{"id":106127,"date":"2026-05-09T00:12:46","date_gmt":"2026-05-08T22:12:46","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=106127"},"modified":"2026-05-08T10:42:25","modified_gmt":"2026-05-08T08:42:25","slug":"svet-se-hormuzskemu-prulivu-vyhyba-japonsko-dovazi-ropu-ze-spojenych-arabskych-emiratu-zatimco-adnoc-investuje-miliardy-do-ropovodu","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2026\/05\/09\/svet-se-hormuzskemu-prulivu-vyhyba-japonsko-dovazi-ropu-ze-spojenych-arabskych-emiratu-zatimco-adnoc-investuje-miliardy-do-ropovodu\/","title":{"rendered":"Sv\u011bt se Hormuzsk\u00e9mu pr\u016flivu vyh\u00fdb\u00e1: Japonsko dov\u00e1\u017e\u00ed ropu ze Spojen\u00fdch arabsk\u00fdch emir\u00e1t\u016f, zat\u00edmco ADNOC investuje miliardy do ropovod\u016f"},"content":{"rendered":"<div id=\"fb-root\"><\/div>\n<div class=\"elementor-element elementor-element-1fb4c2c elementor-widget elementor-widget-theme-post-content\" data-id=\"1fb4c2c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-content.default\">\n<div class=\"elementor-widget-container\">\n<p><span dir=\"auto\">Dlouho pot\u00e9, co bude v\u00e1lka s \u00cdr\u00e1nem v historick\u00fdch u\u010debnic\u00edch odsunuta na okraj pozn\u00e1mek pod \u010darou, jeden konkr\u00e9tn\u00ed d\u016fsledek p\u0159etrv\u00e1v\u00e1: Velk\u00e1 \u010d\u00e1st sv\u011bta \u2013 alespo\u0148 ta \u010d\u00e1st, kter\u00e1 nen\u00ed pod \u010d\u00ednsk\u00fdm vlivem \u2013 ud\u011bl\u00e1 v\u0161e, co je v jej\u00edch sil\u00e1ch, aby se vyhnula Hormuzsk\u00e9mu pr\u016flivu, a pokud se to nepoda\u0159\u00ed, bude m\u00edt pl\u00e1n B. Stejn\u011b jako v roce 2022, kdy Bidenova administrativa zneu\u017eila americk\u00fd dolar t\u00edm, \u017ee po v\u00e1lce na Ukrajin\u011b vylou\u010dila Rusko ze syst\u00e9mu SWIFT, co\u017e spustilo nejv\u011bt\u0161\u00ed rally zlata a bitcoinu v historii, jeliko\u017e zbytek sv\u011bta p\u0159esunul sv\u00e9 \u00faspory do aktiv mimo USD, nebude na nejkriti\u010dt\u011bj\u0161\u00ed \u00fazk\u00e9 hrdlo sv\u011bta v ropn\u00e9m pr\u016fmyslu vn\u00edm\u00e1no stejn\u011b pot\u00e9, co \u00cdr\u00e1n vyp\u00e1lil des\u00edtky raket na lod\u011b, kter\u00e9 j\u00edm proplouvaly.<\/span><\/p>\n<p><span dir=\"auto\">Toto zm\u011bn\u011bn\u00e9 vn\u00edm\u00e1n\u00ed nazval\u00a0James Thorne, hlavn\u00ed tr\u017en\u00ed strat\u00e9g spole\u010dnosti WellingtonAltus, \u201e\u00a0<\/span><a href=\"https:\/\/x.com\/DrJStrategy\/status\/2051466483243331811\" target=\"_blank\" rel=\"noreferrer noopener\"><span dir=\"auto\">historickou chybou \u00cdr\u00e1nu \u201c; vysv\u011btluje to takto:<\/span><\/a><\/p>\n<p><em><span dir=\"auto\">Vyzbrojen\u00edm Hormuzsk\u00e9ho pr\u016flivu se \u00cdr\u00e1n dopustil strategick\u00e9 chyby historick\u00fdch rozm\u011br\u016f. Teher\u00e1n m\u011bl v \u00famyslu potrestat Ameriku.\u00a0<\/span><strong><span dir=\"auto\">M\u00edsto toho odhalil jakoukoli moc zalo\u017eenou na dov\u00e1\u017een\u00e9 energii, zraniteln\u00e9 n\u00e1mo\u0159n\u00ed trasy a iluzi, \u017ee globalizace u\u010dinila geografii zastaralou.