“August 2026 Heatwave: Tracking Baht Weakness – Gold Consolidation – Thai Stocks in Pause – Global Oil Still on Fire | SO OK TRADING Market Pulse”

“Zinc Rally 2026: Prices Surge to a 4-Year High, Shaking Global Supply Chains and Thailand’s Industries” The year 2026 marks a turning point in the global zinc market. Prices have soared to their highest levels in more than four years, driven by severe supply disruptions from major mines halting production and smelter fees plunging into negative territory for the first time in history. This situation has triggered a short squeeze across global metals markets, while structurally impacting downstream industries in Thailand, which relies on zinc imports for nearly 100% of its demand. On the LME, zinc cash settlement prices reached $3,987/ton, while the 3‑month contract stood at $3,853/ton. Inventories fell to just 95,050 tons, the lowest in months, reflecting a sharp backwardation with spreads of $132–156/ton. Key drivers include rising demand from clean energy, green infrastructure, and electric vehicles (EVs). Meanwhile, producers worldwide face mounting environmental pressures and Europe’s CBAM (Carbon Border Adjustment Mechanism), accelerating the adoption of Green Zinc and recycled zinc. In Thailand, galvanized steel and automotive components industries are grappling with significant cost increases. Yet, this also opens opportunities for innovation, such as developing advanced materials like ZAM (Zinc-Aluminium-Magnesium) and exploring substitutes to support the transition toward a green economy. SO OK TRADING Your trusted partner in the global metals market FAST • SHARP • RELIABLE

Copper Scrap Classification and Market Trends in Global and Thai Contexts Copper scrap is not merely “old material,” but a strategic resource in modern metal industries and recycling. It is 100% recyclable without losing its electrical or physical properties, making it a cornerstone for reducing production costs, lowering dependence on natural resources, and meeting environmental (ESG) standards. As the world transitions toward a Green Economy and stricter ESG frameworks, copper recycling saves up to 85% of energy compared to mining and refining new ore, while significantly reducing carbon emissions. International standards such as the ISRI Standard play a crucial role in classifying copper scrap, determining its price, value, and recycling process. From the highest purity Bare Bright Copper to mixed Copper Alloys requiring separation and re-smelting, classification directly impacts market valuation. In 2026, both global and Thai copper scrap markets are entering a Structural Uptrend, driven by surging demand from EV manufacturing, data centers, renewable energy, and AI technologies — all of which rely heavily on copper as a primary raw material. SO OK TRADING, as a trusted non-ferrous metals partner from Thailand, is committed to advancing toward a sustainable recycling future. Guided by the principle FAST • SHARP • RELIABLE, we aim to set new standards for the Thai and Asian metals market.

SILVER PRICE 2026 EVALUATION : The Bank of America believe silver will average around $56 in 2026, but could climb to a peak of $65. Robert Kiyosaki believes $75 can be reached, while analysts at CNBC even suggested $100 is achievable following a breakout above $50. Anyhow according to China Policy (start on 1 JAN 2026) on restrict SILVER to export this might create a shortage on Industry which use silver as raw material such as SEMI-CONDUCTER, ARMY HI-TECH WEAPON, SOLAR CELL, EV Car, This will be the pressure on SILVER PRICE To Increae from 72 USD/ONZE to more than 80 USD/ONZ within Early 2026