{"id":80060,"date":"2025-05-31T00:22:09","date_gmt":"2025-05-30T22:22:09","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=80060"},"modified":"2025-05-30T12:24:31","modified_gmt":"2025-05-30T10:24:31","slug":"vietnam-snizuje-dotace-klimaticke-silenstvi-ztratilo-13-miliard-dolaru","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2025\/05\/31\/vietnam-snizuje-dotace-klimaticke-silenstvi-ztratilo-13-miliard-dolaru\/","title":{"rendered":"Vietnam sni\u017euje dotace: klimatick\u00e9 \u0161\u00edlenstv\u00ed ztratilo 13 miliard dolar\u016f"},"content":{"rendered":"
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Vietnamsk\u00e1 st\u00e1tn\u00ed energetick\u00e1 spole\u010dnost EVN zp\u011btn\u011b sni\u017euje dotace na sol\u00e1rn\u00ed a v\u011btrn\u00e9 elektr\u00e1rny. V\u00edce ne\u017e 40 mezin\u00e1rodn\u00edch investor\u016f varuje p\u0159ed krachem sv\u00fdch projekt\u016f a p\u0159ed nespl\u00e1cen\u00edm z\u00e1vazk\u016f v \u0159\u00e1du miliard. Nyn\u00ed hroz\u00ed pr\u00e1vn\u00edmi kroky na mezin\u00e1rodn\u00ed \u00farovni. Pou\u010den\u00ed o realit\u011b p\u0159echodu na \u201ezelenou\u201c energii.<\/span><\/strong><\/p>\n

Vietnamsk\u00e1 vl\u00e1da p\u016fvodn\u011b nab\u00edzela v\u00fdkupn\u00ed ceny sol\u00e1rn\u00ed energie v rozmez\u00ed 7,09 a\u017e 9,35 americk\u00fdch cent\u016f za kilowatthodinu \u2013 platn\u00e9 po dobu 20 let. Tyto naprosto p\u0159edra\u017een\u00e9 podm\u00ednky m\u011bly nal\u00e1kat zahrani\u010dn\u00ed investory do pasti a podpo\u0159it ideologicky motivovan\u00fd p\u0159echod na tzv. obnoviteln\u00e9 zdroje energie. Ale od ledna 2025 plat\u00ed st\u00e1tn\u00ed dodavatel elekt\u0159iny EVN pouze ekvivalent 4,7 americk\u00fdch cent\u016f za kilowatthodinu v m\u00edstn\u00ed m\u011bn\u011b. To odpov\u00edd\u00e1\u00a0<\/span>sn\u00ed\u017een\u00ed o 34 a\u017e 50 procent<\/span><\/a> v z\u00e1vislosti na sm\u011bnn\u00e9m kurzu.<\/span><\/p>\n

Zd\u016fvodn\u011bn\u00ed poskytovan\u00e9 komunistick\u00fdmi \u00fa\u0159ady je uk\u00e1zkov\u00fdm p\u0159\u00edkladem st\u00e1tn\u00ed zv\u016fle: \u00fadajn\u011b mnoha projekt\u016fm chyb\u00ed d\u016fle\u017eit\u00e1 dokumentace \u2013 tzv. \u201eP\u0159evzet\u00ed dokon\u010den\u00ed stavby\u201c (PDO). Zaj\u00edmav\u00e9 je, \u017ee tento certifik\u00e1t nebyl v dob\u011b p\u016fvodn\u00edho schvalov\u00e1n\u00ed projektu v\u016fbec vy\u017eadov\u00e1n. Investo\u0159i postavili sv\u00e9 z\u00e1vody podle tehdy platn\u00fdch pravidel a uvedli je do provozu. A\u017e v \u010dervnu 2023 \u2013 o n\u011bkolik let pozd\u011bji a po skon\u010den\u00ed platnosti dota\u010dn\u00edch program\u016f \u2013 zavedlo ministerstvo pr\u016fmyslu tento po\u017eadavek zp\u011btn\u011b.\u00a0<\/span>Klasick\u00fd p\u0159\u00edpad retroaktivn\u00edch zm\u011bn pravidel,<\/span><\/a>\u00a0kter\u00e9 maj\u00ed za c\u00edl vyhnout se nep\u0159\u00edjemn\u00fdm a n\u00e1kladn\u00fdm platebn\u00edm povinnostem \u2013 metoda, kter\u00e1 se stala normou pro zelen\u00e9 projekty po cel\u00e9m sv\u011bt\u011b.<\/span><\/p>\n

Mezin\u00e1rodn\u00ed spekulanti v pasti, kterou si sami vytvo\u0159ili<\/span><\/h3>\n

