{"id":111348,"date":"2026-07-23T00:21:06","date_gmt":"2026-07-22T22:21:06","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=111348"},"modified":"2026-07-22T12:32:38","modified_gmt":"2026-07-22T10:32:38","slug":"indicka-jaderna-ofenziva-zpusobuje-prehrivani-globalniho-trhu-s-uranem","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2026\/07\/23\/indicka-jaderna-ofenziva-zpusobuje-prehrivani-globalniho-trhu-s-uranem\/","title":{"rendered":"Indick\u00e1 jadern\u00e1 ofenziva zp\u016fsobuje p\u0159eh\u0159\u00edv\u00e1n\u00ed glob\u00e1ln\u00edho trhu s uranem"},"content":{"rendered":"
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Indick\u00fd premi\u00e9r Narendra Modi podporuje rozvoj jadern\u00e9 energie v zemi. Produkce jadern\u00e9 energie se m\u00e1 v p\u0159\u00ed\u0161t\u00edch 10 letech zv\u00fd\u0161it v\u00edce ne\u017e desetin\u00e1sobn\u011b. To zv\u00fd\u0161\u00ed tlak na glob\u00e1ln\u00ed trhy s uranem. Ti, kte\u0159\u00ed si nezajist\u00ed dlouhodob\u00e9 z\u00e1ruky dod\u00e1vek, budou brzy \u010delit obrovsk\u00fdm probl\u00e9m\u016fm.<\/span><\/strong><\/p>\n

Indie pot\u0159ebuje spolehliv\u011bj\u0161\u00ed a kontrolovateln\u011bj\u0161\u00ed elekt\u0159inu. Ekonomika subkontinentu nad\u00e1le ne\u00faprosn\u011b roste a s n\u00ed i jeho popt\u00e1vka po energii. Stejn\u011b jako v industrializovan\u00fdch zem\u00edch v\u0161ak kol\u00edsav\u00e1 energie z v\u011btrn\u00e9 a sol\u00e1rn\u00ed energie nen\u00ed pro zemi, kter\u00e1 je nyn\u00ed nejlidnat\u011bj\u0161\u00ed na sv\u011bt\u011b, praktick\u00fdm \u0159e\u0161en\u00edm. Indick\u00e9 energetick\u00e9 s\u00edt\u011b jsou pro takov\u00e9 po\u017eadavky je\u0161t\u011b m\u00e9n\u011b navr\u017eeny ne\u017e ty v Evrop\u011b. Vzhledem k tomu, \u017ee spalov\u00e1n\u00ed uhl\u00ed je kv\u016fli glob\u00e1ln\u00ed klimatick\u00e9 krizi st\u00e1le v\u00edce kritizov\u00e1no, o\u010dek\u00e1v\u00e1 se, \u017ee jadern\u00e1 energie tuto mezeru zapln\u00ed.<\/span><\/p>\n

Aby indick\u00e1 vl\u00e1da dos\u00e1hla sv\u00e9ho c\u00edle 100 gigawatt\u016f jadern\u00e9 elektr\u00e1rny do roku 2047 (v sou\u010dasn\u00e9 dob\u011b m\u00e1 pouze 8 gigawatt\u016f), aktivn\u011b se zab\u00fdv\u00e1 diplomaci\u00ed v oblasti zdroj\u016f. B\u011bhem n\u00e1v\u0161t\u011bvy\u00a0<\/span>Austr\u00e1lie<\/span><\/a>\u00a0vl\u00e1da v Nov\u00e9m Dill\u00ed odstranila posledn\u00ed byrokratick\u00e9 p\u0159ek\u00e1\u017eky pro dovoz australsk\u00e9ho uranu \u2013 na z\u00e1klad\u011b dohody z roku 2014. Pod dohledem MAAE bude nyn\u00ed nal\u00e9hav\u011b pot\u0159ebn\u00e9 jadern\u00e9 palivo proudit do ji\u017en\u00ed Asie. Pro Austr\u00e1lii, kter\u00e1 vlastn\u00ed t\u00e9m\u011b\u0159 28 procent sv\u011btov\u00fdch z\u00e1sob uranu, je to obrovsk\u00e1 dohoda.<\/span><\/p>\n

