ALUMINUM SCRAP

Non-Ferrous Recycling in ASEAN 2026 By SO OK TRADING | 10 OCT 2026 In 2026, the world is entering the era of a circular economy

Global Aluminum Market Outlook: Price Pressures and Future Trends (October 2026) Aluminum futures on the London Metal Exchange (LME) plunged more than 2.6% in a single day and nearly 10% over the past month, reflecting mounting pressure from both macroeconomic factors and supply–demand dynamics. Meanwhile, other metals such as gold, copper, and zinc continued to rise, a phenomenon described as “Fundamental Decoupling.” This correction is not merely a short-term signal but highlights structural changes in the industrial metals market. Aluminum, in particular, faces headwinds from rapid supply recovery and new production capacity coming online, while Chinese demand has failed to rebound as expected. This post will dive into the macro, supply, and demand factors weighing on prices, analyze key technical support and resistance levels, and explore the long-term perspective that positions this downturn as a potential Buy on Dip opportunity for businesses reliant on raw materials.

Non-Ferrous Metals: Trends in Thailand and ASEAN SO OK TRADING | 8 OCT 2026 In 2026, the global metals industry is entering a “structural transformation era.” Non-Ferrous Metals — including aluminum, copper, zinc, tin, and nickel — have become the driving force behind the green economy and future technologies. Thailand, as the Downstream Hub of ASEAN, is accelerating the development of electric vehicles (EV), clean energy, and digital infrastructure. These metals are now recognized as strategic raw materials essential to sustaining global economic growth. At the same time, ASEAN is shifting from being a traditional “raw material exporter” to a Global Strategic Hub, powered by carbon neutrality policies, circular economy initiatives, and investments in advanced technologies to ensure long-term sustainability. This article by SO OK TRADING explores the key trends shaping the Non-Ferrous Metals market in Thailand and ASEAN — from the rise of EVs and clean energy, to industry responses to supply shocks, and the creation of circular supply chains that are becoming the “key to the future” of the global metals industry. SO OK TRADING: FAST • SHARP • RELIABLE Your trusted partner in the new era of metals

“Aluminium Coil Packaging Outlook 2027: Conversion Costs and Global Market Directions” SO OK TRADING | October 8, 2026 Introduction In 2027, the aluminium packaging industry is set to enter a major turning point. As the world moves toward a Circular Economy and environmental regulations become increasingly stringent, rising energy costs and China’s production limits are driving sustained growth in demand for aluminium coils for beverage and food packaging. SO OK TRADING, as your trusted partner in Non-Ferrous Metals and Aluminium Packaging, provides key insights into: Conversion Cost Trends: 780–870 USD/MT LME Aluminium Price Forecast: Expected to reach 3,000 USD/MT Strategic Procurement Approaches: Preparing for Green Premium and CBAM compliance This article offers a deep dive into the global market outlook, procurement strategies for Series 3000 and 5000, and the evolving landscape of major producers in China and ASEAN — ensuring your business is ready for a year defined by competition and sustainability. SO OK TRADING — FAST • SHARP • RELIABLE The true leader in Non-Ferrous & Aluminium Packaging from Thailand

Global Aluminium Market Overview and the Role of Key Asian Producers From P1020 Raw Material to Thailand and Asia’s Industrial Supply Chain SO OK TRADING : 7 OCT 2026 In today’s global economy driven by clean energy and sustainability, aluminium has become a strategic metal playing a vital role across industries — from packaging and automotive to energy and electronics. In particular, P1020 Aluminium Ingot (99.7% purity) is regarded as the fundamental raw material that defines the quality of the entire supply chain. This article provides an in-depth look at the latest developments among major producers in the region: Portland Aluminium and Tomago Aluminium (Australia) — global production bases undergoing recovery and transitioning to renewable energy. Press Metal (Malaysia) — the fastest-growing hub for low-carbon aluminium in ASEAN. INALUM (Indonesia) — a premium ingot producer powered by hydropower, closely linked to Thailand’s supply chain. It also analyzes the Outlook and Industry Direction of the global aluminium market, which is entering a new era of “Supply Stability + Environmental Sustainability.” This shift represents a strategic opportunity for Thai businesses to strengthen competitiveness in the global market. SO OK TRADING : FAST | SHARP | RELIABLE The true expert in Non-Ferrous business from Thailand

