{"id":108640,"date":"2026-06-14T00:12:06","date_gmt":"2026-06-13T22:12:06","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=108640"},"modified":"2026-06-13T11:08:54","modified_gmt":"2026-06-13T09:08:54","slug":"energeticky-sok-ktery-by-mohl-urychlit-vznik-multipolarniho-sveta","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2026\/06\/14\/energeticky-sok-ktery-by-mohl-urychlit-vznik-multipolarniho-sveta\/","title":{"rendered":"Energetick\u00fd \u0161ok, kter\u00fd by mohl urychlit vznik multipol\u00e1rn\u00edho sv\u011bta"},"content":{"rendered":"<div id=\"fb-root\"><\/div>\n<p><strong>Naru\u0161en\u00ed energetick\u00fdch tok\u016f v Persk\u00e9m z\u00e1livu vede k inflaci, ekonomick\u00fdm ot\u0159es\u016fm a glob\u00e1ln\u00edmu p\u0159eskupen\u00ed, kter\u00e9 zv\u00fdhod\u0148uje \u010c\u00ednu a Rusko.<\/strong><\/p>\n<p><span dir=\"auto\">R\u00fdsuje se energetick\u00e1 krize, kter\u00e1 by mohla zm\u011bnit uspo\u0159\u00e1d\u00e1n\u00ed glob\u00e1ln\u00ed ekonomiky a urychlit p\u0159echod k multipol\u00e1rn\u00edmu sv\u011btu. Vzhledem k tomu, \u017ee \u00cdr\u00e1n kontroluje Hormuzsk\u00fd pr\u016fliv a USA prosazuj\u00ed blok\u00e1du Persk\u00e9ho z\u00e1livu, byla z trhu odstran\u011bna a\u017e p\u011btina celosv\u011btov\u00fdch dod\u00e1vek ropy.\u00a0<\/span><\/p>\n<p><span dir=\"auto\">I kdyby se lodn\u00ed doprava obnovila z\u00edtra, \u0161kody u\u017e byly nap\u00e1ch\u00e1ny. Strategick\u00e9 rezervy se vy\u010derp\u00e1vaj\u00ed, dodavatelsk\u00e9 \u0159et\u011bzce jsou naru\u0161eny a produkci ropy nelze jen tak p\u0159es noc znovu obnovit.<\/span><\/p>\n<p><span dir=\"auto\">Bude mnoho pora\u017een\u00fdch a m\u00e1lo v\u00edt\u011bz\u016f. Velk\u00e1 \u010d\u00e1st sv\u011bta \u010del\u00ed nov\u00e9 vln\u011b inflace, ekonomick\u00e9 stagnace a soci\u00e1ln\u00edch nepokoj\u016f. Afrika pravd\u011bpodobn\u011b ponese nejv\u011bt\u0161\u00ed b\u0159emeno, proto\u017ee nedostatek hnojiv zvy\u0161uje ceny potravin a prohlubuje st\u00e1vaj\u00edc\u00ed zranitelnost.<\/span><\/p>\n<p><span dir=\"auto\">\u010c\u00edna a Rusko z toho maj\u00ed potenci\u00e1l vyhr\u00e1t. \u010c\u00edna je nejv\u011bt\u0161\u00edm dovozcem ropy a v kr\u00e1tkodob\u00e9m horizontu bude \u010delit ne\u00fasp\u011bch\u016fm. Je v\u0161ak tak\u00e9 nejv\u011bt\u0161\u00edm producentem zelen\u00e9 energie, p\u0159i\u010dem\u017e export uprost\u0159ed ropn\u00e9 krize prudce vzrostl. Rusko je t\u0159et\u00edm nejv\u011bt\u0161\u00edm producentem ropy a druh\u00fdm nejv\u011bt\u0161\u00edm v\u00fdvozcem. Vzhledem k tomu, \u017ee m\u00e1 v\u0161e, co zbytek sv\u011bta pot\u0159ebuje, vyu\u017eije sv\u00e9ho vlivu, aby donutilo zem\u011b zru\u0161it sankce a p\u0159estat podporovat Ukrajinu.<\/span><\/p>\n<h3><strong><span dir=\"auto\">Iluze stability\u00a0<\/span><\/strong><\/h3>\n<p><span dir=\"auto\">Americko-izraelsk\u00e1 v\u00e1lka proti \u00cdr\u00e1nu zp\u016fsobila nejhor\u0161\u00ed ropnou krizi v historii. B\u011bhem\u00a0\u00a0<\/span><a href=\"https:\/\/www.aljazeera.com\/news\/2026\/3\/24\/how-does-the-current-global-oil-crisis-compare-with-the-1973-oil-embargo?