Nov\u00e9 Dill\u00ed se ale nespol\u00e9h\u00e1 na jednotliv\u00e9 dodavatele. Teprve v b\u0159eznu lo\u0148sk\u00e9ho roku podepsala Indie megakontrakt s kanadsk\u00fdm pr\u016fmyslov\u00fdm gigantem Cameco, kter\u00fdm si zajistila t\u00e9m\u011b\u0159 22 milion\u016f liber U3O8 na roky 2027 a\u017e 2035. Jeho tr\u017en\u00ed hodnota se pohybuje kolem 2,6 miliardy kanadsk\u00fdch dolar\u016f. To je nav\u00edc ke st\u00e1vaj\u00edc\u00edm dod\u00e1vk\u00e1m z Ruska a Uzbekist\u00e1nu a tak\u00e9 k m\u00edrn\u00e9mu mno\u017estv\u00ed dom\u00e1c\u00ed produkce.<\/span><\/p>\n

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Indick\u00e9 jadern\u00e9 ambice v\u0161ak nar\u00e1\u017eej\u00ed i na sv\u00e1 omezen\u00ed. Glob\u00e1ln\u00ed trh je ji\u017e p\u0159eh\u0159\u00e1t\u00fd \u2013 a prob\u00edhaj\u00edc\u00ed jadern\u00fd boom ve st\u00e1le v\u00edce zem\u00edch zvy\u0161uje tlak. Glob\u00e1ln\u00ed t\u011b\u017eba v t\u011b\u017eebn\u00edch projektech ji\u017e nedok\u00e1\u017ee dr\u017eet krok s rostouc\u00ed popt\u00e1vkou z nov\u00fdch jadern\u00fdch elektr\u00e1ren. Analytici spole\u010dnosti Goldman Sachs\u00a0<\/span>museli ned\u00e1vno upravit<\/span><\/a>\u00a0sv\u00e9 modely , proto\u017ee glob\u00e1ln\u00ed boom mal\u00fdch modul\u00e1rn\u00edch reaktor\u016f (SMR) popt\u00e1vku d\u00e1le zvy\u0161uje. Rozd\u00edly v nab\u00eddce se zv\u011bt\u0161uj\u00ed.<\/span><\/p>\n

Zaji\u0161\u0165ov\u00e1n\u00ed surovin se st\u00e1v\u00e1 z\u00e1vodem s \u010dasem. St\u00e1tn\u00ed kupuj\u00edc\u00ed si zaji\u0161\u0165uj\u00ed objemy po cel\u00e9m sv\u011bt\u011b, zat\u00edmco trh st\u00e1le nab\u00edz\u00ed jak\u00fdkoli materi\u00e1l. Dokonce i Kazachst\u00e1n, nejv\u011bt\u0161\u00ed sv\u011btov\u00fd producent, si nyn\u00ed vytv\u00e1\u0159\u00ed vlastn\u00ed strategick\u00e9 rezervy v nad\u011bji, \u017ee je v budoucnu prod\u00e1 za v\u00fdrazn\u011b vy\u0161\u0161\u00ed ceny. Z\u00e1rove\u0148 mnoho provozovatel\u016f st\u00e1vaj\u00edc\u00edch reaktor\u016f ned\u011bl\u00e1 t\u00e9m\u011b\u0159 \u017e\u00e1dn\u00e9 dlouhodob\u00e9 rezervy, co\u017e znamen\u00e1, \u017ee v budoucnu mus\u00ed po\u010d\u00edtat s probl\u00e9my se z\u00e1sobov\u00e1n\u00edm.<\/span><\/p>\n

Zejm\u00e9na v dob\u00e1ch, jako jsou tyto, je z\u0159ejm\u00e9, \u017ee zaji\u0161t\u011bn\u00ed dlouhodob\u00fdch dodavatelsk\u00fdch smluv je p\u0159i v\u00fdstavb\u011b nov\u00fdch jadern\u00fdch elektr\u00e1ren z\u00e1sadn\u00ed. Bez dostate\u010dn\u00e9 z\u00e1soby palivov\u00fdch ty\u010d\u00ed je i ta nejmodern\u011bj\u0161\u00ed jadern\u00e1 elektr\u00e1rna k ni\u010demu.<\/span><\/p>\n

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 <\/p>\n","protected":false},"excerpt":{"rendered":"

Indick\u00fd premi\u00e9r Narendra Modi podporuje rozvoj jadern\u00e9 energie v zemi. Produkce jadern\u00e9 energie se m\u00e1…<\/p>\n","protected":false},"author":2,"featured_media":111349,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[79,4536,350,1472,1680],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/111348"}],"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=111348"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/111348\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/111349"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=111348"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=111348"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=111348"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}