{"id":168860,"date":"2026-08-05T04:26:10","date_gmt":"2026-08-05T04:26:10","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/168860\/"},"modified":"2026-08-05T04:26:10","modified_gmt":"2026-08-05T04:26:10","slug":"cinska-autovlna-neni-tou-nejhorsi-zpravou-peking-drzi-evropu-pod-krkem-diky-ctyrem-surovinam","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/168860\/","title":{"rendered":"\u010c\u00ednsk\u00e1 autovlna nen\u00ed tou nejhor\u0161\u00ed zpr\u00e1vou. Peking dr\u017e\u00ed Evropu pod krkem d\u00edky \u010dty\u0159em surovin\u00e1m"},"content":{"rendered":"

Jen co Evropa vybrala jednu ostrou zat\u00e1\u010dku s v\u00fdpadkem rusk\u00e9ho plynu a ropy, u\u017e se \u0159\u00edt\u00ed do dal\u0161\u00ed. P\u0159echod k n\u00edzkouhl\u00edkov\u00fdm zdroj\u016fm, elektrifikace ekonomiky a r\u016fst elektromobility t\u00e1hnou popt\u00e1vku po surovin\u00e1ch, kter\u00fdmi Evropa nejen neopl\u00fdv\u00e1, ale nav\u00edc je ve v\u011bt\u0161in\u011b p\u0159\u00edpad\u016f dov\u00e1\u017e\u00ed z \u010c\u00edny<\/a>. Historie se, zd\u00e1 se, r\u00e1da opakuje. Dal\u0161\u00ed autorit\u00e1\u0159sk\u00e1 zem\u011b, na n\u00ed\u017e jsme zdrojov\u011b z\u00e1visl\u00ed. Je d\u016fvod se b\u00e1t? Bohu\u017eel ano.\u00a0<\/p>\n

Z dolu a\u017e do autosalonu<\/p>\n

Na obzoru se vyno\u0159ila nov\u00e1 hrozba. Kritick\u00e9 suroviny pot\u0159ebn\u00e9 pro energetickou tranzici, obnoviteln\u00e9 zdroje energie, elektromobilitu, ale tak\u00e9 v\u0161emo\u017enou elektroniku. Je\u0161t\u011b p\u0159ed p\u00e1r lety se tento probl\u00e9m zd\u00e1l b\u00fdt p\u0159\u00edli\u0161 vzd\u00e1len\u00fd na to, abychom si s n\u00edm l\u00e1mali hlavu. Obdob\u00ed pandemie a souvisej\u00edc\u00ed zm\u011bny, rusk\u00e1 v\u00e1lka na Ukrajin\u011b, ekonomick\u00e9 a z\u00e1sobovac\u00ed krize \u2013 to v\u0161e v\u00fdvoj z\u00e1sadn\u011b urychlilo.\u00a0<\/p>\n

P\u0159es r\u016fzn\u00e9 krize a pseudokrize posledn\u00edch deseti let jsme si nev\u0161imli, jak\u00fd obr v \u010c\u00edn\u011b vyrostl. Obr automobilov\u00fd<\/a>, na jeho\u017e n\u011bkolikasetmilionov\u00e9m trhu se prod\u00e1v\u00e1 v\u00edce elektromobil\u016f ne\u017e voz\u016f se spalovac\u00edmi motory, nav\u00edc od dom\u00e1c\u00edch zna\u010dek, kter\u00e9 je\u0161t\u011b ned\u00e1vno ani neexistovaly, ale nyn\u00ed cenou a technologiemi v\u00e1lcuj\u00ed konkurenci, v\u010detn\u011b t\u00e9 evropsk\u00e9. Nehled\u011b na zneklid\u0148uj\u00edc\u00ed zpr\u00e1vy o stavu evropsk\u00e9ho autopr\u016fmyslu nen\u00ed \u010d\u00ednsk\u00e1 \u201eautovlna\u201c pro n\u00e1s tou nejhor\u0161\u00ed zpr\u00e1vou.\u00a0<\/p>\n