\"><span dir=\"auto\">krize OPEC v roce 1973<\/span><\/a><span dir=\"auto\">\u00a0a\u00a0\u00a0<\/span><a href=\"https:\/\/finexus.net\/insights\/bls\/cpi-ep7-gulfwar-20260317-200000.html?\"><span dir=\"auto\">v\u00e1lky v Persk\u00e9m z\u00e1livu<\/span><\/a><span dir=\"auto\">\u00a0bylo z trhu vyprod\u00e1no sedm procent ropy na p\u011bt, respektive dva m\u011bs\u00edce. B\u011bhem v\u00e1lky v \u00cdr\u00e1nu bylo z trhu vyprod\u00e1no a\u017e\u00a0\u00a0<\/span><a href=\"https:\/\/arabcenterdc.org\/resource\/the-us-israel-war-on-iran-analyses-and-perspectives\/\"><span dir=\"auto\">20 procent<\/span><\/a><span dir=\"auto\">\u00a0ropy na v\u00edce ne\u017e t\u0159i m\u011bs\u00edce.\u00a0<\/span><\/p>\n<p><span dir=\"auto\">P\u0159ekvapen\u00edm nen\u00ed, jak z\u00e1va\u017en\u00e9 se naru\u0161en\u00ed stalo, ale jak klidn\u00e9 z\u016fstaly trhy. B\u011bhem krize OPEC a v\u00e1lky v Persk\u00e9m z\u00e1livu se\u00a0<\/span><a href=\"https:\/\/www.federalreservehistory.org\/essays\/oil-shock-of-1973-74\"><span dir=\"auto\">ceny ropy \u010dty\u0159n\u00e1sobn\u011b<\/span><\/a><span dir=\"auto\">\u00a0,\u00a0 respektive\u00a0<\/span><a href=\"https:\/\/db.nomics.world\/EIA\/STEO\/BREPUUS.M?\"><span dir=\"auto\">zdvojn\u00e1sobily<\/span><\/a><span dir=\"auto\"> . V\u00e1lka v \u00cdr\u00e1nu zpo\u010d\u00e1tku zv\u00fd\u0161ila ceny o t\u00e9m\u011b\u0159 70 procent oproti p\u0159edv\u00e1le\u010dn\u00e9 \u00farovni, ale od t\u00e9 doby se ceny ust\u00e1lily zhruba o t\u0159etinu nad \u00farovn\u00ed p\u0159ed konfliktem.<\/span><\/p>\n<p><span dir=\"auto\">Americk\u00fd prezident Donald Trump u\u017e m\u011bs\u00edce slibuje trval\u00e9 p\u0159\u00edm\u011b\u0159\u00ed a znovuotev\u0159en\u00ed Hormuzsk\u00e9ho pr\u016flivu. \u010c\u00edna se tak\u00e9 roky p\u0159ipravovala na velk\u00fd konflikt v z\u00e1padn\u00ed Asii roz\u0161i\u0159ov\u00e1n\u00edm sv\u00fdch strategick\u00fdch ropn\u00fdch rezerv (SPR). Nyn\u00ed\u00a0 tyto rezervy\u00a0<\/span><a href=\"https:\/\/maaal.com\/en\/news\/details\/china-expected-to-draw-fu\/\"><span dir=\"auto\">\u010derp\u00e1<\/span><\/a><span dir=\"auto\">\u00a0, m\u00edsto aby ropu na mezin\u00e1rodn\u00edch trz\u00edch nakupovala, \u010d\u00edm\u017e sni\u017euje dovoz na nejni\u017e\u0161\u00ed \u00farove\u0148 za t\u00e9m\u011b\u0159 deset let a pom\u00e1h\u00e1 potla\u010dovat ceny.<\/span><\/p>\n<p><span dir=\"auto\">USA d\u011blaj\u00ed v podstat\u011b tot\u00e9\u017e. V posledn\u00edch\u00a0\u00a0<\/span><a href=\"https:\/\/www.eia.gov\/dnav\/pet\/hist\/LeafHandler.ashx?n=PET&amp;s=WCSSTUS1&amp;f=W\"><span dir=\"auto\">t\u0159ech t\u00fddnech<\/span><\/a><span dir=\"auto\">\u00a0zaznamenaly nejv\u011bt\u0161\u00ed poklesy SPR v historii.<\/span><\/p>\n<p><span dir=\"auto\">Trhy se v\u0161ak nechovaj\u00ed racion\u00e1ln\u011b. Obchodn\u00edci s ropou a analytici s\u00e1zej\u00ed na to, \u017ee Washington a Teher\u00e1n nakonec uzav\u0159ou dohodu a obnov\u00ed norm\u00e1ln\u00ed dod\u00e1vky. Jen m\u00e1lo lid\u00ed chce s\u00e1zet na trvale vysok\u00e9 ceny, jen aby pak diplomatick\u00fd pr\u016flom tyto pozice smazal.