{"id":86738,"date":"2025-08-31T00:13:26","date_gmt":"2025-08-30T22:13:26","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=86738"},"modified":"2025-08-30T15:18:26","modified_gmt":"2025-08-30T13:18:26","slug":"german-gorraiz-lopez-proc-blackrock-nechce-mirovou-dohodu-na-ukrajine","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2025\/08\/31\/german-gorraiz-lopez-proc-blackrock-nechce-mirovou-dohodu-na-ukrajine\/","title":{"rendered":"Germ\u00e1n Gorraiz L\u00f3pez: Pro\u010d BlackRock nechce m\u00edrovou dohodu na Ukrajin\u011b?"},"content":{"rendered":"
<\/div>\n

New\u00a0\u00a0<\/span>York Times\u00a0<\/span><\/em>\u00a0informuje, \u017ee n\u011bmeck\u00fd kancl\u00e9\u0159 Merz m\u00e1 vizi siln\u011bj\u0161\u00edho N\u011bmecka v \u010dele nez\u00e1vislej\u0161\u00ed Evropy. Vzhledem k tomu, \u017ee by to byla raketa v rusk\u00e9 bezpe\u010dnostn\u00ed linii a Putin to nikdy nep\u0159ijme, maj\u00ed Zelenskyj a globalist\u00e9 nyn\u00ed z\u00e1minku znemo\u017enit podpis m\u00edrov\u00e9 dohody. Merz byl v letech 2016 a\u017e 2021 p\u0159edsedou dozor\u010d\u00ed rady spole\u010dnosti BlackRock Asset Management Deutschland \u2013 je to n\u00e1hoda?<\/span><\/strong><\/p>\n

BlackRock. \u010ctvrt\u00e1 moc americk\u00e9 vl\u00e1dy je \u00fadajn\u011b slo\u017eena z totalitn\u00edch patogen\u016f, kter\u00e9 se staly paraleln\u00edm st\u00e1tem a skute\u010dnou st\u00ednovou mocnost\u00ed. Jedn\u00edm z jej\u00edch z\u00e1kladn\u00edch\u00a0<\/span>pil\u00ed\u0159\u016f<\/span><\/a>\u00a0je BlackRock, nejv\u011bt\u0161\u00ed spr\u00e1vce fond\u016f na sv\u011bt\u011b, s aktivy v hodnot\u011b v\u00edce ne\u017e 10 bilion\u016f dolar\u016f pod p\u0159\u00edmou spr\u00e1vou a t\u00e9m\u011b\u0159 20 biliony dolar\u016f spravovan\u00fdmi prost\u0159ednictv\u00edm jeho softwaru pro monitorov\u00e1n\u00ed rizik s n\u00e1zvem \u201eAladdin\u201c.<\/span><\/p>\n

St\u00e1li bychom tak p\u0159ed finan\u010dn\u00edm gigantem, jeho\u017e portfolio\u00a0<\/span>by p\u0159ekonalo<\/span><\/a>\u00a0\u00a0portfolio nejv\u011bt\u0161\u00ed \u010d\u00ednsk\u00e9 banky.<\/span><\/p>\n

Negativn\u00ed dopady prob\u00edhaj\u00edc\u00edho konfliktu na Ukrajin\u011b pro spole\u010dnost BlackRock. Dlouhotrvaj\u00edc\u00ed konflikt p\u0159edstavuje pro spole\u010dnost BlackRock zna\u010dn\u00e1 finan\u010dn\u00ed rizika. P\u0159ed invaz\u00ed v roce 2022\u00a0<\/span>dr\u017eela<\/span><\/a>\u00a0spole\u010dnost BlackRock \u00a0investice v rusk\u00fdch spole\u010dnostech, jako jsou Gazprom, Rosn\u011bf\u0165 a Sberbank, ale hodnota t\u011bchto aktiv se po z\u00e1padn\u00edch sankc\u00edch zhroutila.<\/span><\/p>\n

V b\u0159eznu 2022 spole\u010dnost BlackRock ozn\u00e1mila\u00a0<\/span>ztr\u00e1ty<\/span><\/a>\u00a0ve v\u00fd\u0161i 17 miliard dolar\u016f ze sv\u00fdch fond\u016f vystaven\u00fdch vlivu Ruska, pozastavila n\u00e1kupy rusk\u00fdch cenn\u00fdch pap\u00edr\u016f a prosazovala jejich odstran\u011bn\u00ed z glob\u00e1ln\u00edch index\u016f.\u00a0<\/span>Rusk\u00e1 aktiva<\/span><\/a>\u00a0v devizov\u00fdch rezerv\u00e1ch, odhadovan\u00e1 na v\u00edce ne\u017e 680 miliard dolar\u016f, z nich\u017e BlackRock nep\u0159\u00edmo profitoval, nav\u00edc z\u016fst\u00e1vaj\u00ed zmrazena. Nestabilita na energetick\u00fdch trz\u00edch: Ukrajinsk\u00fd konflikt zv\u00fd\u0161il ceny energi\u00ed, co\u017e prosp\u00edv\u00e1 Spojen\u00fdm st\u00e1t\u016fm.<\/span><\/p>\n

