{"id":61112,"date":"2026-04-20T19:19:08","date_gmt":"2026-04-20T19:19:08","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/61112\/"},"modified":"2026-04-20T19:19:08","modified_gmt":"2026-04-20T19:19:08","slug":"vysadni-postaveni-lng-se-kvuli-valce-v-iranu-hrouti","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/61112\/","title":{"rendered":"V\u00fdsadn\u00ed postaven\u00ed LNG se kv\u016fli v\u00e1lce v \u00cdr\u00e1nu hrout\u00ed"},"content":{"rendered":"

Situace na Bl\u00edzk\u00e9m v\u00fdchod\u011b se op\u011bt zkomplikovala, \u00cdr\u00e1n a\u00a0Spojen\u00e9 st\u00e1ty o\u00a0v\u00edkendu v\u00a0Hormuzsk\u00e9m pr\u016flivu zastavovaly komer\u010dn\u00ed lod\u011b. Na v\u00fdvoj v\u00a0pond\u011bl\u00ed zareagovaly ceny ropy i\u00a0plynu. Ten se v\u00a0nizozemsk\u00e9m virtu\u00e1ln\u00edm obchodn\u00edm uzlu TTF r\u00e1no prod\u00e1val t\u00e9m\u011b\u0159 za 43\u00a0eur za megawatthodinu, i\u00a0kdy\u017e pozd\u011bji cena poklesla ke \u010dty\u0159iceti.<\/p>\n

Na p\u0159elomu roku se p\u0159itom ceny pohybovaly kolem 25\u00a0eur a\u00a0zd\u00e1lo se, \u017ee se kontinent kone\u010dn\u011b dostal do obdob\u00ed energetick\u00e9 stability. Nyn\u00ed ale op\u011bt stoj\u00ed p\u0159ed ot\u00e1zkou, jak napln\u00ed z\u00e1sobn\u00edky pro p\u0159\u00ed\u0161t\u00ed zimu.<\/p>\n

Zmatky se podepisuj\u00ed na trz\u00edch<\/p>\n

Situace v\u00a0kl\u00ed\u010dov\u00e9 n\u00e1mo\u0159n\u00ed tepn\u011b, kudy za norm\u00e1ln\u00edch okolnost\u00ed proch\u00e1z\u00ed zhruba p\u011btina glob\u00e1ln\u00ed spot\u0159eby ropy a\u00a0\u010dtvrtina celosv\u011btov\u00e9ho obchodu se zkapaln\u011bn\u00fdm zemn\u00edm plynem, z\u016fst\u00e1v\u00e1 nevyzpytateln\u00e1. \u201eProtich\u016fdn\u00e9 zpr\u00e1vy z\u00a0\u00cdr\u00e1nu p\u0159isp\u00edvaj\u00ed ke zmatku a\u00a0udr\u017euj\u00ed trh nerv\u00f3zn\u00ed,\u201c uvedli podle The Wall Street Journal<\/a> analytici banky ANZ.<\/p>\n

Experti za\u010d\u00ednaj\u00ed b\u00fdt frustrovan\u00ed rozpory mezi medializovan\u00fdmi nad\u011bjn\u00fdmi ozn\u00e1men\u00edmi a\u00a0realitou. \u201eJedin\u00fd fakt, na kter\u00e9m skute\u010dn\u011b z\u00e1le\u017e\u00ed, je, \u017ee pr\u016fliv nen\u00ed otev\u0159en\u00fd a\u00a0kv\u016fli riziku \u00fatok\u016f to tak vn\u00edmaj\u00ed stovky plavidel \u010dekaj\u00edc\u00edch po obou stran\u00e1ch kl\u00ed\u010dov\u00e9 vodn\u00ed cesty,\u201c napsal v\u00a0koment\u00e1\u0159i pro Reuters<\/a> energetick\u00fd koment\u00e1tor Clyde Russell. \u201eA\u00a0\u010d\u00edm d\u00e9le bude uzav\u0159en, t\u00edm z\u00e1va\u017en\u011bj\u0161\u00ed bude energetick\u00e1 krize,\u201c konstatoval.<\/p>\n