<\/span><\/strong><span dir=\"auto\">\u00a0\u010c\u00edna byla odhalena. Evropa byla odhalena. Brit\u00e1nie byla odhalena. \u00cdr\u00e1n vytvo\u0159il sv\u011bt, kde s\u00edla p\u0159\u00edrodn\u00edch zdroj\u016f ur\u010duje v\u00fdsledek.<\/span><\/em><\/p>\n<p><span dir=\"auto\">A pointa:<\/span><\/p>\n<p><strong><span dir=\"auto\">Chyba \u00cdr\u00e1nu spo\u010d\u00edv\u00e1 v tom, \u017ee se sv\u011bt znovu zam\u011b\u0159uje, jakmile se Hormuzsk\u00fd pr\u016fliv stane struktur\u00e1ln\u011b nespolehliv\u00fdm<\/span><\/strong><span dir=\"auto\">\u00a0. To znamen\u00e1 obchvatn\u00e9 koridory, obnovenou politiku ropovod\u016f a nal\u00e9hav\u00e9 pl\u00e1nov\u00e1n\u00ed tras spojuj\u00edc\u00edch Akabu se st\u0159edomo\u0159sk\u00fdmi p\u0159\u00edstavy pobl\u00ed\u017e Gazy, stejn\u011b jako dlouho ne\u010dinn\u00e9ho ropovodu Basra-Akaba. Star\u00fd energetick\u00fd \u0159\u00e1d se hrout\u00ed.\u00a0<\/span><strong><span dir=\"auto\">Odstoupen\u00ed SAE z OPEC signalizuje, \u017ee antimonopoln\u00ed discipl\u00edna ustupuje n\u00e1rodn\u00edm z\u00e1jm\u016fm pod tlakem.<\/span><\/strong><\/p>\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter\" src=\"https:\/\/files.zhedge.com\/cdn-cgi\/image\/width=1080,quality=75,format=auto\/https:\/\/assets.zerohedge.com\/s3fs-public\/inline-images\/gulf%20alternatives.jpg\" alt=\"\" width=\"700\" height=\"576\" \/><\/figure>\n<p><span dir=\"auto\">Cel\u00e9 ozn\u00e1men\u00ed\u00a0<\/span><a href=\"https:\/\/x.com\/DrJStrategy\/status\/2051466483243331811\" target=\"_blank\" rel=\"noreferrer noopener\"><span dir=\"auto\">naleznete zde<\/span><\/a><span dir=\"auto\">\u00a0a na to, jak se v n\u011bm p\u0159edpov\u00eddan\u00fd v\u00fdvoj za\u010dal napl\u0148ovat, jsme nemuseli dlouho \u010dekat.<\/span><\/p>\n<p><span dir=\"auto\">Dnes r\u00e1no server Nikkei Asia ozn\u00e1mil, \u017ee Japonsko souhlasilo\u00a0<\/span><strong><span dir=\"auto\">s n\u00e1kupem dal\u0161\u00edch 20 milion\u016f barel\u016f ropy ze Spojen\u00fdch arabsk\u00fdch emir\u00e1t\u016f, jeliko\u017e Tokio nad\u00e1le hled\u00e1 alternativn\u00ed z\u00e1sobovac\u00ed trasy s ohledem na faktickou blok\u00e1du Hormuzsk\u00e9ho pr\u016flivu.<\/span><\/strong><span dir=\"auto\">\u00a0Podle ministerstva hospod\u00e1\u0159stv\u00ed, obchodu a pr\u016fmyslu se p\u0159edpokl\u00e1d\u00e1, \u017ee denn\u00ed spot\u0159eba Japonska v roce 2025 dos\u00e1hne 2,36 milionu barel\u016f. Na z\u00e1klad\u011b tohoto pr\u016fm\u011bru by dal\u0161\u00edch 20 milion\u016f barel\u016f ze SAE mohlo pokr\u00fdt osm a\u017e dev\u011bt dn\u00ed popt\u00e1vky, co\u017e znamen\u00e1, \u017ee se o\u010dek\u00e1v\u00e1 mnohem v\u011bt\u0161\u00ed spot\u0159eba.<\/span><\/p>\n<p><span dir=\"auto\">Dohoda byla uzav\u0159ena v \u00fater\u00fd pot\u00e9, co se japonsk\u00fd ministr hospod\u00e1\u0159stv\u00ed, obchodu a pr\u016fmyslu Rjosei Akazawa setkal s ministrem pr\u016fmyslu Spojen\u00fdch arabsk\u00fdch emir\u00e1t\u016f v Ab\u00fa Zab\u00ed. Akazawa po sch\u016fzce novin\u00e1\u0159\u016fm \u0159ekl, \u017ee po\u017e\u00e1dal o zv\u00fd\u0161en\u00ed dod\u00e1vek ropy pro Japonsko.