{"id":74266,"date":"2025-03-17T00:11:17","date_gmt":"2025-03-16T23:11:17","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=74266"},"modified":"2025-03-16T14:30:51","modified_gmt":"2025-03-16T13:30:51","slug":"zakaz-vyvozu-kobaltu-v-kongu-otrasa-automobilovym-prumyslem","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2025\/03\/17\/zakaz-vyvozu-kobaltu-v-kongu-otrasa-automobilovym-prumyslem\/","title":{"rendered":"Z\u00e1kaz v\u00fdvozu kobaltu v Kongu ot\u0159\u00e1s\u00e1 automobilov\u00fdm pr\u016fmyslem"},"content":{"rendered":"<div id=\"fb-root\"><\/div>\n<p><strong><span>Demokratick\u00e1 republika Kongo zavedla \u010dty\u0159m\u011bs\u00ed\u010dn\u00ed z\u00e1kaz v\u00fdvozu kobaltu, \u010d\u00edm\u017e vyvinula obrovsk\u00fd tlak na glob\u00e1ln\u00ed dodavatelsk\u00e9 \u0159et\u011bzce elektrick\u00fdch vozidel. Z\u00e1kaz, kter\u00fd vstoupil v platnost 22. \u00fanora 2025, ji\u017e vedl k dramatick\u00e9mu n\u00e1r\u016fstu ceny suroviny nezbytn\u00e9 pro lithium-iontov\u00e9 baterie.<\/span><\/strong><\/p>\n<p><span>Podle Fastmarkets se cena hydroxidu kobaltnat\u00e9ho \u2013 hlavn\u00edho v\u00fdvozn\u00edho artiklu Konga \u2013 od ozn\u00e1men\u00ed zv\u00fd\u0161ila o 84 procent a v \u00fater\u00fd dos\u00e1hla 10,50 dolaru za libru, co\u017e je nejvy\u0161\u0161\u00ed \u00farove\u0148 od \u010dervence 2023. Cena kovov\u00e9ho kobaltu tak\u00e9 zaznamenala n\u00e1r\u016fst o 43 procent.<\/span><\/p>\n<p><span>\u201eToto opat\u0159en\u00ed m\u00e1 za c\u00edl regulovat nab\u00eddku na mezin\u00e1rodn\u00edm trhu, kter\u00fd \u010del\u00ed p\u0159ebytku produkce,\u201c vysv\u011btlil Patrick Luabeya, prezident kon\u017esk\u00e9 agentury pro regulaci strategick\u00fdch nerost\u016f (ARECOMS). Rozhodnut\u00ed p\u0159i\u0161lo pot\u00e9, co ceny kobaltu klesly na 21let\u00e9 minimum kv\u016fli celosv\u011btov\u00e9mu p\u0159evisu nab\u00eddky.<\/span><\/p>\n<h3 id=\"h-76-prozent-des-kobalts-stammen-aus-dem-kongo\" class=\"wp-block-heading\"><span>76 procent kobaltu poch\u00e1z\u00ed z Konga<\/span><\/h3>\n<p><span>Kongo, kter\u00e9 z\u00e1sobuje asi 76 procent sv\u011btov\u00e9 pot\u0159eby kobaltu, za\u017e\u00edv\u00e1 v posledn\u00edch letech masivn\u00ed n\u00e1r\u016fst produkce. Zejm\u00e9na \u010d\u00ednsk\u00e1 t\u011b\u017ea\u0159sk\u00e1 spole\u010dnost CMOC Group, nejv\u011bt\u0161\u00ed sv\u011btov\u00fd producent kobaltu, loni v\u00edce ne\u017e zdvojn\u00e1sobila svou produkci ze zhruba 56 000 na zhruba 114 000 tun.<\/span><\/p>\n<p><span>Dopady z\u00e1kazu v\u00fdvozu jsou ji\u017e patrn\u00e9. Telf AG, kobaltov\u00fd marketingov\u00fd partner skupiny Eurasian Resources Group, deklaroval vy\u0161\u0161\u00ed moc ve sv\u00fdch dodavatelsk\u00fdch smlouv\u00e1ch. \u201eZ\u00e1kaz exportu kobaltu byl ve\u0159ejn\u011b ozn\u00e1men vl\u00e1dou KDR a stejn\u011b jako mnoho dal\u0161\u00edch \u00fa\u010dastn\u00edk\u016f v tomto odv\u011btv\u00ed v sou\u010dasn\u00e9 dob\u011b p\u0159ezkoum\u00e1v\u00e1me na\u0161e mo\u017enosti v reakci na tento v\u00fdvoj,\u201c \u0159ekl\u00a0<\/span><a href=\"https:\/\/www.bnnbloomberg.ca\/business\/international\/2025\/03\/12\/cobalt-prices-spike-as-congo-export-halt-rattles-supply-chain\/\"><span>agentu\u0159e Bloomberg<\/span><\/a><span> mluv\u010d\u00ed spole\u010dnosti Telf . Krom\u011b CMOC a Eurasian Resources Group je v\u00fdznamn\u00fdm producentem kobaltu v Kongu tak\u00e9 \u0161v\u00fdcarsk\u00e1 surovinov\u00e1 skupina Glencore. Z\u00e1kaz v\u00fdvozu se t\u00fdk\u00e1 v\u0161ech spole\u010dnost\u00ed, kter\u00e9 plat\u00ed \u201ejednostrann\u011b a bez v\u00fdjimky\u201c. V\u00fdvoz m\u011bdi v\u0161ak nen\u00ed ovlivn\u011bn.