Think-tank Bruegel ned\u00e1vno varoval<\/a>, \u017ee v\u00a0p\u0159\u00edpad\u011b zdvojn\u00e1soben\u00ed cen plynu by Evropa v\u00a0n\u00e1sleduj\u00edc\u00edch dvan\u00e1cti m\u011bs\u00edc\u00edch zaplatila za jeho dovoz dodate\u010dn\u00fdch sto miliard eur. Loni podle n\u011bj utratila za tento import 117\u00a0miliard. V\u00fdpo\u010det think-tanku ale kalkuluje se \u0161edes\u00e1ti eury za megawatthodinu, co\u017e je cena, na kterou se plyn zat\u00edm vyhoupl jen kr\u00e1tce kolem poloviny b\u0159ezna.<\/p>\n

N\u00e1znaky energetick\u00e9 krize sice p\u0159i\u0161ly na konci topn\u00e9 sezony, Evropa se ale ob\u00e1v\u00e1 o\u00a0pln\u011bn\u00ed z\u00e1sobn\u00edk\u016f na p\u0159\u00ed\u0161t\u00ed zimu. Ty jsou vypr\u00e1zdn\u011bn\u00e9<\/a> na t\u0159icet procent kapacity, pr\u016fm\u011brn\u00fd stav pro toto obdob\u00ed je p\u0159itom \u010dty\u0159icet procent. N\u011bkter\u00e9 zem\u011b v\u010detn\u011b N\u011bmecka a\u00a0Francie jsou na tom p\u0159itom je\u0161t\u011b h\u016f\u0159.<\/p>\n

Chyb\u00ed cenov\u00e1 motivace k\u00a0pln\u011bn\u00ed z\u00e1sobn\u00edk\u016f<\/p>\n

Asociace Gas Infrastructure Europe upozornila<\/a>, \u017ee k\u00a0hromad\u011bn\u00ed plynu obchodn\u00edk\u016fm chyb\u00ed motivace, jeliko\u017e sou\u010dasn\u00e9 ceny jsou oproti kontrakt\u016fm na zimu vy\u0161\u0161\u00ed. \u201eBez trval\u00fdch injekc\u00ed, kter\u00e9 za\u010dnou ji\u017e od dubna, Evropa riskuje, \u017ee do p\u0159\u00ed\u0161t\u00ed zimy vstoup\u00ed se sn\u00ed\u017eenou flexibilitou \u010derp\u00e1n\u00ed a\u00a0men\u0161\u00edmi bezpe\u010dnostn\u00edmi rezervami, zejm\u00e9na v\u00a0p\u0159\u00edpad\u011b chladn\u00fdch obdob\u00ed nebo neo\u010dek\u00e1van\u00fdch v\u00fdpadk\u016f dod\u00e1vek koncem zimy 2026\/2027,\u201c ob\u00e1v\u00e1 se asociace.<\/p>\n

Masanori Odaka ze spole\u010dnosti Rystad Energy \u0159ekl Bloombergu, \u017ee star\u00fd kontinent m\u016f\u017ee m\u00edt pot\u00ed\u017ee s\u00a0pumpov\u00e1n\u00edm suroviny do z\u00e1sobn\u00edk\u016f, pokud bude muset o\u00a0dod\u00e1vky zkapaln\u011bn\u00e9ho plynu tvrd\u011b sout\u011b\u017eit. Evropa se na tuto surovinu v\u00edce upnula po za\u010d\u00e1tku v\u00e1lky na Ukrajin\u011b, kdy j\u00ed cht\u011bla nahradit rusk\u00fd potrubn\u00ed plyn. Zat\u00edmco p\u0159ed n\u00ed tvo\u0159il LNG zhruba p\u011btinu plynov\u00e9ho importu, nyn\u00ed se jeho pod\u00edl bl\u00ed\u017e\u00ed k\u00a0polovin\u011b.<\/p>\n

T\u00e9m\u011b\u0159 \u0161edes\u00e1t procent zkapaln\u011bn\u00e9ho importu p\u0159itom zaji\u0161\u0165uj\u00ed Spojen\u00e9 st\u00e1ty. \u201eExistuje riziko, \u017ee pokud EU prohraje intenzivn\u011bj\u0161\u00ed nab\u00eddkovou v\u00e1lku, velk\u00e1 \u010d\u00e1st tohoto dovozu bude p\u0159esm\u011brov\u00e1na do Asie,\u201c podot\u00fdk\u00e1 i\u00a0Bruegel. Asij\u0161t\u00ed kupci jsou toti\u017e siln\u011b z\u00e1visl\u00ed na LNG z\u00a0Kataru, kter\u00fd pot\u0159ebuj\u00ed nahradit. V\u00a0b\u0159eznu se americk\u00fd v\u00fdvoz do Asie oproti \u00fanoru tak\u0159ka zdvojn\u00e1sobil.<\/p>\n

