{"id":114136,"date":"2026-08-26T00:15:40","date_gmt":"2026-08-25T22:15:40","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=114136"},"modified":"2026-08-25T12:46:44","modified_gmt":"2026-08-25T10:46:44","slug":"po-hormusu-se-evrope-rysuje-dalsi-cenova-krize-ryn-se-stava-nebezpecnym-uzkym-hrdlem","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2026\/08\/26\/po-hormusu-se-evrope-rysuje-dalsi-cenova-krize-ryn-se-stava-nebezpecnym-uzkym-hrdlem\/","title":{"rendered":"Po Hormusu se Evrop\u011b r\u00fdsuje dal\u0161\u00ed cenov\u00e1 krize: R\u00fdn se st\u00e1v\u00e1 nebezpe\u010dn\u00fdm \u00fazk\u00fdm hrdlem"},"content":{"rendered":"
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Zat\u00edmco se pozornost Evropy soust\u0159ed\u00ed na Hormuzsk\u00fd pr\u016fliv a d\u016fsledky \u00edr\u00e1nsk\u00e9 v\u00e1lky pro ceny ropy a energi\u00ed, v srdci Evropy se rozv\u00edj\u00ed druh\u00e1 krize, kter\u00e9 se dosud v\u011bnovalo podstatn\u011b m\u00e9n\u011b pozornosti:\u00a0<\/span>R\u00fdn, jedna z nejd\u016fle\u017eit\u011bj\u0161\u00edch ekonomick\u00fdch a energetick\u00fdch tepen kontinentu, je kv\u016fli extr\u00e9mn\u011b n\u00edzk\u00e9 hladin\u011b vody tla\u010dena na hranice sv\u00e9 p\u0159epravn\u00ed kapacity.<\/span><\/strong>\u00a0V \u00fazk\u00e9m m\u00edst\u011b pobl\u00ed\u017e Kaubu klesla hladina vody v polovin\u011b srpna na pouh\u00fdch \u0161est centimetr\u016f \u2013 co\u017e je nov\u00fd rekord. Velk\u00e1 \u010d\u00e1st n\u00e1kladn\u00ed dopravy musela b\u00fdt odklon\u011bna na silni\u010dn\u00ed a \u017eelezni\u010dn\u00ed dopravu.<\/span><\/p>\n

Rozsah probl\u00e9mu je\u00a0<\/span>jasn\u00fd,<\/span><\/a>\u00a0kdy\u017e vezmeme v \u00favahu, co se po t\u00e9to \u0159ece p\u0159epravuje: nafta, topn\u00fd olej, chemik\u00e1lie, uhl\u00ed, rudy, obil\u00ed a pr\u016fmyslov\u00e9 suroviny. R\u00fdn spojuje hlavn\u00ed p\u0159\u00edstavy Amsterdam, Rotterdam a Antverpy s pr\u016fmyslov\u00fdm srdcem N\u011bmecka a jako\u017eto d\u016fle\u017eit\u00e1 z\u00e1sobovac\u00ed tepna sah\u00e1 a\u017e do \u0160v\u00fdcarska. Kdy\u017e klesne hladina vody, n\u00e1kladn\u00ed lod\u011b mohou p\u0159epravit jen zlomek sv\u00e9ho b\u011b\u017en\u00e9ho n\u00e1kladu. Pro stejn\u00e9 mno\u017estv\u00ed je pot\u0159eba v\u00edce lod\u00ed \u2013 za p\u0159edpokladu, \u017ee jich bude k dispozici dostatek.<\/span><\/p>\n

A pr\u00e1v\u011b zde za\u010d\u00edn\u00e1 dal\u0161\u00ed\u00a0<\/span>vlna r\u016fstu cen<\/span><\/a>\u00a0. Podle OilPrice se p\u0159epravn\u00ed sazby na trase Amsterdam\u2013Rotterdam\u2013Antverpy \u2013 Karlsruhe do\u010dasn\u011b prudce zv\u00fd\u0161ily z p\u0159ibli\u017en\u011b\u00a0<\/span>45 EUR na 215 EUR za tunu<\/span><\/strong>\u00a0. Z\u00e1silky sm\u011br Basilej dos\u00e1hly dokonce p\u0159ibli\u017en\u011b\u00a0<\/span>275 EUR za tunu<\/span><\/strong>\u00a0. Tyto n\u00e1klady v bilanc\u00edch logistick\u00fdch spole\u010dnost\u00ed jen tak nezmiz\u00ed. Jsou p\u0159en\u00e1\u0161eny dodavatelsk\u00fdmi \u0159et\u011bzci \u2013 od pohonn\u00fdch hmot p\u0159es chemik\u00e1lie a plasty a\u017e po \u0159adu pr\u016fmyslov\u00e9ho a spot\u0159ebn\u00edho zbo\u017e\u00ed.<\/span><\/p>\n

