{"id":34769,"date":"2026-03-25T03:10:13","date_gmt":"2026-03-25T03:10:13","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/34769\/"},"modified":"2026-03-25T03:10:13","modified_gmt":"2026-03-25T03:10:13","slug":"kvuli-valce-v-iranu-chybi-lng-a-neni-ani-helium","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/34769\/","title":{"rendered":"Kv\u016fli v\u00e1lce v \u00cdr\u00e1nu chyb\u00ed LNG a nen\u00ed ani helium"},"content":{"rendered":"

Boje uv\u011bznily na Bl\u00edzk\u00e9m v\u00fdchod\u011b nejenom ropu a\u00a0zkapaln\u011bn\u00fd plyn<\/a>, ale tak\u00e9 vedlej\u0161\u00ed produkt jeho v\u00fdroby. Katar je nejenom st\u011b\u017eejn\u00edm glob\u00e1ln\u00edm producentem LNG,<\/a> ale tak\u00e9 dodavatelem zhruba t\u0159iceti procent helia na sv\u011btov\u00e9 trhy. Vz\u00e1cn\u00fd plyn p\u0159itom zdaleka neslou\u017e\u00ed jen jako n\u00e1pl\u0148 balonk\u016f a\u00a0vzducholod\u00ed. Z\u00e1vis\u00ed na n\u011bm v\u00fdroba pokro\u010dil\u00fdch \u010dip\u016f a\u00a0rozvoj um\u011bl\u00e9 inteligence.<\/p>\n

Katarsk\u00fd v\u00fdpadek zabol\u00ed<\/p>\n

Katar vyr\u00e1b\u00ed 63\u00a0milion\u016f metr\u016f krychlov\u00fdch helia ro\u010dn\u011b, v\u00edce vyprodukuj\u00ed u\u017e jenom Spojen\u00e9 st\u00e1ty. T\u0159et\u00edm v\u00a0\u0159ad\u011b je p\u0159itom Rusko, tedy zem\u011b, od jej\u00edho\u017e exportu se Z\u00e1pad sna\u017e\u00ed od za\u010d\u00e1tku v\u00e1lky na Ukrajin\u011b odpoutat.<\/p>\n

\u00cdr\u00e1nsk\u00e9 \u00fatoky po\u0161kodily katarsk\u00fd energetick\u00fd komplex Ras Laffan, kde se nach\u00e1zej\u00ed i\u00a0z\u00e1vody na v\u00fdrobu helia. Spole\u010dnost QatarEnergy zastavila v\u00fdrobu LNG a souvisej\u00edc\u00edch produkt\u016f a\u00a0s\u00a0n\u00e1sledky poni\u010den\u00e9 infrastruktury se m\u016f\u017ee pot\u00fdkat roky. V\u0161e nav\u00edc komplikuje ochromen\u00ed dopravy v\u00a0Hormuzsk\u00e9m pr\u016flivu<\/a>, jin\u00e1 cesta pro komodity z\u00a0Kataru prakticky neexistuje.<\/p>\n

\u201ePokud tyto podm\u00ednky p\u0159etrvaj\u00ed, na trhu bude chyb\u011bt zhruba 5,2\u00a0milionu metr\u016f krychlov\u00fdch helia m\u011bs\u00ed\u010dn\u011b,\u201c konstatoval podle Reuters<\/a> Aleksandr Romanenko ze spole\u010dnosti IndexBox, kter\u00e1 se zab\u00fdv\u00e1 monitoringem trhu.<\/p>\n

Trh byl dote\u010f v\u00a0p\u0159ebytku<\/p>\n

Ten je pom\u011brn\u011b mal\u00fd a\u00a0m\u00e1 omezen\u00e9 voln\u00e9 produk\u010dn\u00ed i\u00a0skladovac\u00ed kapacity, tak\u017ee jak\u00e9koliv v\u00fdpadky mohou m\u00edt na z\u00e1kazn\u00edky v\u00fdrazn\u00e9 dopady. Ani p\u0159eprava helia nen\u00ed bez pot\u00ed\u017e\u00ed a\u00a0je citliv\u00e1 na zadrhnut\u00ed. V\u00a0kapaln\u00e9 form\u011b je toti\u017e prvek i\u00a0ve speci\u00e1ln\u00edch n\u00e1dob\u00e1ch dlouhodob\u011b nestabiln\u00ed a\u00a0odpa\u0159uje se. Dal\u0161\u00ed probl\u00e9my m\u016f\u017ee zp\u016fsobit uv\u00edznut\u00ed p\u0159epravn\u00edch kontejner\u016f, kter\u00fdch je v\u00a0ob\u011bhu pouze limitovan\u00e9<\/a> mno\u017estv\u00ed.<\/p>\n