Asie p\u0159est\u00e1v\u00e1 v\u011b\u0159it v\u00a0LNG, hled\u00e1 alternativy<\/p>\n

Evrop\u011b by ale mohlo hr\u00e1t do karet, \u017ee se nyn\u00ed za\u010d\u00edn\u00e1 hovo\u0159it o\u00a0\u00fatlumu asijsk\u00e9 popt\u00e1vky nejenom pod vlivem vysok\u00fdch cen. Analytici m\u00edn\u00ed, \u017ee tento region rychle p\u0159ehodnocuje postoj k\u00a0LNG, kter\u00fd pro n\u011bj p\u0159est\u00e1v\u00e1 b\u00fdt spolehlivou surovinou. List The Japan Times<\/a> p\u00ed\u0161e, \u017ee \u0159ada asijsk\u00fdch kupc\u016f rychle m\u011bn\u00ed sv\u00e9 pl\u00e1ny. Chce pos\u00edlit dom\u00e1c\u00ed t\u011b\u017ebu, v\u00edce investovat do obnoviteln\u00fdch zdroj\u016f nebo uzav\u00edr\u00e1 energetick\u00e9 dohody s\u00a0Ruskem.<\/p>\n

\u201eN\u011bkter\u00e9 zem\u011b se vracej\u00ed k\u00a0uhl\u00ed, roz\u0161i\u0159uj\u00ed jadern\u00e9 kapacity nebo urychluj\u00ed zav\u00e1d\u011bn\u00ed bateriov\u00fdch \u00falo\u017ei\u0161\u0165 a\u00a0technologi\u00ed obnoviteln\u00fdch zdroj\u016f, jako je v\u011btrn\u00e1 a\u00a0sol\u00e1rn\u00ed energie. N\u011bkter\u00e9 ji\u017e ru\u0161\u00ed projekty LNG,\u201c tvrd\u00ed i\u00a0studie<\/a> \u00dastavu pro energetickou ekonomiku a\u00a0finan\u010dn\u00ed anal\u00fdzy (IEEFA).<\/p>\n

Na situaci ale reaguje i\u00a0EU, kter\u00e1 hled\u00e1 alternativn\u00ed zdroje suroviny. It\u00e1lie a\u00a0\u0160pan\u011blsko nap\u0159\u00edklad jednaj\u00ed s\u00a0Al\u017e\u00edrskem<\/a> o\u00a0mo\u017en\u00e9m zv\u00fd\u0161en\u00ed dod\u00e1vek spolehliv\u011bj\u0161\u00ed cestou plynovody. Agentura Reuters<\/a> z\u00e1rove\u0148 informovala o\u00a0tom, \u017ee evrop\u0161t\u00ed z\u00e1jemci v\u010detn\u011b n\u011bmeck\u00e9 spole\u010dnosti Uniper zkoumaj\u00ed mo\u017enost n\u00e1kupu zkapaln\u011bn\u00e9ho plynu z\u00a0kanadsk\u00e9ho tichomo\u0159sk\u00e9ho pob\u0159e\u017e\u00ed a\u00a0jeho p\u0159epravy p\u0159es Panamsk\u00fd pr\u016fplav.<\/p>\n

\u201eOd za\u010d\u00e1tku v\u00e1lky v\u00a0\u00cdr\u00e1nu je o\u00a0odb\u011br LNG obzvl\u00e1\u0161t\u011b siln\u00fd z\u00e1jem z\u00a0cel\u00e9ho sv\u011bta v\u010detn\u011b Evropy,\u201c uvedl zdroj Reuters. Kanada vstoupila na trh s\u00a0LNG teprve loni<\/a> a\u00a0zat\u00edm je geograficky v\u00fdhodn\u011bj\u0161\u00edm dodavatelem pro asijsk\u00e9 kupce, i\u00a0kdy\u017e \u010dasem by se m\u011bl rozjet i\u00a0v\u00fdvoz z\u00a0v\u00fdchodn\u00ed \u010d\u00e1sti zem\u011b p\u0159\u00edmo do Evropy.<\/p>\n

Oprava infrastruktury na Bl\u00edzk\u00e9m v\u00fdchod\u011b m\u016f\u017ee trvat roky<\/p>\n