<\/span><\/p>\n<p><span dir=\"auto\">Tento optimismus m\u016f\u017ee b\u00fdt kr\u00e1tkodob\u011b pro spot\u0159ebitele p\u0159\u00ednosem, ale riskuje, \u017ee kone\u010dn\u00e9 p\u0159izp\u016fsoben\u00ed bude bolestiv\u011bj\u0161\u00ed. Vy\u0161\u0161\u00ed ceny by povzbudily k \u0161et\u0159en\u00ed a donutily vl\u00e1dy k p\u0159ijet\u00ed nouzov\u00fdch opat\u0159en\u00ed. M\u00edsto toho spot\u0159eba z\u016fst\u00e1v\u00e1 z velk\u00e9 \u010d\u00e1sti nezm\u011bn\u011bna, a to i p\u0159es to, \u017ee p\u011btina celosv\u011btov\u00fdch dod\u00e1vek ropy zmizela.<\/span><\/p>\n<p><span dir=\"auto\">Na stran\u011b nab\u00eddky pot\u0159ebuj\u00ed producenti s vy\u0161\u0161\u00edmi n\u00e1klady d\u016fv\u011bru, \u017ee zv\u00fd\u0161en\u00e9 ceny p\u0159etrvaj\u00ed. Nap\u0159\u00edklad produkce b\u0159idlicov\u00e9ho plynu z\u00e1vis\u00ed nejen na vysok\u00fdch, ale i na stabiln\u00edch cen\u00e1ch. Vzhledem k prudk\u00fdm v\u00fdkyv\u016fm cen v z\u00e1vislosti na jak\u00e9mkoli politick\u00e9m v\u00fdvoji\u00a0\u00a0<\/span><a href=\"https:\/\/www.reuters.com\/business\/energy\/record-low-us-shale-well-backlog-curbs-fast-output-gains-amid-export-surge-2026-05-29\/\"><span dir=\"auto\">z\u016fst\u00e1vaj\u00ed investice omezen\u00e9<\/span><\/a><span dir=\"auto\">\u00a0. USA, nejv\u011bt\u0161\u00ed sv\u011btov\u00fd producent ropy, zaznamenaly, \u017ee produkce z\u016fstala\u00a0\u00a0ve srovn\u00e1n\u00ed s p\u0159edv\u00e1le\u010dnou \u00farovn\u00ed do zna\u010dn\u00e9 m\u00edry\u00a0<\/span><a href=\"https:\/\/www.eia.gov\/dnav\/pet\/hist\/LeafHandler.ashx?f=W&amp;n=PET&amp;s=WCRFPUS2\"><span dir=\"auto\">nezm\u011bn\u011bna .<\/span><\/a><\/p>\n<p><span dir=\"auto\">I za nejoptimisti\u010dt\u011bj\u0161\u00edho sc\u00e9n\u00e1\u0159e energetick\u00e1 krize zdaleka nekon\u010d\u00ed. Znovuotev\u0159en\u00ed Hormuzsk\u00e9ho pr\u016flivu by okam\u017eit\u011b neobnovilo tok ropy. Vrty, kter\u00e9 byly uzav\u0159eny,\u00a0\u00a0<\/span><a href=\"https:\/\/www.nytimes.com\/2026\/04\/08\/business\/energy-environment\/iran-war-oil-gas-prices-energy.html\"><span dir=\"auto\">mohou trvat t\u00fddny<\/span><\/a><span dir=\"auto\">\u00a0, ne\u017e se vr\u00e1t\u00ed k pln\u00e9 produkci. Tankery opou\u0161t\u011bj\u00edc\u00ed Persk\u00fd z\u00e1liv pot\u0159ebuj\u00ed k dosa\u017een\u00ed sv\u00fdch c\u00edl\u016f p\u0159ibli\u017en\u011b\u00a0\u00a0<\/span><a href=\"https:\/\/www.rusi.org\/explore-our-research\/publications\/commentary\/gulf-war-hidden-vulnerabilities-and-strategic-failures\"><span dir=\"auto\">40 dn\u00ed<\/span><\/a><span dir=\"auto\">\u00a0a ned\u00e1vn\u00e9 zpr\u00e1vy nazna\u010duj\u00ed, \u017ee zpo\u017ed\u011bn\u00ed by mohla b\u00fdt je\u0161t\u011b del\u0161\u00ed.<\/span><\/p>\n<p><span dir=\"auto\">Mnoho plavidel str\u00e1vilo m\u011bs\u00edce ne\u010dinnost\u00ed v m\u011blk\u00fdch vod\u00e1ch, kde se hromadily\u00a0\u00a0<\/span><a href=\"https:\/\/www.ft.com\/content\/28c8ca92-0c98-46c8-8d51-7c90c68821b7?syn-25a6b1a6=1\"><span dir=\"auto\">vilej\u0161i<\/span><\/a><span dir=\"auto\">\u00a0, kte\u0159\u00ed sni\u017euj\u00ed \u00fa\u010dinnost a p\u0159ed n\u00e1vratem do provozu mohou vy\u017eadovat vy\u010di\u0161t\u011bn\u00ed.