V\u00edce ne\u017e 40 zahrani\u010dn\u00edch i m\u00edstn\u00edch investor\u016f, kte\u0159\u00ed reprezentuj\u00ed celkovou kapacitu 6,38 gigawatt\u016f, si nyn\u00ed v dopise adresovan\u00e9m vl\u00e1d\u011b st\u011b\u017euje na sv\u00e9 ztr\u00e1ty. Mezi signat\u00e1\u0159i jsou obvykl\u00ed podez\u0159el\u00ed z klimatick\u00e9ho pr\u016fmyslu: japonsk\u00e9 spole\u010dnosti Fujiwara Energy a Toho Gas, thajsk\u00e1 spole\u010dnost B.Grimm Renewable, filip\u00ednsk\u00e1 ACEN a r\u016fzn\u00e9 spole\u010dnosti z Portugalska a Nizozemska.\u00a0<\/span>V s\u00e1zce je v\u00edce ne\u017e 13 miliard dolar\u016f vlastn\u00edho kapit\u00e1lu<\/span><\/a> \u2013 pen\u00edze, kter\u00e9 mohly b\u00fdt investov\u00e1ny do rozumn\u00fdch a prodejn\u00edch energetick\u00fdch projekt\u016f.<\/span><\/p>\n

Investo\u0159i hl\u00e1s\u00ed probl\u00e9my s likviditou, kter\u00e9 ohro\u017euj\u00ed \u201e\u00fadr\u017ebu, opravy a provoz za\u0159\u00edzen\u00ed\u201c. Mnoz\u00ed jsou ji\u017e v konfliktu se sv\u00fdmi v\u011b\u0159iteli a hroz\u00ed jim neschopnost spl\u00e1cet. Jak\u00e9 p\u0159ekvapen\u00ed: projekty, kter\u00e9 jsou ziskov\u00e9 pouze d\u00edky masivn\u00edm vl\u00e1dn\u00edm dotac\u00edm, se hrout\u00ed, jakmile tyto dotace zmiz\u00ed. Dominic Scriven ze spole\u010dnosti Dragon Capital, jej\u00ed\u017e spole\u010dnost provozuje sol\u00e1rn\u00ed elektr\u00e1rny s kapacitou 123 megawatt\u016f, varuje p\u0159ed trval\u00fdm po\u0161kozen\u00edm investi\u010dn\u00edho klimatu \u2013 jako by tento obchodn\u00ed model byl n\u011bkdy udr\u017eiteln\u00fd \u2013 finan\u010dn\u011b i z hlediska zdroj\u016f.<\/span><\/p>\n

EVN se probouz\u00ed ze zelen\u00e9ho snu<\/span><\/h3>\n

St\u00e1tn\u00ed dodavatel elekt\u0159iny EVN ospravedl\u0148uje sv\u00e9 jedn\u00e1n\u00ed ho\u0159kou realitou: Spole\u010dnost vyk\u00e1zala v roce 2024 ztr\u00e1ty ve v\u00fd\u0161i t\u00e9m\u011b\u0159 jedn\u00e9 miliardy dolar\u016f, pot\u00e9 co v roce 2022 ji\u017e vyk\u00e1zala deficit ve v\u00fd\u0161i 800 milion\u016f dolar\u016f. Teprve zv\u00fd\u0161en\u00ed cen ke konci roku 2024 p\u0159ivedlo EVN zp\u011bt k ziskovosti.\u00a0<\/span>\u0160krty dotac\u00ed jsou zoufal\u00fdm pokusem<\/span><\/a> omezit ztr\u00e1ty zp\u016fsoben\u00e9 projekty zelen\u00e9 ideologie.<\/span><\/p>\n

Pravda je jednoduch\u00e1: Pokud se energetick\u00e1 spole\u010dnost dostane do \u010derven\u00fdch \u010d\u00edsel t\u00edm, \u017ee plat\u00ed naprosto nadsazen\u00e9 ceny za elekt\u0159inu z\u00e1vislou na po\u010das\u00ed a kol\u00edsaj\u00edc\u00ed dod\u00e1vky, pak je se syst\u00e9mem n\u011bco z\u00e1sadn\u011b \u0161patn\u011b. Vietnam se v sou\u010dasn\u00e9 dob\u011b u\u010d\u00ed tvrd\u00e9 lekci, kterou N\u011bmecko za\u017e\u00edv\u00e1 u\u017e l\u00e9ta: energetick\u00e1 transformace je prohr\u00e1vaj\u00edc\u00ed z\u00e1le\u017eitost\u00ed pro v\u0161echny z\u00fa\u010dastn\u011bn\u00e9 \u2013 s v\u00fdjimkou t\u011bch, kte\u0159\u00ed vyu\u017e\u00edvaj\u00ed dotac\u00ed.<\/span><\/p>\n

Pl\u00e1ny r\u016fstu se st\u0159et\u00e1vaj\u00ed se zelenou realitou<\/span><\/h3>\n

