{"id":58067,"date":"2024-07-19T00:37:28","date_gmt":"2024-07-18T22:37:28","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=58067"},"modified":"2024-07-18T15:45:40","modified_gmt":"2024-07-18T13:45:40","slug":"vnejsi-dopady-cinska-prumyslova-politika-celosvetove-snizuje-naklady-na-energii-a-emise-co%e2%82%82","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2024\/07\/19\/vnejsi-dopady-cinska-prumyslova-politika-celosvetove-snizuje-naklady-na-energii-a-emise-co%e2%82%82\/","title":{"rendered":"Vn\u011bj\u0161\u00ed dopady: \u010c\u00ednsk\u00e1 pr\u016fmyslov\u00e1 politika celosv\u011btov\u011b sni\u017euje n\u00e1klady na energii a emise CO\u2082"},"content":{"rendered":"
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Toto je jeden z nejv\u00edce podn\u011btn\u00fdch\u00a0<\/span>\u010dl\u00e1nk\u016f,<\/span><\/a>\u00a0kter\u00e9 jsem v posledn\u00ed dob\u011b \u010detl o tom, jak \u010c\u00edna \u0159\u00edd\u00ed svou ekonomiku a pro\u010d nakonec vytv\u00e1\u0159\u00ed v\u011bt\u0161\u00ed hodnotu pro spole\u010dnost jako celek.<\/span><\/p>\n

V podstat\u011b autor \u2013 tajemn\u00fd Han Feizi (kryc\u00ed jm\u00e9no) \u2013 tvrd\u00ed, \u017ee Z\u00e1pad pohl\u00ed\u017e\u00ed na tvorbu hodnot p\u0159edev\u0161\u00edm prost\u0159ednictv\u00edm d\u00e9lky ziskovosti a tr\u017en\u00ed kapitalizace, zat\u00edmco \u010c\u00edna na ni pohl\u00ed\u017e\u00ed z pohledu spot\u0159ebitele a externalit.<\/span><\/p>\n

Vysv\u011btluje to na n\u011bkolika p\u0159\u00edkladech. Sol\u00e1rn\u00ed panely mimo jin\u00e9 uv\u00e1d\u011bj\u00ed, \u017ee \u201eAmerica\u2019s First Solar se ned\u00e1vno stala nejhodnotn\u011bj\u0161\u00ed fotovoltaickou spole\u010dnost\u00ed\u201c, zat\u00edmco \u201etvrd\u00e1 konkurence v \u010c\u00edn\u011b zni\u010dila mar\u017ee\u201c.<\/span><\/p>\n

Kter\u00e1 zem\u011b tedy vytvo\u0159ila v\u011bt\u0161\u00ed hodnotu, pokud jde o sol\u00e1rn\u00ed panely? Inu, autor argumentuje, „skute\u010dnost, \u017ee se \u010d\u00ednsk\u00e9 fotovoltaick\u00e9 spole\u010dnosti navz\u00e1jem vra\u017ed\u00ed t\u00edm, \u017ee zaplavuj\u00ed sv\u011bt levn\u00fdmi sol\u00e1rn\u00edmi panely, je prima facie d\u016fkazem dechberouc\u00edho politick\u00e9ho \u00fasp\u011bchu a vytv\u00e1\u0159en\u00ed hodnot.“<\/span><\/p>\n

Pro\u010d? Proto\u017ee v kone\u010dn\u00e9m d\u016fsledku je hodnota pro spole\u010dnost m\u00edt spoustu sol\u00e1rn\u00edch panel\u016f za velmi dostupn\u00e9 ceny, ne akcie s tr\u017en\u00ed kapitalizac\u00ed za bilion dolar\u016f… Stejn\u011b jako \u201emy z \u0159ezn\u00edka, sl\u00e1dka a peka\u0159e chceme hov\u011bz\u00ed maso, pivo a chleba, ne \u017ee oni. „\u00da\u017easn\u011b bohat\u00ed obchodn\u00edci.“<\/span><\/p>\n

Ve skute\u010dnosti autor tvrd\u00ed, \u017ee ocen\u011bn\u00ed mega-cap nazna\u010duj\u00ed, \u017ee se n\u011bco v\u00e1\u017en\u011b pokazilo. Opravdu chceme technologick\u00e9 miliard\u00e1\u0159e nebo opravdu chceme technologie?<\/span><\/p>\n

