Posledn\u00ed zpr\u00e1vy p\u0159in\u00e1\u0161ej\u00ed protich\u016fdn\u00e9 informace o situaci mezi Spojen\u00fdmi st\u00e1ty a \u00cdr\u00e1nem a o mo\u017en\u00e9m znovuotev\u0159en\u00ed Hormuzsk\u00e9ho pr\u016flivu, kter\u00fd je kl\u00ed\u010dovou tepnou pro sv\u011btov\u00fd obchod s ropou a plynem. Ceny ale neohro\u017euje jen omezen\u00ed transportu, ale tak\u00e9 riziko dlouhodob\u00e9ho v\u00fdpadku nab\u00eddky. V r\u00e1mci eskalace konfliktu do\u0161lo k po\u0161kozen\u00ed energetick\u00e9 infrastruktury ve v\u00edce zem\u00edch v Persk\u00e9m z\u00e1livu, co\u017e bude m\u00edt dopady na nab\u00eddku nejen kr\u00e1tkodob\u011b, ale i v horizontu n\u011bkolika let.<\/b><\/p>\n
B\u011bhem posledn\u00edch t\u00fddn\u016f do\u0161lo k bombardov\u00e1n\u00ed kl\u00ed\u010dov\u00fdch energetick\u00fdch za\u0159\u00edzen\u00ed nap\u0159\u00ed\u010d Persk\u00fdm z\u00e1livem. Po\u0161kozen\u00ed plynov\u00e9ho komplexu South Pars v \u00cdr\u00e1nu, \u00fatoky na katarsk\u00e9 LNG termin\u00e1ly v Ras Laffan, kter\u00e9 zaji\u0161\u0165uj\u00ed v\u00fdznamnou \u010d\u00e1st sv\u011btov\u00e9ho exportu zkapaln\u011bn\u00e9ho plynu, \u010di z\u00e1sahy do infrastruktury ve Spojen\u00fdch arabsk\u00fdch emir\u00e1tech a Sa\u00fadsk\u00e9 Ar\u00e1bii. To v\u0161e ukazuje, \u017ee konflikt nebezpe\u010dn\u011b eskaluje a ohro\u017euje dlouhodobou produk\u010dn\u00ed kapacitu ropy a plynu v z\u00e1livu. N\u011bkter\u00e1 za\u0159\u00edzen\u00ed budou od te\u010f mimo provoz roky. Nap\u0159\u00edklad v Kataru se odhaduje, \u017ee opravy \u010d\u00e1sti exportn\u00ed kapacity LNG potrvaj\u00ed t\u0159i a\u017e p\u011bt let.<\/p>\n
To z\u00e1sadn\u011b m\u011bn\u00ed pohled na v\u00fdvoj cen energi\u00ed. A\u010dkoliv trhy po\u010d\u00edtaj\u00ed s t\u00edm, \u017ee ceny ropy a plynu mohou po uklidn\u011bn\u00ed situace rychle klesat, nab\u00eddka se nevr\u00e1t\u00ed na p\u016fvodn\u00ed \u00farovn\u011b je\u0161t\u011b dlouho. Krom\u011b fyzick\u00e9ho po\u0161kozen\u00ed se d\u00edv\u00e1me tak\u00e9 na rizika, jako je zaminov\u00e1n\u00ed Hormuzsk\u00e9ho pr\u016flivu, kter\u00e9 v\u00fdrazn\u011b prodlu\u017euje \u010dasov\u00fd horizont na obnoven\u00ed dod\u00e1vek ropy z Bl\u00edzk\u00e9ho v\u00fdchodu. V Evrop\u011b\u00a0 jist\u011b poc\u00edt\u00edme dlouhodob\u00fd efekt, proto\u017ee na dovozu ropy a plynu jsme je\u0161t\u011b st\u00e1le velmi z\u00e1visl\u00ed.<\/p>\n
Energetick\u00e1 infrastruktura v Persk\u00e9m z\u00e1livu\u00a0 byla dlouhodob\u011b pova\u017eov\u00e1na za relativn\u011b bezpe\u010dnou,ale sou\u010dasn\u00fd konflikt ale ukazuje, \u017ee i kl\u00ed\u010dov\u00e9 uzly mohou b\u00fdt zraniteln\u00e9. Dlouhodob\u011b to zv\u00fd\u0161\u00ed tlak na zabezpe\u010den\u00ed v\u011bt\u0161\u00ed dom\u00e1c\u00ed produkce a zn\u00e1sob\u00ed to prob\u00edhaj\u00edc\u00ed snahy st\u00e1t\u016f o sn\u00ed\u017een\u00ed z\u00e1vislosti na dodavatelsk\u00fdch \u0159et\u011bzc\u00edch z jin\u00fdch zem\u00ed.<\/p>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Posledn\u00ed zpr\u00e1vy p\u0159in\u00e1\u0161ej\u00ed protich\u016fdn\u00e9 informace o situaci mezi Spojen\u00fdmi st\u00e1ty a \u00cdr\u00e1nem a o mo\u017en\u00e9m znovuotev\u0159en\u00ed Hormuzsk\u00e9ho pr\u016flivu, kter\u00fd je kl\u00ed\u010dovou tepnou pro sv\u011btov\u00fd obchod s ropou a plynem. Ceny ale neohro\u017euje jen omezen\u00ed transportu, ale tak\u00e9 riziko dlouhodob\u00e9ho v\u00fdpadku nab\u00eddky. V r\u00e1mci eskalace konfliktu do\u0161lo k po\u0161kozen\u00ed energetick\u00e9 infrastruktury ve v\u00edce zem\u00edch v Persk\u00e9m…<\/p>\n","protected":false},"author":127,"featured_media":1206335,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1308],"tags":[],"asset_type":[],"class_list":["post-1251778","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-insights"],"acf":[],"yoast_head":"