Dopady se ji\u017e projevily i v pr\u016fmyslu. Chemick\u00e9 spole\u010dnosti hl\u00e1sily probl\u00e9my s dod\u00e1vkami surovin, v\u00fdrobci oceli museli reagovat a Bundesbanka nyn\u00ed varuje, \u017ee n\u00edzk\u00e9 hladiny \u0159ek d\u00e1le zat\u011b\u017euj\u00ed ji\u017e tak slabou n\u011bmeckou ekonomiku. Agentura Reuters tak\u00e9 informovala o vy\u0161\u0161\u00edch n\u00e1kladech, dopravn\u00edch z\u00e1cp\u00e1ch a probl\u00e9mech s v\u00fdrobou v chemick\u00e9m, ocel\u00e1\u0159sk\u00e9m, energetick\u00e9m a zem\u011bd\u011blsk\u00e9m sektoru.<\/span><\/p>\n

Situace je obzvl\u00e1\u0161t\u011b kritick\u00e1 u paliv. Agentura S&P Global v\u00fdslovn\u011b varuje p\u0159ed rostouc\u00edm tlakem na evropsk\u00e9 dodavatelsk\u00e9 \u0159et\u011bzce nafty. Pokud vnitrozemsk\u00e9 lod\u011b nebudou schopny p\u0159epravovat tolik nafty a dal\u0161\u00edch ropn\u00fdch produkt\u016f, logistick\u00e9 n\u00e1klady porostou pr\u00e1v\u011b v dob\u011b, kdy evropsk\u00e9 energetick\u00e9 trhy ji\u017e tak zat\u011b\u017euje krize na Bl\u00edzk\u00e9m v\u00fdchod\u011b.<\/span><\/p>\n

To znamen\u00e1, \u017ee Evropa \u010del\u00ed sou\u010dasn\u011b dv\u011bma odli\u0161n\u00fdm rizik\u016fm:\u00a0<\/span>\u0159eka Hormuz zvy\u0161uje n\u00e1klady a ohro\u017euje dod\u00e1vky energie do Evropy, zat\u00edmco \u0159eka R\u00fdn br\u00e1n\u00ed jejich dal\u0161\u00ed p\u0159eprav\u011b v r\u00e1mci vnitrozem\u00ed Evropy.<\/span><\/strong>\u00a0Jedn\u00edm z nich je geopolitick\u00e9 \u00fazk\u00e9 hrdlo v Persk\u00e9m z\u00e1livu, druh\u00fdm logistick\u00e9 \u00fazk\u00e9 hrdlo v srdci Evropy. Agentura Reuters ji\u017e nyn\u00ed popisuje leto\u0161n\u00ed vlnu veder jako dal\u0161\u00ed tlak na ceny potravin a dodavatelsk\u00e9 \u0159et\u011bzce v tr\u017en\u00edm prost\u0159ed\u00ed, kter\u00e9 je ji\u017e tak napjat\u00e9 cenov\u00fdm \u0161okem energi\u00ed zp\u016fsoben\u00fdm \u00edr\u00e1nsko-ir\u00e1ckou v\u00e1lkou.<\/span><\/p>\n

Jak rychle to m\u016f\u017ee v\u00e9st k inflaci, se nyn\u00ed ukazuje na \u00farovni dodavatelsk\u00e9ho \u0159et\u011bzce. Ceny n\u011bmeck\u00fdch v\u00fdrobc\u016f vzrostly\u00a0<\/span>v \u010dervenci ve srovn\u00e1n\u00ed s p\u0159edchoz\u00edm rokem o 3,0 procenta<\/span><\/strong>\u00a0, co\u017e je nejsiln\u011bj\u0161\u00ed n\u00e1r\u016fst za v\u00edce ne\u017e t\u0159i roky. Ceny energi\u00ed vzrostly o 3,8 procenta a meziprodukty o 5,4 procenta. Mezi p\u0159isp\u00edvaj\u00edc\u00ed faktory pat\u0159\u00ed n\u00edzk\u00e1 hladina vody a geopolitick\u00e9 energetick\u00e9 probl\u00e9my. Ceny v\u00fdrobc\u016f nejsou z\u00e1rukou pozd\u011bj\u0161\u00edho r\u016fstu spot\u0159ebitelsk\u00fdch cen, ale ukazuj\u00ed na ji\u017e existuj\u00edc\u00ed tlaky na n\u00e1klady v ekonomice.<\/span><\/p>\n

Skute\u010dn\u011b znepokojiv\u00fdm aspektem r\u00fdnsk\u00e9 krize je v\u0161ak paradox:\u00a0<\/span>Evropa dosud vyv\u00e1zla relativn\u011b bez \u00fahony ne proto, \u017ee by jej\u00ed z\u00e1sobov\u00e1n\u00ed bylo obzvl\u00e1\u0161t\u011b robustn\u00ed \u2013 ale proto, \u017ee jej\u00ed pr\u016fmysl je ji\u017e tak slab\u00fd.<\/span><\/strong><\/p>\n

