{"id":206295,"date":"2026-09-07T21:23:16","date_gmt":"2026-09-07T21:23:16","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/206295\/"},"modified":"2026-09-07T21:23:16","modified_gmt":"2026-09-07T21:23:16","slug":"draha-zelena-ocel-narazi-na-realitu-ocelarenske-giganty-rusi-investice-a-obavaji-se-krachu","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/206295\/","title":{"rendered":"Drah\u00e1 zelen\u00e1 ocel nar\u00e1\u017e\u00ed na realitu. Ocel\u00e1rensk\u00e9 giganty ru\u0161\u00ed investice a ob\u00e1vaj\u00ed se krachu"},"content":{"rendered":"<p class=\"p1\">Dekarbonizovat v\u00fdrobu oceli a z\u016fstat cenov\u011b konkurenceschopn\u00fd je slo\u017eit\u00e1 v\u00fdzva i pro giganty jako ArcelorMittal. Do tov\u00e1rny, kter\u00e1 m\u00e1 ve francouzsk\u00e9m Dunkerku zhotovovat takzvanou zelenou ocel u\u017e od roku 2029, investoval 1,3 miliardy eur. V\u011bt\u0161ina pen\u011bz \u0161la do vlajkov\u00e9 elektrick\u00e9 obloukov\u00e9 pece, kter\u00e1 m\u00e1 sn\u00ed\u017eit emise sklen\u00edkov\u00fdch plyn\u016f na tunu vyr\u00e1b\u011bn\u00e9 oceli o dv\u011b t\u0159etiny ve srovn\u00e1n\u00ed s tradi\u010dn\u00ed vysokou pec\u00ed. Produkce zelen\u00e9 oceli je ov\u0161em o 20 a\u017e 30 procent n\u00e1kladn\u011bj\u0161\u00ed pr\u00e1v\u011b kv\u016fli masivn\u00ed po\u010d\u00e1te\u010dn\u00ed investici a kv\u016fli zna\u010dn\u00e9 spot\u0159eb\u011b elekt\u0159iny v tov\u00e1rn\u011b.\u00a0<\/p>\n<p class=\"p1\">Zat\u00edmco s drah\u00fdm \u00fa\u010dtem za nastartov\u00e1n\u00ed <a href=\"https:\/\/www.e15.cz\/rozhovory\/elektrickou-pec-za-17-miliard-napul-zaplati-dotace-rika-sef-nove-huti-strouhal-1430768\" target=\"_blank\" rel=\"noopener nofollow\">nov\u00e9 technologie<\/a> m\u016f\u017ee ArcelorMittal po\u010d\u00edtat, s n\u00e1vratnost\u00ed investice nikoliv. Spole\u010dnost toti\u017e \u201enem\u00e1 \u017e\u00e1dn\u00fd skute\u010dn\u00fd p\u0159ehled o tom, jak rychle poroste popt\u00e1vka po zelen\u00e9 oceli a zda si za n\u00ed budou z\u00e1kazn\u00edci v\u016fbec ochotn\u00ed p\u0159iplatit\u201c, varoval \u0159editel francouzsk\u00e9 divize ArcelorMittal Bruno Ribo. K nejv\u011bt\u0161\u00edm z\u00e1kazn\u00edk\u016fm pat\u0159\u00ed automobilky vyr\u00e1b\u011bj\u00edc\u00ed v Evrop\u011b. Pr\u016fm\u011brn\u00fd osobn\u00ed v\u016fz se skl\u00e1d\u00e1 z orienta\u010dn\u011b 800 kilogram\u016f oceli. \u201eM\u00edra nejistoty (za jakou cenu bude ArcelorMittal zelenou ocel prod\u00e1vat) je velmi, velmi vysok\u00e1,\u201c cituje Riba list <a href=\"https:\/\/www.ft.com\/content\/d6b990f3-7cd8-49b6-b310-53356ea14c90?syn-25a6b1a6=1\" target=\"_blank\" rel=\"noopener nofollow\">Financial Times<\/a>.