<\/span><\/p>\n<h3 id=\"h-weitere-preissteigerungen-erwartet\" class=\"wp-block-heading\"><span>O\u010dek\u00e1v\u00e1 se dal\u0161\u00ed zv\u00fd\u0161en\u00ed cen<\/span><\/h3>\n<p><span>Analytici o\u010dek\u00e1vaj\u00ed, \u017ee ceny kobaltu budou v n\u00e1sleduj\u00edc\u00edch t\u00fddnech d\u00e1le r\u016fst. \u201eZ\u00e1kaz exportu by mohl p\u0159edstavovat zna\u010dn\u00e9 riziko pro \u010d\u00ednsk\u00e9 spole\u010dnosti, kter\u00e9 investovaly miliardy dolar\u016f do t\u011b\u017eebn\u00edho pr\u016fmyslu v Kon\u017esk\u00e9 demokratick\u00e9 republice,\u201c varuje Robert Searle z Fastmarkets. &#8222;Tato nejistota a z\u00e1kaz je zastihl nep\u0159ipraven\u00e9 a mohly by zpomalit dal\u0161\u00ed investice v zemi.&#8220;<\/span><\/p>\n<p><span>Z dlouhodob\u00e9ho hlediska by v\u0161ak z\u00e1kaz v\u00fdvozu mohl m\u00edt nezam\u00fd\u0161len\u00e9 d\u016fsledky. \u201eVy\u0161\u0161\u00ed ceny kobaltu a naru\u0161en\u00ed dod\u00e1vek by mohly v nadch\u00e1zej\u00edc\u00edch letech v\u00e9st ke zv\u00fd\u0161en\u00e9mu pou\u017e\u00edv\u00e1n\u00ed bezkobaltov\u00fdch bateri\u00ed v\u00fdrobci elektromobil\u016f,\u201c pokra\u010doval Searle. Jakmile bude z\u00e1kaz v\u00fdvozu zru\u0161en, ceny se pravd\u011bpodobn\u011b znovu zhrout\u00ed. Odborn\u00edci proto zd\u016fraz\u0148uj\u00ed pot\u0159ebu dlouhodob\u00fdch dohod o dod\u00e1vk\u00e1ch, aby se produkce vyrovnala. Sou\u010dasn\u00e1 situace p\u0159ipom\u00edn\u00e1 roky 2022-23, kdy Kongo kdysi pozastavilo v\u00fdvoz kobaltu a m\u011bdi z dol\u016f CMOC kv\u016fli da\u0148ov\u00e9mu sporu s \u010d\u00ednskou spole\u010dnost\u00ed. V t\u00e9 dob\u011b CMOC p\u0159edstavoval asi 10 procent celosv\u011btov\u00e9 produkce kobaltu.<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-71983\" src=\"http:\/\/www.infokuryr.cz\/n\/wp-content\/uploads\/2025\/02\/aaa.jpg\" alt=\"\" width=\"89\" height=\"23\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Demokratick\u00e1 republika Kongo zavedla \u010dty\u0159m\u011bs\u00ed\u010dn\u00ed z\u00e1kaz v\u00fdvozu kobaltu, \u010d\u00edm\u017e vyvinula obrovsk\u00fd tlak na glob\u00e1ln\u00ed dodavatelsk\u00e9&#8230;<\/p>\n","protected":false},"author":2,"featured_media":74267,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[2621,8718,5211],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/74266"}],"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=74266"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/74266\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/74267"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=74266"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=74266"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=74266"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}