{"id":64337,"date":"2024-10-17T00:39:20","date_gmt":"2024-10-16T22:39:20","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=64337"},"modified":"2024-10-16T19:09:51","modified_gmt":"2024-10-16T17:09:51","slug":"rio-tinto-stane-jednim-z-nejvetsich-svetovych-producentu-lithia-klicem-k-expanzi-je-podpora-rozvoje-elektromobility","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2024\/10\/17\/rio-tinto-stane-jednim-z-nejvetsich-svetovych-producentu-lithia-klicem-k-expanzi-je-podpora-rozvoje-elektromobility\/","title":{"rendered":"Rio Tinto stane jedn\u00edm z nejv\u011bt\u0161\u00edch sv\u011btov\u00fdch producent\u016f lithia. Kl\u00ed\u010dem k expanzi je podpora rozvoje elektromobility"},"content":{"rendered":"
<\/div>\n

Skupina Rio Tinto se zam\u011b\u0159uje na strategick\u00e9 akvizice s c\u00edlem pos\u00edlit svou pozici na trhu s kritick\u00fdmi miner\u00e1ly, kter\u00e9 jsou kl\u00ed\u010dov\u00e9 pro technologick\u00fd pokrok a p\u0159echod na obnoviteln\u00e9 zdroje energie.<\/em> Nyn\u00ed je p\u0159ipravena prohloubit svou p\u0159\u00edtomnost v oblasti t\u011b\u017eby lithia d\u00edky miliardov\u00e9 akvizici spole\u010dnosti Arcadium Lithium, \u010d\u00edm\u017e si zajist\u00ed p\u0159\u00edstup k dal\u0161\u00edm z\u00e1sob\u00e1m tohoto nezbytn\u00e9ho nerostu.<\/em> Kl\u00ed\u010dovou motivac\u00ed pro tuto expanzi je pokra\u010duj\u00edc\u00ed r\u016fst popt\u00e1vky po lithiu, kter\u00fd podporuje rozvoj elektromobil\u016f a skladov\u00e1n\u00ed energie.<\/em><\/p>\n

Miliardov\u00e1 akvizice Arcadium Lithium<\/strong><\/span><\/p>\n

Spole\u010dnost Rio Tinto investuje 6,7 miliardy USD do akvizice spole\u010dnosti Arcadium Lithium, \u010d\u00edm\u017e se stane t\u0159et\u00edm nejv\u011bt\u0161\u00edm producentem lithia na sv\u011bt\u011b. Podle agentury Reuters se o\u010dek\u00e1v\u00e1, \u017ee prodej bude dokon\u010den b\u011bhem p\u0159\u00ed\u0161t\u00edho roku. D\u00edky dohod\u011b z\u00edsk\u00e1 Arcadium p\u0159\u00edstup k dol\u016fm a zpracovatelsk\u00fdm z\u00e1vod\u016fm na \u010dty\u0159ech kontinentech. Rio Tinto je ji\u017e \u0159adu let etablovan\u00fdm hr\u00e1\u010dem na trhu s cenn\u00fdmi miner\u00e1ly, jako je hlin\u00edk, m\u011b\u010f, titan a vysoce kvalitn\u00ed \u017eelezn\u00e1 ruda. V\u0161echny hraj\u00ed d\u016fle\u017eitou roli p\u0159i p\u0159echodu na udr\u017eiteln\u00e9 zdroje energie a tak\u00e9 p\u0159i v\u00fdvoji nov\u00fdch technologi\u00ed, kter\u00fd postupuje z\u00e1vratnou rychlost\u00ed. Mezi klienty spole\u010dnosti Arcadium pat\u0159\u00ed automobilky, jako jsou Tesla, General Motors a BMW.<\/p>\n

