{"id":109948,"date":"2026-07-03T00:24:24","date_gmt":"2026-07-02T22:24:24","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=109948"},"modified":"2026-07-02T11:14:54","modified_gmt":"2026-07-02T09:14:54","slug":"medeny-sok-boom-umele-inteligence-a-energeticka-transformace-konci-kolapsem-surovin","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2026\/07\/03\/medeny-sok-boom-umele-inteligence-a-energeticka-transformace-konci-kolapsem-surovin\/","title":{"rendered":"M\u011bd\u011bn\u00fd \u0161ok: Boom um\u011bl\u00e9 inteligence a energetick\u00e1 transformace kon\u010d\u00ed kolapsem surovin!"},"content":{"rendered":"
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Glob\u00e1ln\u00ed elity a technologick\u00ed giganti sn\u00ed o pln\u011b elektrifikovan\u00e9m a digitalizovan\u00e9m sv\u011bt\u011b. Fyzick\u00e1 realita v\u0161ak nemilosrdn\u011b doh\u00e1n\u00ed humbuk kolem um\u011bl\u00e9 inteligence (AI) a elektromobil\u016f. Zku\u0161en\u00fd investor do komodit Rick Rule varuje p\u0159ed dramatick\u00fdm nedostatkem m\u011bdi. P\u0159\u00ed\u010diny: obrovsk\u00fd n\u00e1r\u016fst popt\u00e1vky spojen\u00fd s desetilet\u00edmi nedostate\u010dn\u00fdch investic a paralyzuj\u00edc\u00ed zelenou byrokraci\u00ed.<\/span><\/strong><\/p>\n

Ti, kdo mluv\u00ed o \u201ezelen\u00e9 revoluci\u201c, nespo\u010dtu datov\u00fdch center s um\u011blou inteligenc\u00ed a \u010dist\u011b elektrick\u00e9 budoucnosti, \u010dasto ml\u010d\u00ed o nejd\u016fle\u017eit\u011bj\u0161\u00edm z\u00e1kladu t\u011bchto pl\u00e1n\u016f: m\u011bdi. Jak ned\u00e1vno zd\u016fraznil zku\u0161en\u00fd investor do komodit Rick Rule\u00a0<\/span>v po\u0159adu \u201eMarket Insider\u201c na EpochTV<\/span><\/a>\u00a0, budouc\u00ed popt\u00e1vka po tomto na\u010dervenal\u00e9m kovu bude jednodu\u0161e \u201eohromuj\u00edc\u00ed\u201c. Z\u00e1padn\u00ed sv\u011bt, zejm\u00e9na USA, v\u0161ak na tento n\u00e1por nijak nep\u0159ipravuje. Podle Rulea je masivn\u00ed nedostatek m\u011bdi a prudk\u00fd r\u016fst cen nevyhnuteln\u00fd.<\/span><\/p>\n

Mezin\u00e1rodn\u00ed studijn\u00ed skupina pro m\u011b\u010f (ICSG) sice p\u0159edpov\u00edd\u00e1 m\u00edrn\u00fd glob\u00e1ln\u00ed p\u0159ebytek pro rok 2025 (28,2 milionu tun spot\u0159eby oproti 28,6 milionu tun produkce), ale je to zav\u00e1d\u011bj\u00edc\u00ed. M\u011b\u010f je absolutn\u00ed p\u00e1te\u0159\u00ed elektrifikace, digitalizace, datov\u00fdch center a obrann\u00e9ho pr\u016fmyslu. Studie spole\u010dnosti S&P Global vykresluje bez\u00fat\u011b\u0161n\u00fd obraz: Do roku 2040 se o\u010dek\u00e1v\u00e1, \u017ee popt\u00e1vka prudce vzroste na ohromuj\u00edc\u00edch 42 milion\u016f tun. Bez \u201ev\u00fdznamn\u00e9ho roz\u0161\u00ed\u0159en\u00ed nab\u00eddky\u201c bude sv\u011bt \u010delit deficitu ve v\u00fd\u0161i p\u0159ibli\u017en\u011b 10 milion\u016f tun. Trhy ji\u017e reaguj\u00ed: Futures kontrakty na m\u011b\u010f na newyorsk\u00e9 burze se na konci \u010dervna obchodovaly za 6,20 dolaru za libru \u2013 co\u017e je t\u00e9m\u011b\u0159 dvojn\u00e1sobek ceny na postpandemick\u00e9m minimu v \u010dervenci 2022.<\/span><\/p>\n