<\/span><\/p>\n<p><span dir=\"auto\">Rozsah \u0161kod na ropn\u00e9 infrastruktu\u0159e z\u016fst\u00e1v\u00e1 tak\u00e9 nejasn\u00fd. Stejn\u011b tak je nejist\u00e9, zda budou p\u0159epravn\u00ed spole\u010dnosti a poji\u0161\u0165ovny ochotny operovat p\u0159es vodn\u00ed cestu potenci\u00e1ln\u011b plnou min.<\/span><\/p>\n<p><span dir=\"auto\">Z t\u011bchto d\u016fvod\u016f Goldman Sachs odhaduje, \u017ee pokud by byl Hormuzsk\u00fd pr\u016fliv pln\u011b znovu otev\u0159en, trvalo by\u00a0\u00a0<\/span><a href=\"https:\/\/www.reuters.com\/business\/energy\/gulf-oil-output-likely-rebound-within-months-after-hormuz-reopening-goldman-says-2026-04-24\/\"><span dir=\"auto\">t\u0159i m\u011bs\u00edce,<\/span><\/a><span dir=\"auto\">\u00a0ne\u017e by se dos\u00e1hlo 70 procent produkce ropy v Persk\u00e9m z\u00e1livu. V tomto sc\u00e9n\u00e1\u0159i by sv\u011bt st\u00e1le ztr\u00e1cel \u0161est procent ve\u0161ker\u00e9 ropy, co\u017e je t\u00e9m\u011b\u0159 stejn\u011b jako b\u011bhem krize OPEC a v\u00e1lky v Persk\u00e9m z\u00e1livu.<\/span><\/p>\n<p><span dir=\"auto\">Jak ji\u017e bylo uvedeno, sazby SPR pomohly zm\u00edrnit krizi. To v\u0161ak nen\u00ed udr\u017eiteln\u00e9. Americk\u00e1 sazba SPR je na\u00a0\u00a0<\/span><a href=\"https:\/\/www.eia.gov\/dnav\/pet\/hist\/LeafHandler.ashx?n=PET&amp;s=WCSSTUS1&amp;f=W\"><span dir=\"auto\">nejni\u017e\u0161\u00ed \u00farovni za posledn\u00ed dva roky<\/span><\/a><span dir=\"auto\">\u00a0. O\u010dek\u00e1v\u00e1 se, \u017ee za n\u011bkolik dn\u00ed dos\u00e1hne nejni\u017e\u0161\u00ed hodnoty od doby, kdy se sazba SPR za\u010dala v 70. a na za\u010d\u00e1tku 80. let 20. stolet\u00ed zvy\u0161ovat.\u00a0<\/span><\/p>\n<p><span dir=\"auto\">USA maj\u00ed ve sv\u00e9m SPR 357 milion\u016f barel\u016f ropy a posledn\u00ed t\u0159i t\u00fddny zaznamenaly t\u0159i nejvy\u0161\u0161\u00ed rekordn\u00ed poklesy. P\u0159i sou\u010dasn\u00e9m tempu zb\u00fdv\u00e1 SPR pouze 40 t\u00fddn\u016f. To se m\u016f\u017ee zd\u00e1t jako spousta \u010dasu, ale SPR nelze sn\u00ed\u017eit na nulu.\u00a0<\/span><\/p>\n<p><span dir=\"auto\">Ropa se skladuje v soln\u00fdch jeskyn\u00edch a p\u0159\u00edli\u0161 rychl\u00e1 t\u011b\u017eba ropy riskuje jejich kolaps. Realisti\u010dt\u011bj\u0161\u00ed je, \u017ee sazba ropy (SPR) m\u016f\u017ee klesnout pouze\u00a0\u00a0<\/span><a href=\"https:\/\/houseofsaud.com\/washington-drained-58-million-barrels-iran-deal-saudi-arabia-cannot-afford\/\"><span dir=\"auto\">na 150 milion\u016f<\/span><\/a><span dir=\"auto\">\u00a0, co\u017e znamen\u00e1, \u017ee zb\u00fdv\u00e1 20 t\u00fddn\u016f. To se bl\u00ed\u017e\u00ed t\u011bsn\u011b p\u0159ed l\u00e9tem, kdy popt\u00e1vka po rop\u011b prudce vzroste.<\/span><\/p>\n<p><span dir=\"auto\">Z t\u011bchto d\u016fvod\u016f i optimisti\u010dt\u00ed obchodn\u00edci s komoditami o\u010dek\u00e1vaj\u00ed, \u017ee ceny na konci roku\u00a0\u00a0<\/span><a href=\"https:\/\/oilprice.com\/futures\/brent\/#CBZ26\"><span dir=\"auto\">z\u016fstanou o 25 procent vy\u0161\u0161\u00ed<\/span><\/a><span dir=\"auto\">\u00a0ve srovn\u00e1n\u00ed s obdob\u00edm p\u0159ed v\u00e1lkou. Podobn\u011b vysok\u00e9 ceny plynu a hnojiv m\u016f\u017eeme o\u010dek\u00e1vat. Sv\u011bt se v dohledn\u00e9 dob\u011b levn\u00fdch komodit nedo\u010dk\u00e1.