Global Aluminium Market Q4/2026 — Japan Premium (MJP) Under Supply Pressure SO OK TRADING | 6 OCT 2026 As the fourth quarter of 2026 begins, the global aluminium market is entering a decisive turning point. The Japan Premium (Main Japan Premium – MJP) for Q4 has yet to reach a final settlement, reflecting cautious negotiations between buyers and sellers. Although structural demand from electric vehicles (EVs) and clean energy remains strong, the market is under pressure from tight supply in the Middle East and sluggish demand across Asia. As a result, the Japan Premium is expected to settle below $280 per ton, following Rio Tinto’s latest offer cut from $310 to $280 per ton (CIF Japan). Meanwhile, China has accelerated production and boosted exports by more than 17% year-on-year to offset supply gaps caused by Middle Eastern disruptions. This has created a fragile balance in the global market — prices remain elevated compared to 2025, but buyers are increasingly cautious. This analysis from SO OK TRADING explores every dimension of the aluminium market in Q4/2026: the state of MJP negotiations, the Middle East supply crisis, China’s counterbalance, LME price trends, and the industrial impact across Asia. ✨ FAST. SHARP. RELIABLE. SO OK TRADING — Your Trusted Partner in Non-Ferrous & Aluminium Business from Thailand

泰国电机与空压机 —— 驱动全球经济的力量 SO OK TRADING | 2026年10月5日 泰国正处于全球战略要地，作为仅次于中国和墨西哥的世界第三大空调出口国，其核心在于“电机”和“压缩机”，它们是支撑全球冷却系统与相关产业的心脏

Aluminum Coil 2026: Transitioning into the Era of Sustainability and Innovation SO OK TRADING | October 4, 2026 In 2026, the aluminum coil industry is entering a pivotal era of transformation worldwide. With advancements in technology, recycling, and sustainability, global producers are accelerating development to meet the rising demand in electric vehicles (EVs), modern construction, and eco-friendly packaging. From Alcoa, Hindalco, Norsk Hydro, and Rusal to emerging players such as Aluminum Dynamics, EGA, Speira, and new entrants from China — every company is competing through AI-driven innovation, automation, and recycled scrap utilization, creating materials that are lightweight, durable, and low in carbon emissions. Thailand continues to serve as a vital hub in the ASEAN region, with Closed-Loop Recycling initiatives capable of turning used cans into new ones within just 60 days, saving up to 95% of energy compared to primary smelting. The aluminum packaging industry has become the cornerstone of this new growth era — from beverage cans to food packaging — utilizing specialized alloys such as 3004, 3104, 5182, and 5052, ensuring both strength and safety in application. As the world advances toward sustainability, SO OK TRADING remains a trusted business partner, delivering global-quality solutions and deep insights to clients across industries. SO OK TRADING — FAST • SHARP • RELIABLE

Aluminum & Copper Market Outlook in the U.S.: Costs, Supply Chains, and the Drive of AI & Clean Energy SO OK TRADING | October 4, 2026 In an era where technology and clean energy are rapidly reshaping the world, the United States is facing immense pressure in the supply chains of strategic metals — Aluminum and Copper. These two metals are not only vital industrial raw materials but also the “core drivers” of future innovation, powering everything from Electric Vehicles (EVs) to AI Data Centers and renewable energy systems. Import tariffs, supply constraints, and global resource competition are shaking the foundations of the metals industry worldwide. The U.S., in particular, must adapt swiftly to safeguard its economic and technological stability. This article will explore: The current situation of the U.S. aluminum and copper markets The direction of investment and usage in the age of AI and clean energy The future trends of recycling and material substitution Together, these insights reveal how aluminum and copper are set to become the pillars of the new global economy.

SO OK TRADING CO., LTD. October 3, 2026 — 4.5 Million Visitors to WWW.SOOKTRADING.COM FAST • SHARP • RELIABLE

Thailand Metal Outlook 2036: Aluminum, Copper & Steel SO OK TRADING | 3 OCT 2026 Thailand is entering a major turning point in its metal industry, driven by Electric Vehicles (EVs), renewable energy, and the rapidly growing Green Economy. This article explores the outlook for aluminum, copper, and steel — three core metals shaping Thailand’s industrial future — analyzing usage trends, growth rates (CAGR), and how industries are adapting toward sustainability.

