삼전·현대차 등 'CF연합' 가입…RE100에서 원전 포함 CFE로
https://v.daum.net/v/20231008100012079
https://v.daum.net/v/20231008100012079
언론사 뷰
삼전·현대차 등 'CF연합' 가입…RE100에서 원전 포함 CFE로
[세종=뉴시스]손차민 기자 = 윤석열 대통령이 지난달 유엔총회에서 제안한 무탄소에너지연합(CFA·Carbon Free Alliance)에 삼성전자, SK하이닉스, 현대자동차 등 앞서 RE100(재생에너지 100%)을 선언한 기업들이 다수 포함된 것으로 확인됐다. 원자력 발전을 포함하는 무탄소에너지(CFE)가 재생에너지로만 전력 수급을 충족해야 하는 RE1
Forwarded from Market News Feed
BREAKING: ISRAEL EVACUATES RESIDENTS WHO LIVE WITHIN FOUR KILOMETRES OF BORDER WITH GAZA ...
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Trans Mountain증설규모 3배로 증가
- 기존 300k bpd에서 890k bpd
- 24년 1분기 가동 계획
- 총비용 22.6 bn$에서 30.9 bn$
*피팅 밸브는 일반적으로 TOC 2%정도
밸브 및 펌프류는 무관세이며, 수출 시에는 캐나다 표준국(CSA International)으로부터 인증을 획득해야 함.
https://oilprice.com/Latest-Energy-News/World-News/Trans-Mountain-Pipeline-Capacity-Set-To-Triple.html
- 기존 300k bpd에서 890k bpd
- 24년 1분기 가동 계획
- 총비용 22.6 bn$에서 30.9 bn$
*피팅 밸브는 일반적으로 TOC 2%정도
밸브 및 펌프류는 무관세이며, 수출 시에는 캐나다 표준국(CSA International)으로부터 인증을 획득해야 함.
https://oilprice.com/Latest-Energy-News/World-News/Trans-Mountain-Pipeline-Capacity-Set-To-Triple.html
Oil Price
Trans Mountain Pipeline Capacity Set To Triple
Trans Mountain is set to commence line fill next quarter, marking a significant step towards the expansion of its pipeline capacity after overcoming various hurdles and disputes.
Forwarded from Market News Feed
BREAKING: THE US WILL DEPLOY ITS FLAGSHIP USS GERALD R. FORD AIRCRAFT CARRIER TO THE EASTERN MEDITERRANEAN ...
Forwarded from Market News Feed
BREAKING: HAMAS SAYS THE US DEPLOYING AN AIRCRAFT CARRIER GROUP TO THE REGION 'DOES NOT SCARE US' ...
호주당국, 2050년까지 송전선 10000km 등 전력인프라 투자 촉구
6,200 Miles of Power Lines Are Key Energy Challenge, Australia Says https://www.bloomberg.com/news/articles/2023-10-09/6-200-miles-of-power-lines-are-energy-challenge-australia-says
6,200 Miles of Power Lines Are Key Energy Challenge, Australia Says https://www.bloomberg.com/news/articles/2023-10-09/6-200-miles-of-power-lines-are-energy-challenge-australia-says
Renewables funds see record outflows as rising rates, costs hit shares
By Patturaja Murugaboopathy and Tommy Wilkes BENGALURU/LONDON, Oct 9 (Reuters) - Investors ditched renewable energy funds at the fastest rate on record in the three months to end-September as cleaner energy shares took a beating from higher interest rates and soaring material costs, which are squeezing profit margins.
Renewable energy funds globally suffered a net outflow of $1.4 billion in the July-September quarter, the biggest ever quarterly outflow, according to LSEG Lipper data.
However, the outflows only partially reversed the trend for the first half of 2023 when investors added a net $3.36 billion, the data showed.
The sector's total assets under management now stand at $65.4 billion, a 23% decline from end-June, according to the data.
By Patturaja Murugaboopathy and Tommy Wilkes BENGALURU/LONDON, Oct 9 (Reuters) - Investors ditched renewable energy funds at the fastest rate on record in the three months to end-September as cleaner energy shares took a beating from higher interest rates and soaring material costs, which are squeezing profit margins.