<\/span><\/p>\n<p><span dir=\"auto\">\u201eDlouhodob\u00e9 uzav\u0159en\u00ed Hormuzsk\u00e9ho pr\u016flivu p\u0159edstavuje nejv\u011bt\u0161\u00ed hrozbu pro glob\u00e1ln\u00ed energetick\u00e9 trhy za posledn\u00ed desetilet\u00ed,\u201c\u00a0\u00a0<\/span><a href=\"https:\/\/www.woodmac.com\/press-releases\/strait-of-hormuz-closure-risks-greatest-global-energy-supply-shock-in-decades\/?utm_source=chatgpt.com\"><span dir=\"auto\">uv\u00e1d\u00ed se<\/span><\/a><span dir=\"auto\">\u00a0ve zpr\u00e1v\u011b poradensk\u00e9 skupiny Wood Mackenzie.\u00a0<\/span><\/p>\n<p><span dir=\"auto\">Zpr\u00e1va uv\u00e1d\u00ed, \u017ee pokud dod\u00e1vky ropy z\u016fstanou naru\u0161eny po dobu p\u0159\u00ed\u0161t\u00edch \u010dty\u0159 m\u011bs\u00edc\u016f, dojde ke glob\u00e1ln\u00ed recesi. P\u0159ipome\u0148me, \u017ee podle Goldman Sachs by sv\u011bt i po \u00fapln\u00e9m otev\u0159en\u00ed \u00fa\u017einy st\u00e1le za\u017eil \u0161estiprocentn\u00ed nedostatek ropy.<\/span><\/p>\n<p><span dir=\"auto\">Glob\u00e1ln\u00ed dopad bude nerovnom\u011brn\u00fd. Nejv\u00edce bude posti\u017eena Afrika, kde se zhruba\u00a0\u00a0<\/span><a href=\"https:\/\/www.ers.usda.gov\/data-products\/charts-of-note\/107494\"><span dir=\"auto\">polovina p\u0159\u00edjm\u016f<\/span><\/a><span dir=\"auto\">\u00a0vynakl\u00e1d\u00e1 na potraviny. Fosiln\u00ed paliva jsou kl\u00ed\u010dovou slo\u017ekou hnojiv, z nich\u017e 30 procent proch\u00e1z\u00ed Hormuzsk\u00fdm pr\u016flivem.\u00a0<\/span><\/p>\n<p><span dir=\"auto\">Zem\u011bd\u011blci sni\u017euj\u00ed produkci, proto\u017ee ceny s\u00edry se\u00a0\u00a0<\/span><a href=\"https:\/\/tradingeconomics.com\/commodity\/sulfur\"><span dir=\"auto\">ztrojn\u00e1sobily<\/span><\/a><span dir=\"auto\">\u00a0. V letech 2007 a 2008 vedl prudk\u00fd n\u00e1r\u016fst cen potravin k masov\u00fdm protest\u016fm, v\u010detn\u011b nepokoj\u016f v Burkin\u011b Faso, Kamerunu, Pob\u0159e\u017e\u00ed slonoviny, Maroku, Mosambiku, Senegalu a Tunisku, a\u00a0\u00a0<\/span><a href=\"https:\/\/socialistproject.ca\/2008\/06\/b111\/\"><span dir=\"auto\">gener\u00e1ln\u00ed st\u00e1vky<\/span><\/a><span dir=\"auto\">\u00a0v Egypt\u011b.\u00a0<\/span><\/p>\n<p><span dir=\"auto\">S rostouc\u00ed nelibost\u00ed v\u016f\u010di z\u00e1padn\u00edmu sv\u011btu je nadch\u00e1zej\u00edc\u00ed krize tak\u00e9 p\u0159\u00edle\u017eitost\u00ed pro Afri\u010dany, aby\u00a0\u00a0<\/span><a href=\"https:\/\/thecradle.co\/articles\/israels-expanding-shadow-in-africas-great-game\"><span dir=\"auto\">se zbavili<\/span><\/a><span dir=\"auto\">\u00a0posledn\u00edch zbytk\u016f americk\u00e9ho a evropsk\u00e9ho kolonialismu. Pokud\u00a0\u00a0<\/span><a href=\"https:\/\/thecradle.co\/articles-id\/24180\"><span dir=\"auto\">antiimperialistick\u00e1<\/span><\/a><span dir=\"auto\">\u00a0Aliance st\u00e1t\u016f Sahelu dok\u00e1\u017ee bou\u0159i p\u0159e\u010dkat, mohla by se st\u00e1t maj\u00e1kem nad\u011bje pro dal\u0161\u00ed africk\u00e9 st\u00e1ty.