Tou je postaven\u00ed \u010c\u00edny v t\u011b\u017eb\u011b a zpracov\u00e1n\u00ed kritick\u00fdch surovin<\/a> i ve v\u00fdrob\u011b souvisej\u00edc\u00edch v\u00fdrobk\u016f. V oboru se \u010dasto pou\u017e\u00edv\u00e1 v\u00fdraz \u201ez dolu a\u017e po magnet\u201c. Z pohledu Evropy je pak kritick\u00e9, \u017ee \u010c\u00edna ovl\u00e1d\u00e1 \u0159et\u011bzec, kter\u00fd by se dal ozna\u010dit jako \u201ez dolu a\u017e do autosalonu\u201c.\u00a0<\/p>\n

Zji\u0161t\u011bn\u00ed jsou znepokojiv\u00e1<\/p>\n

\u010c\u00edna v minul\u00fdch letech nasypala obrovsk\u00e9 pen\u00edze do vytvo\u0159en\u00ed dom\u00e1c\u00edch zpracovatelsk\u00fdch a v\u00fdrobn\u00edch kapacit i do akvizic zdroj\u016f v zahrani\u010d\u00ed. V\u00fdsledkem je jej\u00ed kl\u00ed\u010dov\u00e1 a\u017e dominantn\u00ed role ve v\u0161ech \u010d\u00e1stech dodavatelsk\u00e9ho \u0159et\u011bzce.\u00a0<\/p>\n

Aktu\u00e1ln\u00ed poznatky pak nazna\u010duj\u00ed, \u017ee se \u010c\u00edna zam\u011b\u0159ila zejm\u00e9na na oblasti, kde nen\u00ed z\u00e1visl\u00e1 na vn\u011bj\u0161\u00edch faktorech, jako je p\u0159irozen\u00fd v\u00fdskyt zdroj\u016f, a kde m\u016f\u017ee svoji pozici posilovat c\u00edlenou politikou. Zam\u011b\u0159\u00edme-li se na suroviny pot\u0159ebn\u00e9 pro obnoviteln\u00e9 zdroje, u nich\u017e \u010c\u00edna hraje roli dominantn\u00edho dodavatele Evropy<\/a>, uk\u00e1\u017eou se \u010dty\u0159i kategorie: galium, ho\u0159\u010d\u00edk, kovy vz\u00e1cn\u00fdch zemin a vanad. Zji\u0161t\u011bn\u00ed jsou znepokojiv\u00e1.\u00a0<\/p>\n

Peking nap\u0159\u00edklad p\u0159istoupil k omezov\u00e1n\u00ed exportu kov\u016f vz\u00e1cn\u00fdch zemin, zat\u00edmco vyv\u00e1\u017e\u00ed komponenty a hotov\u00e9 produkty, jako jsou magnety. Efekt na Evropu je dvoj\u00ed. V d\u016fsledku omezov\u00e1n\u00ed v\u00fdvozu surovin z \u010c\u00edny trp\u00ed evropsk\u00e1 v\u00fdroba a z\u00e1rove\u0148 m\u00e1 levn\u011bj\u0161\u00ed produkce z \u010c\u00edny na evropsk\u00e9m trhu snaz\u0161\u00ed pozici. Vedle kov\u016f vz\u00e1cn\u00fdch zemin je \u010d\u00ednsk\u00e9 zneu\u017e\u00edv\u00e1n\u00ed dominantn\u00edho postaven\u00ed patrn\u00e9 zejm\u00e9na v p\u0159\u00edpad\u011b vanadu, kter\u00fd se pou\u017e\u00edv\u00e1 ve vysokopevnostn\u00edch slitin\u00e1ch a v n\u011bkter\u00fdch typech bateri\u00ed.\u00a0<\/p>\n

\"BYD<\/a>BYD hled\u00e1 druhou tov\u00e1rnu v Evrop\u011b. Chceme p\u0159evz\u00edt u\u017e existuj\u00edc\u00ed z\u00e1vod, \u0159\u00edk\u00e1 \u0161\u00e9fka \u010d\u00ednsk\u00e9 automobilky<\/a><\/p>\n