Renewable energy funds globally suffered a net outflow of $1.4 billion in the July-September quarter, the biggest ever quarterly outflow, according to LSEG Lipper data.
However, the outflows only partially reversed the trend for the first half of 2023 when investors added a net $3.36 billion, the data showed.
The sector's total assets under management now stand at $65.4 billion, a 23% decline from end-June, according to the data.
VC DEALS
Washington-based Stoke raised a $100 million Series B led by Industrious Ventures for its reusable space rockets.
San Francisco-based robotaxi startup Glydways has raised a $56 million Series B led by New Science Ventures, The Information reported.
Observe, a Dallas-based observability B2B data storage startup, has raised a $50 million Series A3 led by Sutter Hill Ventures.
Bay Area-based Gradient has raised $10 million in seed funding led by Wing VC for its AI development platform.
Purpose raised €3.3 million in a pre-seed round led by Speedinvest and Atlantic Labs. The Berlin-based company provides an ESG metrics platform for the property sector.
France's Scnd raised €4 million from investors including 42Cap and Partech. Scnd develops SaaS solutions for service providers.
German medtech startup Inovedis raised a $4 million Series A from investors including High-Tech Gründerfonds, MBG Baden-Württemberg and Volksbank Albstadt ChancenKapital.
Zurich cloud computing startup Helio raised €4.9 million in seed funding led by QBIT Capital.
PE DEALS
The Blackstone Real Estate Income Trust is in talks to sell a 20% stake of Phoenix Tower International, a Florida-based telecom tower operator, for about $1.3 billion to a consortium that includes BlackRock and Grain Management, Bloomberg reported.
The Abu Dhabi Investment Authority has agreed to acquire a 0.59% stake in India's Reliance Retail for 49.6 billion rupees (about $596 million).
Aurelius Group, Elliott Management and Epiris are looking to acquire beauty retailer The Body Shop but are concerned with the £400 million to £500 million valuation set by owner Natura, RetailWeek reported.
Shareholders in music rights holder Hipgnosis could block its sale of a portfolio to Blackstone—which also backs the company—for $440 million, the Financial Times reported.
Ash Investment Partners has invested in ImagineX, an Atlanta-based digital services consultant that specializes in software development and cybersecurity.
EXIT & IPOS
Triton is considering selling All4Labels Global Packaging Group, a German self-adhesive label manufacturer, at a valuation of about €2 billion, Bloomberg reported.
Triton-backed German gearbox supplier Renk has canceled its planned IPO, citing market conditions.
EQT plans to sell German shopping mall Allee Center, CoStar reported.
FUNDRAISING
Digital health-focused firm 7wireVentures launched a $217 million Growth & Opportunity Fund that will target later-stage startups.
INVESTORS
Dutch pension fund KPN is looking to allocate up to 7% of its €10 billion in AUM to infrastructure, corporate and real estate debt by 2026, Investments & Pensions Europe reported.
Washington-based Stoke raised a $100 million Series B led by Industrious Ventures for its reusable space rockets.
San Francisco-based robotaxi startup Glydways has raised a $56 million Series B led by New Science Ventures, The Information reported.
Observe, a Dallas-based observability B2B data storage startup, has raised a $50 million Series A3 led by Sutter Hill Ventures.
Bay Area-based Gradient has raised $10 million in seed funding led by Wing VC for its AI development platform.
Purpose raised €3.3 million in a pre-seed round led by Speedinvest and Atlantic Labs. The Berlin-based company provides an ESG metrics platform for the property sector.
France's Scnd raised €4 million from investors including 42Cap and Partech. Scnd develops SaaS solutions for service providers.
German medtech startup Inovedis raised a $4 million Series A from investors including High-Tech Gründerfonds, MBG Baden-Württemberg and Volksbank Albstadt ChancenKapital.
Zurich cloud computing startup Helio raised €4.9 million in seed funding led by QBIT Capital.