Global Aluminium Outlook October 2026 — Analysis by SO OK TRADING The global aluminium market (LME) has entered a short-term consolidation phase after a strong rally in the previous quarter. The latest spot price stands at $3,156.50 per ton, while the 3-month futures are quoted at $3,169.50 per ton. The spread of +$13 clearly reflects a Contango structure — signaling that supply is sufficient and there is no immediate rush for physical demand. Although prices have corrected to $3,170 per ton, the overall sentiment remains a “Buy on Dip” opportunity, as the market continues to face a structural supply deficit. Demand growth driven by the Green Transition — electric vehicles (EVs), solar energy, and renewable infrastructure — underpins the long-term bullish outlook. This analysis explores bullish drivers and risk factors, provides insights from leading global financial institutions, and outlines the price outlook for Q4 2026, enabling businesses and investors to craft confident procurement strategies in a market that remains strong yet volatile.

Deep Dive Analysis: Mid West Japan Premium (MJP) Q4/2026 Sharp Decline and Strategic Insights for Buyers Japan’s aluminum market (Mid West Japan Premium – MJP) is entering a critical turning point in Q4 2026. After surging to a decade-high of $395/mt in Q3, the October–December contract negotiations now reveal a dramatic reversal — shifting decisively from a Seller’s Market to a Buyer’s Market. Key pressures include the recovery of Middle Eastern supply, falling premiums in Europe and the U.S., and strong resistance from Japanese buyers. Together, these forces are driving prices down by 29–34%, settling within the range of $260–$280/mt. This marks a structural change, highlighting the strongest buyer leverage seen in years. In this analysis, SO OK TRADING explores every dimension of the market — from the core drivers and precise price outlook to the downstream impacts on Automotive, Semiconductors, and Construction industries. Our insights are designed to empower procurement teams with confidence in cost strategies heading into late 2026. ✨ SO OK TRADING – FAST | SHARP | RELIABLE Your trusted partner with deep expertise in non-ferrous metals, delivering strategic intelligence for sharper decision-making.

Thailand’s Aluminum Industry: Structure, Production, and Future Outlook SO OK TRADING | 30 SEP 2026 Thailand’s aluminum industry is emerging as a vital pillar in the global supply chain, particularly in the automotive, construction, and packaging sectors. Although the country does not possess bauxite mines or primary smelters, it has built strong competitiveness through secondary production, recycling aluminum scrap, and producing billets for extrusion. This approach reduces energy consumption by up to 95% compared to primary production, aligning perfectly with global decarbonization and sustainability goals. As the world accelerates toward a Low‑Carbon Economy and stricter environmental measures such as the EU CBAM (Carbon Border Adjustment Mechanism) take effect, Thailand’s aluminum industry must adapt rapidly. This includes advancing production technologies, improving waste management, and integrating renewable energy to maintain competitiveness in international markets. SO OK TRADING, as a trusted partner in Thailand’s non‑ferrous metals sector, provides deep insights into production structures, smelting processes, popular aluminum grades, and both global and domestic market outlooks. These perspectives highlight the industry’s transformation toward a sustainable, value‑added future.

Global Aluminium Market Overview & Outlook — September 29, 2026 SO OK TRADING Insight: From Structural Tightness to a New Price Era in the Clean Energy Transition ✍️ Introduction By late September 2026, the global aluminium market continues to trade at elevated levels of USD 3,240–3,260 per metric ton, reflecting persistent structural tightness in supply and the accelerating demand for clean energy. Aluminium is now at a pivotal turning point — evolving from a conventional industrial metal into a “strategic metal of the future”, powering electric vehicles, solar energy, wind turbines, and AI data centers. Despite short-term pressures from China’s economic slowdown and expectations of U.S. Federal Reserve rate hikes, the medium- to long-term outlook remains firmly bullish. Prices are expected to establish a higher base between 2027–2033, driven by clean energy demand and rising carbon costs.

