{"id":94064,"date":"2025-12-08T00:15:29","date_gmt":"2025-12-07T23:15:29","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=94064"},"modified":"2025-12-07T13:26:57","modified_gmt":"2025-12-07T12:26:57","slug":"nemecke-lithium-dalsi-dotacni-bublina","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2025\/12\/08\/nemecke-lithium-dalsi-dotacni-bublina\/","title":{"rendered":"N\u011bmeck\u00e9 lithium \u2013 dal\u0161\u00ed dota\u010dn\u00ed bublina?"},"content":{"rendered":"<div id=\"fb-root\"><\/div>\n<p><strong><span dir=\"auto\">Lithium, kl\u00ed\u010dov\u00e1 slo\u017eka bateri\u00ed, se v N\u011bmecku pl\u00e1nuje v budoucnu t\u011b\u017eit. Vzhledem k n\u00e1klad\u016fm a p\u0159edpis\u016fm v\u0161ak chyb\u00ed konkurenceschopnost, co\u017e znamen\u00e1, \u017ee se od da\u0148ov\u00fdch poplatn\u00edk\u016f o\u010dek\u00e1v\u00e1 k\u0159\u00ed\u017eov\u00e9 dotace na celou operaci.<\/span><\/strong><\/p>\n<p><span dir=\"auto\">N\u011bmecko \u00fadajn\u011b le\u017e\u00ed na nov\u00e9m pokladu surovin: lithiu pod R\u00fdnskou p\u0159\u00edkopovou propadlinou v Kru\u0161n\u00fdch hor\u00e1ch, ukryt\u00e9m hluboko ve sk\u00e1le. Politici, rozvojov\u00e9 banky a fanatici energetick\u00e9 transformace se m\u011bs\u00edce tr\u00e1p\u00ed vizemi \u201estrategick\u00e9 autonomie\u201c, \u201e\u00a0<\/span><a href=\"https:\/\/v-er.eu\/app\/uploads\/2024\/12\/Corporate-Presentation-Q4-2024.pdf\"><span dir=\"auto\">zelen\u00e9ho kovu pro baterie<\/span><\/a><span dir=\"auto\"> \u201c a \u00fadajn\u00e9ho osvobozen\u00ed od z\u00e1vislosti na \u010c\u00edn\u011b. Je tu ale h\u00e1\u010dek: bez vl\u00e1dn\u00edch dotac\u00ed nen\u00ed t\u011b\u017eba a zpracov\u00e1n\u00ed lithia v N\u011bmecku konkurenceschopn\u00e9.<\/span><\/p>\n<p><span dir=\"auto\">Glob\u00e1ln\u00ed trh s lithiem je brut\u00e1ln\u00ed. Produkce prob\u00edh\u00e1 tam, kde jsou n\u00e1klady n\u00edzk\u00e9, environment\u00e1ln\u00ed p\u0159edpisy flexibiln\u00ed, energie levn\u00e1 a povolen\u00ed netrvaj\u00ed deset let. Austr\u00e1lie, Chile, Argentina a st\u00e1le v\u00edce Afrika. Tam se pou\u017e\u00edvaj\u00ed povrchov\u00e9 doly a obrovsk\u00e9 odpa\u0159ovac\u00ed n\u00e1dr\u017ee s n\u00e1klady na pracovn\u00ed s\u00edlu, o kter\u00fdch si n\u011bmeck\u00e9 firmy mohou jen nechat zd\u00e1t. Kdy\u017e cena klesne tam, klesne po cel\u00e9m sv\u011bt\u011b. A p\u0159esn\u011b to se stalo v roce 2024. Cena lithia prudce klesla a mnoho mezin\u00e1rodn\u00edch v\u00fdrobc\u016f hospoda\u0159\u00ed se ztr\u00e1tou \u2013 i p\u0159es optim\u00e1ln\u00ed podm\u00ednky na m\u00edst\u011b. A pr\u00e1v\u011b v tomto okam\u017eiku se N\u011bmecko domn\u00edv\u00e1, \u017ee m\u016f\u017ee vstoupit na trh s vysok\u00fdmi mzdami, nadm\u011brnou byrokraci\u00ed a vysok\u00fdmi cenami energi\u00ed.<\/span><\/p>\n<p><span dir=\"auto\">Dva slibn\u00e9 n\u011bmeck\u00e9 energetick\u00e9 modely jsou t\u011b\u017eba tvrd\u00fdch hornin a geoterm\u00e1ln\u00ed energie (DLE &#8211; direct-flow electric vehicles).\u00a0<\/span><a href=\"https:\/\/www.research-tree.com\/newsfeed\/article\/zinnwald-lithium-plc-pfs-delivers-robust-project-economics-for-project-2786933\"><span dir=\"auto\">Kru\u0161n\u00e9 hory maj\u00ed b\u00fdt revitalizov\u00e1ny<\/span><\/a><span dir=\"auto\"> , tentokr\u00e1t ne kv\u016fli c\u00ednu, ale kv\u016fli lithiu. R\u00fdnsk\u00fd z\u00e1liv m\u00e1 dod\u00e1vat elekt\u0159inu, teplo a vyhled\u00e1vanou surovinu pro baterie. T\u011b\u017eba tvrd\u00fdch hornin znamen\u00e1 konven\u010dn\u00ed t\u011b\u017ebu s enormn\u00ed spot\u0159ebou energie (stroje poh\u00e1n\u011bn\u00e9 naftou), obrovsk\u00fdmi haldami v\u00fdsypek, chemick\u00fdmi zpracovatelsk\u00fdmi z\u00e1vody a roky povolovac\u00edch \u0159\u00edzen\u00ed, jako\u017e i p\u0159edv\u00eddateln\u00fdmi pr\u00e1vn\u00edmi probl\u00e9my. V\u00fdsledkem jsou extr\u00e9mn\u011b vysok\u00e9 v\u00fdrobn\u00ed n\u00e1klady, v\u00fdrazn\u011b nad \u00farovn\u00ed sv\u011btov\u00e9ho trhu.