon Islands riots

•   FT(Anjana Ahuja): Uncertainty about Omicron does not excuse inaction

•   WSJ(Editorial Board): Sic ‘Transitory’ Gloria Fed

•   WSJ(Editorial Board): Richard Cordray to the Fed?

•   WSJ(Holman W. Jenkins, Jr.): Decoding the Omicron Panic

•   NYT(Thomas L. Friedman): Trump’s Iran Policy Has Become a Disaster for the U.S. and Israel

•   NYT(Bret Stephens): Let’s End the Covid Blame Games

•   NYT(Rachel Cohen): To Counter Omicron, Covid-19 Treatments Must Be Cheap and Accessible

•   WP(Max Boot): For his own good and the country’s, Biden needs to pick a fight with ultra-progressives

•   WP(Paul Waldman): How Democrats misunderstand Biden’s bully pulpit

•   WP(Roger Marshall, et al.): The world deserves a thorough review of the pandemic. Congress must set up a covid-19 commission.

•   Bloomberg(Mohamed A. El-Erian): Powell's 'Transitory' Mistake on Inflation Risks Destabilizing Markets

•   Bloomberg(Daniel Moss): Omicron Is Uncertain, But Powell's Comments Indicate Inflation Is a Sure Thing

•   Bloomberg(John Authers): Powell Dumps ‘Transitory’ Inflation; Now, If Only Gas Prices Can Start Falling

•   Bloomberg(Jonathan Bernstein): What to Watch for as Congress Winds Down

•   Bloomberg(Ramesh Ponnuru): Fauci Can't Use Science to Excuse His Missteps

•   Bloomberg(Therese Raphael, Sam Fazeli): Merck’s New Covid Drug Molnupiravir Gets FDA Approval In Time for Omicron

•   한경(사설): 세계가 '다시 원전으로'…이래도 나홀로 탈원전 미망인가

•   한경(문재도): 에너지안보와 환경, 전력