{"id":61286,"date":"2026-04-21T02:21:15","date_gmt":"2026-04-21T02:21:15","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/61286\/"},"modified":"2026-04-21T02:21:15","modified_gmt":"2026-04-21T02:21:15","slug":"hladova-ai-luxuje-trh-s-turbinami-ceske-energeticke-sny-narazeji-na-lhuty-a-uhelne-uviznuti","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/61286\/","title":{"rendered":"Hladov\u00e1 AI luxuje trh s turb\u00ednami. \u010cesk\u00e9 energetick\u00e9 sny nar\u00e1\u017eej\u00ed na lh\u016fty a uheln\u00e9 uv\u00edznut\u00ed"},"content":{"rendered":"

\u010cesk\u00e1 energetick\u00e1 koncepce vedle j\u00e1dra spol\u00e9h\u00e1 i na plynov\u00e9 elektr\u00e1rny. Pr\u00e1v\u011b ty maj\u00ed fungovat jako z\u00e1loha obnoviteln\u00fdm zdroj\u016fm a p\u0159in\u00e9st pot\u0159ebnou flexibilitu b\u011bhem roku. Minim\u00e1ln\u011b t\u0159i velk\u00e9 projekty budou pot\u0159eba ji\u017e na za\u010d\u00e1tku p\u0159\u00ed\u0161t\u00ed dek\u00e1dy. P\u0159edpokl\u00e1d\u00e1 se, \u017ee nebude probl\u00e9m je rychle postavit.\u00a0<\/p>\n

Agentura Bloomberg ale vydala rozs\u00e1hl\u00fd materi\u00e1l, kter\u00fd vysv\u011btluje, \u017ee v\u00fdstavba plynov\u00fdch elektr\u00e1ren p\u0159ece jen nebude v dal\u0161\u00edch letech prakticky nikde na sv\u011bt\u011b snadn\u00e1. Projekty v hodnot\u011b skoro 10 bilion\u016f korun se budou zpo\u017e\u010fovat nebo rovnou ru\u0161it. Nejv\u011bt\u0161\u00ed probl\u00e9m maj\u00ed m\u00edt m\u00e9n\u011b vysp\u011bl\u00e9 zem\u011b a men\u0161\u00ed projekty. T\u0159eba americk\u00e1 energetick\u00e1 spole\u010dnost NextEra Energy uv\u00e1d\u00ed, \u017ee v roce 2021 byly n\u00e1klady na paroplynovou elektr\u00e1rnu zhruba 800 dolar\u016f za kilowatt. Nyn\u00ed m\u00e1 j\u00edt o 2600 a\u017e 2800 dolar\u016f.\u00a0<\/p>\n

Kv\u016fli dodac\u00edm lh\u016ft\u00e1m a cen\u00e1m se tak podle agentury Bloomberg d\u011bje to, \u017ee se rad\u011bji prodlu\u017euje \u017eivotnost uheln\u00fdch elektr\u00e1ren, kter\u00e9 se p\u016fvodn\u011b m\u011bly odstavit z provozu.\u00a0<\/p>\n

Ka\u017ed\u00fd chce turb\u00ednu<\/p>\n

Z\u00e1jem o plynov\u00e9 turb\u00edny je vysok\u00fd u\u017e kv\u016fli glob\u00e1ln\u00ed transformaci energetiky. \u0158ada st\u00e1t\u016f s\u00e1z\u00ed na zemn\u00ed plyn jako na n\u00e1hradu uhl\u00ed. Nyn\u00ed se ale p\u0159idal fenom\u00e9n um\u011bl\u00e9 inteligence. Ten u\u017e naplno poc\u00edtili lid\u00e9 nap\u0159\u00edklad v cen\u00e1ch po\u010d\u00edta\u010d\u016f, proto\u017ee datov\u00e1 centra vykoupila na roky dop\u0159edu kapacity na v\u00fdrobu pam\u011bt\u00ed i grafick\u00fdch \u010dip\u016f.\u00a0<\/p>\n