Nejtypi\u010dt\u011bj\u0161\u00edmi sign\u00e1ly potenci\u00e1ln\u00edho zneu\u017e\u00edv\u00e1n\u00ed t\u011bchto surovin se krom\u011b exportn\u00edch restrikc\u00ed<\/a> uk\u00e1zaly b\u00fdt hromad\u011bn\u00ed z\u00e1sob a omezov\u00e1n\u00ed p\u0159\u00edstupu zahrani\u010dn\u00edho kapit\u00e1lu za sou\u010dasn\u00e9 st\u00e1tn\u00ed podpory zahrani\u010dn\u00edch aktivit \u010d\u00ednsk\u00fdch t\u011b\u017eebn\u00edch spole\u010dnost\u00ed.\u00a0<\/p>\n

Znerv\u00f3z\u0148ovat by n\u00e1s m\u011bla i centralizace rozhodov\u00e1n\u00ed o produkci \u010d\u00ednsk\u00fdch firem s dopady a\u017e na lok\u00e1ln\u00ed \u00farove\u0148 a p\u0159\u00edm\u00fd vliv Komunistick\u00e9 strany \u010c\u00edny v t\u011bchto podnic\u00edch, v\u010detn\u011b pravideln\u00fdch kontrol, nez\u0159\u00eddka vykon\u00e1van\u00fdch osobn\u011b stranick\u00fdmi a st\u00e1tn\u00edmi funkcion\u00e1\u0159i. Ti v n\u011bkter\u00fdch p\u0159\u00edpadech dokonce p\u0159eb\u00edraj\u00ed roli vyjednava\u010d\u016f kontrakt\u016f. Existuje tak p\u0159\u00edm\u00e9 nav\u00e1z\u00e1n\u00ed na zahrani\u010dn\u00ed a bezpe\u010dnostn\u00ed politiku Pekingu.\u00a0<\/p>\n

Panika zat\u00edm mo\u017en\u00e1 nen\u00ed na m\u00edst\u011b, nervozita v\u0161ak ano. \u010c\u00edna ukazuje vlastn\u00ed variantu merkantilismu pro 21. stolet\u00ed. Jakkoli dosud c\u00edlen\u011b svoji dominanci vyu\u017eila jen omezen\u011b, nap\u0159\u00edklad ve sporu s Japonskem v roce 2010 \u010di se Spojen\u00fdmi st\u00e1ty v roce 2024, omezov\u00e1n\u00ed exportu a opat\u0159en\u00ed v\u016f\u010di USA v reakci na uvalen\u00e1 cla v lo\u0148sk\u00e9m roce<\/a> nazna\u010duj\u00ed, \u017ee \u010c\u00edna tuto svoji zbra\u0148 nebude v\u00e1hat v geopoliticky napjat\u00e9m sv\u011bt\u011b pou\u017e\u00edt. \u017de d\u0159\u00edve \u010di pozd\u011bji p\u0159itla\u010d\u00ed ke zdi i Evropu, je prakticky jist\u00e9.\u00a0<\/p>\n

Pozn.: Autor vych\u00e1z\u00ed z vlastn\u00edho v\u00fdzkumu v oblasti importu kritick\u00fdch surovin.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Jen co Evropa vybrala jednu ostrou zat\u00e1\u010dku s v\u00fdpadkem rusk\u00e9ho plynu a ropy, u\u017e se \u0159\u00edt\u00ed do dal\u0161\u00ed.…\n","protected":false},"author":2,"featured_media":168861,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[3],"tags":[202,109,108,106,245,8229,600,2140,1730,61,113,25824],"class_list":["post-168860","post","type-post","status-publish","format-standard","has-post-thumbnail","category-evropa","tag-cina","tag-europa","tag-europe","tag-evropa","tag-japonsko","tag-komunisticka-strana-ciny","tag-kovy","tag-peking","tag-ruska-invaze-na-ukrajinu","tag-rusko","tag-usa","tag-zemina"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/117041010114690407","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/168860","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=168860"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/168860\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/168861"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=168860"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=168860"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=168860"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}