Odborn\u00edci z\u00e1rove\u0148 upozor\u0148uj\u00ed na to, \u017ee i\u00a0kdyby v\u00e1lka skon\u010dila nyn\u00ed, potrv\u00e1 dlouho, ne\u017e se poda\u0159\u00ed popasovat se s\u00a0jej\u00edmi energetick\u00fdmi dopady. \u0160\u00e9f Mezin\u00e1rodn\u00ed energetick\u00e9 agentury Fatih Birol \u0159ekl v\u00a0rozhovoru pro \u0161v\u00fdcarsk\u00fd list Neue Z\u00fcrcher Zeitung, \u017ee obnoven\u00ed energetick\u00e9 produkce na Bl\u00edzk\u00e9m v\u00fdchod\u011b na p\u0159edv\u00e1le\u010dnou \u00farove\u0148 bude trvat p\u0159ibli\u017en\u011b dva roky.<\/p>\n

\"Dru\u017eba<\/a>Dru\u017eba se vrac\u00ed do hry. Zelenskyj u kancl\u00e9\u0159e Merze ozn\u00e1mil obnoven\u00ed dod\u00e1vek ropy<\/a><\/p>\n

\u201eBude se to li\u0161it v\u00a0jednotliv\u00fdch zem\u00edch. Nap\u0159\u00edklad v\u00a0Ir\u00e1ku to bude trvat mnohem d\u00e9le ne\u017e v\u00a0Sa\u00fadsk\u00e9 Ar\u00e1bii,\u201c konstatoval<\/a>. Rystad Energy p\u0159itom odhaduje<\/a>, \u017ee dosavadn\u00ed n\u00e1klady na opravu a\u00a0obnovu energetick\u00e9 infrastruktury u\u017e dos\u00e1hly p\u0159inejmen\u0161\u00edm 25\u00a0miliard dolar\u016f a\u00a0mohou d\u00e1le r\u016fst.<\/p>\n

Birol tak\u00e9 vyj\u00e1d\u0159il obavy, \u017ee trh je\u0161t\u011b st\u00e1le podce\u0148uje d\u016fsledky dlouhodob\u00e9ho uzav\u0159en\u00ed Hormuzsk\u00e9ho pr\u016flivu. Nedostatek podle n\u011bj dosud zm\u00edr\u0148ovaly dod\u00e1vky ropy a\u00a0plynu, kter\u00e9 byly na cest\u011b do sv\u00fdch destinac\u00ed u\u017e p\u0159ed za\u010d\u00e1tkem v\u00e1lky. \u201eV\u00a0b\u0159eznu v\u0161ak nebyly nalo\u017eeny \u017e\u00e1dn\u00e9 nov\u00e9 tankery. Nebyly odbaveny \u017e\u00e1dn\u00e9 nov\u00e9 z\u00e1silky ropy, plynu ani paliv na asijsk\u00e9 trhy. Tato mezera se nyn\u00ed st\u00e1v\u00e1 z\u0159ejmou. Pokud nebude Hormuzsk\u00fd pr\u016fliv znovu otev\u0159en, mus\u00edme se p\u0159ipravit na v\u00fdrazn\u011b vy\u0161\u0161\u00ed ceny energi\u00ed,\u201c varoval.<\/p>\n","protected":false},"excerpt":{"rendered":"Situace na Bl\u00edzk\u00e9m v\u00fdchod\u011b se op\u011bt zkomplikovala, \u00cdr\u00e1n a\u00a0Spojen\u00e9 st\u00e1ty o\u00a0v\u00edkendu v\u00a0Hormuzsk\u00e9m pr\u016flivu zastavovaly komer\u010dn\u00ed lod\u011b. Na v\u00fdvoj…\n","protected":false},"author":2,"featured_media":61113,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[3425,4495,150,109,108,106,4075,6387,808,2043,21176,492,382,205,113,1314],"class_list":{"0":"post-61112","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-evropa","8":"tag-asie","9":"tag-blizky-vychod","10":"tag-energetika","11":"tag-europa","12":"tag-europe","13":"tag-evropa","14":"tag-geopolitika","15":"tag-hormuzsky-pruliv","16":"tag-iran","17":"tag-lng","18":"tag-motivace","19":"tag-plyn","20":"tag-reuters","21":"tag-ropa","22":"tag-usa","23":"tag-zima"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/116438654467616037","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/61112","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=61112"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/61112\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/61113"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=61112"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=61112"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=61112"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}