V cen\u00e1ch elekt\u0159iny to u\u017e poci\u0165uj\u00ed i lid\u00e9, kte\u0159\u00ed \u017eij\u00ed v bl\u00edzkosti datov\u00fdch center. Pr\u00e1v\u011b snaha rychle rostouc\u00ed pot\u0159ebu elekt\u0159iny pokr\u00fdt zvy\u0161uje popt\u00e1vku po v\u00fdstavb\u011b nov\u00fdch plynov\u00fdch elektr\u00e1ren i po pot\u0159ebn\u00fdch turb\u00edn\u00e1ch. Mezin\u00e1rodn\u00ed energetick\u00e1 agentura p\u0159edpokl\u00e1d\u00e1, \u017ee do konce dek\u00e1dy budou datov\u00e1 centra spot\u0159ebov\u00e1vat 945 terawatthodin elekt\u0159iny ro\u010dn\u011b. To je zhruba dvan\u00e1ctkr\u00e1t v\u00edce ne\u017e spot\u0159eba pr\u016fmyslu v \u010cesku.\u00a0<\/p>\n

Goldman Sachs p\u0159edpokl\u00e1d\u00e1, \u017ee v USA bude 60 procent spot\u0159eby datov\u00fdch center pokryto pr\u00e1v\u011b paroplynov\u00fdmi elektr\u00e1rnami. Pot\u00ed\u017e je ale i v tom, \u017ee obor pro\u0161el v posledn\u00edch dek\u00e1d\u00e1ch v\u00fdraznou konsolidac\u00ed. Prakticky t\u0159i \u010dtvrtiny sv\u011btov\u00e9 produkce ovl\u00e1daj\u00ed jen t\u0159i spole\u010dnosti: GE Vernova, Siemens Energy a Mitsubishi Power. D\u0159\u00edve bylo velk\u00fdch sv\u011btov\u00fdch producent\u016f osm.\u00a0<\/p>\n

Sedmilet\u00e9 dodac\u00ed lh\u016fty<\/p>\n

Sta\u010d\u00ed se pak pod\u00edvat na ceny akci\u00ed t\u00e9to trojice \u2013 za posledn\u00ed dva roky se zn\u00e1sobily. Siemens Energy investo\u0159i oce\u0148uj\u00ed dokonce desetkr\u00e1t v\u00edce ne\u017e p\u0159ed dv\u011bma lety. Hodn\u011b napov\u00ed i lo\u0148sk\u00e9 v\u00fdsledky t\u011bchto firem. GE Vernova m\u011bla do konce roku 2025 objedn\u00e1vky za 150 miliard dolar\u016f. \u0160\u00e9f firmy Scott Strazik o\u010dek\u00e1v\u00e1, \u017ee maj\u00ed vyprod\u00e1no do konce roku 2030. A to i p\u0159esto, \u017ee investuj\u00ed 300 milion\u016f dolar\u016f do nav\u00fd\u0161en\u00ed v\u00fdrobn\u00edch kapacit. Siemens Energy hl\u00e1s\u00ed objedn\u00e1vky za 146 miliard dolar\u016f. Jen Mitsubishi Power zat\u00edm uv\u00e1d\u00ed, \u017ee by se na\u0161la n\u011bjak\u00e1 kapacita \u2013 ale a\u017e v roce 2028, jinak je t\u0159eba po\u010d\u00edtat s dodac\u00ed lh\u016ftou p\u011bt a\u017e sedm let.\u00a0<\/p>\n

Do roz\u0161i\u0159ov\u00e1n\u00ed v\u00fdroby se \u017e\u00e1dn\u00e1 z firem, ale nevrh\u00e1 bezhlav\u011b. Agentura Bloomberg uv\u00e1d\u00ed, \u017ee v\u00fdrobci jsou dnes vyb\u00edrav\u011bj\u0161\u00ed. Preferuj\u00ed zak\u00e1zky s men\u0161\u00edm rizikem, tedy u velk\u00fdch odb\u011bratel\u016f s finan\u010dn\u00edm z\u00e1zem\u00edm a ve vysp\u011bl\u00fdch zem\u00edch s jasn\u00fdmi pravidly, kter\u00e1 se v\u00fdstavby plynov\u00fdch elektr\u00e1ren t\u00fdkaj\u00ed. Nejv\u011bt\u0161\u00ed pot\u00ed\u017ee se tak t\u00fdkaj\u00ed nap\u0159\u00edklad Asie. Z\u00e1kazn\u00edci nav\u00edc musej\u00ed zaplatit nevratn\u00e9 poplatky za rezervaci v\u00fdrobn\u00edch kapacit. V\u00fdhodu pak maj\u00ed elektr\u00e1rny pr\u00e1v\u011b pro velk\u00e1 datov\u00e1 centra, proto\u017ee za nimi stoj\u00ed ob\u0159\u00ed technologick\u00e9 spole\u010dnosti.\u00a0<\/p>\n