<\/span><\/p>\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\">\n<div class=\"wp-block-embed__wrapper\">\n<div class=\"twitter-tweet twitter-tweet-rendered\"><iframe id=\"twitter-widget-0\" class=\"\" title=\"X P\u0159\u00edsp\u011bvek\" src=\"https:\/\/platform.twitter.com\/embed\/Tweet.html?dnt=true&amp;embedId=twitter-widget-0&amp;features=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%3D%3D&amp;frame=false&amp;hideCard=false&amp;hideThread=false&amp;id=1997200361048670485&amp;lang=cs&amp;origin=https%3A%2F%2Freport24.news%2Fdeutsches-lithium-eine-weitere-subventionsblase%2F&amp;sessionId=7762effd5f6374b4733cefd49c43a479218262bd&amp;theme=light&amp;widgetsVersion=2615f7e52b7e0%3A1702314776716&amp;width=550px\" frameborder=\"0\" scrolling=\"no\" allowfullscreen=\"allowfullscreen\" data-tweet-id=\"1997200361048670485\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<\/div>\n<\/figure>\n<p><span dir=\"auto\">Geoterm\u00e1ln\u00ed varianta vypad\u00e1 na pap\u00ed\u0159e elegantn\u011bji. T\u011b\u017eit lithium z tepl\u00e9 hlubok\u00e9 vody, p\u0159itom vyr\u00e1b\u011bt elekt\u0159inu a d\u00e1lkov\u00e9 vyt\u00e1p\u011bn\u00ed, celou v\u011bc certifikovat ozna\u010den\u00edm ESG a prod\u00e1vat jako \u201ezelen\u00e9 lithium\u201c. Co se pohodln\u011b opom\u00edj\u00ed, je to, \u017ee elektr\u00e1rny stoj\u00ed miliardy, technologie nebyla sotva testov\u00e1na v nep\u0159etr\u017eit\u00e9m pr\u016fmyslov\u00e9m provozu, geologick\u00e9 riziko p\u0159etrv\u00e1v\u00e1 a ziskovost z\u00e1vis\u00ed na trvale vysok\u00fdch cen\u00e1ch na glob\u00e1ln\u00edm trhu. Pokud cena klesne, obchodn\u00ed model se s n\u00ed zhrout\u00ed. A o\u010dek\u00e1v\u00e1 se, \u017ee \u00fa\u010det zaplat\u00ed ji\u017e tak p\u0159et\u00ed\u017een\u00ed da\u0148ov\u00ed poplatn\u00edci. Strategick\u00e1 nez\u00e1vislost m\u00e1 svou cenu \u2013 a je vysok\u00e1.<\/span><\/p>\n<p><span dir=\"auto\">A t\u00edm se dost\u00e1v\u00e1me k j\u00e1dru probl\u00e9mu. Jakmile projekt nen\u00ed \u017eivotaschopn\u00fd bez\u00a0<\/span><a href=\"https:\/\/archive.is\/aLPKj\"><span dir=\"auto\">ve\u0159ejn\u00e9ho financov\u00e1n\u00ed<\/span><\/a><span dir=\"auto\">\u00a0, p\u0159est\u00e1v\u00e1 b\u00fdt tr\u017en\u011b \u0159\u00edzen\u00fdm projektem, ale politicky um\u011ble podporovan\u00fdm pr\u016fmyslov\u00fdm subjektem. Rizika jsou socializov\u00e1na, zisky privatizov\u00e1ny. Da\u0148ov\u00ed poplatn\u00edci nese cenov\u00e9 riziko, technologick\u00e9 riziko, riziko povolov\u00e1n\u00ed a tr\u017en\u00ed riziko najednou.<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1185\" src=\"http:\/\/www.infokuryr.cz\/n\/wp-content\/uploads\/2021\/04\/kuryr-podpis.png\" alt=\"\" width=\"84\" height=\"24\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Lithium, kl\u00ed\u010dov\u00e1 slo\u017eka bateri\u00ed, se v N\u011bmecku pl\u00e1nuje v budoucnu t\u011b\u017eit. Vzhledem k n\u00e1klad\u016fm a&#8230;<\/p>\n","protected":false},"author":2,"featured_media":94065,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[2230,84,4878],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/94064"}],"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=94064"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/94064\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/94065"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=94064"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=94064"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=94064"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}