Rostouc\u00ed vliv na trhu s\u00a0lithiem<\/strong><\/span><\/p>\n

Spole\u010dnost Rio Tinto se aktivn\u011b pod\u00edl\u00ed na \u0159ad\u011b lithiov\u00fdch projekt\u016f, jejich\u017e c\u00edlem je uspokojit rostouc\u00ed celosv\u011btovou popt\u00e1vku po t\u00e9to kl\u00ed\u010dov\u00e9 sou\u010d\u00e1sti bateri\u00ed pro elektromobily. Jedn\u00edm z v\u00fdznamn\u00fdch projekt\u016f je rozvoj lo\u017eiska Jadar v Srbsku, kde se o\u010dek\u00e1v\u00e1 produkce p\u0159ibli\u017en\u011b 58 000 tun lithia ro\u010dn\u011b. Navzdory do\u010dasn\u00e9mu pozastaven\u00ed z d\u016fvodu environment\u00e1ln\u00edch obav z\u00edskal tento projekt kone\u010dn\u011b podporu srbsk\u00fdch \u00fa\u0159ad\u016f. Krom\u011b toho spole\u010dnost v roce 2022 z\u00edskala za 825 milion\u016f USD projekt Rincon v Argentin\u011b. Rincon se nach\u00e1z\u00ed v oblasti zn\u00e1m\u00e9 jako \u201elithiov\u00fd troj\u00faheln\u00edk\u201c, kde se vyu\u017e\u00edv\u00e1 nov\u00e1 metoda t\u011b\u017eby formou p\u0159\u00edm\u00e9 extrakce. Tento projekt m\u00e1 t\u011b\u017eebn\u00ed potenci\u00e1l na 40 let. Spole\u010dnost Rio Tinto odhaduje, \u017ee popt\u00e1vka po lithiu do roku 2030 v\u00fdrazn\u011b vzroste, a pr\u00e1v\u011b investice, jako je tato, j\u00ed umo\u017en\u00ed b\u00fdt na nadch\u00e1zej\u00edc\u00ed zm\u011bny l\u00e9pe p\u0159ipravena.<\/p>\n

Kolaps cen lithia<\/strong><\/span><\/p>\n

Ceny lithia od sv\u00e9ho vrcholu v roce 2022 v\u00fdrazn\u011b klesly, co\u017e bylo zp\u016fsobeno p\u0159edev\u0161\u00edm nadm\u011brn\u00fdmi z\u00e1sobami a sn\u00ed\u017eenou popt\u00e1vkou po elektromobilech v \u010c\u00edn\u011b, kter\u00e1 je jedn\u00edm z nejv\u011bt\u0161\u00edch trh\u016f s t\u00edmto nerostem pro baterie. Krom\u011b toho \u00fa\u0159edn\u00edk americk\u00e9ho ministerstva zahrani\u010d\u00ed Jose Fernandez obvinil \u010d\u00ednsk\u00e9 t\u011b\u017eebn\u00ed spole\u010dnosti, \u017ee z\u00e1m\u011brn\u011b zaplavuj\u00ed sv\u011btov\u00e9 trhy nadm\u011brn\u00fdmi z\u00e1sobami lithia, co\u017e nut\u00ed ostatn\u00ed prodejce je\u0161t\u011b v\u00edce sni\u017eovat ceny a nakonec n\u011bkter\u00e9 z nich zcela vytla\u010duje z trhu. Klesaj\u00edc\u00ed ceny t\u00e9to suroviny mohou ovlivnit i spole\u010dnost Rio Tinto, a to omezen\u00edm jej\u00edch zisk\u016f nebo zpomalen\u00edm investic do nov\u00fdch projekt\u016f. Spole\u010dnost v\u0161ak dostate\u010dn\u011b diverzifikovala sv\u00e9 podnik\u00e1n\u00ed a v\u011bnuje se dod\u00e1vk\u00e1m do n\u011bkolika odv\u011btv\u00ed najednou. Na druhou stranu m\u016f\u017ee b\u00fdt pokles cen v\u00fdhodou pro spole\u010dnosti v tomto odv\u011btv\u00ed, kter\u00e9 se sna\u017e\u00ed roz\u0161\u00ed\u0159it sv\u016fj pod\u00edl na trhu, i pro jejich z\u00e1kazn\u00edky, jako jsou v\u00fdrobci bateri\u00ed a elektromobil\u016f.<\/p>\n

Hospod\u00e1\u0159sk\u00e9 v\u00fdsledky a v\u00fdvoj akci\u00ed<\/strong><\/span><\/p>\n