St\u0159e\u017een\u00e9 know-how<\/p>\n

V\u00fdroba turb\u00edn se d\u00e1 p\u0159irovnat k v\u00fdrob\u011b proudov\u00fdch leteck\u00fdch motor\u016f. Pot\u0159ebn\u00e9 know-how a z\u00e1zem\u00ed m\u00e1 jen m\u00e1lo spole\u010dnost\u00ed. Je extr\u00e9mn\u011b slo\u017eit\u00e9, aby se na takov\u00e9m trhu prosadil n\u011bkdo dal\u0161\u00ed. Vysok\u00e1 popt\u00e1vka tak sm\u011b\u0159uje \u010d\u00e1st investor\u016f k men\u0161\u00edm v\u00fdrobc\u016fm turb\u00edn.\u00a0<\/p>\n

Mezi nimi je i korejsk\u00e1 spole\u010dnost Doosan. Ta ned\u00e1vno ozn\u00e1mila dal\u0161\u00ed americk\u00e9 zak\u00e1zky a zm\u00ednila i to, \u017ee velk\u00e1 trojice v\u00fdrobc\u016f zkr\u00e1tka nest\u00edh\u00e1, co\u017e p\u0159in\u00e1\u0161\u00ed novou p\u0159\u00edle\u017eitost. Pr\u00e1v\u011b tato firma m\u00e1 ve sv\u00e9m plze\u0148sk\u00e9m z\u00e1vod\u011b Doosan \u0160koda Power vyr\u00e1b\u011bt i prvn\u00ed turb\u00ednu pot\u0159ebnou pro dostavbu Dukovan. Tak\u00e9 v Plzni se maj\u00ed vyr\u00e1b\u011bt plynov\u00e9 turb\u00edny, a to pr\u00e1v\u011b kv\u016fli st\u00e1vaj\u00edc\u00ed situaci na trhu.\u00a0<\/p>\n

Podle b\u0159eznov\u00e9ho p\u0159edstaven\u00ed investor\u016fm se zat\u00edm po\u010d\u00edt\u00e1 s turb\u00ednami st\u0159edn\u00ed velikosti, co\u017e v p\u0159\u00edpad\u011b Doosanu znamen\u00e1 v\u00fdkon 90 megawatt\u016f, a \u010desk\u00e1 produkce by mohla za\u010d\u00edt v roce 2028. U v\u011bt\u0161\u00edch turb\u00edn se po\u010d\u00edt\u00e1 d\u00e1l s t\u00edm, \u017ee z\u00e1klad produkce bude v Koreji. \u010c\u00edn\u0161t\u00ed v\u00fdrobci vyr\u00e1b\u011bj\u00ed (zat\u00edm) na z\u00e1klad\u011b licenc\u00ed a s pomoc\u00ed expert\u016f pr\u00e1v\u011b od velk\u00e9 trojky.\u00a0<\/p>\n

\"Ameri\u010dan\u00e9<\/a>Ameri\u010dan\u00e9 za\u010d\u00ednaj\u00ed brojit proti datov\u00fdm centr\u016fm a AI. Hat\u00ed tak firm\u00e1m burzovn\u00ed pl\u00e1ny<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"\u010cesk\u00e1 energetick\u00e1 koncepce vedle j\u00e1dra spol\u00e9h\u00e1 i na plynov\u00e9 elektr\u00e1rny. Pr\u00e1v\u011b ty maj\u00ed fungovat jako z\u00e1loha obnoviteln\u00fdm zdroj\u016fm…\n","protected":false},"author":2,"featured_media":61287,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[625,67,68,2046,7893,1697,21219,21218,9481,764,21221,21220],"class_list":{"0":"post-61286","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-byznys","8":"tag-bloomberg","9":"tag-business","10":"tag-byznys","11":"tag-dolar","12":"tag-elektrarna","13":"tag-elektrina","14":"tag-ge-vernova","15":"tag-jaderna-elektrarna-dukovany","16":"tag-mezinarodni-agentura-pro-energii","17":"tag-mitsubishi","18":"tag-nextera-energy","19":"tag-siemens-energy"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/116440313634076728","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/61286","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=61286"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/61286\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/61287"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=61286"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=61286"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=61286"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}