<\/span><\/p>\n<p><span dir=\"auto\">\u010c\u00edna \u010del\u00ed kr\u00e1tkodob\u00fdm v\u00fdzv\u00e1m jako nejv\u011bt\u0161\u00ed dovozce ropy na sv\u011bt\u011b,\u00a0 z n\u00ed\u017e\u00a0<\/span><a href=\"https:\/\/www.nytimes.com\/interactive\/2026\/03\/23\/business\/energy-environment\/oil-importers-middle-east-iran-war.html\"><span dir=\"auto\">t\u0159etina<\/span><\/a><span dir=\"auto\"> poch\u00e1z\u00ed z Persk\u00e9ho z\u00e1livu. Aby tuto ztr\u00e1tu doplnila, sni\u017euje svou m\u00edru spot\u0159eby ropy (SPR). Stejn\u011b jako USA v\u0161ak ani tato ztr\u00e1ta nem\u016f\u017ee trvat v\u011b\u010dn\u011b.\u00a0<\/span><\/p>\n<p><span dir=\"auto\">V b\u0159eznu se odhadovalo\u00a0\u00a0<\/span><a href=\"https:\/\/www.cnbc.com\/2026\/03\/09\/china-oil-shock-iran-war-hormuz-energy-transition.html\"><span dir=\"auto\">,<\/span><\/a><span dir=\"auto\">\u00a0\u017ee \u010d\u00ednsk\u00e9 rezervy vydr\u017e\u00ed t\u0159i a\u017e \u010dty\u0159i m\u011bs\u00edce. Tato doba se ch\u00fdl\u00ed ke konci. A\u017e k tomu dojde, \u010c\u00edna bude muset platit za dra\u017e\u0161\u00ed ropu, co\u017e zv\u00fd\u0161\u00ed n\u00e1klady, kter\u00e9 omez\u00ed hospod\u00e1\u0159sk\u00fd r\u016fst.\u00a0<\/span><\/p>\n<p><span dir=\"auto\">Peking m\u00e1 v\u0161ak tak\u00e9 v\u00fdhody, kter\u00e9 v\u011bt\u0161ina sv\u011bta nem\u00e1 k dispozici.<\/span><\/p>\n<p><span dir=\"auto\">\u010c\u00edna vyr\u00e1b\u00ed\u00a0\u00a0<\/span><a href=\"https:\/\/oilprice.com\/Alternative-Energy\/Solar-Energy\/China-Controls-80-of-Worlds-Solar-Panel-Supply-Chain.html\"><span dir=\"auto\">80 procent<\/span><\/a><span dir=\"auto\">\u00a0sol\u00e1rn\u00edch panel\u016f. Sol\u00e1rn\u00ed energie je kritizov\u00e1na za nespolehlivost a zata\u017een\u00e9 po\u010das\u00ed naru\u0161uje dod\u00e1vky energie. Vzhledem k nestabiln\u00edm dod\u00e1vk\u00e1m ropy je v\u0161ak sol\u00e1rn\u00ed energie nyn\u00ed vn\u00edm\u00e1na jako spolehliv\u011bj\u0161\u00ed alternativa.<\/span><\/p>\n<p><span dir=\"auto\">Peking tak\u00e9 vyr\u00e1b\u00ed\u00a0\u00a0<\/span><a href=\"https:\/\/oilprice.com\/Energy\/Energy-General\/Battery-Innovation-Is-the-Key-to-Escaping-Chinas-Supply-Chain-Dominance.html\"><span dir=\"auto\">80 procent<\/span><\/a><span dir=\"auto\">\u00a0bateri\u00ed a\u00a0\u00a0<\/span><a href=\"https:\/\/www.iea.org\/reports\/global-ev-outlook-2026\/executive-summary\"><span dir=\"auto\">75 procent<\/span><\/a><span dir=\"auto\">\u00a0elektromobil\u016f. \u010c\u00ednsk\u00fd pr\u016fmysl \u010dist\u00e9 energie m\u00e1 hodnotu\u00a0\u00a0<\/span><a href=\"https:\/\/www.carbonbrief.org\/analysis-clean-energy-drove-more-than-a-third-of-chinas-gdp-growth-in-2025\/\"><span dir=\"auto\">2 bilion\u016f dolar\u016f<\/span><\/a><span dir=\"auto\">\u00a0a v roce 2025 se pod\u00edlel na hospod\u00e1\u0159sk\u00e9m r\u016fstu jednou t\u0159etinou.\u00a0<\/span><\/p>\n<p><span dir=\"auto\">Rostouc\u00ed export technologi\u00ed pro obnoviteln\u00e9 zdroje energie nejen vygeneruje p\u0159\u00edjmy, ale tak\u00e9 pos\u00edl\u00ed pozici \u010c\u00edny jako poskytovatele energetick\u00e9 bezpe\u010dnosti v obdob\u00ed glob\u00e1ln\u00ed nestability.<\/span><\/p>\n<p><span dir=\"auto\">Je\u0161t\u011b p\u0159ed v\u00e1lkou s \u00cdr\u00e1nem dod\u00e1vala \u010c\u00edna\u00a0\u00a0<\/span><a href=\"https:\/\/socialistchina.org\/2026\/02\/25\/with-chinese-support-cuba-triples-solar-power-in-one-year\/\"><span dir=\"auto\">Kub\u011b<\/span><\/a><span dir=\"auto\">\u00a0sol\u00e1rn\u00ed panely uprost\u0159ed neleg\u00e1ln\u00ed blok\u00e1dy zem\u011b ze strany USA.