“War, Oil & Gold Shock: The World Trembles Again as the Middle East War Erupts and the Global Economy Enters the Stagflation Era – Analysis by SO OK TRADING”

Europe Slows Down, Thailand Adapts, The World Transforms – New Opportunities in 2026 2026 is not a year of stagnation but a turning point for the global economy — as Europe slows down, Thailand must adapt, and the world accelerates into the era of clean energy and digital transformation. While Europe remains the “global standard‑setter” in food safety, precision agriculture, and green industries, Thailand is pursuing proactive economic diplomacy to open new markets and strengthen its global competitiveness. From Kazakhstan – the Gateway to Eurasia, to EFTA – premium high‑income markets, and the EU – new FTA negotiations, Thailand is positioning its exports to meet international standards. The world is fully entering the Net Zero and Digital Economy era — clean energy, future foods, and high‑value industries are the new drivers of growth. Thailand can leverage its strengths in agriculture and food, combined with new technologies, to build a competitive edge in the global market. For Thailand, 2026 is the golden year of proactive adaptation — a year that will define the future of global trade. SO OK TRADING is your trusted business partner — FAST • SHARP • RELIABLE

Thailand Packaging Market Outlook 2026–2027 SO OK TRADING Insight | 9 July 2026 Thailand’s Packaging Industry: Moving Forward with Resilience In 2026, Thailand’s packaging industry stands at a pivotal turning point. Despite pressures from fluctuating raw material costs and intense competition, growth continues to be driven by the recovery of the food and beverage sector (accounting for over 40% of the market), the rapid expansion of e-commerce, and strong exports of finished goods. While plastic and paper packaging maintain steady growth, metal packaging — aluminum, steel, and tinplate — is undergoing a “transition” toward a new era of Circular Economy and Green Industry, emphasizing recycling and carbon footprint reduction.

“Post-Middle East Conflict 2026 — A Turning Point for the Global Economy and New Opportunities for Thai Businesses” When the echoes of war fade, the world does not return to the “old normal.” Instead, it enters a structural recovery era, where every industry — from energy, metals, and fertilizers to logistics and finance — resets its cost base and opens new opportunities for those who can see ahead. Oil and naphtha prices continue to decline, easing petrochemical and plastic costs. Shipping rates normalize, while agriculture benefits from falling fertilizer prices. Heavy industries such as steel, aluminum, and copper are rebounding, driven by clean energy and EV demand. Although the global economy in 2026 still faces high inflation, 2027 is expected to bring clear relief. Central banks worldwide are signaling monetary easing, and investors are turning back to emerging markets. Thailand, with its strong production and logistics base, is well-positioned to capture this momentum. The end of conflict is not the “end of change” but the beginning of new opportunities. With lower costs, revived logistics, and returning capital flows, Thai businesses are entering a golden window for strategic growth. SO OK TRADING Your trusted business partner in a fast-changing world