{"id":31216,"date":"2023-07-01T00:59:33","date_gmt":"2023-06-30T22:59:33","guid":{"rendered":"http:\/\/www.infokuryr.cz\/n\/?p=31216"},"modified":"2023-06-30T17:00:44","modified_gmt":"2023-06-30T15:00:44","slug":"cina-a-indie-tezi-a-prosperuje-rusky-export-ropy-vzkveta","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2023\/07\/01\/cina-a-indie-tezi-a-prosperuje-rusky-export-ropy-vzkveta\/","title":{"rendered":"\u010c\u00edna a Indie t\u011b\u017e\u00ed a prosperuje: rusk\u00fd export ropy vzkv\u00e9t\u00e1"},"content":{"rendered":"
<\/div>\n

Navzdory z\u00e1padn\u00edm sankc\u00edm Rusko \u00fadajn\u011b nad\u00e1le prod\u00e1v\u00e1 masivn\u00ed mno\u017estv\u00ed ropy do zahrani\u010d\u00ed.\u00a0Obchodn\u00edci na \u010dern\u00e9m a \u0161ed\u00e9m trhu vyd\u011bl\u00e1vaj\u00ed jm\u011bn\u00ed, zat\u00edmco Evropan\u00e9 nad\u00e1le nakupuj\u00ed za vysok\u00e9 ceny.\u00a0EU ztr\u00e1c\u00ed konkurenceschopnost, z \u010deho\u017e t\u011b\u017e\u00ed zejm\u00e9na \u010c\u00edna a Indie.<\/span><\/strong><\/p>\n

P\u0159ed rokem se v\u011b\u0159ilo, \u017ee z\u00e1padn\u00ed zem\u011b omez\u00ed v\u00fdvoz rusk\u00e9 ropy, aby oslabily Putinovo vojensk\u00e9 \u00fasil\u00ed.\u00a0To by Kreml p\u0159ipravilo o tolik pot\u0159ebn\u00e9 finan\u010dn\u00ed prost\u0159edky a vytvo\u0159ilo by nerovnov\u00e1hu na sv\u011btov\u00fdch trz\u00edch s ropou, kter\u00e1 by vedla k vysok\u00fdm cen\u00e1m ropy.\u00a0Ale opak byl pravdou.\u00a0Navzdory uvalen\u00ed sankc\u00ed a odv\u00e1\u017en\u00fdm prohl\u00e1\u0161en\u00edm umo\u017enily z\u00e1padn\u00ed vl\u00e1dy Rusku prod\u00e1vat v\u00edce ropy zem\u00edm jako Indie a \u010c\u00edna.\u00a0<\/span>Goldman Sachs ned\u00e1vno\u00a0<\/span>odhalila<\/span><\/a>\u00a0, \u017ee sliby z\u00e1padn\u00edch demokraci\u00ed omezit export rusk\u00e9 ropy byly jen pr\u00e1zdn\u00fdmi slovy.\u00a0<\/span><\/strong>Ve skute\u010dnosti\u00a0<\/span>ud\u011blali v\u0161echno<\/span><\/a>, aby se zabr\u00e1nilo nedostupnosti rusk\u00e9 ropy s v\u011bdom\u00edm, \u017ee by to je\u0161t\u011b v\u00edce zv\u00fd\u0161ilo inflaci.<\/span><\/p>\n

Do \u010dervna 2022 se rusk\u00e1 v\u00fdroba v\u00fdrazn\u011b zotavila d\u00edky rychl\u00e9mu n\u00e1kupu alternativn\u00edch lod\u00ed z glob\u00e1ln\u00edch \u201etemn\u00fdch\u201c a \u201e\u0161ed\u00fdch\u201c flotil, kter\u00e9 nebyly z\u00e1visl\u00e9 na z\u00e1padn\u00edch finan\u010dn\u00edch a logistick\u00fdch slu\u017eb\u00e1ch.\u00a0Stropy cen ropy uvalen\u00e9 zem\u011bmi G7 umo\u017e\u0148ovaly jak\u00e9koli lodi p\u0159epravovat ruskou ropu, pokud byla cena n\u00e1kladu pod t\u011bmito stropy.\u00a0<\/span>Naru\u0161en\u00ed v roce 2022 bylo prim\u00e1rn\u011b politick\u00e9 a z\u00e1padn\u00ed vl\u00e1dy mohly podniknout kroky k minimalizaci naru\u0161en\u00ed, co\u017e se tak\u00e9 stalo.<\/span><\/strong><\/p>\n