\u00a0<\/p>\n<p>Drah\u00e1 zelen\u00e1 ocel<\/p>\n<p class=\"p1\">Ocel\u00e1rna \u010del\u00ed stejn\u00e9 v\u00fdzv\u011b jako nejv\u011bt\u0161\u00ed evropsk\u00e9 koncerny Volkswagen \u010di Stellantis \u2013 m\u00e1 investovat do sni\u017eov\u00e1n\u00ed produkovan\u00fdch emis\u00ed a netratit na zisc\u00edch. V p\u0159\u00edpad\u011b ocel\u00e1ren je to \u00fakol o to n\u00e1ro\u010dn\u011bj\u0161\u00ed, \u017ee dovoz levn\u011bj\u0161\u00ed oceli do EU nar\u016fst\u00e1 a tla\u010d\u00ed tak ceny dol\u016f, nav\u00edc v dob\u011b ni\u017e\u0161\u00ed popt\u00e1vky. Dovoz slitiny na star\u00fd kontinent tvo\u0159\u00ed u\u017e 26 procent evropsk\u00fdch dod\u00e1vek, mezi lety 2016 a 2025 to bylo asi 20 procent. Mno\u017estv\u00ed v Evrop\u011b vyr\u00e1b\u011bn\u00e9 oceli mezit\u00edm pokleslo z 69 na 57 milion\u016f tun.\u00a0<\/p>\n<p class=\"p1\">\u201eN\u00e1\u0161 trh je zaplavov\u00e1n dovozy. Za norm\u00e1ln\u00edch okolnost\u00ed by p\u0159itom m\u011blo platit, \u017ee jich v dob\u011b recese ub\u00fdv\u00e1. To se ale ned\u011bje. Pouze na\u0161ich vlastn\u00edch prodej\u016f ubylo, a to nen\u00ed norm\u00e1ln\u00ed,\u201c tvrd\u00ed Axel Eggert, gener\u00e1ln\u00ed \u0159editel evropsk\u00e9ho ocel\u00e1\u0159sk\u00e9ho svazu Eurofer. Evropsk\u00e1 unie sice postupn\u011b zav\u00e1d\u00ed ochrann\u00e1 opat\u0159en\u00ed pro dom\u00e1c\u00ed pr\u016fmysl, ten v\u0161ak d\u00e1l \u010del\u00ed z\u00e1sadn\u00edm nejistot\u00e1m, p\u0159edev\u0161\u00edm t\u00e9, zda p\u0159esv\u011bd\u010d\u00ed automobilky nebo stavebn\u00ed spole\u010dnosti o v\u00fdhodnosti zelen\u00e9 oceli.\u00a0<\/p>\n<p class=\"p1\">\u0158ada dekarboniza\u010dn\u00edch projekt\u016f je tak pozastaven\u00e1 nebo se realizuje v men\u0161\u00edm rozsahu. Mezi takov\u00e9 se \u0159ad\u00ed i projekt T\u0159ineck\u00fdch \u017eelez\u00e1ren. Ty za\u010d\u00e1tkem lo\u0148sk\u00e9ho roku ozn\u00e1mily, \u017ee cht\u011bj\u00ed letos za\u010d\u00edt stav\u011bt elektrickou obloukovou pec a dokon\u010dit ji do prosince 2028. M\u011bla nahradit polovinu v\u00fdroby a nab\u00eddnout ro\u010dn\u00ed kapacitu asi 1,3 milionu tun. Je\u0161t\u011b b\u011bhem lo\u0148sk\u00e9ho roku firma p\u0159ipraven\u00fd projekt ukon\u010dila s t\u00edm, \u017ee ho mus\u00ed p\u0159ipravit znovu od za\u010d\u00e1tku kv\u016fli nefunk\u010dn\u00ed ekonomice.\u00a0<\/p>\n<p>T\u0159ineck\u00e9 \u017eelez\u00e1rny m\u011bn\u00ed strategii<\/p>\n<p class=\"p1\">\u201eEvropsk\u00e1 unie nahl\u00ed\u017e\u00ed nesmysln\u011b na v\u00fdrobu oceli tak, \u017ee vysokou pec lze nahradit elektrickou obloukovou pec\u00ed. U\u017e ale ne\u0159\u00edk\u00e1, \u017ee obloukov\u00e1 pec nen\u00ed to sam\u00e9. Je to p\u0159etavovac\u00ed agreg\u00e1t \u2013 z hotov\u00e9ho ocelov\u00e9ho \u0161rotu oh\u0159\u00edv\u00e1n\u00edm vytv\u00e1\u0159\u00edte tekutou f\u00e1zi, kterou pak odl\u00e9v\u00e1te. T\u0159ineck\u00e9 \u017eelez\u00e1rny jsou p\u0159itom posledn\u00ed integrovanou ocel\u00e1rnou v \u010cesku. To znamen\u00e1, \u017ee z horniny vyr\u00e1b\u00edme \u017eelezo a z n\u011bj n\u00e1sledn\u011b ocel. Tento proces