\u00a0<\/span><br \/>\n<span dir=\"auto\">Nejv\u011bt\u0161\u00edm p\u0159\u00edjemcem by se v\u0161ak mohlo st\u00e1t Rusko.<\/span><\/p>\n<p><span dir=\"auto\">Je druh\u00fdm nejv\u011bt\u0161\u00edm sv\u011btov\u00fdm v\u00fdvozcem ropy a plynu. Nach\u00e1z\u00ed se v srdci Eurasie a m\u016f\u017ee z\u00e1sobovat energetick\u00e9 trhy jak atlantick\u00fdmi, tak i tichomo\u0159sk\u00fdmi trasami.<\/span><\/p>\n<p><span dir=\"auto\">Kdy\u017e v roce 2007 dramaticky vzrostly ceny ropy, Rusko zaznamenalo druh\u00fd nejvy\u0161\u0161\u00ed\u00a0\u00a0<\/span><a href=\"https:\/\/data.worldbank.org\/indicator\/NY.GDP.MKTP.KD.ZG?locations=RU\"><span dir=\"auto\">hospod\u00e1\u0159sk\u00fd r\u016fst<\/span><\/a><span dir=\"auto\"> od rozpadu Sov\u011btsk\u00e9ho svazu. A co je d\u016fle\u017eit\u011bj\u0161\u00ed, zem\u011b se budou muset obr\u00e1tit na Moskvu, aby udr\u017eela ceny na n\u00edzk\u00e9 \u00farovni a zajistila dod\u00e1vky.\u00a0<\/span><\/p>\n<p><span dir=\"auto\">Spojen\u00e9\u00a0\u00a0<\/span><a href=\"https:\/\/www.bbc.com\/news\/articles\/cy42x3g7r89o\"><span dir=\"auto\">kr\u00e1lovstv\u00ed<\/span><\/a><span dir=\"auto\">\u00a0i\u00a0\u00a0<\/span><a href=\"https:\/\/energynow.ca\/2026\/03\/temporary-deal-us-eases-russia-oil-sanctions-to-tame-price-surge-riling-european-allies\/\"><span dir=\"auto\">USA<\/span><\/a><span dir=\"auto\">\u00a0ned\u00e1vno zru\u0161ily n\u011bkter\u00e9 sankce na ruskou ropu. Zem\u011b \u010del\u00edc\u00ed energetick\u00e9 krizi nebudou m\u00edt jinou mo\u017enost, ne\u017e se sbl\u00ed\u017eit s Moskvou. Nap\u0159\u00edklad Indie ned\u00e1vno podepsala\u00a0 s Ruskem\u00a0<\/span><a href=\"https:\/\/idsa.in\/publisher\/issuebrief\/trans-arctic-transport-corridor-and-india-russia-cooperation\"><span dir=\"auto\">dohody<\/span><\/a><span dir=\"auto\">\u00a0o stavb\u011b lod\u00ed a mobilit\u011b pracovn\u00ed s\u00edly.\u00a0<\/span><\/p>\n<p><span dir=\"auto\">Toto se d\u011bje v dob\u011b, kdy pod\u00edl Indie na rusk\u00e9 rop\u011b vzrostl na\u00a0\u00a0<\/span><a href=\"https:\/\/x.com\/SharadRaghavan\/status\/2063260784608625017\"><span dir=\"auto\">38 procent<\/span><\/a><span dir=\"auto\">\u00a0a jej\u00ed pr\u00e9miov\u00e9 platby se \u010dty\u0159n\u00e1sobn\u011b zv\u00fd\u0161ily. I v Evrop\u011b je dovoz rusk\u00e9ho plynu\u00a0\u00a0<\/span><a href=\"https:\/\/www.euractiv.com\/news\/eu-imports-of-russian-gas-highest-since-ukraine-invasion-report\/\"><span dir=\"auto\">nejvy\u0161\u0161\u00ed<\/span><\/a><span dir=\"auto\">\u00a0od invaze na Ukrajinu v roce 2022.\u00a0<\/span><\/p>\n<p><span dir=\"auto\">Kyjev reagoval \u00fatoky zam\u011b\u0159en\u00fdmi na ruskou ropnou a plyn\u00e1renskou infrastrukturu. P\u0159esto\u017ee\u00a0\u00a0<\/span><a href=\"https:\/\/oilprice.com\/Latest-Energy-News\/World-News\/Russia-Admits-Oil-Output-Is-Falling-as-Ukrainian-Drone-Strikes-Hits-Refineries.html\"><span dir=\"auto\">produkce<\/span><\/a><span dir=\"auto\">\u00a0mohla klesnout, p\u0159\u00edjmy z v\u00fdvozu fosiln\u00edch paliv jsou\u00a0\u00a0<\/span><a href=\"https:\/\/energyandcleanair.org\/april-2026-monthly-analysis-of-russian-fossil-fuel-exports-and-sanctions\/\"><span dir=\"auto\">nejvy\u0161\u0161\u00ed<\/span><\/a><span dir=\"auto\">\u00a0od z\u00e1\u0159\u00ed 2023. S t\u00edm, jak se krize zhor\u0161uje, si zem\u011b, v\u010detn\u011b t\u011bch v Evrop\u011b, budou muset vybrat mezi podporou Ukrajiny a ponech\u00e1n\u00edm sv\u011btel rozsv\u00edcen\u00fdch.