{"id":191012,"date":"2026-08-25T10:25:14","date_gmt":"2026-08-25T10:25:14","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/191012\/"},"modified":"2026-08-25T10:25:14","modified_gmt":"2026-08-25T10:25:14","slug":"goldman-sachs-varuje-evropa-potrebuje-prudce-zdrazit-plyn-jinak-na-zimu-nenaplni-zasobniky-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/191012\/","title":{"rendered":"Goldman Sachs varuje: Evropa pot\u0159ebuje prudce zdra\u017eit plyn, jinak na zimu nenapln\u00ed z\u00e1sobn\u00edky"},"content":{"rendered":"

Evropa pot\u0159ebuje v\u00fdrazn\u011b vy\u0161\u0161\u00ed ceny zemn\u00edho plynu, aby do\u00a0zimy stihla doplnit z\u00e1sobn\u00edky na\u00a0bezpe\u010dnou \u00farove\u0148. Podle analytik\u016f Goldman Sachs by cena evropsk\u00e9ho plynu mohla v\u00a0prosinci vystoupat nad\u00a0100 eur za\u00a0megawatthodinu, pokud bude pokra\u010dovat krize kolem Hormuzsk\u00e9ho pr\u016flivu a\u00a0vysok\u00e1 popt\u00e1vka po\u00a0LNG v\u00a0Asii.<\/p>\n

Evropa nyn\u00ed soupe\u0159\u00ed s\u00a0asijsk\u00fdmi odb\u011brateli o\u00a0omezen\u00e9 dod\u00e1vky zkapaln\u011bn\u00e9ho zemn\u00edho plynu. Situaci zhor\u0161uje v\u00fdpadek \u010d\u00e1sti katarsk\u00fdch dlouhodob\u00fdch dod\u00e1vek a\u00a0nejistota kolem dal\u0161\u00edho v\u00fdvoje konfliktu na\u00a0Bl\u00edzk\u00e9m v\u00fdchod\u011b. Pr\u00e1v\u011b v\u00a0dob\u011b, kdy evropsk\u00e9 zem\u011b pot\u0159ebuj\u00ed b\u011bhem l\u00e9ta z\u00e1sobn\u00edky rychle plnit.<\/p>\n

Napjat\u011bj\u0161\u00ed ne\u017e v\u00a0roce 2022 <\/p>\n

Podle \u00fadaj\u016f Gas Infrastructure Europe jsou evropsk\u00e9 z\u00e1sobn\u00edky nyn\u00ed napln\u011bn\u00e9<\/a> zhruba z 62 procent. Jde o nejni\u017e\u0161\u00ed \u00farove\u0148 pro tuto \u010d\u00e1st roku za t\u00e9m\u011b\u0159 dv\u011b desetilet\u00ed<\/a> a v\u00fdrazn\u011b pod p\u011btilet\u00fdm pr\u016fm\u011brem.<\/p>\n

Goldman Sachs upozor\u0148uje, \u017ee dostupn\u00e1 nab\u00eddka je nyn\u00ed napjat\u011bj\u0161\u00ed ne\u017e v\u00a0roce 2022, kdy Evropu zas\u00e1hla energetick\u00e1 krize po\u00a0rusk\u00e9 invazi na\u00a0Ukrajinu.<\/p>\n

\"Nap\u011bt\u00ed<\/a> <\/p>\n

Sou\u010dasn\u00e1 cena evropsk\u00e9ho plynu podle banky k\u00a0dostate\u010dn\u011b rychl\u00e9mu dopln\u011bn\u00ed z\u00e1sobn\u00edk\u016f nesta\u010d\u00ed. Pokud se\u00a0dod\u00e1vky z\u00a0Bl\u00edzk\u00e9ho v\u00fdchodu budou normalizovat jen postupn\u011b a\u017e\u00a0do\u00a0roku 2027, prosincov\u00e1 cena plynu na\u00a0evropsk\u00e9m trhu TTF by podle Goldman Sachs musela p\u0159ekro\u010dit<\/a> 100 eur za MWh.<\/p>\n

Dal\u0161\u00ed tlak na\u00a0dom\u00e1cnosti <\/p>\n

To je zhruba dvojn\u00e1sobek z\u00e1kladn\u00edho sc\u00e9n\u00e1\u0159e banky, kter\u00fd po\u010d\u00edt\u00e1 s\u00a0cenou 50 eur.<\/p>\n

Pond\u011bln\u00ed cena evropsk\u00e9ho plynu se\u00a0p\u0159itom pohybovala kolem 67 eur za\u00a0MWh. Je tedy v\u00fdrazn\u011b pod\u00a0\u00farovn\u00ed, kter\u00e1 by podle analytik\u016f vytvo\u0159ila dostate\u010dnou motivaci k\u00a0rychlej\u0161\u00edm n\u00e1kup\u016fm a\u00a0pln\u011bn\u00ed z\u00e1sobn\u00edk\u016f.<\/p>\n

Pro\u00a0evropsk\u00e9 dom\u00e1cnosti i\u00a0pr\u016fmysl by tak p\u0159\u00edpadn\u00fd r\u016fst cen<\/a> znamenal dal\u0161\u00ed tlak na n\u00e1klady. Pokud se konkurence o LNG mezi Evropou a Asi\u00ed je\u0161t\u011b vyost\u0159\u00ed, m\u016f\u017ee se p\u0159\u00edprava na leto\u0161n\u00ed zimu prodra\u017eit v\u00fdrazn\u011b v\u00edce, ne\u017e se dosud o\u010dek\u00e1valo.<\/p>\n

\"N\u011bmeck\u00fd<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Evropa pot\u0159ebuje v\u00fdrazn\u011b vy\u0161\u0161\u00ed ceny zemn\u00edho plynu, aby do\u00a0zimy stihla doplnit z\u00e1sobn\u00edky na\u00a0bezpe\u010dnou \u00farove\u0148. Podle analytik\u016f Goldman Sachs…\n","protected":false},"author":2,"featured_media":191013,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[3],"tags":[6865,44423,17941,1705,24649,29251,3143,44429,109,108,106,11006,9515,25090,3459,44419,6387,9512,44428,2043,44427,44426,44421,44424,44430,44422,9516,44420,29152,44425,20789,44431,26500],"class_list":["post-191012","post","type-post","status-publish","format-standard","has-post-thumbnail","category-evropa","tag-cena-plynu","tag-cena-plynu-2026","tag-cena-zemniho-plynu","tag-ceny-energii","tag-dodavky-plynu","tag-drahy-plyn","tag-energeticka-krize","tag-energetika-evropa","tag-europa","tag-europe","tag-evropa","tag-evropska-energetika","tag-evropsky-plyn","tag-evropsky-trh-s-plynem","tag-goldman-sachs","tag-goldman-sachs-plyn","tag-hormuzsky-pruliv","tag-katar-lng","tag-konkurence-o-lng","tag-lng","tag-lng-asie","tag-lng-v-evrope","tag-plneni-zasobniku","tag-plyn-2026","tag-plyn-blizky-vychod","tag-plyn-na-zimu","tag-plyn-v-evrope","tag-stav-zasobniku-plynu","tag-ttf","tag-ttf-plyn","tag-zasobniky-plynu","tag-zasoby-plynu-evropa","tag-zkapalneny-zemni-plyn"],"share_on_mastodon":{"url":"","error":"Validation failed: Text character limit of 500 exceeded"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/191012","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=191012"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/191012\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/191013"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=191012"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=191012"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=191012"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}