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Pohled na nejnov\u011bj\u0161\u00ed data Americk\u00e9 geologick\u00e9 slu\u017eby (USGS), zobrazen\u00e1 na infografice v\u00fd\u0161e, odhaluje geostrategickou nerovnov\u00e1hu: Zat\u00edmco zem\u011b jako Chile (odhadovan\u00e1 t\u011b\u017eba 5 300 000 tun pro rok 2024) a Peru vedou v \u010dist\u00e9 t\u011b\u017eb\u011b, \u010c\u00edna m\u00e1 drtivou dominanci v rafin\u00e9rsk\u00e9 produkci \u2013 skute\u010dn\u00e9m vyu\u017eit\u00ed materi\u00e1lu. S odhadovan\u00fdmi 12 000 tunami v roce 2024 bude \u010c\u00edna rafinovat t\u00e9m\u011b\u0159 polovinu celkov\u00e9 sv\u011btov\u00e9 produkce (27 000 tun). USA naopak produkuj\u00ed pouh\u00fdch 890 000 tun a jsou beznad\u011bjn\u011b z\u00e1visl\u00e9 na dovozu. Do roku 2040 budou USA podle odhad\u016f spole\u010dnosti Wood Mackenzie muset dov\u00e1\u017eet ohromuj\u00edc\u00edch 70 procent sv\u00e9 pot\u0159eby m\u011bdi. A je nepravd\u011bpodobn\u00e9, \u017ee by se tato situace v dohledn\u00e9 dob\u011b zm\u011bnila.<\/span><\/p>\n

\u201eSystematicky jsme 30 let nedostate\u010dn\u011b investovali do pr\u016fzkumu, v\u00fdstavby a rozvoje t\u011b\u017eby m\u011bdi,\u201c \u0159ekl Rule. \u201eJe to kapit\u00e1lov\u011b n\u00e1ro\u010dn\u00fd a dlouhodob\u00fd byznys. V sou\u010dasn\u00e9 dob\u011b nem\u016f\u017eeme ud\u011blat absolutn\u011b nic \u2013 v\u016fbec nic \u2013 abychom zabr\u00e1nili nedostatku dod\u00e1vek v p\u0159\u00ed\u0161t\u00edch p\u011bti letech.\u201c Ka\u017ed\u00fd, kdo chce nyn\u00ed uv\u00e9st do provozu m\u011bd\u011bn\u00fd d\u016fl, pot\u0159ebuje extr\u00e9mn\u011b dlouhodobou perspektivu: zhruba deset let na pr\u016fzkum, t\u0159i roky na vrt\u00e1n\u00ed, dal\u0161\u00ed t\u0159i roky na povolen\u00ed a financov\u00e1n\u00ed (za p\u0159edpokladu, \u017ee se nach\u00e1z\u00edte v zemi p\u0159\u00edzniv\u00e9 pro podnik\u00e1n\u00ed) a dva roky na samotnou v\u00fdstavbu. To je celkem 18 let.<\/span><\/p>\n

Ale na Z\u00e1pad\u011b, zejm\u00e9na v USA, doch\u00e1z\u00ed k velk\u00e9mu mno\u017estv\u00ed sebesabot\u00e1\u017ee. Uk\u00e1zkov\u00fdm p\u0159\u00edkladem je projekt Resolution Copper v Arizon\u011b (spole\u010dn\u00fd podnik spole\u010dnost\u00ed Rio Tinto a BHP). P\u0159esto\u017ee by potenci\u00e1ln\u011b mohl z\u00e1sobovat \u010dtvrtinu celkov\u00e9 popt\u00e1vky po m\u011bdi v USA a lo\u017eisko bylo objeveno ji\u017e v roce 1995, provozovatel\u00e9 se ji\u017e v\u00edce ne\u017e deset let pot\u00fdkaj\u00ed s bludi\u0161t\u011bm povolovac\u00edch proces\u016f a posuzov\u00e1n\u00ed vliv\u016f na \u017eivotn\u00ed prost\u0159ed\u00ed. Je to jak\u00e1si zelen\u00e1 schizofrenie \u2013 proto\u017ee na jedn\u00e9 stran\u011b je pot\u0159eba mnohem v\u00edce m\u011bdi, zat\u00edmco na druh\u00e9 stran\u011b t\u011b\u017eebn\u00ed spole\u010dnosti \u010del\u00ed st\u00e1le v\u011bt\u0161\u00edm p\u0159ek\u00e1\u017ek\u00e1m.<\/span><\/p>\n

\u201eMezi lety 2026 a 2050 \u2013 za necel\u00fdch 24 let \u2013 budeme muset vyprodukovat v\u00edce m\u011bdi, ne\u017e se vyt\u011b\u017eilo v cel\u00e9 historii lidstva,\u201c shrnuje Rule rozsah tohoto utopick\u00e9ho sc\u00e9n\u00e1\u0159e. Pro spot\u0159ebitele to znamen\u00e1 p\u0159edev\u0161\u00edm jedno: v\u0161e, co souvis\u00ed s elekt\u0159inou, digitalizac\u00ed a takzvan\u00fdmi \u201ezelen\u00fdmi\u201c technologiemi, se v budoucnu drasticky zdra\u017e\u00ed.<\/span><\/p>\n

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Glob\u00e1ln\u00ed elity a technologick\u00ed giganti sn\u00ed o pln\u011b elektrifikovan\u00e9m a digitalizovan\u00e9m sv\u011bt\u011b. Fyzick\u00e1 realita v\u0161ak…<\/p>\n","protected":false},"author":2,"featured_media":109949,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[279,6000,4134,276,2194],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/109948"}],"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=109948"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/109948\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/109949"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=109948"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=109948"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=109948"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}