\u00a0<\/span><\/p>\n<h3><strong><span dir=\"auto\">Krize za kriz\u00ed<\/span><\/strong><\/h3>\n<p><span dir=\"auto\">V\u00fdznam t\u00e9to krize sah\u00e1 daleko za hranice energetick\u00fdch trh\u016f. I za nejoptimisti\u010dt\u011bj\u0161\u00edho sc\u00e9n\u00e1\u0159e jsou vy\u0161\u0161\u00ed ceny, nedostatek dod\u00e1vek a ekonomick\u00e9 naru\u0161en\u00ed nyn\u00ed v glob\u00e1ln\u00ed ekonomice na dal\u0161\u00ed m\u011bs\u00edce zako\u0159en\u011bny.<\/span><\/p>\n<p><span dir=\"auto\">St\u00e1ty, kter\u00e9 jsou nejl\u00e9pe p\u0159ipraveny p\u0159e\u010dkat bou\u0159i, nemus\u00ed b\u00fdt nutn\u011b ty, kter\u00e9 dominovaly v p\u0159edchoz\u00ed \u00e9\u0159e globalizace. \u010c\u00edna m\u016f\u017ee nab\u00eddnout energetick\u00e9 alternativy, pr\u016fmyslovou kapacitu a technologick\u00fd rozsah. Rusko z\u016fst\u00e1v\u00e1 jednou z m\u00e1la mocnost\u00ed schopn\u00fdch dod\u00e1vat uhlovod\u00edky, na kter\u00fdch je sv\u011bt st\u00e1le z\u00e1visl\u00fd.<\/span><\/p>\n<p><span dir=\"auto\">V Africe a \u0161ir\u0161\u00edm glob\u00e1ln\u00edm Jihu budou vl\u00e1dy st\u00e1le v\u00edce nuceny hledat partnery mimo z\u00e1padn\u00ed sf\u00e9ru, proto\u017ee se ekonomick\u00e9 tlaky stup\u0148uj\u00ed.<\/span><\/p>\n<p><span dir=\"auto\">V\u00fdsledkem nemus\u00ed b\u00fdt jen energetick\u00e1 krize. M\u016f\u017ee to znamenat dal\u0161\u00ed rozhoduj\u00edc\u00ed krok v erozi z\u00e1padn\u00ed ekonomick\u00e9 dominance a vzniku multipol\u00e1rn\u00edho \u0159\u00e1du.<\/span><\/p>\n<p><a href=\"https:\/\/thecradle.co\/articles\/the-energy-shock-that-could-accelerate-a-multipolar-world#google_vignette\"><span dir=\"auto\">Aidan J. Simardone<\/span><\/a><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"\" src=\"https:\/\/thecradle-main.oss-eu-central-1.aliyuncs.com\/public\/admins\/daf8fb04-bbac-11ef-86ae-00163e02c055.webp\" width=\"200\" height=\"200\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Naru\u0161en\u00ed energetick\u00fdch tok\u016f v Persk\u00e9m z\u00e1livu vede k inflaci, ekonomick\u00fdm ot\u0159es\u016fm a glob\u00e1ln\u00edmu p\u0159eskupen\u00ed, kter\u00e9&#8230;<\/p>\n","protected":false},"author":2,"featured_media":108641,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[1042,285,2181],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/108640"}],"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=108640"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/108640\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/108641"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=108640"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=108640"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=108640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}