Vietnam pl\u00e1nuje ekonomick\u00fd r\u016fst o 8 procent pro rok 2025 a v n\u00e1sleduj\u00edc\u00edch letech je\u0161t\u011b vy\u0161\u0161\u00ed tempo. Ekonomika orientovan\u00e1 na export je z\u00e1visl\u00e1 na cenov\u011b dostupn\u00e9 a spolehliv\u00e9 energii \u2013 nikoli na pov\u011btrnostn\u011b z\u00e1visl\u00fdch, n\u00e1hodn\u00fdch gener\u00e1torech elekt\u0159iny. Ji\u017e v roce 2023 zp\u016fsobovaly v\u00fdpadky proudu na severu zem\u011b probl\u00e9my firm\u00e1m i obyvatel\u016fm.\u00a0<\/span>Vl\u00e1da v\u00fdrazn\u011b zv\u00fd\u0161ila sv\u00e9 c\u00edle pro roz\u0161\u00ed\u0159en\u00ed tzv. obnoviteln\u00fdch zdroj\u016f energie<\/span><\/a> \u2013 z p\u016fvodn\u00edch 148\u2013151 gigawatt\u016f do roku 2030 na sou\u010dasn\u00fdch 183\u2013236 gigawatt\u016f.<\/span><\/p>\n

Realita ale Vietnam doh\u00e1n\u00ed: bez masivn\u00edch dotac\u00ed jsou tyto projekty jednodu\u0161e neekonomick\u00e9. Kengo Nagaki ze spole\u010dnosti Tokyo Gas Vietnam ne\u00famysln\u011b shrnuje pravdu: \u201eVl\u00e1da nem\u016f\u017ee dos\u00e1hnout sv\u00fdch c\u00edl\u016f v oblasti obnoviteln\u00fdch zdroj\u016f energie bez mezin\u00e1rodn\u00edch investic.\u201c V p\u0159ekladu to znamen\u00e1: Bez zahrani\u010dn\u00edch idiot\u016f, kte\u0159\u00ed jsou ochotni investovat sv\u00e9 pen\u00edze do nerentabiln\u00edch a na dotac\u00edch z\u00e1visl\u00fdch zelen\u00fdch projekt\u016f, cel\u00fd syst\u00e9m fungovat nebude.<\/span><\/p>\n

Klimatick\u00fd pr\u016fmysl hroz\u00ed pr\u00e1vn\u00edky<\/span><\/h3>\n

Dot\u010den\u00ed investo\u0159i ji\u017e zva\u017euj\u00ed pr\u00e1vn\u00ed kroky, v\u010detn\u011b mezin\u00e1rodn\u00edho arbitr\u00e1\u017en\u00edho \u0159\u00edzen\u00ed. Obvykl\u00fd p\u0159\u00edstup klimatick\u00e9ho pr\u016fmyslu: nejprve vyu\u017e\u00edt vl\u00e1dn\u00edch dotac\u00ed a pak pohrozit pr\u00e1vn\u00edmi kroky, pokud budou odebr\u00e1ny. Pr\u00e1vn\u00ed expert Truong Thanh Duc zd\u016fraz\u0148uje: \u201eInvesti\u010dn\u00ed pob\u00eddky mus\u00ed b\u00fdt zachov\u00e1ny v souladu s p\u016fvodn\u00edmi z\u00e1vazky.\u201c<\/span><\/p>\n

Vietnamsk\u00e1 vl\u00e1da \u010del\u00ed volb\u011b mezi morem a cholerou: bu\u010f bude i nad\u00e1le platit nadm\u011brn\u00e9 dotace za nespolehlivou a p\u0159eru\u0161ovanou elekt\u0159inu a t\u00edm zni\u010d\u00ed sv\u016fj st\u00e1tn\u00ed rozpo\u010det, nebo poru\u0161\u00ed smlouvy a odrad\u00ed mezin\u00e1rodn\u00ed investory.\u00a0<\/span>Poru\u0161en\u00ed smlouvy t\u00fdkaj\u00edc\u00ed se dotac\u00ed<\/span><\/a>\u00a0je logick\u00fdm d\u016fsledkem politiky, kter\u00e1 ignorovala ekonomickou realitu ve prosp\u011bch zelen\u00e9 ideologie.<\/span><\/p>\n

\"\"<\/p>\n

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

Vietnamsk\u00e1 st\u00e1tn\u00ed energetick\u00e1 spole\u010dnost EVN zp\u011btn\u011b sni\u017euje dotace na sol\u00e1rn\u00ed a v\u011btrn\u00e9 elektr\u00e1rny. V\u00edce ne\u017e…<\/p>\n","protected":false},"author":2,"featured_media":80061,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[920,873,1130],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/80060"}],"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=80060"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/80060\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/80061"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=80060"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=80060"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=80060"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}