<\/span><\/p>\n<p><span dir=\"auto\">P\u0159ibli\u017en\u011b 40 % japonsk\u00e9ho dovozu ropy poch\u00e1z\u00ed ze Spojen\u00fdch arabsk\u00fdch emir\u00e1t\u016f. Tato bl\u00edzkov\u00fdchodn\u00ed zem\u011b, kter\u00e1 v p\u00e1tek vystoupila z Organizace zem\u00ed vyv\u00e1\u017eej\u00edc\u00edch ropu (OPEC), hodl\u00e1 postupn\u011b zvy\u0161ovat produkci ropy dle vlastn\u00edho uv\u00e1\u017een\u00ed, co\u017e by mohlo v\u00e9st k u\u017e\u0161\u00ed spolupr\u00e1ci s Japonskem.<\/span><\/p>\n<p><span dir=\"auto\">Japonsko bude\u00a0<\/span><strong><span dir=\"auto\">ropu z emir\u00e1t\u016f odeb\u00edrat v p\u0159\u00edstavu Fud\u017eajra na v\u00fdchodn\u00edm pob\u0159e\u017e\u00ed Spojen\u00fdch arabsk\u00fdch emir\u00e1t\u016f,<\/span><\/strong><span dir=\"auto\">\u00a0kter\u00fd se nach\u00e1z\u00ed v Om\u00e1nsk\u00e9m z\u00e1livu,\u00a0<\/span><strong><span dir=\"auto\">co\u017e umo\u017en\u00ed v\u00fdvoz ropy bez nutnosti proplout Hormuzsk\u00fdm pr\u016flivem.<\/span><\/strong><\/p>\n<p><span dir=\"auto\">V\u00e1lka na Bl\u00edzk\u00e9m v\u00fdchod\u011b \u2013 v regionu, z n\u011bho\u017e Japonsko z\u00edsk\u00e1v\u00e1 v\u00edce ne\u017e 90 % sv\u00e9 ropy \u2013 p\u0159im\u011bla Tokio, aby se obr\u00e1tilo na jin\u00e9 producenty ropy. Minul\u00fd m\u011bs\u00edc bylo dosa\u017eeno dohody o n\u00e1kupu 1 milionu barel\u016f ropy z Mexika.<\/span><\/p>\n<p><span dir=\"auto\">Japonsk\u00e1 vl\u00e1da ned\u00e1vno uvedla, \u017ee zhruba 60 % japonsk\u00e9 ropn\u00e9 spot\u0159eby v tomto m\u011bs\u00edci lze uspokojit kan\u00e1ly, kter\u00e9 nevy\u017eaduj\u00ed p\u0159epravu p\u0159es Hormuzsk\u00fd pr\u016fliv, p\u0159i\u010dem\u017e zb\u00fdvaj\u00edc\u00edch 40 % bude pokryto uvoln\u011bn\u00edm z dom\u00e1c\u00edch rezerv.<\/span><\/p>\n<p><span dir=\"auto\">Lze o\u010dek\u00e1vat mnoho dal\u0161\u00edch podobn\u00fdch dohod s dal\u0161\u00edmi asijsk\u00fdmi zem\u011bmi, jeliko\u017e pr\u016fchod Hormuzsk\u00fdm pr\u016flivem z\u016fstane v nadch\u00e1zej\u00edc\u00edch letech velk\u00fdm otazn\u00edkem, dokud se v \u00cdr\u00e1nu neujme moci \u017e\u00e1dn\u00fd proz\u00e1padn\u00ed re\u017eim.<\/span><\/p>\n<p><span dir=\"auto\">St\u00e1tn\u00ed energetick\u00e1 spole\u010dnost Spojen\u00fdch arabsk\u00fdch emir\u00e1t\u016f, Abu Dhabi National Oil Company (ADNOC), v o\u010dek\u00e1v\u00e1n\u00ed nadch\u00e1zej\u00edc\u00edho n\u00e1r\u016fstu popt\u00e1vky po rop\u011b p\u0159epravovan\u00e9 ve Fud\u017eaj\u0159e a v o\u010dek\u00e1v\u00e1n\u00ed sv\u00e9 renesance po odchodu z OPEC ozn\u00e1mila 3. kv\u011btna na f\u00f3ru \u201eMake it with ADNOC\u201c v Ab\u00fa Zab\u00ed\u00a0<\/span><strong><span dir=\"auto\">pl\u00e1ny<\/span><\/strong><span dir=\"auto\">\u00a0na\u00a0<\/span><strong><span dir=\"auto\">uzav\u0159en\u00ed zak\u00e1zek v hodnot\u011b 200 miliard AED (55 miliard USD) na projekty v oblasti t\u011b\u017eby a distribuce v letech 2026 a\u017e 2028.