V roce 2022 v\u0161ak gener\u00e1ln\u00ed \u0159editel Larry Fink prohl\u00e1sil, \u017ee invaze \u201eukon\u010duje globalizaci a nut\u00ed k p\u0159ehodnocen\u00ed energetick\u00fdch z\u00e1vislost\u00ed\u201c. A\u010dkoli BlackRock\u00a0<\/span>opustil<\/span><\/a>\u00a0Klimatickou alianci spr\u00e1vc\u016f aktiv, co\u017e je dal\u0161\u00ed ranou pro zelen\u00e9 finance, investoval nicm\u00e9n\u011b do obnoviteln\u00fdch zdroj\u016f energie a zelen\u00e9 transformace (jeho Partnerstv\u00ed pro financov\u00e1n\u00ed klimatu).<\/span><\/p>\n

Prob\u00edhaj\u00edc\u00ed konflikt na Ukrajin\u011b by v\u0161ak mohl prodlou\u017eit inflaci cen energi\u00ed v Evrop\u011b, a t\u00edm ovlivnit jej\u00ed diverzifikovan\u00e1 portfolia (celkov\u00e9 tr\u017eby spole\u010dnosti BlackRock v roce 2022\u00a0 v porovn\u00e1n\u00ed s v\u00fdvojem investic v Evrop\u011b\u00a0<\/span>klesly<\/span><\/a>\u00a0\u00a0). Stru\u010dn\u011b \u0159e\u010deno, dlouhodob\u00fd konflikt na Ukrajin\u011b zvy\u0161uje volatilitu rozv\u00edjej\u00edc\u00edch se trh\u016f a energetiky, ale BlackRock m\u00e1 v n\u011bm jen malou expozici, jeliko\u017e se mu poda\u0159ilo diverzifikovat a z\u00e1rove\u0148 z\u016fstat\u00a0<\/span>\u201ev\u00fdznamn\u00fdm hr\u00e1\u010dem\u201c<\/span><\/a>\u00a0\u00a0a jedn\u00edm z \u201ep\u0159edn\u00edch investi\u010dn\u00edch fond\u016f do obnoviteln\u00fdch zdroj\u016f energie\u201c.\u00a0<\/span><\/p>\n

Pozitivn\u00ed dopady pokra\u010duj\u00edc\u00edho konfliktu na Ukrajin\u011b pro spole\u010dnost BlackRock. Pokroky v obrann\u00e9m sektoru: BlackRock je\u00a0\u00a0<\/span>v\u00fdznamn\u00fdm investorem<\/span><\/a>\u00a0do akci\u00ed obrann\u00fdch spole\u010dnost\u00ed (nap\u0159\u00edklad fondy jako BlackRock Equity Dividend Fund\u00a0<\/span>dr\u017e\u00ed<\/span><\/a>\u00a0\u00a0pod\u00edl ve vojensk\u00fdch spole\u010dnostech, jako jsou Lockheed Martin, RTX a Northrop Grumman, co\u017e p\u0159edstavuje 5,86 % z celkov\u00e9ho po\u010dtu). BlackRock pat\u0159\u00ed mezi nejv\u011bt\u0161\u00ed mezin\u00e1rodn\u00ed v\u00fdrobce zbran\u00ed a vojensk\u00e9 dodavatele. Pl\u00e1n EU Readiness 2030, kter\u00fd po\u010d\u00edt\u00e1 s financov\u00e1n\u00edm a\u017e 800 miliard eur, je proto pro spole\u010dnost BlackRock zaj\u00edmav\u00fd.<\/span><\/p>\n

Ukrajinsk\u00fd konflikt zv\u00fd\u0161il rozpo\u010dty na obranu: Spojen\u00e9 st\u00e1ty\u00a0<\/span>vy\u010dlenily<\/span><\/a>\u00a0\u00a0mezi 24. lednem 2022 a 31. prosincem 2024 114 miliard eur.<\/span><\/p>\n

Evropa zv\u00fd\u0161ila sv\u00e9 v\u00fddaje a NATO \u017e\u00e1d\u00e1 sv\u00e9 \u010dleny, aby p\u0159isp\u011bli 5 % HDP. V t\u00e9to souvislosti v\u00fdrazn\u011b vzrostly akcie obrann\u00fdch spole\u010dnost\u00ed. Finan\u010dn\u00ed m\u00e9dia\u00a0<\/span>\u00a0Le Revenu v listopadu 2024\u00a0<\/span><\/em>\u00a0uvedla<\/span><\/a>\u00a0\u00a0, \u017ee akcie spole\u010dnost\u00ed Dassault Aviation a Thales vzrostly za t\u0159i roky o 117 %, respektive o 83 %, a od 1. ledna 2024 nad\u00e1le p\u0159ekon\u00e1vaj\u00ed index CAC 40. Z toho profitovali pasivn\u00ed spr\u00e1vci, jako je BlackRock.<\/span><\/p>\n