Odborn\u00edci ale tvrd\u00ed, \u017ee na rozd\u00edl od plynu \u010di ropy se \u0161patn\u00e9 zpr\u00e1vy tolik nepropisuj\u00ed do cen helia. \u201eSpotov\u00e9 ceny tvo\u0159\u00ed jen velmi malou \u010d\u00e1st jeho prodeje, proto\u017ee se jedn\u00e1 p\u0159ev\u00e1\u017en\u011b o\u00a0dlouhodob\u00fd smluvn\u00ed obchod. Tak\u017ee i\u00a0kdy\u017e se helium dostane do titulk\u016f, nem\u00e1 to takov\u00fd dopad na trh. Smluvn\u00ed ceny se zat\u00edm ve skute\u010dnosti nepohnuly,\u201c \u0159ekl CNBC<\/a> Phil Kornbluth z\u00a0Kornbluth Helium Consulting, kter\u00fd v\u00a0oboru p\u016fsob\u00ed u\u017e v\u00edce ne\u017e 40 let.<\/p>\n

V\u00fdhodou je i\u00a0to, \u017ee byl trh s\u00a0heliem v\u00a0posledn\u00edch dvou letech v\u00a0p\u0159ebytku. I\u00a0tak se v\u0161e m\u016f\u017ee dramatiky zm\u011bnit, pokud dojde k\u00a0dlouhodob\u00e9mu v\u00fdpadku katarsk\u00fdch dod\u00e1vek. Romanenko tvrd\u00ed, \u017ee m\u011bs\u00ed\u010dn\u00ed naru\u0161en\u00ed by mohlo ceny zvednout o\u00a0deset a\u017e dvacet procent, zat\u00edmco probl\u00e9my se z\u00e1sobov\u00e1n\u00edm v\u00a0d\u00e9lce dvou a\u017e t\u0159\u00ed m\u011bs\u00edc\u016f mohou v\u00e9st ke zdra\u017een\u00ed a\u017e o\u00a0polovinu. Skute\u010dn\u00e9 dopady sou\u010dasn\u00fdch pot\u00ed\u017e\u00ed se ka\u017edop\u00e1dn\u011b teprve projev\u00ed, proto\u017ee helium z\u00a0Kataru \u010dasto putuje k\u00a0z\u00e1kazn\u00edk\u016fm v\u00edce ne\u017e m\u011bs\u00edc.<\/p>\n

V\u00a0polovodi\u010dov\u00e9m pr\u016fmyslu je helium nepostradateln\u00e9<\/p>\n

Vz\u00e1cn\u00fd plyn m\u00e1 \u0161irok\u00e9 vyu\u017eit\u00ed od v\u00fdroby optick\u00fdch vl\u00e1ken a\u00a0polovodi\u010d\u016f p\u0159es sva\u0159ov\u00e1n\u00ed a\u017e po pot\u00e1p\u011bn\u00ed a\u00a0z\u00e1bavn\u00ed pr\u016fmysl. L\u00e9ka\u0159sk\u00fd pr\u016fmysl ho pot\u0159ebuje k\u00a0chlazen\u00ed supravodiv\u00fdch magnet\u016f p\u0159\u00edstroj\u016f pro magnetickou rezonanci, kosmick\u00fd pr\u016fmysl zase k\u00a0tlakov\u00e1n\u00ed palivov\u00fdch n\u00e1dr\u017e\u00ed raket.<\/p>\n

\u201eP\u0159i v\u00fdrob\u011b polovodi\u010d\u016f je helium nepostradateln\u00e9,\u201c tvrd\u00ed<\/a> Feng \u0164in-feng ze Shanghai Integrated Circuit Industry Association s\u00a0t\u00edm, \u017ee slou\u017e\u00ed k\u00a0chlazen\u00ed p\u0159i EUV (extr\u00e9mn\u00ed ultrafialov\u00e9) litografii, tedy vysoce pokro\u010dil\u00e9 technologii v\u00fdroby \u010dip\u016f.<\/p>\n

Asociace polovodi\u010dov\u00e9ho pr\u016fmyslu (SIA) u\u017e v\u00a0roce 2023 varovala<\/a>, \u017ee pokud by do\u0161lo k\u00a0naru\u0161en\u00ed dod\u00e1vek helia, pravd\u011bpodobn\u011b by to zp\u016fsobilo ot\u0159esy v\u00a0cel\u00e9m pr\u016fmyslu v\u00fdroby \u010dip\u016f. \u201eGlob\u00e1ln\u00ed dod\u00e1vky helia jsou soust\u0159ed\u011bny v\u00a0zem\u00edch a\u00a0regionech s\u00a0potenci\u00e1ln\u00edm geopolitick\u00fdm rizikem v\u010detn\u011b Kataru, Ruska a\u00a0Al\u017e\u00edrska,\u201c konstatovala asociace.<\/p>\n

