NCE平台:银市与绿色能源新机遇

Group 1 - Retail demand has played a significant role in pushing silver prices above $58 per ounce, but industrial demand is seen as the key factor for the ongoing decline in market inventories, which is expected to support the long-term upward trend of silver prices [1][2] - The green energy transition is becoming an important source of silver demand, particularly as silver is a crucial raw material for photovoltaic solar panels, with demand increasing alongside the acceleration of global renewable energy applications [1][2] Group 2 - The global green energy economy is growing rapidly, with a current total scale exceeding $5 trillion, and it is expected to surpass $7 trillion by 2030, creating substantial growth opportunities for global enterprises [3] - The cost reductions in renewable energy technologies, such as a 90% decrease in solar photovoltaic and lithium battery costs and a 50% decrease in offshore wind costs since 2010, are significant drivers of this trend, making low-carbon solutions increasingly competitive [3] Group 3 - The photovoltaic sector is expected to consume approximately 195.7 tons of silver this year, which, despite being slightly lower than 2024 levels, indicates stable growth in overall silver demand due to record-high solar installations [4] - Although the silver usage per solar panel may decline, industry expansion is expected to support long-term silver demand, with analysts predicting strong solar demand for silver over the next 12 to 24 months and a continuing supply gap [4] - The rapid development of green energy not only provides new momentum for silver demand growth but also presents long-term investment opportunities for related companies [4]