Non Ferrous Scrap

“Copper Crunch 2027: New Discoveries – Global Supply Crisis” The world is accelerating toward clean energy and smart technologies. In this transformation, copper has emerged as the strategic metal powering every innovation — from electric vehicles (EVs) and renewable energy systems to AI data centers that require massive amounts of copper for power transmission and cooling. Yet behind this surging demand lies a warning sign: the looming global copper supply crunch. Aging mines are losing productivity, while new projects remain in exploration and development stages. Supply is struggling to keep pace with demand. Copper is no longer just an industrial metal — it has become the heartbeat of the New Energy Economy. SO OK TRADING has compiled the latest insights from across the globe — including new discoveries in the DRC, Chile, China, and Kazakhstan — along with price outlooks and procurement strategies. This comprehensive view of the copper market helps businesses prepare for “Copper Crunch 2027”, a turning point that will reshape global industries throughout the next decade.

SO OK TRADING INSIGHT | 12 OCTOBER 2026

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.

Primary Aluminum Ingot: Grades, Standards, Applications, and Future Outlook SO OK TRADING — October 10, 2026 In today’s industrial era, Primary Aluminum Ingot—produced directly from bauxite ore (not recycled)—stands as a cornerstone material driving global manufacturing. From electric vehicles (EVs) and electronics to premium metal packaging, this pure aluminum plays a pivotal role in shaping innovation worldwide. With precisely controlled purity levels and diverse application forms, ranging from Standard Grade P1020 to High Purity Grade 99.99%, aluminum ingots have become a fundamental resource powering both the global economy and the technologies of the future. SO OK TRADING presents in‑depth insights into the global market structure (2025–2026), the growth trajectory of Green Aluminum, and the comparison between Russia’s GOST standards and international benchmarks such as LME/ASTM/EN, offering a comprehensive view of the aluminum ingot market from a global perspective.

Thailand Flood Situation – October 2026 & Market Recovery Outlook After the Waters Recede SO OK TRADING | October 10, 2026 Thailand is currently facing a major flood disaster affecting more than 3 million people nationwide. Although water levels in many areas have begun to recede, the economic impact and industrial damage remain significant. Post-flood recovery has therefore become a crucial mission requiring collaboration among government, private sector, and local communities. From a business perspective, SO OK TRADING analyzes that the “post-flood period” marks a turning point for Thailand’s market. Demand is shifting from survival essentials to recovery, repair, and replacement products. This transition will drive economic momentum in the short to medium term, while directly benefiting raw material and machinery industries.

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

“Copper: The Metal of the Future Amid Surging Demand and Tight Supply (October 2026)” ✨ Introduction Copper has risen to become the strategic metal of the decade, driving the global transition toward clean energy and advanced technologies. From AI Data Centers and Renewable Energy Infrastructure to Electric Vehicle (EV) systems, every sector relies heavily on high‑purity copper. Amid global supply constraints caused by disruptions in Chilean and Peruvian mines and consolidation efforts in China, copper prices continue to climb. Leading financial institutions such as Goldman Sachs, Citigroup, and Deutsche Bank now regard copper as a “strategic asset of the future.” In Thailand, the copper market remains elevated in line with global dynamics. Key consumers include the wire & cable and electronics industries, while recyclers are adapting to Green Industry practices to reduce carbon footprints and enhance sustainability in global competition.

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

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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.

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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 Copper Price Analysis | October 2, 2026 : SO OK TRADING The year 2026 marks a historic turning point for the global metals market, with copper emerging as the strategic centerpiece of the new economy. Driven by the rapid expansion of AI Data Centers and the global Energy Transition, copper prices surged to record highs before entering a short-term correction in October, pressured by a stronger U.S. dollar, rising oil prices, and China’s economic slowdown. Despite near-term headwinds, structural fundamentals remain robust — from strategic stockpiling in the U.S. and China to rising demand across technology and clean energy sectors. Copper continues to stand as a “strategic metal”, reflecting both risks and opportunities in the evolving global economy. SO OK TRADING delivers in-depth analysis covering current market conditions, future outlook, and technical evaluations, providing a clear perspective on the global copper market — from record highs to correction, and toward a future that remains undeniably “hot.”

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.

“The Copper Era Has Begun!” Global copper prices have surged to historic highs, reflecting the unstoppable momentum of the transition toward a green economy and future technologies. From electric vehicles (EVs) and renewable energy to AI data center infrastructure, copper is becoming the strategic asset powering the new century. In this analysis, SO OK TRADING takes you deep into the copper market outlook for 2026–2030, a period defined by a true Structural Bull Market. We also provide the latest update as of September 29, 2026, along with strategic insights for investors and industry players heading into the final quarter of the year. Get ready for insights you cannot afford to miss — because today, copper is no longer just a metal. It is the new energy of the global economy