P\u0159\u00edle\u017eitosti v alternativn\u00ed energii a komodit\u00e1ch: Konflikt na Ukrajin\u011b urychlil energetickou transformaci v Evrop\u011b,\u00a0<\/span>p\u0159i\u010dem\u017e z\u00e1vislost<\/span><\/a>\u00a0na rusk\u00e9m plynu klesla do roku 2023 ze 40 % na 8 %. To p\u0159edstavuje p\u0159\u00edle\u017eitosti pro spole\u010dnost BlackRock, jej\u00ed\u017e fond Climate Finance Partnership z\u00edskal miliardy na transformaci, zat\u00edmco vysok\u00e9 ceny komodit (ukrajinsk\u00e1 p\u0161enice, plyn) prosp\u011bly jej\u00edm zem\u011bd\u011blsk\u00fdm a energetick\u00fdm fond\u016fm. Obnova Ukrajiny po konfliktu je jackpot.<\/span><\/p>\n

V kv\u011btnu 2023 podepsala ukrajinsk\u00e1 vl\u00e1da a Philipp Hildebrand, viceprezident americk\u00e9 firmy BlackRock Financial Market Advisory,\u00a0<\/span>dohodu<\/span><\/a>\u00a0o zalo\u017een\u00ed Ukrajinsk\u00e9ho rozvojov\u00e9ho fondu (UDF), finan\u010dn\u00ed instituce pro obnovu zem\u011b se zam\u011b\u0159en\u00edm na odv\u011btv\u00ed, jako je energetika, infrastruktura, zem\u011bd\u011blstv\u00ed, pr\u016fmysl a informa\u010dn\u00ed technologie (IT).<\/span><\/p>\n

Na opl\u00e1tku se BlackRock stane faktick\u00fdm vlastn\u00edkem kl\u00ed\u010dov\u00fdch aktiv Ukrajiny, od jej\u00edch vyprahl\u00fdch oblast\u00ed a\u017e po jej\u00ed energetick\u00e9 s\u00edt\u011b, v\u010detn\u011b fond\u016f mezin\u00e1rodn\u00ed pomoci. BlackRock bude tak\u00e9 spravovat ukrajinsk\u00fd\u00a0<\/span>ve\u0159ejn\u00fd dluh<\/span><\/a>\u00a0, kter\u00fd na konci \u010dervence 2025 \u010dinil p\u0159ibli\u017en\u011b 186,13 miliardy dolar\u016f. Pokud se v\u0161ak konflikt na Ukrajin\u011b bude vleknout p\u0159\u00edli\u0161 dlouho, Ukrajin\u011b hroz\u00ed bankrot, co\u017e by pro BlackRock vedlo k masivn\u00edm ztr\u00e1t\u00e1m.<\/span><\/p>\n

Jak bylo uvedeno na za\u010d\u00e1tku \u010dl\u00e1nku, v letech 2016 a\u017e 2020 p\u016fsobil Merz, sou\u010dasn\u00fd n\u011bmeck\u00fd kancl\u00e9\u0159, jako\u00a0<\/span>p\u0159edseda<\/span><\/a>\u00a0dozor\u010d\u00ed rady spole\u010dnosti BlackRock, n\u011bmeck\u00e9 dce\u0159in\u00e9 spole\u010dnosti nejv\u011bt\u0161\u00ed sv\u011btov\u00e9 spole\u010dnosti pro spr\u00e1vu aktiv. Merz m\u00e1 proto\u00a0\u00a0<\/span>vizi<\/span><\/a>\u00a0\u00a0siln\u011bj\u0161\u00edho N\u011bmecka, kter\u00e9 vede nez\u00e1vislej\u0161\u00ed Evropu.<\/span><\/p>\n

Germ\u00e1n Gorraiz L\u00f3pez<\/a> , politick\u00fd analytik\u00a0\u00a0<\/span><\/em>\u00a0<\/em><\/p>\n

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

New\u00a0\u00a0York Times\u00a0\u00a0informuje, \u017ee n\u011bmeck\u00fd kancl\u00e9\u0159 Merz m\u00e1 vizi siln\u011bj\u0161\u00edho N\u011bmecka v \u010dele nez\u00e1vislej\u0161\u00ed Evropy. Vzhledem…<\/p>\n","protected":false},"author":2,"featured_media":74095,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[1042,634,26],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/86738"}],"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=86738"}],"version-history":[{"count":1,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/86738\/revisions"}],"predecessor-version":[{"id":86740,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/86738\/revisions\/86740"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/74095"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=86738"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=86738"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=86738"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}