Tot\u00e9\u017e plat\u00ed pro elektrick\u00e1 vozidla: USA kon\u010d\u00ed s Teslou, kter\u00e1 m\u00e1 tr\u017en\u00ed kapitulaci 788 miliard dolar\u016f, zat\u00edmco \u010c\u00edna kon\u010d\u00ed s obrovsk\u00fdm ekosyst\u00e9mem v\u00edce ne\u017e 250 model\u016f EV, ze kter\u00fdch si m\u016f\u017eete vybrat (nejv\u011bt\u0161\u00ed hr\u00e1\u010d, BYD, m\u00e1 tr\u017en\u00ed kapitalizaci 93 miliard USD) v neuv\u011b\u0159iteln\u011b konkuren\u010dn\u00edm prost\u0159ed\u00ed. V kone\u010dn\u00e9m d\u016fsledku \u010d\u00ednsk\u00e9 spole\u010dnosti prod\u00e1vaj\u00ed mnohem v\u00edce aut ne\u017e Tesla, jsou mnohem inovativn\u011bj\u0161\u00ed a co je d\u016fle\u017eit\u011bj\u0161\u00ed, dost\u00e1v\u00e1me se do situace, kdy t\u00e9m\u011b\u0159 60 % prodan\u00fdch aut v \u010c\u00edn\u011b tvo\u0159\u00ed elektromobily, zat\u00edmco v USA je to pouze 7 %. .. Kter\u00fd syst\u00e9m tedy vytvo\u0159il v\u011bt\u0161\u00ed \u201ehodnotu\u201c?<\/span><\/p>\n

Jak \u201eHan Feizi\u201c \u0161kodolib\u011b p\u00ed\u0161e: \u201eTento autor si mysl\u00ed, \u017ee ohromen\u00ed fanboyov\u00e9 by ud\u011blali l\u00e9pe, kdyby uct\u00edvali Elona Muska o n\u011bco m\u00e9n\u011b a po\u017eadovali o n\u011bco v\u00edce cenov\u011b dostupn\u011bj\u0161\u00ed auta, ale to je jen m\u016fj n\u00e1zor.\u201c<\/span><\/p>\n

A pak jsou tu externality, kter\u00e9 autor pr\u00e1vem ozna\u010duje za \u201ev\u00fdznamn\u011bj\u0161\u00ed v\u00fdstupy pr\u016fmyslov\u00e9 politiky\u201c z hlediska tvorby hodnoty.<\/span><\/p>\n

Pokud jde o elektrick\u00e1 vozidla, externality zahrnuj\u00ed \u201esn\u00ed\u017een\u00ed z\u00e1vislosti \u010c\u00edny na dovozu ropy a sn\u00ed\u017een\u00ed emis\u00ed pevn\u00fdch \u010d\u00e1stic a CO\u2082\u201c. A pokud jde o n\u00edzk\u00e9 ceny sol\u00e1rn\u00edch panel\u016f, zahrnuj\u00ed \u201ev\u00fdrazn\u00e9 sn\u00ed\u017een\u00ed n\u00e1klad\u016f na energii pro glob\u00e1ln\u00ed Jih s masivn\u00edmi geopolitick\u00fdmi d\u016fsledky\u201c. Nen\u00ed to tvorba hodnot? Samoz\u0159ejm\u011b je, ale nen\u00ed to zachyceno v EBITDA spole\u010dnosti nebo tr\u017en\u00ed kapitalizaci…<\/span><\/p>\n

Na z\u00e1v\u011br n\u00e1s tento d\u00edl p\u0159iv\u00e1d\u00ed zp\u011bt k z\u00e1kladn\u00edm princip\u016fm: co je ekonomick\u00fd \u00fasp\u011bch, co je vytv\u00e1\u0159en\u00ed hodnot? Mo\u017en\u00e1, jen mo\u017en\u00e1, je to p\u0159\u00edstup, kter\u00fd p\u0159in\u00e1\u0161\u00ed hmatateln\u00e1 zlep\u0161en\u00ed v \u017eivotech lid\u00ed, sp\u00ed\u0161e ne\u017e bilionov\u00e9 spole\u010dnosti a miliard\u00e1\u0159i gener\u00e1ln\u00ed \u0159editel\u00e9.<\/span><\/p>\n

Arnaud Bertrand<\/span><\/a>\u00a0Via X<\/span><\/p>\n<\/div>\n<\/div>\n

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

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Toto je jeden z nejv\u00edce podn\u011btn\u00fdch\u00a0\u010dl\u00e1nk\u016f,\u00a0kter\u00e9 jsem v posledn\u00ed dob\u011b \u010detl o tom, jak \u010c\u00edna…<\/p>\n","protected":false},"author":2,"featured_media":52002,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[30,2692,59,276],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/58067"}],"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=58067"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/58067\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/52002"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=58067"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=58067"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=58067"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}