\"\"<\/a><\/p>\n

Podle\u00a0<\/span>Goldman Sachs<\/span><\/a>\u00a0z v\u00fdvoje velmi t\u011b\u017eila tak\u00e9 \u201etmav\u00e1\u201c a \u201e\u0161ed\u00e1\u201c flotila, kterou tvo\u0159\u00ed hlavn\u011b r\u016fzn\u00ed majitel\u00e9 \u0159eck\u00fdch tanker\u016f a lod\u00ed.\u00a0Bloomberg uv\u00e1d\u00ed, \u017ee \u010c\u00edna a Indie jsou schopny nakupovat tolik rusk\u00e9 ropy, kolik cht\u011bj\u00ed, za ni\u017e\u0161\u00ed cenu ne\u017e jin\u00e9 zem\u011b, i kdy\u017e se hlavn\u00ed rusk\u00e1 ropa prod\u00e1v\u00e1 pod mezin\u00e1rodn\u00edmi referen\u010dn\u00edmi hodnotami kv\u016fli cenov\u00e9mu stropu, kter\u00fd zavedla G7.\u00a0Zna\u010dn\u00e1 \u010d\u00e1st pen\u011bz za dod\u00e1vku ropy v\u0161ak putuje nezn\u00e1m\u00fdm zprost\u0159edkovatel\u016fm.<\/span><\/p>\n

Podle<\/span><\/a>\u00a0Argus Media se hlavn\u00ed ropa produkovan\u00e1 v Rusku, uralsk\u00e1, tento m\u011bs\u00edc prod\u00e1vala v p\u0159\u00edstavu Primorsk v pr\u016fm\u011bru za 52 dolar\u016f za barel.\u00a0Jedn\u00e1 se o slevu asi 20 USD z datovan\u00e9 t\u0159\u00eddy Brent, kter\u00e1 byla na za\u010d\u00e1tku roku 40 USD.\u00a0Aby v\u0161ak spole\u010dnosti mohly poskytovat z\u00e1kladn\u00ed slu\u017eby, jako je poji\u0161t\u011bn\u00ed a tankering pro v\u00fdvoz rusk\u00e9 ropy, cena ka\u017ed\u00e9ho barelu mus\u00ed b\u00fdt podle pokyn\u016f G-7 60 USD nebo m\u00e9n\u011b.\u00a0Bloomberg zjistil, \u017ee v Indii je rozd\u00edl 12 dolar\u016f za barel mezi cenou, za kterou se ropa vyv\u00e1\u017e\u00ed, a cenou, za kterou se dov\u00e1\u017e\u00ed.\u00a0Tento rozd\u00edl je v\u00fdznamn\u00fd<\/span>proto\u017ee to znamen\u00e1, \u017ee r\u016fzn\u00ed zprost\u0159edkovatel\u00e9, jako jsou deale\u0159i, lodn\u00ed makl\u00e9\u0159i a majitel\u00e9 tanker\u016f, vyd\u011bl\u00e1vaj\u00ed kolem 900 milion\u016f dolar\u016f m\u011bs\u00ed\u010dn\u011b.<\/span><\/strong><\/p>\n

Navzdory tomu se uralsk\u00e1 ropa st\u00e1le obchoduje za v\u00fdrazn\u011b ni\u017e\u0161\u00ed ceny ve srovn\u00e1n\u00ed s cenami na sv\u011btov\u00e9m trhu.\u00a0Mno\u017estv\u00ed zobchodovan\u00e9 ropy se m\u011b\u0159\u00ed proti Dated Brent, fyzick\u00e9mu cenov\u00e9mu benchmarku stanoven\u00e9mu v Severn\u00edm mo\u0159i.\u00a0Podle \u00fadaj\u016f spole\u010dnosti Argus byla pr\u016fm\u011brn\u00e1 cena Uralu tento m\u011bs\u00edc asi 23 dolar\u016f pod t\u00edmto benchmarkem, co\u017e je podobn\u00e9 jako v kv\u011btnu, ale o n\u011bco ni\u017e\u0161\u00ed ne\u017e v dubnu.\u00a0<\/span>D\u016fvodem tohoto cenov\u00e9ho rozd\u00edlu je zapojen\u00ed prost\u0159edn\u00edk\u016f a \u201e\u0161ed\u00fdch\u201c obchodn\u00edk\u016f s ropou, kte\u0159\u00ed pom\u00e1haj\u00ed prod\u00e1vat ruskou ropu Indii a \u010c\u00edn\u011b, co\u017e m\u00e1 za n\u00e1sledek, \u017ee v\u00edce ne\u017e polovina spreadu mezi Uralem a Brentem je br\u00e1na jako provize.<\/span><\/strong><\/p>\n