\u201eDlouhodob\u00fd konflikt by nakonec mohl v\u00e9st k\u00a0naru\u0161en\u00ed nebo vy\u017eadovat zm\u011bny v\u00a0z\u00edsk\u00e1v\u00e1n\u00ed kl\u00ed\u010dov\u00fdch materi\u00e1l\u016f,\u201c p\u0159ipou\u0161t\u00ed nyn\u00ed i\u00a0Ray Wang z\u00a0analytick\u00e9 spole\u010dnosti SemiAnalysis, kter\u00e1 se specializuje na \u010dipy a\u00a0um\u011blou inteligenci.<\/p>\n

Zraniteln\u00ed asij\u0161t\u00ed producenti \u010dip\u016f<\/p>\n

Obzvl\u00e1\u0161t\u011b zraniteln\u00ed jsou v\u016f\u010di pot\u00ed\u017e\u00edm s\u00a0dod\u00e1vkami helia z\u00a0Bl\u00edzk\u00e9ho v\u00fdchodu p\u0159edn\u00ed asij\u0161t\u00ed v\u00fdrobci polovodi\u010d\u016f, tedy Ji\u017en\u00ed Korea a\u00a0Tchaj-wan. Soul nakupuje v\u00edce ne\u017e polovinu tohoto prvku v\u00a0Persk\u00e9m z\u00e1livu, a\u00a0Tchaj-pej dokonce dv\u011b t\u0159etiny. Spole\u010dnosti jako Samsung Electronics a\u00a0SK Hynix maj\u00ed<\/a> pravd\u011bpodobn\u011b z\u00e1soby na n\u011bkolik m\u011bs\u00edc\u016f. Podle expert\u016f je ale z\u00e1sadn\u00ed, aby urychlily \u00fasil\u00ed o\u00a0zaji\u0161t\u011bn\u00ed alternativn\u00edch zdroj\u016f.<\/p>\n

\"Investo\u0159i<\/a>Investo\u0159i spolkli Trumpovo \u00edr\u00e1nsk\u00e9 TACO, v\u00fdnosy \u010desk\u00fdch dluhopis\u016f p\u0159estaly strm\u011b r\u016fst<\/a><\/p>\n

Analytici m\u00edn\u00ed, \u017ee v\u00a0p\u0159\u00edpad\u011b krize budou nejsp\u00ed\u0161e up\u0159ednostn\u011bny d\u016fle\u017eit\u00e9 sektory, tak\u017ee by dopadla sp\u00ed\u0161e na party balonky ne\u017e na \u010dipy a\u00a0magnetickou rezonanci. Velk\u00e9 polovodi\u010dov\u00e9 firmy tak\u00e9 nejsp\u00ed\u0161 konkurenci p\u0159eplat\u00ed.<\/p>\n

P\u0159esto n\u011bkte\u0159\u00ed koment\u00e1to\u0159i p\u0159edev\u0161\u00edm v\u00a0USA varuj\u00ed p\u0159ed riziky pro dal\u0161\u00ed rozvoj um\u011bl\u00e9 inteligence. \u201ePrioritou mus\u00ed b\u00fdt zach\u00e1zen\u00ed s\u00a0heliem jako se strategick\u00fdm pr\u016fmyslov\u00fdm plynem v\u00a0r\u00e1mci politiky polovodi\u010d\u016f a\u00a0pl\u00e1nov\u00e1n\u00ed obrann\u00e9ho pr\u016fmyslu,\u201c podot\u00fdk\u00e1 trojice expert\u016f v\u00a0magaz\u00ednu The National Interest<\/a>, podle kter\u00fdch \u00edr\u00e1nsk\u00e1 v\u00e1lka naplno odhalila dal\u0161\u00ed p\u0159ehl\u00ed\u017een\u00e9 \u00fazk\u00e9 hrdlo v\u00a0dodavatelsk\u00fdch \u0159et\u011bzc\u00edch. \u00a0\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Boje uv\u011bznily na Bl\u00edzk\u00e9m v\u00fdchod\u011b nejenom ropu a\u00a0zkapaln\u011bn\u00fd plyn, ale tak\u00e9 vedlej\u0161\u00ed produkt jeho v\u00fdroby. Katar je nejenom…\n","protected":false},"author":2,"featured_media":34770,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[4495,67,68,150,4075,6527,6629,2043,592,1730,61,845,113,11737,2132],"class_list":{"0":"post-34769","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-byznys","8":"tag-blizky-vychod","9":"tag-business","10":"tag-byznys","11":"tag-energetika","12":"tag-geopolitika","13":"tag-katar","14":"tag-konflikt-na-blizkem-vychode","15":"tag-lng","16":"tag-prumysl","17":"tag-ruska-invaze-na-ukrajinu","18":"tag-rusko","19":"tag-umela-inteligence","20":"tag-usa","21":"tag-valka-v-iranu","22":"tag-vyroba"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/116287623849863569","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/34769","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=34769"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/34769\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/34770"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=34769"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=34769"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=34769"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}