China: The Global Aluminum Powerhouse SO OK TRADING | 28 SEP 2026 As the world moves toward clean energy and future technologies, aluminum has become one of the most strategic metals of our time. From electric vehicles (EVs) and renewable energy infrastructure to aerospace and sustainable packaging, aluminum plays a vital role across industries. China, as the world’s largest producer and exporter of aluminum, accounts for more than half of global output. It is also the hub of cutting-edge manufacturing technologies. Unsurprisingly, China is recognized as the “Global Aluminum Powerhouse”, shaping the direction of the international market. This article by SO OK TRADING provides an in-depth look into China’s aluminum market — covering production structures, key players, pricing references, and market outlook for 2026–2027. It also explores opportunities and strategies for Thai businesses to manage costs and mitigate risks in the evolving global metals landscape. SO OK TRADING — FAST • SHARP • RELIABLE Your trusted partner in the world of strategic metals.

In a world rapidly accelerating toward clean energy and a low‑carbon economy, aluminum has emerged as a strategic metal driving the future of global industries — from electric vehicles (EVs) to renewable energy infrastructure and large‑scale AI data centers. Among the nations shaping this transformation, Russia stands out as a key player. With an annual production capacity of 3.5–4 million tons, accounting for 5–6% of global output, and led by UC RUSAL, Russia has become the cornerstone of the full‑scale transition into the era of Green Aluminum. Powered by Siberian hydropower and strengthened by world‑class innovations such as ALLOW and ALLOW INERTA, which reduce carbon emissions to near zero, Russia is not only a major producer but also a global standard‑setter in aluminum — at a time when every country must adapt to increasingly strict environmental regulations. This article by SO OK TRADING will take you deep into: The strength and potential of Russia’s aluminum industry The impact of war and sanctions reshaping global supply chains Market outlooks for both the global stage and Thailand between 2026–2030 And the critical role of the Green Transition in defining the future of the low‑carbon economy ✨ Aluminum Russia is not just about metal — it is about the future of a world economy driven by clean energy and sustainability. SO OK TRADING — FAST • SHARP • RELIABLE

Aluminum Can Industry 2027–2032: Advancing the Circular Economy and Emerging Growth Markets By SO OK TRADING | September 24, 2026 The global aluminum can packaging industry is entering a pivotal transformation between 2027 and 2032. Once valued primarily for convenience and low cost, aluminum cans are now becoming the cornerstone of the Circular Economy and a key driver toward Net Zero under increasingly stringent global environmental regulations. In the next 5–6 years, aluminum cans will evolve beyond being simple beverage containers. They will stand as a symbol of sustainability and innovation, expanding into premium beverage categories as well as rapidly growing new markets such as premium pet food cans, which are gaining significant traction worldwide. Thailand, as a manufacturing hub in the ASEAN region (EEC Hub), is set to play a crucial role in advancing this industry. With a highly efficient closed-loop recycling system and strong domestic producers, Thailand is well-positioned to accelerate its presence in the global market. SO OK TRADING is ready to be your trusted business partner — FAST • SHARP • RELIABLE — in building a sustainable and globally competitive future for aluminum packaging.

RSI Ingot: The Future Strategic Material for a Sustainable Industrial World Today, the world is facing unprecedented challenges in energy and the environment. Reducing the use of natural resources and shifting towards recycled materials has become the core of the Circular Economy. One of the most prominent materials in this transformation is RSI Ingot (Remelt Scrap Ingot). In particular, recycled aluminum can save up to 95% of energy compared to traditional production from bauxite ore. RSI Ingot is no longer just a “low-cost alternative.” It has become a mandatory raw material for businesses seeking sustainability and competitiveness in the new era. From electric vehicles (EVs) to recycled packaging and green construction industries, RSI Ingot is now indispensable. As a trusted partner in the metal industry in Thailand, SO OK TRADING provides in-depth insights into RSI Ingot — from production characteristics and popular grades to global and ASEAN market outlooks — helping Thai businesses confidently embrace the new trends in the metal industry. SO OK TRADING | FAST • SHARP • RELIABLE

In today’s world, metals are no longer just “raw materials” — they have become indicators of economic strength and geopolitical risk. Among them, aluminum is increasingly recognized as a strategic metal of the clean energy and digital technology era. The movement of Premiums is not merely a number on the LME (London Metal Exchange) board. It is a signal reflecting the true cost of industry worldwide — from smelters in Asia to production lines in the United States. In this article, SO OK TRADING takes you deep into the global aluminum market outlook for Q4/2026 — analyzing both the Main Japanese Ports Premium (MJP) and the Midwest Premium (MWP), while decoding the pressures and supports that are reshaping the cost equation for buyers across the globe. Get ready for strategic insights that will help you “read the market game ahead of time” and “manage costs with precision” in an era where every ton of metal carries meaning far beyond its price.