V prosinci Evropsk\u00e1 unie zak\u00e1zala dovoz rusk\u00e9 ropy po mo\u0159i a zavedla cenov\u00fd strop.\u00a0To vedlo k tomu, \u017ee rusk\u00e1 ropa se musela v Asii prod\u00e1vat se slevou, aby mohla konkurovat kupc\u016fm.\u00a0Tento z\u00e1kaz v\u0161ak nezastavil rusk\u00fd v\u00fdvoz ropy a nyn\u00ed je Rusko na dobr\u00e9 cest\u011b p\u0159edb\u011bhnout Sa\u00fadskou Ar\u00e1bii na \u010d\u00ednsk\u00e9m trhu s ropou.\u00a0<\/span>Rusk\u00e1 ropa nad\u00e1le zaplavuje sv\u011btov\u00e9 trhy, d\u00edky \u010demu\u017e jsou \u201etajemn\u00ed prost\u0159edn\u00edci\u201c velmi bohat\u00ed na \u00fakor evropsk\u00fdch ob\u010dan\u016f trp\u00edc\u00edch vysokou inflac\u00ed.\u00a0<\/span><\/strong>Pokud by byla rusk\u00e1 ropa povolena na v\u0161echny trhy, nejen do Indie a \u010c\u00edny, Evropan\u00e9 by mohli nakupovat ropu za mnohem ni\u017e\u0161\u00ed cenu.<\/span><\/p>\n

Putin udr\u017euje energetickou inflaci v Asii n\u00edzkou kv\u016fli nahodil\u00fdm z\u00e1padn\u00edm politik\u016fm, zat\u00edmco Evropan\u00e9 plat\u00ed draze a riskuj\u00ed, \u017ee upadnou do recese.\u00a0Dalo by se tak\u00e9 \u0159\u00edci, \u017ee sankce proti Rusku se ve skute\u010dnosti staly dotacemi pro pr\u016fmysl v \u010c\u00edn\u011b a Indii, proto\u017ee t\u011b\u017e\u00ed z levn\u011bj\u0161\u00ed ropy.\u00a0<\/span>V dob\u011b, kdy st\u00e1le v\u00edce spole\u010dnost\u00ed opou\u0161t\u00ed N\u011bmecko a dal\u0161\u00ed zem\u011b EU kv\u016fli energetick\u00e9 bezpe\u010dnosti ani konkuren\u010dn\u00edmu cenov\u00e9mu prost\u0159ed\u00ed, je to pro Evropany obzvl\u00e1\u0161t\u011b bolestiv\u00fd v\u00fdvoj<\/span><\/strong>\u00a0.\u00a0Konkurenceschopnost EU v\u00fdrazn\u011b trp\u00ed jen proto, \u017ee politick\u00e9 veden\u00ed chce potrestat Putina.<\/span><\/p>\n

\"\"<\/p>\n

 <\/p>\n

\"\"<\/a><\/p>\n

 <\/p>\n

 <\/p>\n

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

Navzdory z\u00e1padn\u00edm sankc\u00edm Rusko \u00fadajn\u011b nad\u00e1le prod\u00e1v\u00e1 masivn\u00ed mno\u017estv\u00ed ropy do zahrani\u010d\u00ed.\u00a0Obchodn\u00edci na \u010dern\u00e9m a…<\/p>\n","protected":false},"author":2,"featured_media":31217,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[30,79,2310,310,22],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/31216"}],"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=31216"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/31216\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/31217"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=31216"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=31216"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=31216"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}