【シルバーフォーカス】脱炭素＋AI、銀市場はダブル主演に（商品アナリスト/マーケットエッジ代表 小菅努さん）＜2026年6月度＞

Silver Focus is a program dedicated to silver. This program delivers the latest news on silver and information useful for future silver investments. The MC is Hiroko Ohashi, a freelance announcer and investor. This episode's commentator is Tsutomu Kosuge, commodity analyst and CEO of Market Edge. The theme is "Decarbonization + AI: The Silver Market Takes on a Double Role." (Filmed on June 9, 2026) *Please note that due to internet connection issues, some parts may be difficult to hear. ---------------------------------------------- ▼Ishifuku Metal Industries Store Prices Here https://retail.ishifuku-kinzoku.co.jp... ▼Ishifuku Platinum & Pure Gold Accumulation Plan https://retail.ishifuku-kinzoku.co.jp... ▼Ishifuku Column A wide range of topics related to precious metals and Ishifuku Metal Industries are introduced in a column format. https://retail.ishifuku-kinzoku.co.jp... ---------------------------------------------- Today's Theme ◆ Silver Market Trends as Seen Through Data ◆ Deciphering the "2026 World Silver Survey" ◆ Abnormally High Silver Import Volumes in China ◆ Analysis of Silver Inventories in London, NY, and Shanghai ◆ Silver ETF Market Trends ◆ Silver Price Outlook Timeline for This Session 00:00 Opening Talk 02:51 Silver Market Trends as Seen Through Data - Price Movements Linked to Gold Prices, Lease Rates are Stable - 05:06 2026 World Deciphering the "Silver Survey" Part 1: Supply Shortage Forecast for the Sixth Consecutive Year 06:40 Deciphering the "2026 World Silver Survey" Part 2: Shifting the Focus of Growth from Solar Power to AI 10:04 Deciphering the "2026 World Silver Survey" Part 3: Can We Capture the Growth of AI? 12:36 Deciphering the "2026 World Silver Survey" Part 4: The Silver Demand Environment for Electronic/Electrical Equipment 15:47 What do we think about the abnormally high volume of silver imports from China? 18:06 Exchange inventories remain stable at low levels; tension is maintained, but a surge is being avoided. 19:04 COMEX certified inventories in May increased for the first time in 8 months. 20:08 Silver ETF investment balance remains stable at high levels, peaking in December 2025. 20:39 No significant increase or decrease observed in silver ETF investments. 21:20 Silver price outlook ▼World Silver Survey 2026 (The Silver Institute) chttps://silverinstitute.org/wp-conten... ---------------------------------------------- Tsutomu Kosuge Commodity Analyst / CEO of Market Edge Born in Chiba Prefecture in 1976. Graduated from the Department of Sociology, University of Tsukuba. After working in the sales department of a commodity futures trading company, he studied commodity and financial market analysis at the New York office immediately after the 9/11 attacks. After returning to Japan, he served as the head of the research department before becoming CEO of Market Edge Co., Ltd. in 2016. He covers commodity markets such as gold, platinum, crude oil, natural gas, natural rubber, corn, wheat, soybeans, coffee, cocoa, sugar, and cotton, as well as financial markets. He mainly provides commodity reports, contributions, and lectures to corporations such as trading companies, business corporations, and financial institutions. ---------------------------------------------- ▼Ishifuku Metal Industries https://retail.ishifuku-kinzoku.co.jp/ ▼Ishifuku Metal Industries (instagram)   / ishifuku_gold   ▼Market Edge Official Website https://www.marketedge.co.jp/ ▼Tsutomu Kosuge's X (former Twitter) https://x.com/kosuge_tsutomu ▼Hiroko Ohashi's X (former Twitter) https://x.com/hirokoFR Produced by: Japan Precious Metals Market Association (JBMA) https://jbma.net/ #silver #ishifuku