je jedine\u010dn\u00fd, nelze jej nahradit, a p\u0159esto je zat\u00ed\u017een povolenkami, kter\u00fdch dost\u00e1v\u00e1me bezplatn\u011b \u010d\u00edm d\u00e1l m\u00e9n\u011b a kter\u00e9 budeme brzy muset draze dokupovat,\u201c \u0159ekl v \u010dervnov\u00e9m <a href=\"https:\/\/www.e15.cz\/rozhovory\/severni-amerika-je-pro-nas-passe-a-blizky-vychod-jako-nahrada-za-ni-ztroskotal-rika-sef-trineckych-zelezaren-1433357?openpremium=7f8d48e0d848e1ec7afb839cd6196519\" target=\"_blank\" rel=\"noopener nofollow\">rozhovoru pro e15<\/a> \u0161\u00e9f ocel\u00e1rny Roman Heide.\u00a0<\/p>\n<p class=\"p1\">\u201eP\u0159i na\u0161em objemu emis\u00ed oxidu uhli\u010dit\u00e9ho to pro n\u00e1s znamen\u00e1, \u017ee pokud nezm\u011bn\u00edme technologii v\u00fdroby, nebudeme schopni fungovat po roce 2033. Mus\u00edme proto hledat alternativu. Jen\u017ee jedin\u00e1 smyslupln\u00e1 stoj\u00ed kolem dvaceti miliard, a to je pro n\u00e1\u0161 obor za sou\u010dasn\u00e9 situace opravdu hodn\u011b. Sami to nejsme schopni uhradit bez v\u00fdznamn\u00e9 finan\u010dn\u00ed podpory. Jsme v situaci, kdy jsme nuceni k investici do technologie, kterou bychom si sami nevybrali a kter\u00e1 n\u00e1m nep\u0159in\u00e1\u0161\u00ed \u017e\u00e1dnou p\u0159idanou hodnotu z hlediska v\u00fdroby. Bez finan\u010dn\u00ed podpory to ned\u00e1v\u00e1 jak\u00fdkoliv a u\u017e v\u016fbec ne ekonomick\u00fd smysl,\u201c dodal.\u00a0<\/p>\n<p><a class=\"article-card__image\" data-ac-image=\"\" href=\"https:\/\/www.e15.cz\/byznys\/prumysl-a-energetika\/strnad-starsi-obraci-pozornost-k-italii-muze-vstoupit-do-boje-o-cast-ocelarskeho-gigantu-1435248\" title=\"Strnad star\u0161\u00ed obrac\u00ed pozornost k\u00a0It\u00e1lii. M\u016f\u017ee vstoupit do boje o\u00a0\u010d\u00e1st ocel\u00e1\u0159sk\u00e9ho gigantu \" rel=\"nofollow noopener\" target=\"_blank\"><img decoding=\"async\" alt=\"Strnad star\u0161\u00ed obrac\u00ed pozornost k\u00a0It\u00e1lii. M\u016f\u017ee vstoupit do boje o\u00a0\u010d\u00e1st ocel\u00e1\u0159sk\u00e9ho gigantu \" title=\"Strnad star\u0161\u00ed obrac\u00ed pozornost k\u00a0It\u00e1lii. M\u016f\u017ee vstoupit do boje o\u00a0\u010d\u00e1st ocel\u00e1\u0159sk\u00e9ho gigantu \" class=\"\" data-magazine=\"\" src=\"https:\/\/www.europesays.com\/cz\/wp-content\/uploads\/2026\/09\/9871546.jpg\" loading=\"lazy\" style=\"aspect-ratio: 328 \/ 184\"\/><\/a><a class=\"article-card__title-link line-limit-3\" data-ac-title=\"\" href=\"https:\/\/www.e15.cz\/byznys\/prumysl-a-energetika\/strnad-starsi-obraci-pozornost-k-italii-muze-vstoupit-do-boje-o-cast-ocelarskeho-gigantu-1435248\" title=\"Strnad star\u0161\u00ed obrac\u00ed pozornost k\u00a0It\u00e1lii. M\u016f\u017ee vstoupit do boje o\u00a0\u010d\u00e1st ocel\u00e1\u0159sk\u00e9ho gigantu \" rel=\"nofollow noopener\" target=\"_blank\">Strnad star\u0161\u00ed obrac\u00ed pozornost k\u00a0It\u00e1lii. M\u016f\u017ee vstoupit do boje