PE DEALS
The Blackstone Real Estate Income Trust is in talks to sell a 20% stake of Phoenix Tower International, a Florida-based telecom tower operator, for about $1.3 billion to a consortium that includes BlackRock and Grain Management, Bloomberg reported.
The Abu Dhabi Investment Authority has agreed to acquire a 0.59% stake in India's Reliance Retail for 49.6 billion rupees (about $596 million).
Aurelius Group, Elliott Management and Epiris are looking to acquire beauty retailer The Body Shop but are concerned with the £400 million to £500 million valuation set by owner Natura, RetailWeek reported.
Shareholders in music rights holder Hipgnosis could block its sale of a portfolio to Blackstone—which also backs the company—for $440 million, the Financial Times reported.
Ash Investment Partners has invested in ImagineX, an Atlanta-based digital services consultant that specializes in software development and cybersecurity.
EXIT & IPOS
Triton is considering selling All4Labels Global Packaging Group, a German self-adhesive label manufacturer, at a valuation of about €2 billion, Bloomberg reported.
Triton-backed German gearbox supplier Renk has canceled its planned IPO, citing market conditions.
EQT plans to sell German shopping mall Allee Center, CoStar reported.
FUNDRAISING
Digital health-focused firm 7wireVentures launched a $217 million Growth & Opportunity Fund that will target later-stage startups.
INVESTORS
Dutch pension fund KPN is looking to allocate up to 7% of its €10 billion in AUM to infrastructure, corporate and real estate debt by 2026, Investments & Pensions Europe reported.
주요 계열사를 겸직 대표로 둔 것에 대해선 강도 높은 구조조정을 위해서란 해석이 나온다. 한 신세계그룹 임직원은 “임원 월급 아끼려고 대표를 겸직시켰겠나? 사업부를 축소해 실속 없는 일을 정리하라는 의미 아니겠냐”라며 “곧 구조조정이 있을 것으로 예상된다”고 말했다.
특히 이마트·에브리데이·이마트24의 구조조정이 예상된다. 이번 인사에서 신세계그룹은 3개 회사를 한 대표가 총괄하게 하면서, 황운기 이마트 상품본부장에게 슈퍼와 편의점 등 3사의 상품본부장을 겸직하도록 했다.
시장에선 앞서 마트와 슈퍼의 상품 조달(소싱)을 통합한 롯데쇼핑처럼 이마트 역시 통합 효율화를 끌어낼 거란 관측이 나온다. 이진협 한화투자증권 연구원은 “앞서 롯데쇼핑이 상품 통합을 통해 매출총이익(GPM)을 2% 개선했는데, 이마트가 유사한 방식으로 상품기획(MD) 부문을 통합하면 1%만 개선돼도 2000억원의 이익 개선을 볼 수 있을 것”이라고 했다.
https://n.news.naver.com/article/366/0000937906?cds=news_my
특히 이마트·에브리데이·이마트24의 구조조정이 예상된다. 이번 인사에서 신세계그룹은 3개 회사를 한 대표가 총괄하게 하면서, 황운기 이마트 상품본부장에게 슈퍼와 편의점 등 3사의 상품본부장을 겸직하도록 했다.
시장에선 앞서 마트와 슈퍼의 상품 조달(소싱)을 통합한 롯데쇼핑처럼 이마트 역시 통합 효율화를 끌어낼 거란 관측이 나온다. 이진협 한화투자증권 연구원은 “앞서 롯데쇼핑이 상품 통합을 통해 매출총이익(GPM)을 2% 개선했는데, 이마트가 유사한 방식으로 상품기획(MD) 부문을 통합하면 1%만 개선돼도 2000억원의 이익 개선을 볼 수 있을 것”이라고 했다.
https://n.news.naver.com/article/366/0000937906?cds=news_my
Naver
“자식들 못 믿겠다” 직접 나선 이명희 회장... 신세계그룹의 향방은
‘남매 경영’ 강화하던 신세계그룹, 실속 없는 성장 제동 실적 부진에 무리한 M&A... 작년 그룹 순차입금 14조 넘어 9개 계열사에 대표는 4명... 통합·축소 칼바람 예상 이마트 매출 넘은 쿠팡, 고삐 쥔 사이