<\/span><\/strong><\/p>\n<p><span dir=\"auto\">Omar Al Nuaimi, \u00fa\u0159aduj\u00edc\u00ed gener\u00e1ln\u00ed \u0159editel spole\u010dnosti ADNOC, uvedl, \u017ee ADNOC vstupuje do nov\u00e9 f\u00e1ze zrychlen\u00fdch glob\u00e1ln\u00edch dod\u00e1vek, aby uspokojila rostouc\u00ed glob\u00e1ln\u00ed popt\u00e1vku po energii. \u201eADNOC je hrd\u00e1 na to, \u017ee d\u00e1le posiluje svou roli katalyz\u00e1toru pr\u016fmyslov\u00e9ho r\u016fstu SAE a pr\u016fkopn\u00edka iniciativy \u201aMake it in the Emirates\u2018,\u201c \u0159ekl tiskov\u00e9 agentu\u0159e Emirates News Agency (WAM) na okraji f\u00f3ra \u201eMake it with ADNOC\u201c, kter\u00e9 se konalo p\u0159ed veletrhem \u201eMake it in the Emirates 2026\u201c.<\/span><\/p>\n<p><span dir=\"auto\">\u201eV r\u00e1mci tohoto \u00fasil\u00ed jsme dnes na f\u00f3ru \u201aMake it with ADNOC\u2018 ozn\u00e1mili n\u00e1\u0161 pl\u00e1n ud\u011blit v p\u0159\u00ed\u0161t\u00edch dvou letech projekty v hodnot\u011b 200 miliard AED v r\u00e1mci na\u0161ich kapit\u00e1lov\u00fdch v\u00fddaj\u016f schv\u00e1len\u00fdch spr\u00e1vn\u00ed radou v listopadu,\u201c uvedl a vysv\u011btlil, \u017ee pl\u00e1novan\u00e9 projektov\u00e9 smlouvy se budou vztahovat na aktivity ADNOC v oblasti upstreamu a downstreamu a budou znamenat novou f\u00e1zi realizace projekt\u016f, kter\u00e1 pos\u00edl\u00ed v\u00fdrobn\u00ed kapacitu SAE, pos\u00edl\u00ed odolnost pr\u016fmyslu, prohloub\u00ed dopad programu spole\u010dnosti \u201aIn-Country Value\u2018 a podpo\u0159\u00ed iniciativu \u201aMake it in the Emirates\u2018.<\/span><\/p>\n<p><span dir=\"auto\">Ve sv\u00e9m prohl\u00e1\u0161en\u00ed vydan\u00e9m spole\u010dnost\u00ed Goldman Sachs (\u00a0<\/span><a href=\"https:\/\/marketdesk.ai\/library\/browse\/l4qYhCLQQOg\" target=\"_blank\" rel=\"noreferrer noopener\"><em><span dir=\"auto\">k dispozici zde pro p\u0159edplatitele Pro<\/span><\/em><\/a><span dir=\"auto\">\u00a0) banka uv\u00e1d\u00ed, \u017ee veden\u00ed\u00a0<\/span><strong><span dir=\"auto\">ozna\u010dilo ozn\u00e1men\u00ed za za\u010d\u00e1tek implementa\u010dn\u00ed f\u00e1ze sv\u00e9 strategie, kter\u00e1 se zam\u011b\u0159uje na rozsah, tempo a realizaci s c\u00edlem uspokojit rostouc\u00ed glob\u00e1ln\u00ed popt\u00e1vku po energii a z\u00e1rove\u0148 pos\u00edlit pr\u016fmyslovou z\u00e1kladnu SAE.<\/span><\/strong><span dir=\"auto\">\u00a0F\u00f3rum shrom\u00e1\u017edilo p\u0159es 400 \u00fa\u010dastn\u00edk\u016f a propojilo dodavatele EPC s kvalifikovan\u00fdmi v\u00fdrobci v SAE prost\u0159ednictv\u00edm programu \u201eIn-Country Value\u201c. Zak\u00e1zkov\u00fd proces zahrnuje cel\u00fd hodnotov\u00fd \u0159et\u011bzec, od dodavatelsk\u00e9ho \u0159et\u011bzce a\u017e po dodavatelsk\u00fd \u0159et\u011bzec, a zam\u011b\u0159uje se na:<\/span><\/p>\n<ul>\n<li><span dir=\"auto\">Roz\u0161\u00ed\u0159en\u00ed kapacity: Zvy\u0161ov\u00e1n\u00ed kapacit produkce ropy a plynu a sou\u010dasn\u00e9 prohlouben\u00ed integrace v downstreamu.