Aluminum: RSI Ingot 3104 Production from UBC and the Global Circular Economy Outlook SO OK TRADING : September 23, 2026 As the world moves toward sustainability and carbon reduction, the beverage can industry stands out as one of the most complete “model cases” of the Circular Economy. At its core lies the Aluminum Loop — a system in which used beverage cans (UBC) are returned to the melting process to produce RSI Ingot 3104, which can then be rolled into sheets and continuously manufactured into new cans. This process not only reduces the consumption of natural resources but also cuts carbon emissions by more than 60% compared to primary aluminum production, while generating tremendous added value across the industrial supply chain. In this article, SO OK TRADING takes you inside the production of RSI 3104 from UBC scrap — from sorting, melting, and chemical composition adjustment to aluminum ingot casting — and provides an analysis of the future outlook of the Aluminum Loop, which is rapidly becoming a cornerstone of the global circular economy. ✨ RSI 3104 — The Strategic Material of the Future for the Global Packaging Industry Follow this article to understand how “a single used can” can be reborn as “a brand-new can” within the world’s most sustainable recycling system.

EV + Solar Cell + Non-Ferrous Metals: Clean Energy & Global Green Economy Outlook SO OK TRADING | 22 SEP 2026 The world is entering the era of the Green Macroeconomy, where clean energy is no longer an alternative — it’s the driving force of global transformation. From Electric Vehicles (EV) to Solar Cells, and the rising demand for Non-Ferrous Metals, these industries are now interlinked as the backbone of the new sustainable economy. China dominates the global supply chain, shaping the future of production, pricing, and technology. Meanwhile, nations worldwide are racing to adapt — investing in smart grids, renewable infrastructure, and circular energy systems that redefine how we power our lives. At SO OK TRADING, we stand at the intersection of these megatrends — connecting the world’s clean energy revolution with the strength of Thailand’s Non-Ferrous metal industry. Our commitment is simple yet powerful: FAST • SHARP • RELIABLE — delivering trusted partnerships and insights that drive the next wave of green innovation. ✨ Visit us: www.sooktrading.com

Aluminum Packaging & Coil Market: Growth, Challenges, and Future Outlook SO OK TRADING | September 21, 2026 As the world moves toward sustainability and the circular economy, aluminum has emerged as the material of the future for the packaging industry. With its ability to be 100% recycled without loss of quality, aluminum meets the rising demand in the global food, beverage, and pharmaceutical sectors. The global aluminum packaging market is projected to grow from USD 66.4 billion in 2025 to USD 92.1 billion by 2033. Meanwhile, the aluminum coil market is expected to expand from USD 95.4 billion in 2026 to USD 131.2 billion by 2035, driven by sustainability, recycling, and eco-friendly production technologies. SO OK TRADING, as Thailand’s trusted aluminum business partner, is committed to delivering deep insights and global market trends to help businesses and investors identify new opportunities in this rapidly growing industry. SO OK TRADING — FAST | SHARP | RELIABLE

Non-Ferrous Scrap: From “Waste” to “Strategic Resource” Non-Ferrous Scrap is rapidly transforming from “industrial waste” into a strategic resource. Nations worldwide are competing to secure this material to drive the Circular Economy and achieve Net Zero Carbon by 2050. The demand for copper and aluminum is surging at unprecedented levels, fueled by the growth of EVs, Energy Storage Systems (ESS), and AI Data Centers — positioning scrap as a critical backbone of the new industrial era. Thailand, as the ASEAN supply chain hub, holds immense opportunities. By upgrading sorting standards and certification systems, the country can rise as a leader in Green Industry and Circular Economy.