Spole\u010dnost OilPrice poukazuje na to<\/span><\/a>\u00a0, \u017ee evropsk\u00e9 etyl\u00e9nov\u00e9 jednotky pracuj\u00ed pouze na zhruba 70 procent sv\u00e9 kapacity. Vysok\u00e9 n\u00e1klady na energie, slab\u00e1 popt\u00e1vka ze stavebn\u00edho a automobilov\u00e9ho pr\u016fmyslu a mezin\u00e1rodn\u00ed konkurence sn\u00ed\u017eily produkci. V d\u016fsledku toho je v sou\u010dasn\u00e9 dob\u011b t\u0159eba p\u0159epravovat m\u00e9n\u011b surovin, chemik\u00e1li\u00ed a nosi\u010d\u016f energie. Je ironi\u00ed, \u017ee ekonomick\u00e1 slabost Evropy p\u016fsob\u00ed jako n\u00e1razn\u00edk proti kolapsu p\u0159et\u00ed\u017een\u00e9 dopravn\u00ed tepny. (\u00a0<\/span>OilPrice.com<\/span><\/a>\u00a0)<\/span><\/p>\n

Toto je pozoruhodn\u00e1 situace:\u00a0<\/span>Pr\u016fmyslov\u00e1 krize br\u00e1n\u00ed tomu, aby se logistick\u00e1 krize je\u0161t\u011b zhor\u0161ila.<\/span><\/strong><\/p>\n

V posledn\u00edch n\u011bkolika dnech p\u0159inesla stoupaj\u00edc\u00ed hladina R\u00fdna ur\u010ditou \u00falevu. 21. srpna\u00a0<\/span>se hladina vody v Kaubu vr\u00e1tila na 45 centimetr\u016f a spole\u010dnost S&P Global o\u010dek\u00e1vala<\/span><\/a>\u00a0k 24. srpnu v\u00edce ne\u017e 70 centimetr\u016f. Bezprost\u0159edn\u00ed situace se tak ve srovn\u00e1n\u00ed s rekordn\u011b n\u00edzk\u00fdm stavem zlep\u0161ila. Z\u00e1kladn\u00ed struktur\u00e1ln\u00ed probl\u00e9m v\u0161ak nezmizel: Tato epizoda uk\u00e1zala, jak rychle se kl\u00ed\u010dov\u00e1 evropsk\u00e1 z\u00e1sobovac\u00ed trasa m\u016f\u017ee st\u00e1t \u00fazk\u00fdm hrdlem.<\/span><\/p>\n

A dodate\u010dn\u00e9 n\u00e1klady s dal\u0161\u00edm de\u0161t\u011bm automaticky nezmiz\u00ed. Francouzsk\u00e1 logistick\u00e1 spole\u010dnost CMA CGM ozn\u00e1mila\u00a0<\/span>\u201epoplatek za vnitrozemskou mimo\u0159\u00e1dnou ud\u00e1lost\u201c<\/span><\/strong>\u00a0pro posti\u017een\u00e9 z\u00e1silky a\u017e 21. srpna kv\u016fli n\u00edzk\u00e9 hladin\u011b vody.<\/span><\/p>\n

Evropa se proto pr\u00e1vem zam\u011b\u0159uje na Hormuzsk\u00fd tunel.\u00a0<\/span>Nem\u011bla by v\u0161ak p\u0159ehl\u00ed\u017eet, co se d\u011bje p\u0159\u00edmo u n\u00ed.<\/span><\/strong>\u00a0Pokud se energetick\u00fd \u0161ok z Bl\u00edzk\u00e9ho v\u00fdchodu shoduje s rostouc\u00edmi n\u00e1klady na dopravu, pot\u00fdkaj\u00edc\u00edmi se pr\u016fmyslov\u00fdmi odv\u011btv\u00edmi a k\u0159ehk\u00fdmi dodavatelsk\u00fdmi \u0159et\u011bzci v Evrop\u011b, mohly by se tyto tlaky vz\u00e1jemn\u011b posilovat.<\/span><\/p>\n

P\u0159\u00ed\u0161t\u00ed evropsk\u00e1 cenov\u00e1 krize nemus\u00ed nutn\u011b pramenit jen z Hormuzu.\u00a0<\/span>\u010c\u00e1st z n\u00ed by se mohla \u0161\u00ed\u0159it po R\u00fdnu \u2013 za p\u0159edpokladu, \u017ee lod\u011b budou m\u00edt pod k\u00fdlem st\u00e1le dostatek vody.<\/span><\/strong><\/p>\n<\/div>\n<\/div>\n

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Zdroj<\/span><\/a><\/span><\/h3>\n

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Zat\u00edmco se pozornost Evropy soust\u0159ed\u00ed na Hormuzsk\u00fd pr\u016fliv a d\u016fsledky \u00edr\u00e1nsk\u00e9 v\u00e1lky pro ceny ropy…<\/p>\n","protected":false},"author":2,"featured_media":114137,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[84,11506,1106],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/114136"}],"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=114136"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/114136\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/114137"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=114136"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=114136"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=114136"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}