o\u00a0\u010d\u00e1st ocel\u00e1\u0159sk\u00e9ho gigantu <\/a><\/p>\n<p class=\"p1\">Dal\u0161\u00edm p\u0159\u00edkladem je ve\u0159ejn\u011b obchodovan\u00e1 n\u011bmeck\u00e1 skupina Salzgitter AG, jej\u00ed\u017e nejv\u011bt\u0161\u00edm akcion\u00e1\u0159em je spolkov\u00e1 zem\u011b Doln\u00ed Sasko. Do programu Salcos, kter\u00fd m\u00e1 postupn\u011b nahradit vysokou pec elektrickou obloukovou pec\u00ed, investovala v prvn\u00ed etap\u011b 2,7 miliardy eur. Rozhodnut\u00ed o investic\u00edch do dal\u0161\u00edch f\u00e1z\u00ed ale spole\u010dnost odlo\u017eila a\u017e na roky 2028\/29 kv\u016fli zhor\u0161en\u00fdm ekonomick\u00fdm a regulatorn\u00edm podm\u00ednk\u00e1m. Dokon\u010den\u00ed p\u0159echodu na n\u00edzkoemisn\u00ed v\u00fdrobu se tak posunulo do poloviny 30. let.\u00a0<\/p>\n<p class=\"p1\">I ArcelorMittal p\u016fvodn\u011b pl\u00e1noval investovat do Dunkerku 1,8 miliardy eur, tedy o p\u016fl miliardy v\u00edce, ne\u017e kolik nakonec investuje. Po\u010d\u00edtal toti\u017e se dv\u011bma elektrick\u00fdmi pecemi. Dal\u0161\u00ed podobn\u00fd projekt, kter\u00fd pl\u00e1noval pro N\u011bmecko, vzdal \u00fapln\u011b. \u201eTempo transformace se uk\u00e1zalo b\u00fdt slo\u017eit\u011bj\u0161\u00ed a n\u00e1ro\u010dn\u011bj\u0161\u00ed, ne\u017e jsme o\u010dek\u00e1vali, proto\u017ee ekonomick\u00e9, technologick\u00e9 a geopolitick\u00e9 faktory zm\u011bnily \u0159adu p\u0159edpoklad\u016f, na nich\u017e byly zalo\u017eeny na\u0161e d\u0159\u00edv\u011bj\u0161\u00ed pl\u00e1ny,\u201c uvedla spole\u010dnost ve sv\u00e9 nejnov\u011bj\u0161\u00ed zpr\u00e1v\u011b o udr\u017eitelnosti.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Dekarbonizovat v\u00fdrobu oceli a z\u016fstat cenov\u011b konkurenceschopn\u00fd je slo\u017eit\u00e1 v\u00fdzva i pro giganty jako ArcelorMittal. Do tov\u00e1rny, kter\u00e1&hellip;\n","protected":false},"author":2,"featured_media":206296,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[12],"tags":[46674,10511,67,68,106,571,69,32247,476,882,2132,38778],"class_list":["post-206295","post","type-post","status-publish","format-standard","has-post-thumbnail","category-byznys","tag-arcelormittal","tag-automobilka","tag-business","tag-byznys","tag-evropa","tag-evropska-unie","tag-investice","tag-pec","tag-projekt","tag-technologie","tag-vyroba","tag-vysoka-pec"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/117231865743312096","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/206295","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=206295"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/206295\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/206296"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=206295"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=206295"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=206295"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}