Spole\u010dnost Rio Tinto zaznamenala v posledn\u00edch dvou letech sm\u00ed\u0161en\u00e9 v\u00fdsledky, kter\u00e9 byly ovlivn\u011bny kol\u00eds\u00e1n\u00edm cen komodit a glob\u00e1ln\u00edmi ekonomick\u00fdmi podm\u00ednkami. V prvn\u00ed polovin\u011b roku 2024 spole\u010dnost vyk\u00e1zala pom\u011brn\u011b velk\u00fd n\u00e1r\u016fst \u010dist\u00e9ho zisku o 14 % na 5,8 miliard USD. Tr\u017eby se m\u00edrn\u011b zv\u00fd\u0161ily o 1 % na 26,8 miliard USD, a to p\u0159edev\u0161\u00edm d\u00edky rostouc\u00edm cen\u00e1m m\u011bdi a odolnosti cen \u017eelezn\u00e9 rudy, kter\u00e1 pat\u0159\u00ed mezi hlavn\u00ed aktiva spole\u010dnosti. Cena akci\u00ed Rio Tinto na newyorsk\u00e9 burze (NYSE) v \u00fater\u00fd 8. \u0159\u00edjna 2024 klesla o v\u00edce ne\u017e 4 % na 66,66 USD*, co\u017e je zp\u016fsobeno \u00fazkou vazbou t\u011b\u017eebn\u00ed spole\u010dnosti na ekonomickou situaci v \u010c\u00edn\u011b, kde je v sou\u010dasn\u00e9 dob\u011b nejist\u00e1 situace ohledn\u011b ohl\u00e1\u0161en\u00fdch stimula\u010dn\u00edch opat\u0159en\u00ed vl\u00e1dy k nastartov\u00e1n\u00ed tamn\u00ed ekonomiky.<\/p>\n

Zdroj: Investing.com*<\/em><\/p>\n

Z\u00e1v\u011br<\/strong><\/span><\/p>\n

Spole\u010dnost Rio Tinto sv\u00fdmi akvizicemi reaguje na zm\u011bny glob\u00e1ln\u00edch trend\u016f a popt\u00e1vky po obnoviteln\u00fdch zdroj\u00edch energie. Akvizice vlastnictv\u00ed spole\u010dnosti Arcadium Lithium p\u0159ich\u00e1z\u00ed v dob\u011b v\u00fdrazn\u00e9ho poklesu cen lithia, co\u017e j\u00ed umo\u017e\u0148uje z\u00edskat v\u00fdznamn\u00e9 z\u00e1soby tohoto nerostu a zajistit si aktiva za p\u0159\u00edznivou cenu. Krom\u011b toho disponuje siln\u00fdm kapit\u00e1lem a zdroji na rozvoj a provoz z\u00edskan\u00fdch aktiv, co\u017e m\u016f\u017ee b\u00fdt v\u00fdhodn\u00e9 zejm\u00e9na v dob\u011b v\u00fdkyv\u016f na trhu. Vzhledem k p\u0159edpokl\u00e1dan\u00e9mu r\u016fstu popt\u00e1vky po lithiu by akvizice spole\u010dnosti Arcadium mohla spole\u010dnosti Rio Tinto poskytnout pevn\u00fd z\u00e1klad pro dlouhodob\u00fd r\u016fst a ziskovost. [1]<\/p>\n

David Matulay, analytik spole\u010dnosti<\/strong> InvestingFox<\/strong><\/a><\/p>\n

* \u00dadaje, kter\u00e9 se t\u00fdkaj\u00ed minulosti, nejsou z\u00e1rukou budouc\u00edch v\u00fdnos\u016f.<\/p>\n