<\/span><\/li>\n<li><span dir=\"auto\">Hodnota v zemi (ICV): Sm\u011brov\u00e1n\u00ed v\u00fddaj\u016f prost\u0159ednictv\u00edm programu \u201eLocal+\u201c s c\u00edlem up\u0159ednostnit vstupy vyroben\u00e9 v SAE.<\/span><\/li>\n<li><span dir=\"auto\">Odolnost dodavatelsk\u00e9ho \u0159et\u011bzce: Lokalizace n\u00e1kupu kritick\u00e9ho vybaven\u00ed s c\u00edlem zm\u00edrnit riziko glob\u00e1ln\u00edch naru\u0161en\u00ed a inflace n\u00e1klad\u016f.<\/span><\/li>\n<\/ul>\n<p><span dir=\"auto\">Podle Goldman Sachs p\u0159edstavuje toto ozn\u00e1men\u00ed prvn\u00ed tran\u0161i d\u0159\u00edve ozn\u00e1men\u00e9ho investi\u010dn\u00edho programu v hodnot\u011b 150 miliard dolar\u016f pro rok 2030. Banka vn\u00edm\u00e1 ozn\u00e1men\u00ed jako pozitivn\u00ed pro kl\u00ed\u010dov\u00e9 subjekty, jako jsou ADNOC Drilling a ADNOC L&amp;S, proto\u017ee se o\u010dek\u00e1v\u00e1, \u017ee budou hlavn\u00edmi p\u0159\u00edjemci kontrakt\u016f v oblasti upstreamu a downstreamu. Ozn\u00e1men\u00fd z\u00e1vazek ve v\u00fd\u0161i 55 miliard dolar\u016f na obdob\u00ed 2026\u20132028 nav\u00edc vys\u00edl\u00e1 siln\u00fd sign\u00e1l ohledn\u011b strategie expanze skupiny ADNOC. Goldman Sachs vid\u00ed potenci\u00e1l r\u016fstu v konsenzu\u00e1ln\u00edch odhadech hlavn\u00edch dce\u0159in\u00fdch spole\u010dnost\u00ed, proto\u017ee implementa\u010dn\u00ed lh\u016fty se mohou zkr\u00e1tit a r\u016fstov\u00e9 c\u00edle by mohly p\u0159ekonat progn\u00f3zy, jeliko\u017e ADNOC roz\u0161i\u0159uje sv\u00e9 kapacity v cel\u00e9m hodnotov\u00e9m \u0159et\u011bzci.<\/span><\/p>\n<p><span dir=\"auto\">***<\/span><\/p>\n<p><strong><em><span dir=\"auto\">Od Tylera Durdena<\/span><\/em><\/strong><\/p>\n<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-8c57238 quelle dc-has-condition dc-condition-empty elementor-widget elementor-widget-heading\" data-id=\"8c57238\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n<div class=\"elementor-widget-container\">\n<h3 class=\"elementor-heading-title elementor-size-default\"><span style=\"font-size: 10pt;\"><a href=\"https:\/\/www.zerohedge.com\/energy\/world-starts-build-around-hormuz-japan-buying-uae-oil-bypassing-strait-adnoc-spend-55\" target=\"_blank\" rel=\"nofollow noopener\"><span dir=\"auto\">Zdroj<\/span><\/a><\/span><\/h3>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Dlouho pot\u00e9, co bude v\u00e1lka s \u00cdr\u00e1nem v historick\u00fdch u\u010debnic\u00edch odsunuta na okraj pozn\u00e1mek pod&#8230;<\/p>\n","protected":false},"author":2,"featured_media":106128,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[10972,1503,310],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/106127"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=106127"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/106127\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/106128"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=106127"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=106127"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=106127"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}