[1] V\u00fdhledov\u00e1 prohl\u00e1\u0161en\u00ed p\u0159edstavuj\u00ed p\u0159edpoklady a sou\u010dasn\u00e1 o\u010dek\u00e1v\u00e1n\u00ed, kter\u00e1 nemus\u00ed b\u00fdt p\u0159esn\u00e1 nebo vych\u00e1zej\u00ed ze sou\u010dasn\u00e9ho ekonomick\u00e9ho prost\u0159ed\u00ed, kter\u00e9 se m\u016f\u017ee zm\u011bnit. Tato prohl\u00e1\u0161en\u00ed nejsou z\u00e1rukou budouc\u00ed v\u00fdkonnosti. V\u00fdhledov\u00e1 prohl\u00e1\u0161en\u00ed jsou ze sv\u00e9 podstaty spojena s rizikem a nejistotou, proto\u017ee se t\u00fdkaj\u00ed budouc\u00edch ud\u00e1lost\u00ed a okolnost\u00ed, kter\u00e9 nelze p\u0159edv\u00eddat, a skute\u010dn\u00fd v\u00fdvoj a v\u00fdsledky se mohou podstatn\u011b li\u0161it od t\u011bch, kter\u00e9 jsou vyj\u00e1d\u0159eny nebo nazna\u010deny v jak\u00fdchkoli v\u00fdhledov\u00fdch prohl\u00e1\u0161en\u00edch.<\/p>\n

Upozorn\u011bn\u00ed! Tento marketingov\u00fd materi\u00e1l nen\u00ed a nesm\u00ed b\u00fdt pova\u017eov\u00e1n za investi\u010dn\u00ed poradenstv\u00ed. \u00dadaje o minul\u00e9 v\u00fdkonnosti nejsou z\u00e1rukou budouc\u00edch v\u00fdnos\u016f. Investov\u00e1n\u00ed v ciz\u00ed m\u011bn\u011b m\u016f\u017ee m\u00edt vliv na v\u00fdnosy v d\u016fsledku kol\u00eds\u00e1n\u00ed. V\u0161echny transakce s cenn\u00fdmi pap\u00edry mohou v\u00e9st jak k zisk\u016fm, tak ke ztr\u00e1t\u00e1m. V\u00fdhledov\u00e1 prohl\u00e1\u0161en\u00ed p\u0159edstavuj\u00ed p\u0159edpoklady a sou\u010dasn\u00e1 o\u010dek\u00e1v\u00e1n\u00ed, kter\u00e1 nemus\u00ed b\u00fdt p\u0159esn\u00e1 nebo vych\u00e1zej\u00ed ze sou\u010dasn\u00e9ho ekonomick\u00e9ho prost\u0159ed\u00ed, kter\u00e9 se m\u016f\u017ee zm\u011bnit. Tato prohl\u00e1\u0161en\u00ed nejsou z\u00e1rukou budouc\u00ed v\u00fdkonnosti. InvestingFox je ochrann\u00e1 zn\u00e1mka spole\u010dnosti CAPITAL MARKETS, o.c.p., a.s. regulovan\u00e9 N\u00e1rodn\u00ed bankou Slovenska.<\/p>\n

Zdroje:<\/strong><\/span><\/p>\n

https:\/\/www.investing.com\/news\/stock-market-news\/rio-tinto-to-buy-arcadium-lithium-in-67-bln-deal-3654620<\/a><\/p>\n

https:\/\/www.investing.com\/news\/economy-news\/rio-tinto-to-buy-arcadium-lithium-for-67-billion-3654562<\/a><\/p>\n

https:\/\/riotintoserbia.com\/en\/jadar-project\/<\/a><\/p>\n

https:\/\/www.mining.com\/rio-tinto-secures-lithium-project-in-argentina\/<\/a><\/p>\n

https:\/\/www.asiafinancial.com\/us-says-china-is-oversupplying-lithium-to-kill-off-rival-firms<\/a><\/p>\n

https:\/\/company-announcements.afr.com\/asx\/rio\/5e9f50c1-4ebf-11ef-b51d-b681c1fa9655.pdf<\/a><\/p>\n

 <\/p>\n

 <\/p>\n

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

Skupina Rio Tinto se zam\u011b\u0159uje na strategick\u00e9 akvizice s c\u00edlem pos\u00edlit svou pozici na trhu…<\/p>\n","protected":false},"author":2,"featured_media":26170,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[1042,59,45,2230],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/64337"}],"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=64337"}],"version-history":[{"count":1,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/64337\/revisions"}],"predecessor-version":[{"id":64338,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/64337\/revisions\/64338"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/26170"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=64337"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=64337"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=64337"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}